TOP 10 Business tax audit in Liberty, New York
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Merrill Lynch Financial Advisor Robert Bostelman
● ClosedMerrill Lynch Financial Advisor Robert Bostelman is a finance institution located at 225 Liberty Street, New York, New York, United States. Managing your wealth begins with a deep understanding of your financial picture, and Robert Bostelman can help create a flexible strategy tailored to your goals. With access to investment insights from Merrill Lynch and banking solutions from Bank of America, personalized wealth management strategies can be developed. The institution offers a personalized plan through Merrill Personal Wealth Analysis™, focusing on your goals and priorities. As your needs change, adjustments can be made to your financial plan. Robert Bostelman believes in a financial approach that helps you pursue your goals, whether it's planning for future expenses, college tuition, or passing wealth to future generations. The institution offers custom strategies through the Merrill Investment Advisory Program, balancing risk and reward to help you meet your financial needs. Regular reviews and updates ensure that your financial approach aligns with your life changes and market conditions. By understanding your priorities, Robert Bostelman can create a financial approach that reflects your personality and helps you address fluctuations in the market. The institution provides personalized investment strategies and comprehensive financial solutions to help you achieve your goals. Robert Bostelman is registered to do business in multiple states and holds certifications from the Certified Financial Planner Board of Standards, Inc. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Merrill Lynch, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. The institution offers a range of brokerage, investment advisory, and other services. For more information about the services offered, speak with your Merrill financial advisor. Merrill Lynch, Pierce, Fenner & Smith Incorporated is a registered broker-dealer and investment advisor, while insurance and annuity products are offered through Merrill Lynch Life Agency Inc. Trust, fiduciary, and investment management services are also available through Merrill Lynch.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Drew Grayson Osborne
● ClosedMerrill Lynch Financial Advisor Drew Grayson Osborne is a finance institution located at 225 Liberty Street, New York, New York, United States. Drew Grayson Osborne specializes in managing wealth through personalized strategies tailored to each client's unique financial goals. By combining the investment insights of Merrill with the banking solutions of Bank of America, Drew Grayson Osborne can help clients navigate changing market conditions and pursue their financial aspirations. Drew Grayson Osborne believes in building strong client relationships based on trust and personalized service. With a team of experienced professionals, Drew Grayson Osborne offers a comprehensive approach to wealth management, focusing on family, goals, and priorities. By listening to clients and understanding their financial needs, Drew Grayson Osborne helps design and implement personalized plans to help clients achieve their long-term financial objectives.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Mulligan George M
● OpenMulligan George M is a reputable accounting and finance institution located at 4 Liberty Square Mall in Stony Point, New York. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation to financial planning, Mulligan George M is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart in the industry. Visit their office today to learn more about how they can assist you with all your accounting and finance needs.
4 Liberty Square Mall, Stony Point, NY 10980, United States -
Merrill Lynch Financial Advisor Daniel J Madonia
● ClosedMerrill Lynch Financial Advisor Daniel J Madonia, located at 225 Liberty Street in New York, United States, is part of The BMV Group, a team of experienced Wealth Management Advisors dedicated to providing valuable guidance and insight to their clients. With almost 150 years of combined experience, the team focuses on serving affluent individuals, business owners, sports and entertainment professionals, and those navigating major financial events. The team's mission is to identify risks, protect individual goals, and offer tailored strategies to meet the specific needs of each client. Services include investment portfolio risk assessment, retirement planning, estate planning, and more. The team is committed to building strong client relationships based on trust and personalized service, and has received recognition from financial industry publications such as Forbes for their exemplary client service. With access to the global resources of Merrill, the team works to help clients achieve their financial goals through personalized investment approaches. Whether you are looking to plan for retirement, manage your wealth, or navigate financial changes, Merrill Lynch Financial Advisor Daniel J Madonia and The BMV Group are dedicated to helping you achieve your goals."
