Bayside Tax & Wealth

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.

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
06/07/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
06/06/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save a...
06/04/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

In preparation for the annual model boat regatta, the team at Bayside visited Sousa and Manorhaven classrooms to help bu...
06/03/2026

In preparation for the annual model boat regatta, the team at Bayside visited Sousa and Manorhaven classrooms to help build their model boats. We'll be at Harbor Fest this Sunday, come see us at the dock!

As an integrated financial services firm, Bayside Tax & Wealth was built to see the bigger picture. Owning a home is a m...
06/03/2026

As an integrated financial services firm, Bayside Tax & Wealth was built to see the bigger picture. Owning a home is a milestone in a larger financial journey.

Our team can help you understand the impact your new home will have on your financial life. With our insights, make a significant financial decision that feels right for you.

Connect with Bayside Tax & Wealth to learn more.

Small contributions can add up to something big. See how compound interest works over time and what it could mean for yo...
06/02/2026

Small contributions can add up to something big. See how compound interest works over time and what it could mean for your financial future.

Explore how compound interest can grow your money over time with this interactive tool.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
05/31/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Looking for a new CPA, especially unexpectedly, can be daunting. At Bayside Tax & Wealth, we're here to offer you suppor...
05/30/2026

Looking for a new CPA, especially unexpectedly, can be daunting. At Bayside Tax & Wealth, we're here to offer you support in all aspects and stages of your financial journey. Connect with us today to learn more.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
05/30/2026

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.

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
05/28/2026

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.

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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