Welcome to JWT3CPA.com! As a licensed NYS CPA, I am committed to delivering top-notch service with a focus on quality and customer satisfaction.
I offer a wide range of services and am confident you’ll find working with me a rewarding experience. Feel free to explore the website, and if you have any questions, don’t hesitate to reach out. My goal is to exceed your expectations every step of the way.
Based on Long Island, I am a NYS licensed CPA with offices conveniently located across multiple areas.
I look forward to connecting with you soon! Be sure to check back for updates as we continue to enhance the website with new content and resources.
Tax & Financial
Services
At JWT3CPA, we take pride in our commitment to integrity, precision, and personalized service.
I’ve partnered with my mentor, John Baldi, and his son Chris Baldi, to bring you a team of highly qualified professionals. Together, we are licensed CPAs, and John Baldi is also a Certified Financial Advisor (CFA) with over 25+ years of experience in the industry.
With office locations in Melville, Hauppauge, and Bohemia, New York, we are well-positioned to serve clients locally, across state lines, and even internationally. Whether you’re nearby or far away, we’re here to meet your accounting and financial needs.
Contact us today to schedule an appointment—we look forward to working with you!
our services
Comprehensive Tax Solutions
Maximize refunds with accurate filing.
Business & Legal Support
Build, Protect, and Grow Your Business with Confidence
Payroll & Insurance Services
Streamline Payroll & Secure the Right Insurance for Your Needs
Financial Planning & Advisory
Secure Your Financial Future with Trusted Expertise
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Get a personal guide
What services do you offer?
We provide a range of services including tax return preparation and filing, tax planning, financial advising, payroll management, business startup assistance, will preparation, real estate guidance, insurance solutions, investment opportunities, retirement planning, and college savings fund setup.
Where are your offices located?
Our offices are conveniently located in Melville, Hauppauge, and Bohemia, New York. We also serve clients across state lines and internationally.
Do you work with businesses or individuals?
We work with both individuals and businesses. Whether you need help with personal taxes, financial planning, or starting a business, we’re here to assist.
Can you help me find better insurance rates?
Yes! We can help you secure competitive rates for home, auto, life, and other types of insurance.
Do you offer retirement and college savings planning?
Absolutely! We specialize in creating personalized retirement plans and college savings funds to help you achieve your financial goals.
How can I contact you?
You can reach us at (631) 905-2153 or email John.Trinkwald@gmail.com to schedule an appointment or ask any questions.
Are your services available remotely?
Yes! We can provide services both locally and remotely, ensuring flexibility and convenience for all our clients.
