About Me
Kevin Donovan, EA
I have been admitted to practice as an EA before the IRS and most state taxing authorities since 2007 and have been in the tax business since 2005. EA’s are the only tax preparers licensed in all 50 states by the U.S. Treasury Department who not only prepare returns but can represent taxpayers before all administrative levels of the IRS. They run interference between you and the IRS and state taxing authorities to ensure that you get fair treatment.
I have been actively involved with saving and investing for over 30 years. My area of expertise is helping educators because I believe it takes one to know one. During my career as a teacher, I was able to create an investment portfolio for myself that was quite large, for a lifelong educator as well as many others. I would like to show you how you can benefit from the same system as I did.
In addition to being an EA, I hold Series 7, 63, and 65 securities licenses issued by the Financial Industry Regulatory Authority (FINRA) as well as an NYS Life, Accident & Health Insurance license. These securities can be purchased through PlanMember Services, Inc., where I am an independent, fee-only financial adviser. PlanMember is part of the Omni Group’s Preferred Provider Program for 403(b)’s in NYS. Essentially I can provide highly-rated retirement & financial services with no commissions. For more information on these services, you can visit my PlanMember website.
I also hold NYS teacher certifications in Earth Science, Living Environment, and Physical Education. I was a high school Earth Science and Living Environment teacher for 20 years and a Physical Education teacher for 12 years. During this time I was a Union Rep. for 5 years, a member of my Union’s Political Action Committee for 20 years, and attended the New York State United Teachers Committee of 100 for 15 years. I also coached the Boys and Girls Varsity Tennis teams for 12 years. We won league titles in 2010 and 2011. I was voted League IV Coach of the Year in 2010.
I am now a retired teacher with 33.5 years of service in the NYS Teachers Retirement System. When you set an appointment with me I will share the techniques that helped me create wealth. I’m also quite familiar with the retirement process and its associated tiers. Whether you are a new, mid-career, or nearing the end of your career, I believe you will find my advice invaluable. I can help you with all your workplace saving & investing needs, opening a brokerage account, buying life insurance, and preparing your personal or business tax returns. I may appear to be a one-man show, however, I have a network of experts in their respective insurance, legal and financial fields that assist me.
Investment Philosophy
I will always put you in investments that are in your best interest. Your investments will be based on your personal risk profile and time horizon. What has served me well over the many years that I have been an investor, is to buy & hold, periodically rebalance, and only sell when there is a fundamental problem with a particular investment. This keeps costs low and gives investments time to perform as indicated by the initial research that I perform.
Personal Information
Married since 1994 with 2 boys. My wife is still a teacher with about 5 more years left until she can retire. She was actually a nurse for 6 years before her teaching career started in 1999. She is the best vacation planner on the planet. There we are on the right on one of the vacations that she planned. That would be a great 2nd career for her after she retires from teaching – LOL. After I get the kids off to school in the morning, I go to the gym or run. I like to read and surf, if time permits.
Setting an Appointment
If you set an appointment with me, you can either come to my office or we can Zoom. It will be super easy because I do all the work and you just relax and talk. This is how the meeting will go: 1) I will sit and listen to any of your financial concerns, needs, and challenges 2) Together we will then develop a strategy to help you achieve your financial goals 3) Implement the plan. If you have to transfer your account from another firm, that’s also super easy – I do all the work for you and you do almost nothing.
Address: 7 Clemens Blue Point, NY 11715