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Best tax services near me in Poughkeepsie, New York

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  • 3.1 7
    #1

    Financial Services

    ● Closed

    Located on Edvard Bech Drive in Poughkeepsie, New York, the Financial Services institution offers a wide range of financial aid opportunities to help make a college education at Marist College affordable for all students. The Student Financial Services team is dedicated to providing exceptional customer service and support to students and their families throughout their academic journey. With a strong return on investment, Marist College offers top-tier internship locations, hands-on learning experiences, and a diverse academic environment to prepare students for successful careers post-graduation. The institution boasts high employment and loan repayment rates for its graduates, with 95% of students employed or attending graduate school within six months of graduation, and 98% successfully paying off their student loans. Through a variety of financing options and support services, Marist College aims to help students achieve their academic and career goals, ensuring a bright future beyond graduation.

    200 Donnelly, Donnelly Hall, Edvard Bech Dr, Poughkeepsie, NY 12601, United States
    800-436-5483
    marist.edu
    Details
  • 5 2
    #2

    Desi Tax Services

    ● Open

    Desi Tax Services is a reputable accounting and finance institution located at 55 Market Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, Desi Tax Services is dedicated to providing personalized and reliable financial solutions to meet your needs. Contact them today to schedule a consultation and take control of your financial future.

    55 Market St, Poughkeepsie, NY 12601, United States
    909-446-6533
    desitaxservice.com
    Details
  • 5 4
    #3

    Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC

    ● Closed

    Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams for 2024, we offer personalized investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Our experienced financial advisors document your goals, regularly review your progress, and adjust your approach as life changes. With access to your investments and accounts from any device, you can track your progress towards your goals securely. Schedule a complimentary initial consultation to learn how we can help you achieve financial success. Our Ameriprise Financial Advisors provide personalized advice to address retirement concerns and help you plan for the future. Start financial planning with us today to secure your financial future. Please refer to our website for important disclosures and regulations. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.

    176 Church St, Poughkeepsie, NY 12601, United States
    845-454-3021
    ameripriseadvisors.com
    Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC Seven Bridges Wealth Advisors - Ameriprise Financial Services, LLC
    Details
  • 4.2 5
    #4

    DSL Financial Services

    ● Closed

    DSL Financial Services is a reputable finance institution located at 2645 South Road in Poughkeepsie, New York. With a team of experienced professionals, DSL Financial Services offers a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, DSL Financial Services is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.

    2645 South Rd Suite 8, Poughkeepsie, NY 12601, United States
    845-454-4110
    dslfinancialservices.com
    DSL Financial Services
    Details
  • #5

    OSR Bookkeeping Services

    ● Closed

    OSR Bookkeeping Services is a premier accounting and finance institution located at 2572 South Road in Poughkeepsie, New York. With a team of experienced professionals, we provide top-notch bookkeeping services to businesses of all sizes. Our dedicated staff ensures accurate financial records, timely reporting, and expert financial advice to help our clients thrive and succeed. Trust OSR Bookkeeping Services for all your accounting and finance needs.

    2572 South Rd Ste # 2011, Poughkeepsie, NY 12601, United States
    845-320-2546
    osrbookkeeping.com
    OSR Bookkeeping Services OSR Bookkeeping Services OSR Bookkeeping Services
    Details
  • #6

    Sosa Tax Consulting LLC

    ● Closed

    Sosa Tax Consulting LLC is a professional accounting and finance institution located at 3 Neptune Road in Poughkeepsie, New York. Our team of experienced consultants provide expert tax preparation, financial planning, and consulting services to individuals and businesses. With a commitment to accuracy and personalized service, we strive to help our clients navigate the complexities of tax laws and financial regulations. Contact us today to schedule a consultation and let us help you achieve your financial goals.

    3 Neptune Rd Suite N 11, Poughkeepsie, NY 12601, United States
    845-867-4313
    sosataxco.com
    Sosa Tax Consulting LLC
    Details
  • 4.9 169
    #7

    Tax Alternative Group

    ● Closed

    Tax Alternative Group is a top-notch tax preparation business located at 695 Dutchess Turnpike in Poughkeepsie, New York. Specializing in accounting, finance, and legal services, this institution is well-versed in the latest tax laws and ensures thorough and precise work on all tax preparations. With a reputation for excellence and reasonable pricing, Tax Alternative Group has been a trusted choice for many clients over the years. The professional and friendly staff, led by Patrick O'Hara, provide exceptional service and expertise in tax law and policy. Whether you need help with personal or business taxes, Tax Alternative Group is the go-to option for a stress-free and efficient process. Connect with them on social media and experience the difference in tax preparation services today!

