Personal Income Tax

We believe in always doing the right thing for our clients, placing their financial well-being at the forefront. Our commitment to honesty, transparency, and a focus on their best outcome ensures that clients are not just satisfied but eager to entrust us with all their financial needs.

Business Tax Accounting

There is no business too big or small. From inception of a new business to over 100 employees, our team has the solutions for all.

Mortgage & Lending Services

Utilizing our local in house mortgage brokerage, Evolution Mortgage Inc, we have lending solutions for many types of mortgage and lending needs.

Home & Auto Insurance

Utilizing our in house insurance brokerage, Brooks Robb & Callahan, we have access to many insurance markets to offer our clients to attain the proper protection for themselves at competitive rates.

Property Tax Grievance

We use Long Islands #1 Tax Grievance Company since 2007, Heller Tax Grievance. no upfront fees, free reviews and extremely effective!

Life Insurance Consulting

Life Insurance should not be a difficult decision. Its either right or wrong for you depending on where you are in life. We know your financial position. Avoid the salespeople, trust our partners to get you a policy that makes sense for you and your family and not the best commission for the agent.

Personal Insurance Consulting

We believe in always doing

Business Insurance Consulting

We believe in always doing

Mortgage & Lending Services

We build a network of

Small Business Tax & Accounting

We believe in always doing

Reviews

Client Feedback

Our Referral Only Business Model Always Yields the Best of Reviews!

“ Danny made sure to seamlessly guide us through the process and make it an enjoyable experience. He is always available to answer any questions as they arise, even after moving in. Thank you again!!.”

Linds S
Mortgage Purchase

“ My experience with Danny and his team was amazing! He helped us with advice and to close quickly. He was always available and responded very fast with any questions we had..”

Victoria S
Mortgage Purchase

“ Evolution has my back. I refer all of my family and friends to them. No Sales, no BS. Honest answers to questions we have.”

Alex Harlin
Tax Client

“ My experience with Danny and his team was amazing! He helped us with advice and to close quickly. He was always available and responded very fast with any questions we had.”

Gillian D
Mortgage, Tax and Insurance Client

“ I always tell everyone, having an accountant who you trust and responds to every question you have, is so important.  Any questions my family and I need answers to, we trust Evolution has the answer or resource to help us. We do our taxes, our business accounting, our home buying, refinancing, insurance and all financial advising with Evolution.  They even helped me with credit repair!  A blessing to have them in my corner.”

Ricky C
Mortgage Purcahse X2, Refinance X2, Insurance, Taxes, Property Tax Grievance
Get In Touch

Contact Us Today!

Call or Text Below!

(631) 592-1552