Freedom Tax and Financial Services
Freedom Tax and Financial Services
1690 Washington Avenue
Bohemia, NY 11716
1690 Washington Avenue
Bohemia, NY 11716
Categories: Accountants, Financial Advisors, Financial Planners Certified, Insurance, Life Insurance, Retirement Planning Services, Tax Preparation
Financial Planning, tax preparation, small business planning, retirement planning
Keywords: Freedom, Tax,Financial, Services, comprehensive tax, accounting, finances,individual, personal, income,business, clients, tax preparation, retirement, insurance, long term care, small business, CPA, CFP, EA, CDFA, PFS, IRS, wealth, bohemia, e-filing, college planning, 529, 401k, simple, investments, retirement, tax audit, consultations, bookkeeping, quickbooks, payroll, sales tax, cash management,
Keywords: Freedom, Tax,Financial, Services, comprehensive tax, accounting, finances,individual, personal, income,business, clients, tax preparation, retirement, insurance, long term care, small business, CPA, CFP, EA, CDFA, PFS, IRS, wealth, bohemia, e-filing, college planning, 529, 401k, simple, investments, retirement, tax audit, consultations, bookkeeping, quickbooks, payroll, sales tax, cash management,
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Interview Q&A
How long have you been in business?
Jerry L. Style, EA, CFP®, CDFA, and Robert R. Sick, CPA/PFS, CFP® are the founding members and principals of Freedom Financial Services, LLC and Freedom Tax & Business Services, LLC, both established in October 1999.
What is your primary product or service?
Freedom Tax & Financial Services offers comprehensive tax, accounting and financial services for over 1000 individual and business clients.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Jerry L. Style, CFP®, EA, CDFA is a founding member and principal of Freedom Tax & Business Services, LLC and Freedom Financial Services, LLC. Prior to founding Freedom Tax & Financial Services, Jerry owned his own accounting and financial services firm, Style Associates, Ltd., for almost 20 years. Before establishing his own professional practice, Jerry worked for the Port Authority of New York and New Jersey for 7 years. Jerry received a B.B.A. in Public Accounting at Hofstra University. He is an enrolled Agent, certified to practice before the Internal Revenue Service, a Certified Financial Planner, as well as a Certified Divorce Financial Analyst. Jerry holds series 6, 7, 24, and 63 securities licenses and holds a New York State Health, Life and Accident Insurance license. --------------------- Robert R. Sick, CPA/PFS, CFP® is also a founding member and principal of Freedom Tax & Business Services, LLC and Freedom Financial Services, LLC. Prior to merging his practice with with Jerry, Bob owned his own tax and accounting business for 14 years. Before that, he worked for CPA firms on Long Island and served as Controller and Chief Fiscal Officer for Palm Beach Federal Savings Bank in Palm Beach Gardens, Florida. Bob has served as treasurer of the Miller Place Fire District since 1990 and has taught accounting and business courses at both Dowling College and Suffolk Community College. Bob received a B.B.A. in Public Accounting and an M.B.A. in Management Science from Hofstra University. He is a Certified Public Accountant/Personal Financial Specialist, as well as a Certified Financial Planner. He holds series 63, 6 and 7 securities licenses as well as New York State Health, Life and Accident Insurance license.
How do you differentiate yourself from other businesses in your category and area?
Our team of qualified and caring professionals focus on your whole picture. We spend time with our clients to understand exactly where they are now, and where they want to be in the future. We have found that families typically face eight key financial challenges, which we refer to as the “Eight Wealth Management Issues.” For our clients we carefully examine each of these issues in a disciplined approach looking for financial solutions that fit the needs of each individual family. We have found that these eight issues are so closely related that addressing them in this coordinated fashion is the only way to help ensure a family’s long-term financial security.
How many locations do you have and do you have plans to expand?
We are the one and only.
Provide detailed directions to your location
We are conveniently located at: 1690 Washington Avenue Bohemia, NY 11716---------- From the East:----- LIE to Ocean Avenue Exit 59-South to Veterans Hwy (454).Turn right onto Vets Hwy and drive to the 2nd light, Washington Ave. Turn left, first right into parking lot. We are on the southwest corner of Veterans and Washington Avenue.--------- From the West:----- LIE to Veterans Hwy (454) Exit 57. Turn right onto Veterans Hwy. Continue south for approximately 3 miles to Washington Avenue. Turn right. First right again into parking lot. We are on the southwest corner of Veterans Hwy and Washington Ave.--------- From the South:----- Sunrise Hwy to Lakeland Avenue. Take Lakeland Avenue north To Veterans Hwy (454). Turn left. The 4th traffic light is Washington Avenue. Turn left, first right into parking lot. We are on the southwest corner of Veterans and Washington Avenue.
What type of payments do you accept?
Cash, check and all major credit and debit cards.
Which areas do you service?
Services for Individuals-- Tax Smart Planning to Help Minimize Taxes, Tax Return Preparation and E-Filing, Estate and Gift Tax Planning and Return Preparation, Divorce Planning, Financial Services, College Planning, Retirement Planning, Tax Audit Representation, Mortgage & Refinancing Consultations, Reverse Mortgages, Long-Term Care Insurance, Life Insurance, Health Insurance, Services for Businesses-- New Business Consultations, Business Planning Coordinated with the Personal Goals of the Business Owner, Business Tax Planning & Return Preparation, Computerized Bookkeeping Services, QuickBooks & Peachtree Accounting Software Installations & Consultations, Payroll & Sales Tax Return Preparation, Profitibility & Cash Management Planning, Financial Statements, Tax Audit Representation, Retirement Plans for Businesses.