    695 Dutchess Turnpike Suite 206, Poughkeepsie, NY 12603, United States
    845-242-2151
    tag.tax
    Tax Alternative Group Tax Alternative Group Tax Alternative Group
    Details
  • #8

    Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC

    ● Closed

    Jason Burt, a Financial Advisor at Ameriprise Financial Services, LLC, located at 176 Church Street, Poughkeepsie, New York, offers a range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, and APMA™, Jason Burt is equipped to provide expert advice on asset management, investment strategies, estate planning, and insurance products. Additionally, Jason Burt is trained in behavioral finance, philanthropy, and retirement planning, making him a well-rounded financial advisor. Whether you are looking to plan for retirement, manage your investments, or navigate complex financial situations, Jason Burt can provide personalized guidance tailored to your specific needs. Contact Jason Burt today to schedule a consultation and take the first step towards achieving your financial goals.

    176 Church St, Poughkeepsie, NY 12601, United States
    845-454-3021
    ameripriseadvisors.com
    Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC Jason Burt - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #9

    Scott Montenero - Financial Advisor, Ameriprise Financial Services, LLC

    ● Open

    Scott Montenero, a financial advisor at Ameriprise Financial Services, LLC, located at 176 Church Street in Poughkeepsie, New York, is dedicated to helping clients achieve a more confident financial future. By offering complimentary initial consultations, Scott provides an overview of financial planning concepts to individuals looking to take control of their finances. While no written analysis or recommendations are provided during the initial consultation, clients can trust in the expertise and guidance of Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered through Ameriprise Financial Services, LLC are protected by FINRA and SIPC regulations, ensuring the highest level of security and transparency for clients. With a focus on personalized financial goals and strategies, Scott Montenero is committed to helping clients navigate the complexities of investment products and services. For residents interested in financial planning services, Scott Montenero is available to conduct securities business in accordance with proper registration procedures. Trust in Ameriprise Financial Services, LLC for a secure and reliable approach to achieving your financial goals.

    176 Church St, Poughkeepsie, NY 12601, United States
    845-454-3021
    ameripriseadvisors.com
    Scott Montenero - Financial Advisor, Ameriprise Financial Services, LLC Scott Montenero - Financial Advisor, Ameriprise Financial Services, LLC
    Details
  • #10

    David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC

    ● Closed

    David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 176 Church Street, Poughkeepsie, New York, United States. The institution offers a wide range of services and certifications to meet the diverse needs of individuals seeking financial advice and planning. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, the institution ensures that its advisors are well-equipped to provide expert guidance on asset management, estate planning, retirement planning, investment strategies, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning for domestic partnerships or military personnel, David Mazzetti - Private Wealth Advisor has the expertise to assist you in achieving your financial goals. With a commitment to ethics, professionalism, and ongoing education, the institution strives to provide the highest level of service to its clients.

    176 Church St, Poughkeepsie, NY 12601, United States
    845-454-3021
    ameripriseadvisors.com
    David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC David Mazzetti - Private Wealth Advisor, Ameriprise Financial Services, LLC
    Details
  • 4.5 12
    #11

    B. Riley Wealth Tax Services Poughkeepsie, NY

    ● Closed

    B. Riley Wealth Tax Services in Poughkeepsie, NY, located at 11 Raymond Avenue, offers expert accounting and finance services to both individuals and businesses. Our tax professionals are well-versed in the latest tax laws and can help you minimize tax liabilities. We provide comprehensive financial strategies to help you keep more of what you earn and grow your net worth over time. Whether you need assistance with tax returns or a total tax management plan, our dedicated team is here to help. With qualified designations and expertise in federal and state tax laws, you can trust us to guide you through tax season and beyond. Contact us at (845) 867-5850 for more information.