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Patrick R Sullivan
● ClosedMerrill Lynch Financial Advisor Patrick R Sullivan is located at 225 Liberty Street, New York, New York, United States. Patrick serves as a Financial Advisor on the Private Executive Services team at Merrill's flagship office in New York City. He focuses on delivering the wealth management platform to a broad range of clients including corporate executives, financial professionals, founders of privately held companies and their families. Patrick assists clients by seeking to understand their financial objectives through an in-depth discovery process, management of concentrated positions, and building a strategy to attain financial goals. Patrick and the PES team are deeply committed to delivering the highest level of service for all of their clients. Patrick is a qualified Portfolio Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their investment objectives by recommending individual, or any combination of, Merrill Lynch Wealth Management or approved third-party investment managers’ strategies, funds or portfolios.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Daniel A Humbert
● ClosedMerrill Lynch Financial Advisor Daniel A Humbert is a reputable finance institution located at 225 Liberty Street in New York, New York, United States. Specializing in providing expert financial advice and guidance, their team of professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and tailored financial solutions, Merrill Lynch Financial Advisor Daniel A Humbert is committed to helping individuals and businesses navigate the complexities of the financial world with confidence and success.
225 Liberty St 38th Floor, New York, NY 10281, United States -
Vargas Jose CPA
● ClosedVargas Jose CPA is a reputable accounting and finance institution located at 146 South Liberty Drive in Stony Point, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and auditing. Clients can expect personalized attention and expert advice to help them achieve their financial goals. Whether you are an individual or a business owner, Vargas Jose CPA is dedicated to providing top-notch financial solutions to meet your needs.
146 S Liberty Dr, Stony Point, NY 10980, United States -
Merrill Lynch Financial Advisor Justin Alexander
● ClosedMerrill Lynch Financial Advisor Justin Alexander, located at 225 Liberty Street in New York, is committed to providing unparalleled service, quality performance, and asset preservation to clients. With over a decade of experience in the financial services industry, Justin specializes in liquidity event planning, direct investment opportunities, and personalized financial strategies tailored to individual goals and priorities. As a CAIA-certified advisor, Justin works closely with clients to understand their unique needs and develop customized investment approaches. Supported by the global resources of Merrill Lynch, Justin and his team are dedicated to building strong client relationships based on trust and personalized service. By focusing on what matters most to clients - family, goals, and priorities - Justin helps individuals navigate the financial landscape, make informed decisions, and pursue their long-term objectives. With a commitment to ongoing communication, monitoring, and adjustment, Justin aims to help clients stay on track to achieve their financial goals at every stage of life. Whether you are focused on growing, preserving, or transferring wealth, Justin is here to help you pursue what matters most to you.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Alex.Brown, A Division of Raymond James
● OpenAlex.Brown, A Division of Raymond James is a prestigious finance institution located at 200 Liberty Street in New York City, New York. With a rich history dating back to 1800, Alex.Brown offers a wide range of financial services to individuals, businesses, and institutions. As a division of Raymond James, clients can expect personalized investment strategies, wealth management services, and expert financial guidance. With a strong reputation for integrity and excellence, Alex.Brown is a trusted partner for all your financial needs.
200 Liberty St 26th floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Mariam Adams
● ClosedMerrill Lynch Financial Advisor Mariam Adams is a finance institution located at 225 Liberty Street, New York, New York, United States. They specialize in providing personalized financial advice and guidance to clients, with a focus on developing fresh financial approaches that align with their values and reflect their authentic selves. The institution is dedicated to understanding the unique needs of marginalized groups, including the LGBTQ community, and allies to these groups. Their team of experienced advisors is committed to building strong client relationships based on trust and personalized service. Through a combination of thoughtful investment guidance and professional management, they help clients pursue their long-term financial goals. By getting to know each client personally, they create customized financial strategies that reflect their priorities and life goals. Working with Merrill Lynch Wealth Management Advisors means having access to comprehensive financial solutions from both Merrill and Bank of America, helping clients navigate the complexities of their financial lives and build customized investment approaches. They offer the latest investment insights, tips, and strategies to help clients achieve their financial goals.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Juan Pablo Sanz Rojas
● ClosedMerrill Lynch Financial Advisor Juan Pablo Sanz Rojas, located at 225 Liberty Street in New York, is a finance institution committed to understanding your values and helping you achieve your financial goals. With over 11 years of experience in Private Wealth Management, Juan Pablo specializes in developing strategies for High Net Worth families and businesses globally. Fluent in English, Spanish, and French, Juan holds a Certified Investment Management Analyst® (CIMA®) certification and focuses on long-term relationships tailored to each client's unique priorities. At Merrill Lynch Wealth Management, Juan Pablo believes in personalized financial planning centered around your goals and aspirations. By listening to your needs and priorities, he can help you create a customized approach to managing, growing, and preserving your wealth. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, he can provide insights and resources to help you pursue what matters most to you.
