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

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.








04/10/2026

I hear it all the time from parents: your children are the greatest thing since sliced bread.

Here's the reality of it, wills can be contested. In this video, I share my advice on what to do.

Are you confident in your future or just hoping things work out?Our team provides personalized guidance to help you make...
04/09/2026

Are you confident in your future or just hoping things work out?

Our team provides personalized guidance to help you make informed decisions at every stage.
Whether you are preparing for retirement, managing taxes, or protecting your legacy, we have solutions designed to bring clarity and confidence to your journey.

Our services include:
• Comprehensive Planning tailored to your unique goals.
• Retirement Planning strategies to help you build lasting security.
• Tax Preparation and Tax Resolution to reduce stress and stay compliant.
• Estate Planning to protect assets and preserve your legacy.
• Elder Care Planning to prepare for long-term care needs.

Schedule your complimentary consultation and take the first step toward a more secure future.

We’re proud to build long-term relationships based on trust and service.Thank you, Joe, for your wonderful review! ⭐If y...
04/03/2026

We’re proud to build long-term relationships based on trust and service.
Thank you, Joe, for your wonderful review! ⭐

If you're ready to work with a team that puts your financial future first, reach out today.
Book your free consultation online at duffyfinancialplanning.com or call 732-910-9207.

04/01/2026

Each of us should have a plan to pass on our assets to our beneficiaries.

There is more than one way to transfer an account.

In my latest video I share how to make this process as simple as possible.

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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