    11 Raymond Ave, Poughkeepsie, NY 12603, United States
    845-485-3300
    brileyfin.com
    B. Riley Wealth Tax Services Poughkeepsie, NY
    Details
  • 4.6 40
    #12

    Jackson Hewitt Tax Service

    ● Open

    Jackson Hewitt Tax Service located at 696 Dutchess Turnpike in Poughkeepsie, New York, is a finance institution dedicated to helping individuals maximize their tax refunds. While the tax advance loans for this year have ended, our Tax Pros are still available to assist you in getting the most out of your return. Our services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and are ready to assist Spanish-speaking clients. We offer appointments for in-person tax preparation, drop-off tax preparation, and help with IRS letters. It is recommended to book an appointment online or by calling (845) 452-7800 to reserve time with a Tax Pro, but walk-ins are also welcome at our office on Dutchess Turnpike.

    696 Dutchess Turnpike, Poughkeepsie, NY 12603, United States
    845-452-7800
    office.jacksonhewitt.com
    Jackson Hewitt Tax Service
    Details
  • 5 10
    #13

    RC Tax Services

    ● Open

    RC Tax Services is a reputable accounting and finance institution located at 7 Mansion Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, RC Tax Services is dedicated to helping you navigate the complexities of the tax system and maximize your financial opportunities. Trust RC Tax Services for all your accounting and finance needs.

    7 Mansion St #233, Poughkeepsie, NY 12601, United States
    845-345-9139
    RC Tax Services
    Details
  • 5 1
    #14

    Tax Matters, LLC

    ● Closed

    Tax Matters, LLC is a reputable accounting and finance institution located at 11 Davis Road in Poughkeepsie, New York, United States. With a team of experienced professionals, Tax Matters, LLC specializes in providing expert tax services, financial planning, and accounting solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or financial consulting, Tax Matters, LLC is dedicated to helping you navigate the complexities of the financial world with ease and confidence. Trust Tax Matters, LLC to handle all of your tax and financial needs with precision and professionalism.

    John A. Daubman, Accountant, 11 Davis Rd, Poughkeepsie, NY 12603, United States
    845-452-7862
    Tax Matters, LLC
    Details
  • 5 8
    #15

    Kellogg Tax Service

    ● Open

    Kellogg Tax Service is a reputable accounting and finance institution located at 80 Washington Street in Poughkeepsie, New York. With a team of experienced professionals, they provide expert tax services to individuals and businesses in the United States. Whether you need assistance with tax preparation, planning, or consulting, Kellogg Tax Service is dedicated to helping you navigate the complexities of the tax system and maximize your financial well-being. Trust Kellogg Tax Service for all your accounting and finance needs.

    80 Washington St, Poughkeepsie, NY 12601, United States
    845-691-6413
    kelloggtaxservice.com
    Details
  • 4.3 36
    #16

    Jackson Hewitt Tax Service

    ● Open

    Jackson Hewitt Tax Service is a finance institution located at 1 Civic Center Plaza in Poughkeepsie, New York, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Our Tax Pros at 1 Civic Center Plaza speak English and are ready to help you maximize your refund.

    1 Civic Center Plaza #106, Poughkeepsie, NY 12601, United States
    845-863-1040
    office.jacksonhewitt.com
    Jackson Hewitt Tax Service
    Details
  • 2.3 16
    #17

    Internal Revenue Service (IRS) Taxpayer Assistance Center

    ● Open

    The Internal Revenue Service (IRS) Taxpayer Assistance Center located at 191 Main Street in Poughkeepsie, New York, is a local government office dedicated to providing accounting and finance assistance to taxpayers. This center offers a range of services to help individuals and businesses navigate the complexities of tax laws and regulations, including tax preparation help, payment assistance, and general tax inquiries. Whether you need help with filing your taxes, understanding your tax obligations, or resolving a tax-related issue, the knowledgeable staff at the IRS Taxpayer Assistance Center is here to assist you. Visit us today to receive personalized support and guidance with your tax matters.

