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Wealth Management

Our Wealth Management Process is a unique combination of investment advisory, relationship management and advanced planning. We are dedicated to developing and maintaining goal-focused plans that address the most significant concerns for each individual client.

File Archiving

We provide our clients with digital copies of all of their tax documents through a secure two-way portal.  Get access to copies of your paid tax return for free, anytime from any device

Tax Planning

An integral part of formulating a sound Financial Plan for you includes capturing an accurate look at your tax situation. We believe in tax reduction, not only tax preparation.

April 15th is the tax-filing deadline, but planning begins January 1st.

Tax Preparation

When you file with the Tax Consultants, you get genuine high-end service with the ultimate expert tax preparation.

You don’t need to be a tax expert, that’s our job.

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Accounting

Our firm offers a wide range of services to our individual and business clients. Being a relatively small firm, we take pride in offering personalized quality service.

We strive to be, your financial partner for life

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Cryptocurrency

Your trusted source for expert crypto tax preparation. Our firm has experience with everything from Bitcoin to ZCash

Miners, day traders, casual investors, early adopters and businesses accepting cryptocurrency as payment.

REACH YOUR POTENTIAL FASTER AND WITH EASE 

We will take care of your accounting and administrative services and take the load off you.

Contact Us Today For More Information!

I look forward to working with you and truly remaining your Financial Partner for Life.

- John A. Varao, CPA

Hours:

Monday8:30 AM — 5:00 PM
Tuesday8:30 AM — 5:00 PM
Wednesday8:30 AM — 5:00 PM
Thursday8:30 AM — 5:00 PM
Friday8:30 AM — 5:00 PM
SaturdayClosed
SundayClosed

After dabbling in the Crypto Market in 2018 I decided to work with a tax professional for the first time (as opposed to TurboTax). I came across Derek's name on a site listing a few contacts in the State that deal with these sorts of filings. He was fantastic to work with from the first phone call. I wouldn't hesitate to recommend him to anyone looking to make sure their filings are accurate with regards to these complex assets.

Kerry Dolan Jr.
Google

The Tax Consultants
5.0
2019-03-11T10:01:22-04:00

Kerry Dolan Jr.
Google

After dabbling in the Crypto Market in 2018 I decided to work with a tax professional for the first time (as opposed to TurboTax). I came across Derek's name on a site listing a few contacts in the State that deal with these sorts of filings. He was fantastic to work with from the first phone call. I wouldn't hesitate to recommend him to anyone looking to make sure their filings are accurate with regards to these complex assets.
The user didn't write a review, and has left just a rating.

Derek Cordeiro
Google

The Tax Consultants
5.0
2019-07-11T10:03:57-04:00

Derek Cordeiro
Google

The user didn't write a review, and has left just a rating.
My husband and I have been going to Derek for years. He's incredibly professional, friendly, and thorough. He makes himself available for questions and any issues that may come up throughout the year at no extra cost. You get what you pay for and that's great financial advice and expertise!!

Kelly L.
Yelp

The Tax Consultants
5.0
2019-02-13T10:05:14-04:00

Kelly L.
Yelp

My husband and I have been going to Derek for years. He's incredibly professional, friendly, and thorough. He makes himself available for questions and any issues that may come up throughout the year at no extra cost. You get what you pay for and that's great financial advice and expertise!!

The Tax Consultants have been handling my tax returns for 10+ years. Derek and John are true professionals. They are always willing to answer my questions and make me feel comfortable. When I was thinking about getting into the crypto currency market Derek was there to help me out. I can't say enough.


Jason G.
Yelp

The Tax Consultants
5.0
2019-07-16T18:29:08-04:00

Jason G.
Yelp

The Tax Consultants have been handling my tax returns for 10+ years. Derek and John are true professionals. They are always willing to answer my questions and make me feel comfortable. When I was thinking about getting into the crypto currency market Derek was there to help me out. I can't say enough.
A great local business. Derek and John have been handling my taxes ever since I can remember. They are always there to answer my questions.

Jason Goncalo
Google

The Tax Consultants
5.0
2019-07-16T19:16:34-04:00

Jason Goncalo
Google

A great local business. Derek and John have been handling my taxes ever since I can remember. They are always there to answer my questions.
5
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