Bayside Tax & Wealth

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Bayside Tax & Wealth Bayside Tax and Wealth is an independent financial planning company located in Port Washington.

We help our clients with all their investment, tax and financial planning needs.

11/01/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Is Halloween Effect a Trick or a Treat? While data can reveal patterns, it also reveals inconsistencies. Considering whe...
11/01/2026

Is Halloween Effect a Trick or a Treat? While data can reveal patterns, it also reveals inconsistencies. Considering whether or not take advantage of the Halloween Effect, but not sure?

Connect with Bayside Tax & Wealth to learn more!

10/31/2026

💵Donating Money
With popular programs such as Trick-Or-Treat by UNICEF, you can donate on Halloween. The UNICEF program supports initiatives such as safe water and emergency relief worldwide.

Spirit Halloween’s Spirit of Children is another program, with contributions funding Halloween parties in hospitals for kids and their families.

🍫Donating Candy
You can also donate candy. There are national programs such as Ronald McDonald House Charities. Or, you can go local to retirement communities, first responder stations, and local shelters.

Be sure to check policies and ensure candy is unopened when donating.

👯‍♂️Donating Costumes
Halloween costumes are often worn once, but they can be used again! National charities such as ‘Ween Dream collect new or gently used costumes for those in need.

You can also go to your local Goodwill, thrift store, or school and community theatre groups.

Secrets of the Temple:  How the Federal Reserve works.
10/31/2026

Secrets of the Temple: How the Federal Reserve works.

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

10/31/2026

Promotional candy and costumes used for your business campaign or event are costs which then impact your profit. As businesses are taxed on net profit instead of gross revenue, work expenses need to be taken into consideration.

This is not the case for your own personal Halloween festivities and experiences, even those which may be for your community.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
10/29/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

High revenue is important, but it's not the whole story. Before celebrating, take a look at how much your own business i...
10/27/2026

High revenue is important, but it's not the whole story. Before celebrating, take a look at how much your own business is spending.

Businesses require investment and maintenance. Looking for more guidance? Connect with Bayside Tax & Wealth to learn more.

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for...
10/25/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Calculate your debt-to-income ratio to understand how lenders may view your financial health.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
10/24/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

With Bayside, find all the ingredients at our one-stop-shop. From investments to taxes,  our team is here to help you on...
10/23/2026

With Bayside, find all the ingredients at our one-stop-shop. From investments to taxes, our team is here to help you on every aspect of your financial consulting journey. Let's connect today!

Address

174 Main Street
Port Washington, NY
11050

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 12pm

Telephone

+15165001248

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