Who owns your company or runs daily operations?
Jerry L. Style, EA, CDFA, CFP® and Robert R. Sick, CPA/PFS, CFP®
What are your hours of operation?
M-F 8:30am - 5:00pm. February 1st through April 15th, evening and Saturday hours available.
Jerry L. Style, EA, CFP®, CDFA, and Robert R. Sick, CPA/PFS, CFP® are the founding members and principals of Freedom Financial Services, LLC and Freedom Tax & Business Services, LLC, both established in October 1999.
What is your primary product or service?
Freedom Tax & Financial Services offers comprehensive tax, accounting and financial services for over 1000 individual and business clients.
How did you first become interested in your line of business? (if owner) - What is your background? (If owner or store manager)
Jerry L. Style, CFP®, EA, CDFA is a founding member and principal of Freedom Tax & Business Services, LLC and Freedom Financial Services, LLC. Prior to founding Freedom Tax & Financial Services, Jerry owned his own accounting and financial services firm, Style Associates, Ltd., for almost 20 years. Before establishing his own professional practice, Jerry worked for the Port Authority of New York and New Jersey for 7 years. Jerry received a B.B.A. in Public Accounting at Hofstra University. He is an enrolled Agent, certified to practice before the Internal Revenue Service, a Certified Financial Planner, as well as a Certified Divorce Financial Analyst. Jerry holds series 6, 7, 24, and 63 securities licenses and holds a New York State Health, Life and Accident Insurance license. --------------------- Robert R. Sick, CPA/PFS, CFP® is also a founding member and principal of Freedom Tax & Business Services, LLC and Freedom Financial Services, LLC. Prior to merging his practice with with Jerry, Bob owned his own tax and accounting business for 14 years. Before that, he worked for CPA firms on Long Island and served as Controller and Chief Fiscal Officer for Palm Beach Federal Savings Bank in Palm Beach Gardens, Florida. Bob has served as treasurer of the Miller Place Fire District since 1990 and has taught accounting and business courses at both Dowling College and Suffolk Community College. Bob received a B.B.A. in Public Accounting and an M.B.A. in Management Science from Hofstra University. He is a Certified Public Accountant/Personal Financial Specialist, as well as a Certified Financial Planner. He holds series 63, 6 and 7 securities licenses as well as New York State Health, Life and Accident Insurance license.
How do you differentiate yourself from other businesses in your category and area?
Our team of qualified and caring professionals focus on your whole picture. We spend time with our clients to understand exactly where they are now, and where they want to be in the future. We have found that families typically face eight key financial challenges, which we refer to as the “Eight Wealth Management Issues.” For our clients we carefully examine each of these issues in a disciplined approach looking for financial solutions that fit the needs of each individual family. We have found that these eight issues are so closely related that addressing them in this coordinated fashion is the only way to help ensure a family’s long-term financial security.
How many locations do you have and do you have plans to expand?
We are the one and only.
Provide detailed directions to your location
We are conveniently located at: 1690 Washington Avenue Bohemia, NY 11716---------- From the East:----- LIE to Ocean Avenue Exit 59-South to Veterans Hwy (454).Turn right onto Vets Hwy and drive to the 2nd light, Washington Ave. Turn left, first right into parking lot. We are on the southwest corner of Veterans and Washington Avenue.--------- From the West:----- LIE to Veterans Hwy (454) Exit 57. Turn right onto Veterans Hwy. Continue south for approximately 3 miles to Washington Avenue. Turn right. First right again into parking lot. We are on the southwest corner of Veterans Hwy and Washington Ave.--------- From the South:----- Sunrise Hwy to Lakeland Avenue. Take Lakeland Avenue north To Veterans Hwy (454). Turn left. The 4th traffic light is Washington Avenue. Turn left, first right into parking lot. We are on the southwest corner of Veterans and Washington Avenue.
What type of payments do you accept?
Cash, check and all major credit and debit cards.
Which areas do you service?
Services for Individuals-- Tax Smart Planning to Help Minimize Taxes, Tax Return Preparation and E-Filing, Estate and Gift Tax Planning and Return Preparation, Divorce Planning, Financial Services, College Planning, Retirement Planning, Tax Audit Representation, Mortgage & Refinancing Consultations, Reverse Mortgages, Long-Term Care Insurance, Life Insurance, Health Insurance, Services for Businesses-- New Business Consultations, Business Planning Coordinated with the Personal Goals of the Business Owner, Business Tax Planning & Return Preparation, Computerized Bookkeeping Services, QuickBooks & Peachtree Accounting Software Installations & Consultations, Payroll & Sales Tax Return Preparation, Profitibility & Cash Management Planning, Financial Statements, Tax Audit Representation, Retirement Plans for Businesses.
Who owns your company or runs daily operations?
Jerry L. Style, EA, CDFA, CFP® and Robert R. Sick, CPA/PFS, CFP®
What are your hours of operation?
M-F 8:30am - 5:00pm. February 1st through April 15th, evening and Saturday hours available.
Contact Freedom Tax and Financial Services:
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