John Nicosia, EA


John helps clients with financial planning, tax preparation, and business planning.  He specializes in comprehensive financial planning, considering all aspects of income, investments, and retirement planning.  All financial plans are unique and tailored to an individual client.  By combining tax planning, John takes the guess work out of retirement income planning. 

As an Enrolled Agent, John is a tax expert who can represent individuals and businesses when working with the IRS or any state tax agency.  He specializes in individual and small business tax returns, working with clients to anticipate future tax issues so there are no surprises!

John is a graduate of Fairfield University.  He is a Long Island native, currently living with his wife and two kids in Blue Point. 

John is a Registered Representative and Investment Advisor Representative of Osaic Wealth

Phone 631-656-9720
Fax 631-656-9727