Tax Wealth & Financial Services Inc.

Tax Wealth & Financial Services Inc. Kevin Duffy brings 35 years of diverse public accounting experience in working with clients to guide them in creating a financial plan to reach their goals.

Kevin works with clients in all aspects of financial management in all stages of life. 35 years of diverse public accounting experience. Our founder Kevin Duffy has practice in state planning, financial planning, retirement planning, matrimonial litigation and division of assets, asset recovery, estate taxation, business and individual tax preparation, litigation support, and IRS and State tax res

olution matters. Having served a variety of clients from lawyers to residential and commercial developers, fuel oil companies to hotels and restaurants, his experience and leadership have us prepared for a wide range of needs and clients. We take pride in our customer service, and make it a top priority. Our team is prepared to help you with your financial planning and tax preparation needs. Let us know how we can help you. Available By Appointment Only

06/24/2026

What does your ideal future look like?

Whether it’s buying a home, building wealth, retiring comfortably, or creating financial freedom for your family, every goal starts with a plan.

Planning your financial future begins with the decisions you make today. Start building the future you deserve.

Maintaining your lifestyle into retirement takes planning.Designing a plan that meets your needs and reaches the goals y...
06/17/2026

Maintaining your lifestyle into retirement takes planning.
Designing a plan that meets your needs and reaches the goals you set forth takes personalized financial strategies.

Our experts can structure a plan that fits your lifestyle and allows you to enjoy the retirement you desire.

Book online at duffyfinancialplanning.com or call 732-910-9207.

Whether you are planning for retirement, a vacation, a new home, or paying for college, achieving success starts with a ...
06/09/2026

Whether you are planning for retirement, a vacation, a new home, or paying for college, achieving success starts with a plan.

-Define goals.
-Stay disciplined.
-Manage money.
-Track progress.

We can help you define your goals and set up your plan to achieve them.

Book a free confidential consultation today at https://www.duffyfinancialplanning.com or call 732-910-9207.

06/04/2026

What are some ways to cover long term care?

Watch the full video on my YouTube Channel! The link is above in my Bio

05/27/2026

When should I plan to take Social Security? It depends on each individual's situation.

Explore your options, especially if you are married, to decide when each of you should begin your payments.

Talk to a Social Security representative and get professional advice on what will be the best plan for you.

A smart financial strategy fuels business growth.Owning a business requires more than passion, it requires planning. Sav...
04/28/2026

A smart financial strategy fuels business growth.

Owning a business requires more than passion, it requires planning. Saving, investing, managing cash flow, and preparing for economic shifts are all key to long-term success.

Ready to strengthen your financial strategy?
Let’s connect and discuss your next steps.
Book a free consultation online at duffyfinancialplanning.com.








04/24/2026

Probate doesn’t have to be complicated.

Know the process. Protect your assets. Plan ahead.

Now that taxes are filed, the IRS has AI bots scanning returns and flagging them for audits.If you get a notice do not w...
04/21/2026

Now that taxes are filed, the IRS has AI bots scanning returns and flagging them for audits.

If you get a notice do not wait to respond. Know what your rights are as a taxpayer and hire a professional to help you resolve your case with minimal impact to your finances.

You can read my full blog post "IRS Audit Season: What Every Taxpayer Should Know" at duffyfinancialplanning.com.

You can book a tax consultation on my website or call 732-910-9207.


04/17/2026

Do you want to minimize IRMAA Tax? Let's talk strategies.


Now is a great time to review your financial plan. All your documents are gathered for filing taxes giving you the most ...
04/15/2026

Now is a great time to review your financial plan. All your documents are gathered for filing taxes giving you the most current overview of your yearly income and expenses.

Reviewing annually helps keep your goals on track and allows you make adjustments when needed.

If your income increased you can boost your retirement savings or allocate funds for travel. If expenses went up, it may be time to revisit your spending plan to stay balanced.

Book a financial plan review with our team at https://www.duffyfinancialplanning.com/book-online or call 732-910-9207.








Address

526 Bay Avenue
Point Pleasant Beach, NJ
08742

Opening Hours

Monday 9am - 7pm
Tuesday 9am - 7pm
Wednesday 9am - 7pm
Thursday 9am - 7pm
Friday 9am - 7pm
Saturday 9am - 1pm
Sunday 9am - 1pm

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