Tax & Retirement Advisors


Our team is committed to treating you like family and securing your financial future. We do this by caring about you as a person and listening to your goals. At Cowen Tax Advisory Group, our clients have the peace-of-mind knowing that their hard earned retirement dollars are wisely allocated and efficiently tax managed.

Cowen Tax Advisory Group – Join the Family

Who Are We and What Do We Do


Have You Set Up
Your RMD?

Missing an RMD may be a costly mistake!

The first taxable Required Minimum Distribution (RMD) must be taken by April 1st of the year after the IRA owner turns 70½.

Get assistance with RMD planning

Are You
Overpaying in Fees?

Are you confused when reading your investment statements? Do you understand the fees, loads, and expense ratios on the Mutual funds you own?

The long-term effect of overpaying fees may be harmful to a successful retirement.

Learn More about overpaying in fees

Do You Have a Year-End
Tax Savings Plan?

One of the best ways to lower your tax bill is to reduce your taxable income. One way this may be accomplished is by harvesting capital losses. Another way is to maximize your retirement plan deduction.

Learn additional strategies

$199 Tax Prep
Federal & State
Includes Tax Reduction Planning
A $350 Value!
Schedule Now

CT Residents Only Ages 50+

Social Security
Getting Your
Estate in Order

Request Your FREE Consultation

We Make Retirement Planning Easy!

Schedule NowSet up your appointment to discuss your financial future and get you on the right path to achieving your goals.
See how we can help you!

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