    191 Main St, Poughkeepsie, NY 12601, United States
    844-545-5640
    apps.irs.gov
    Details
  • 5 2
    #18

    Jade Bai CPA Accounting and Tax Services LLC

    ● Closed

    Jade Bai CPA Accounting and Tax Services LLC is a reputable accounting and finance institution located at 42 Catharine Street in Poughkeepsie, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, bookkeeping, financial planning, and more. Whether you are an individual or a business owner, you can trust Jade Bai CPA Accounting and Tax Services LLC to provide you with expert advice and personalized solutions to help you achieve your financial goals.

    42 Catharine St, Poughkeepsie, NY 12601, United States
    845-337-9795
    jadebaicpa.com
    Jade Bai CPA Accounting and Tax Services LLC Jade Bai CPA Accounting and Tax Services LLC Jade Bai CPA Accounting and Tax Services LLC
    Details
  • 4.3 25
    #19

    Value Tax

    ● Open

    Value Tax is a reputable accounting and finance institution located at 460 Main Street in Poughkeepsie, New York. Our team of experienced professionals provides expert tax services, financial planning, and accounting solutions to individuals and businesses. With a commitment to delivering high-quality services and personalized attention to our clients, Value Tax is dedicated to helping you achieve your financial goals and maximize your value. Contact us today to schedule a consultation and see how we can assist you with all your accounting and finance needs.

    460 Main St, Poughkeepsie, NY 12601, United States
    845-454-0505
    valuetaxservice.com
    Value Tax
    Details
  • #20

    U I Tax Services

    ● Closed

    U I Tax Services is a reputable institution located at 235 Main Street in Poughkeepsie, New York. Specializing in accounting and finance services, this local government office provides expert tax assistance to individuals and businesses alike. With a team of skilled professionals, U I Tax Services is dedicated to helping clients navigate the complexities of tax laws and regulations, ensuring compliance and maximizing financial outcomes. Trust U I Tax Services for all your tax needs in the Poughkeepsie area.

    235 Main St, Poughkeepsie, NY 12601, United States
    845-473-2460
    Details
  • 4 1
    #21

    Jay's Bookkeeping and Tax Services

    ● Closed

    Jay's Bookkeeping and Tax Services is a reputable accounting and finance institution located at 3 Neptune Road in Poughkeepsie, New York, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch bookkeeping and tax services to individuals and businesses alike. Whether you need help with managing your finances, preparing tax returns, or maximizing your deductions, we are here to assist you every step of the way. Trust Jay's Bookkeeping and Tax Services for all your financial needs.

    3 Neptune Rd M18, Poughkeepsie, NY 12601, United States
    845-454-2299
    Details
  • #22

    Rinaldi Tax

    ● Open

    Rinaldi Tax is a reputable institution located at 10 Arlington Avenue in Poughkeepsie, New York, United States. Specializing in accounting, finance, and legal services, Rinaldi Tax offers expert guidance and support for all your tax and financial needs. With a team of experienced professionals, clients can trust in the institution's expertise and commitment to providing top-notch services. Whether you are an individual or a business seeking tax preparation, financial planning, or legal advice, Rinaldi Tax is dedicated to helping you achieve your financial goals.

    10 Arlington Ave, Poughkeepsie, NY 12603, United States
    845-471-5550
    Details
  • #23

    Accounting Services of the Hudson Valley

    ● Closed

    Accounting Services of the Hudson Valley is a reputable institution located at 35 Wildwood Drive in Poughkeepsie, New York, United States. Specializing in accounting and finance services, this institution offers a wide range of professional financial services to individuals and businesses in the Hudson Valley region. With a team of experienced accountants and financial experts, clients can expect personalized and reliable assistance with their financial needs. Whether you require tax preparation, bookkeeping, or financial planning, Accounting Services of the Hudson Valley is committed to providing top-notch services to help you achieve your financial goals.

    35 Wildwood Dr, Poughkeepsie, NY 12603, United States
    845-763-0146
    Accounting Services of the Hudson Valley
    Details
  • #24

    Cornerstone Financial

    ● Open

    Cornerstone Financial is a reputable finance and insurance agency located at 42 Overlook Road in Poughkeepsie, New York. With a commitment to providing top-notch financial services and insurance solutions, our experienced team of professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for investment advice, retirement planning, or insurance coverage, Cornerstone Financial is here to provide personalized and comprehensive solutions tailored to your specific needs. Visit us today to learn more about how we can help secure your financial future.

