4D is an independent fee-only tax and financial planning firm. As an independent advisor, 4D does not sell any insurance or investment product, nor does it receive commissions.
4D specializes in providing solutions to individuals, families and small businesses on tax and financial issues. 4D also develop and implement comprehensive financial plans that integrate cash flow management, education planning, income tax planning, investment advice, retirement and estate planning, and risk management.
Jenifer Lee started 4D because she believes the public is better served if they are equipped with adequate knowledge in tax and financial issues. She also believes that most people can benefit from a passive buy-and-hold investment strategy investing primarily in no-load or low-load investment vehicles.
Jenifer has a MBA and an Advanced Professional Certificate in Taxation from NYU. She received her CPA designation in 1988 and her CFP certification in 2002. She is a member of FPA (Financial Planning Association), AICPA and a current board member of FPA New York chapter. She is a regular speaker of educational workshops on tax and financial planning topics.
At 4D Tax and Financial Planning, LLC., we've been serving the accounting needs of New York, NY and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.
Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.
Thank you for visiting. We look forward to working together!