Metropolitan Capital Tax & Wealth Management, Inc.

Our mission is to provide our clients with comprehensive wealth management strategies that are designed to help them minimize their tax and maximize their wealth. Offices located in New York and New Jersey. Please see our Locations page for addresses and contact information.

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Welcome to Metropolitan Capital Tax and Wealth Management, an Income Tax and Financial Planning Firm. Celebrating 10 years in 2016! We have offices located in Queens, Brooklyn, and Red Bank, New Jersey. Please see our Locations page for addresses and contact information. Our mission is to help people reach financial independence by building a custom, comprehensive financial plan that addresses every aspect of their financial objectives. Our goal is to teach our clients to think of tax and financial planning as one profession and to educate them on why tax planning is an integral part of building wealth. Studies have shown that taxes represent the single largest expense most Americans will incur in a lifetime.

Unfortunately, we find that most people receive investment advice from advisors who do not understand taxes. In fact, more often than not, these advisors will refer tax questions to accountants not affiliated with their firm. This lack of synergy can result in the client paying more taxes than necessary and can lead to an ineffective financial plan. At Metropolitan Capital Tax and Wealth Management, we believe that in order to build a successful financial plan, it is important to understand each client's tax situation. Since the tax return represents one of the most important financial documents you own, it should be used as a tool to help determine which investment stategy will be the most cost effective.

When was the last time your financial advisor asked to review your tax return? We feel that knowing how to prepare a client's tax return is a key component in developing an effective financial plan. Since your tax return can be affected by the investments you choose, it's important to understand cause and effect. By understanding what each line on the tax return means, it forces us to analyze each investment from a different prospective. We will never give any investment advice until we have made every effort to understand your tax situation. We focus not only on what you earn, but what you keep. Our interpretation of true financial planning is different than the average advisor. At Metropolitan Capital Tax and Wealth Management, each team member is driven towards the same objective.

Our committment to professional excellence and our dedication to client service is unwavering. Tax Planning is an integral part of building wealth. At Metropolitan Capital Tax and Wealth Management, we take it very seriously. Our Services Metropolitan Capital Tax & Wealth Management provides a variety of services: Tax Matters Personal income tax preparation Accounting services Year-round tax planning Small business LLC's, Corporations Investments Mutual funds, stocks, bonds, annuities, 529 plans IRAs, 401(k)s and profit-sharing plans, pensions Investment management Retirement distribution planning Insurance Estate planning Life insurance Health insurance Long-term care Disability

Team

Marc A. Bongiorno, Tax and Financial Consultant

Marc Bongiorno has a strong record of accomplishment in the tax planning and financial consulting field. In his management of client assets, he specializes in personal income tax preparation and is the supervisor of compliance for the entire company.

As a public speaker and educator Marc conducts numerous workshops in the areas of tax planning, estate planning, long-term care, investment strategies, and related topics. The seminars and workshops he delivers provide valuable information to members of labor unions, senior citizens organizations, women's groups, religious groups, and civic associations. The information he provides has the potential to improve the quality of the financial lives of each and every audience member.

Marc's goal as a professional is to teach his clients how they can potentially achieve financial independence by educating them on how to reduce their tax liability, build and manage their assets, and set the groundwork for financially independent retirement and estate planning. By challenging conventional practices and exploring new paths, Marc strives to provide his clients with insight and creative alternatives to financial planning.

Frank A. Canzona, Tax Advisor and Financial Consultant

Like each and every member of the Metropolitan Capital Tax & Wealth Management team, Frank Canzona is fully committed to providing clients with the very best in terms of customer service, tax preparation, and financial planning advice; his background makes him qualified to do so.

Frank began his career as a staff accountant for a major construction firm in 1982. Building on his success, he accepted an accounting position with Solinger & Sons, a multimillion dollar manufacturing company, where he eventually earned a promotion to Assistant Controller. From there he went to work for the CPA firm of Gassman, Gassman & Griper, where he prepared taxes and provided tax planning advice for presidents and other senior executives of several Fortune 500 companies.

Venturing out on his own in 1987, Frank founded an independent tax consulting and accounting firm as an individual practitioner. He prepared tax returns for hundreds of individuals and businesses located throughout the United States on an annual basis.