Legal notice
Legal Notice
This website introduces KP Stein and provides general information about our services. Please read this notice before relying on website content or sending a request to the office.
Last updated: October 6, 2026.
Website operator
KP Stein, Lynbrook, New York
KP Stein is the public name of KPStein CFP® Inc, the family tax practice long known as Moskowitz and Simons. The office is located at 88 C Atlantic Avenue, Lynbrook, NY 11563. Income tax and accounting services are provided by the tax practice.
For tax services or questions about this website, call (516) 887-1605 or email tax@kpscfp.com.
General information
Advice depends on your circumstances
The content on this website, including checklists and links to resources, is for general information. It is not personalized tax, accounting, legal, investment, or other professional advice, and it is not a recommendation to buy or sell an investment or adopt a particular tax strategy.
Tax rules, filing requirements, and financial circumstances change and vary by tax year and jurisdiction. Information may be incomplete or become outdated. Confirm current requirements with the relevant authority and consult an appropriate professional before acting. Examples and descriptions of services do not guarantee a particular tax saving, refund, investment result, or other outcome.
Working with the office
An inquiry is the first step
Viewing this website, using a resource, or sending a form or email does not by itself establish a professional relationship. Any services, responsibilities, and deadlines must be agreed with the office under the terms of your engagement. Existing clients should continue to follow their engagement arrangements.
An appointment request or automated email acknowledgment does not confirm an appointment, acceptance of an engagement, a filing, or an extension. Do not assume that a deadline is being handled because you sent a message. For an urgent or time-sensitive matter, call (516) 887-1605.
Do not send Social Security numbers, passwords, account details, or tax documents through the public form or ordinary email. Use the Client Center document portal when instructed by the office. Website messages are handled as described in our Privacy Policy.
Separate professional services
The Halliday Financial relationship
Financial planning services and any securities-related transactions are provided through Halliday Financial and its applicable subsidiary, not by the tax practice. Income tax and accounting services are provided independently by the Lynbrook tax office. Services are available only where the relevant professional and provider are properly registered or otherwise permitted to offer them.
For financial planning inquiries, contact Katherine Piscopo Stein at kpstein@hallidayfinancial.com. See the financial planning disclosures and use FINRA BrokerCheck (opens in a new tab) to research brokerage firms and financial professionals.
This website is not an offer to buy or sell securities. Any financial services engagement is subject to the applicable provider’s agreements and disclosures. Professional designations identify credentials held by individuals and do not imply government endorsement or a guarantee of results.
Other websites
Links and third-party services
We link to government agencies, professional resources, the SmartVault document portal, and other services for your convenience. Their operators control their content, availability, security, and terms. A link alone is not an endorsement of every statement, product, or service on that site.
We aim to keep this website useful and accurate, but cannot promise that it will always be available, uninterrupted, or free of errors. Please report a broken link or suspected error to the office. Nothing in this notice limits rights or protections that cannot lawfully be excluded.
Using this website
Respect the content and services
Website text, design, photographs, and other materials are protected by applicable intellectual-property laws and belong to their respective owners. You may read, save, and print pages and checklists for your own personal use, including preparing for an appointment, while keeping copyright and attribution notices intact. Other uses require the relevant owner’s permission unless permitted by law.
Names, logos, and professional certification marks belong to their respective owners. Their appearance on this website does not transfer any rights to use them.
Use the website lawfully. Do not submit spam or malicious content, interfere with the site’s operation, misrepresent your identity, or attempt to access another person’s information or portal account.
Website assistance
Questions or help accessing information
Our Privacy Policy explains how information from this website is handled. Our Accessibility Statement describes our accessibility goal and how to request assistance or report a barrier.
Call (516) 887-1605 or email tax@kpscfp.com with questions about this notice. We may revise it as the website or services change; the date above identifies the latest update.