225 Liberty St 41st Floor, New York, NY 10281, United States -
Merrill Lynch Financial Advisor Andrew Byren
● ClosedMerrill Lynch Financial Advisor Andrew Byren is a finance institution located at 225 Liberty Street, New York, New York, United States. The institution, known as The BMV Group, was formed by John Byren, Daniel Madonia, and Pieter van der Heide in the late 1990s, merging their individual Merrill Lynch Wealth Management practices to provide a higher standard of service and guidance to clients. With over 30 years of experience, The BMV Group consists of 4 Wealth Management Advisors, 3 Client Associates, 1 Business Manager, and 1 Wealth Management Specialist. Their mission is to offer valuable guidance to clients, identify risks, and protect individual goals and objectives. They cater to affluent individuals and families, entrepreneurs, sports and entertainment professionals, and those navigating major financial events. The institution focuses on a select group of clients, tailoring services to their specific needs beyond investments. Merrill Lynch advisors have received recognition from financial industry publications and Bank of America Corporation. They offer personalized investment strategies and comprehensive financial solutions. The team is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ helps build a personalized plan centered on goals. The advisors are dedicated to helping clients stay on track to achieve their goals by adapting financial approaches to life changes. With a focus on understanding clients' priorities, the institution offers a customized investment approach to address their needs and pursue their goals. The institution provides the latest investment insights, tips, and strategies to help clients live their best financial life. They hold certifications such as CPWA®, SE-AWMA™, and CRPC™. Investing involves risk, and clients should consult legal and tax advisors before making financial decisions.
225 Liberty St 40th Floor, New York, NY 10281, United States -
Marcum LLP
● ClosedMarcum LLP is a leading accounting and finance institution located at 165 Broadway in New York City, New York, United States. With a reputation for excellence and expertise in financial services, Marcum LLP offers a wide range of accounting and advisory services to individuals, businesses, and organizations. Their team of professionals is dedicated to providing high-quality, personalized solutions to help clients achieve their financial goals. Whether you need assistance with tax planning, audit services, or financial consulting, Marcum LLP is committed to delivering exceptional results.
One Liberty Plaza, 165 Broadway 21st Floor, New York, NY 10006, United States -
H&R Block
● ClosedH&R Block is a trusted accounting and finance institution located at 125-02 Liberty Avenue in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you're an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of the financial world and achieve your financial goals. Visit us today for expert advice and personalized financial solutions.
125-02 Liberty Ave Ste A, Richmond Hill, NY 11418, United States -
H&R Block
● OpenH&R Block is a renowned accounting and finance institution located at 1218 Liberty Avenue in New York, United States. With a team of expert accountants and financial advisors, H&R Block provides a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is here to help you navigate the complexities of the financial world. Trust H&R Block to provide you with reliable and professional accounting and finance services tailored to your specific needs.
1218 Liberty Ave, Brooklyn, NY 11208, United States -
Zablonski Jr Leonard CPA
● OpenZablonski Jr Leonard CPA is a well-established accounting and finance institution located at 14 Liberty Street in Arcade, New York, United States. With years of experience and expertise in the field, they provide a wide range of financial services to individuals and businesses. Their team of certified public accountants offers personalized solutions tailored to meet the unique needs of each client. From tax preparation and planning to financial consulting, Zablonski Jr Leonard CPA is dedicated to helping their clients achieve their financial goals.
