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Find a Location

The Tax-Efficient Group LLC has 1 locations, listed below.

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    Business ProfileforThe Tax-Efficient Group LLC

    Business Consultants
    BBB accredited business

    At-a-glance

    Customer Reviews

    5/5stars

    Average of 10 Customer Reviews

    Customer Complaints

    This business has 0 complaints

    BBB Rating & Accreditation

    Accredited Since: 2/20/2024

    Years in Business: 1

    Customer Reviews are not used in the calculation of BBB Rating

    Reasons for BBB Rating

    Overview

    The Tax-Efficient Group is a professional services firm, offering a customized team model approach to assist companies in optimizing financial decisions, operational synergy, and human resources guidance. We also focus on additional guidance associated with employee benefits, and effective tax strategies to support C-suite, management team and high-net worth individuals.

    Products & Services

    Business and Personal Tax-Efficient Solutions, Corporate Health and Wellness programs

    Business Details

    Location of This Business
    400 W Main St, 160 Babylon, Babylon, NY 11702
    BBB File Opened:
    2/12/2024
    Years in Business:
    1
    Business Started:
    9/26/2022
    Accredited Since:
    2/20/2024
    Type of Entity:
    S Corporation
    Business Management
    • Mr. Michael Neal, Managing Partner/CFO
    Contact Information

    Principal

    • Mr. Michael Neal, Managing Partner/CFO

    Customer Contact

    • Mr. Michael Neal, Managing Partner/CFO

    Customer Complaints

    0 Customer Complaints

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    Customer Reviews

    10 Customer Reviews

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    How BBB Processes Complaints and Reviews

    Start a Review

    Most Recent Customer Review

    willis k

    5 stars

    06/11/2024

    The ** Group makes it easy. They are always positive, and informative and THEY KNOW WHAT THEY ARE TALKING ABOUT, unlike multiple other companies I have talked to. I have had the pleasure of having them assist my company with their PCM Program! Which is the best thing since sliced bread! My employees love the benefits, it is helping them stay on top of their overall health Plus some of the offerings are even helping them stay safe online, financial guidance offerings, and counseling with whatever they may be dealing with in my employees day to day life. I will continue to use their PCM Program for years to come and if you haven't enrolled yet you're truly missing out on an amazing program!

    The Tax-Efficient Group LLC Response

    06/22/2024

    ******,You and your team have been such a pleasure to work with and we're truly excited to see your company continue to grow in leaps and bounds!

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