Dan Costello

Dan Costello is a Tax Professional focusing on Personal and Small Business Tax and Accounting.  Dan also holds licenses as a Mortgage Loan Officer and Property and Casualty Insurance Agent.  Dan takes pride on being a well rounded financial professional and utilizing the Annual Tax Return as an opportunity to hold himself and his clients accountable in reviewing and discussing every financial aspect of their life, at least once per year!

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Biography

Born in Ireland and raised on Long Island, Dan is and avid NY Islanders and Manchester United Fan.  Dan regularly plays hockey, soccer and golf. He has successfully grown his client database over the years with his vast knowledge in all areas of personal finance and passion for his clients “financial well being.”

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2023 TAX DOCUMENT UPLOAD

Homeowners Insurance 101

After looking at dozens of houses you found a property you love. You’ve managed to come up with a down payment, get approved by a lender, and started wrapping your knick knacks in newspaper. Now you need to find a homeowners insurance policy that meets your needs, but how do you know if a policy is the right one for you?

Auto Insurance 101

Most states require you to carry auto insurance. But how do you know if you have enough? A basic understanding will equip you with the knowledge you need to make smarter decisions when selecting your auto insurance policy. Let’s get started! 

Umbrella Insurance 101

Umbrella insurance goes beyond your normal limits of liability to cover injury to others, legal fees and litigation, excessive property damage, and more. Relatively cheap, it can give you protection from a sudden and serious situation. 

Water Coverages Explained

Four different types of water coverage may or may not be part of your home insurance policy. Let’s look at how they could help better protect you and your family from financial burden due to various causes of water damage to your home.

Additional Services We Provide

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.

Life Insurance Consulting

Life Insurance should not be a difficult decision. Its either right or wrong for you depending on where

Property Tax Grievance

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

Home & Auto Insurance

Utilizing our in house insurance brokerage, Brooks Robb & Callahan, we have access to many insurance markets to offer

Mortgage & Lending Services

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

Business Tax Accounting

There is no business too big or small. From inception of a new business to over 100 employees,

Personal Income Tax

We believe in always doing the right thing for our clients, placing their financial well-being at the forefront.

Copyright ©2024 | Evolution Mortgage Inc. | Loan officer NMLS #1136418
Licensed to Do Business in the State of FL & NY | Company NMLS #121459
Registered Mortgage Broker-NYS Dept. of Financial Services
All mortgage loans arranged with third party providers.

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