    42 Overlook Rd, Poughkeepsie, NY 12603, United States
    845-452-4080
    newyorkcornerstone.com
    Details
  • 4.9 92
    #25

    Scarlin Mendoza Financial Professional

    ● Closed

    Scarlin Mendoza Financial Professional is a reputable finance and insurance agency located at 2 Lagrange Avenue in Poughkeepsie, New York, United States. With a team of experienced professionals, we are dedicated to providing top-notch financial services and insurance solutions to our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and start securing your financial future.

    2 Lagrange Ave # 210, Poughkeepsie, NY 12603, United States
    845-219-6355
    Scarlin Mendoza Financial Professional Scarlin Mendoza Financial Professional
    Details
  • #26

    Northwestern Mutual

    ● Open

    Northwestern Mutual is a reputable finance and insurance agency located at 2515 South Road in Poughkeepsie, New York. With a strong presence in the United States, Northwestern Mutual offers a range of financial planning services and insurance products to help individuals and businesses secure their financial future. Their team of experienced professionals are dedicated to providing personalized solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is committed to helping you achieve your financial goals.

    2515 South Rd #201, Poughkeepsie, NY 12601, United States
    845-224-0002
    northwesternmutual.com
    Northwestern Mutual Northwestern Mutual
    Details
  • #27

    Northwestern Mutual

    ● Open

    Northwestern Mutual is a reputable finance and insurance agency located at 488 Freedom Plains Road in Poughkeepsie, New York. With a strong presence in the United States, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses achieve their financial goals and protect their assets. Their experienced team of professionals provides personalized solutions tailored to each client's unique needs and objectives. Trust Northwestern Mutual for expert financial guidance and reliable insurance coverage.

    488 Freedom Plains Rd #124, Poughkeepsie, NY 12603, United States
    845-473-8437
    northwesternmutual.com
    Northwestern Mutual
    Details
  • 5 142
    #28

    Thomas W. Bauer, Esq., CPA

    ● Closed

    Thomas W. Bauer, Esq., CPA is a reputable institution located at 42 Catharine Street in Poughkeepsie, New York. Specializing in accounting, finance, and legal services, this institution offers expert guidance and support for individuals and businesses alike. With a focus on professionalism and client satisfaction, Thomas W. Bauer, Esq., CPA is dedicated to providing top-notch services to help clients navigate the complexities of financial and legal matters. Whether you are in need of tax preparation, financial planning, or legal representation, you can trust the experienced team at Thomas W. Bauer, Esq., CPA to deliver exceptional results.

    42 Catharine St, Poughkeepsie, NY 12601, United States
    845-452-5076
    bauerlawcpa.com
    Thomas W. Bauer, Esq., CPA Thomas W. Bauer, Esq., CPA Thomas W. Bauer, Esq., CPA
    Details
  • #29

    Rivkin Radler LLP

    ● Open

    Rivkin Radler LLP is a prestigious law firm located at 2649 South Road in Poughkeepsie, New York, United States. With a team of experienced attorneys, they provide a wide range of legal services to clients in various industries. Their commitment to excellence and dedication to their clients make them a trusted and reliable partner for all legal needs. Whether it's corporate law, real estate, litigation, or any other legal matter, Rivkin Radler LLP is known for their expertise and professionalism.

    2649 South Rd, Poughkeepsie, NY 12601, United States
    845-473-8100
    rivkinradler.com
    Rivkin Radler LLP Rivkin Radler LLP
    Details
  • 5 1
    #30

    Charles Schwab

    ● Closed

    Charles Schwab is a renowned finance institution located at 2645 South Road in Poughkeepsie, New York, United States. With a reputation for providing top-notch financial services, including investment advice, wealth management, and brokerage services, Charles Schwab is a trusted name in the industry. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to invest, save for retirement, or manage your assets, Charles Schwab is committed to providing personalized solutions to meet your needs. Visit their office in Poughkeepsie today to learn more about how they can help you achieve financial success.

    2645 South Rd #1, Poughkeepsie, NY 12601, United States
    800-646-4710
    client.schwab.com
    Charles Schwab Charles Schwab
    Details
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