14 Liberty St, Arcade, NY 14009, United States -
Braulio Enterprise
● ClosedBraulio Enterprise is a reputable accounting and finance institution located at 676 Liberty Avenue in New York, United States. We provide a wide range of financial services including tax preparation, bookkeeping, financial planning, and consulting. Our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. With a commitment to excellence and personalized service, Braulio Enterprise is the trusted choice for all your accounting and finance needs.
676 Liberty Ave, Brooklyn, NY 11208, United States -
Edujas Company Corp.
● ClosedEdujas Company Corp. is a leading institution located at 1050 Liberty Avenue in New York, United States. Specializing in accounting, finance, insurance agency, and legal services, our dedicated team of professionals is committed to providing top-notch solutions for all your financial and legal needs. With a strong reputation for excellence and integrity, Edujas Company Corp. is the trusted choice for individuals and businesses seeking expert advice and guidance in navigating the complexities of the financial and legal world. Contact us today to learn more about how we can help you achieve your goals.
1050 Liberty Ave, Brooklyn, NY 11208, United States -
Cadena Accounting Services Inc.
● ClosedCadena Accounting Services Inc. is a reputable accounting and finance institution located at 122-05 Liberty Avenue in New York, United States. Our team of experienced professionals provide a wide range of accounting services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial consulting. With our dedication to accuracy, integrity, and personalized service, we strive to help our clients achieve their financial goals and succeed in their endeavors. Trust Cadena Accounting Services Inc. for all your accounting and finance needs.
122-05 Liberty Ave, Queens, NY 11419, United States -
Edujas Multiservices Corporation
● ClosedEdujas Multiservices Corporation is a reputable institution located at 1050 Liberty Avenue in New York, United States. Specializing in accounting, finance, and insurance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or insurance coverage, Edujas Multiservices Corporation is here to assist you every step of the way. Trust us to handle your financial needs with expertise and care.
1050 Liberty Ave, Brooklyn, NY 11208, United States -
Triangle Town Assessor
● OpenWelcome to Triangle Town Assessor, your trusted partner in accounting, finance, and local government services. Conveniently located at 2612 Liberty Street, Whitney Point, New York, we are dedicated to serving the financial and administrative needs of our community. Our team of experienced professionals is committed to providing accurate assessments, comprehensive financial advice, and exceptional customer service to individuals, businesses, and local government entities. At Triangle Town Assessor, we understand the importance of precise and transparent financial management. Our services include property assessment, tax consultation, financial planning, and more. We aim to ensure that all our clients receive the most accurate information and guidance tailored to their specific needs.
2612 Liberty Street, Whitney Point, New York 13862, United States -
Persaud Ballwant
● OpenWelcome to Persaud Ballwant, your trusted partner in accounting and finance located in the heart of Queens, New York. Situated at 12613 Liberty Avenue, we are dedicated to providing comprehensive financial solutions tailored to meet the unique needs of individuals and businesses in our community. At Persaud Ballwant, we understand that navigating the world of finance can be complex and challenging. That's why our team of experienced professionals is committed to delivering personalized services that simplify the process, ensuring your financial health and success. From tax preparation and bookkeeping to financial planning and advisory services, we offer a wide range of solutions designed to help you achieve your financial goals.
12613 Liberty Avenue, Queens, New York 11419, United States -
Holly Hohenschuh, CPA
● OpenWelcome to Holly Hohenschuh, CPA – your trusted partner in accounting and finance, conveniently located at 117 Liberty Avenue, Port Jefferson, New York 11777. Situated on the picturesque north shore of Long Island, our firm is dedicated to providing comprehensive accounting and tax services tailored to meet all your business and personal needs. As a licensed CPA with clients across the United States, I specialize in offering personalized accounting solutions, including meticulous tax preparation and filing for federal, state (including multi-state), and local income taxes. Whether you're a business owner seeking expert financial planning or an individual in need of reliable income tax preparation, I am here to assist you every step of the way.
117 Liberty Avenue, Port Jefferson, New York 11777, United States
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