1956
STARTED TAX BUSINESS
Providing financial guidance and tax help to physicians and individuals since 1956.
50,000+
TAX RETURNS COMPLETED
Completed over 50,000 tax refunds for our clients. Maximum refund, guaranteed.
FREE
CONSULTATION & CONVERSATION
Start with a free consultation with one of our tax professionals to discuss your tax options.
File taxes with the professionals that know you.
Tax preparation made easy. Our tax professionals work with you to file your taxes with confidence. You spend less time worrying about taxes and more time doing what you love. We have a deep understanding of your medical field and we have been working with physicians and their taxes for over 60 years.
File taxes with the professionals that know you.
In 2018, we were able to get our clients
$1,400,000+
back on their tax return.
How We Work with You
Answer a few simple questions
Answer a few simple questions to complete your tax profile during your free consultation.
Start the conversation
Meet with one of our tax professionals that will answer any questions you may have about your taxes.
File with confidence
We have been working with physicians and individuals for over 60 years on their taxes and we double check your tax return before you file.
We've Come a Long Way
We take pride in our long history in tax preparation. Prime Financial Services has championed their clients through nine recessions, thousands of tax code changes, constant shifts in the business of medicine and numerous other obstacles. With experience comes knowledge, and with that knowledge comes sound advice. The world may change, the tax laws may change, the technology my change, but the commitment to our clients never has.
1956
Milton Wein started a financial group focusing on the design of financial plans for physicians in New York City.
1976
Howard Wein, Milton's son, joined the practice and realized tax planning and finances go hand-in-hand.
2002
Jason Wein, Howard's son, joined the team and continued to take the family business into the next century with technology.
2018
Prime is now a nine person team specializing in physician taxes and provides tax seminars all over the tri-state area.
SPECIAL
OFFER
We offer a discount for our tax services to physicians in training.
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If you are interested in learning more about our discounted price, fill out the form below.
What Our Clients are Saying
We understand your business and everything that goes into doing your taxes to get you a maximum return.
We have the years of experience, technology and a streamlined process of filing your taxes.
We have worked with Prime for 8 years and couldn't be more pleased with their services. They have not only helped us with tax preparation but have also taken the time to give us courtesy educational sessions to help us better understand our financial strategies and goals. They were also able to connect us with other financial and real estate professionals outside of their field when the need arose. They are also very prompt in returning calls and emails and were willing to visit my home and workplace on occasion. Finally, the entire staff is very personable and take a genuine interest in my family. I highly recommend their group."
Dr. J. DeLeon
Radiology, Waterbury, CT
I have worked with Jason and the Prime team for about 10 years. They are reliable and trustworthy. I can always pick up the phone and expect to get timely and valuable advice. Jason is terrific and I view him as more of a friend than a financial rep. That is what I think you should expect from your advisor.
Dr. A Killen
Bridgeport, CT
Be in Touch
We want to hear from you!
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Tel: (203)966-7243 | Fax: (203)972-0224
187 Danbury Road, Second Floor Wilton, CT 06897
