TOP 30 Business tax plan development in New York, New York

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Merrill Lynch Financial Advisor John M Daniels is a finance institution located at 26 Century Hill Drive, Latham, New York, United States. As a Certified Financial Planner (CFP®) professional, John is dedicated to protecting family wealth through a tailored wealth management process. His team specializes in Investment Management, Trust & Estate Planning services, Tax Advantaged Strategies, and Retirement Consulting. John holds the CIMA® and CPFA® designations to ensure he is up to date on best practices. He is actively involved in the community and aims to be a trusted source of financial guidance for his clients. The institution offers the Merrill Personal Wealth Analysis™ to create personalized plans centered on clients' goals. The team at Merrill Lynch Wealth Management prioritizes understanding clients' aspirations and changing priorities to develop customized financial approaches. They provide insights and resources through tools like the Investment Personality Assessment to refine investing preferences. The institution's mission is to help clients pursue their financial objectives by managing, growing, and preserving their wealth, while considering long-term impacts. With access to Merrill's investment insights and Bank of America's banking solutions, John works with clients to address their financial needs. The institution aims to keep clients on track towards their goals by regularly reviewing progress and making adjustments to financial approaches. John Daniels is registered to do business in several states and holds certifications from CFP Board and the Investments & Wealth Institute®. Investing involves risk, and past performance does not guarantee future results. Merrill, its affiliates, and advisors do not provide legal, tax, or accounting advice.

Atlas Private Wealth Management, LLC is a finance institution located at 3 Atrium Drive in Albany, New York, United States. Our mission is to build successful, long-term professional relationships with our clients based on mutual trust, effective communication, and a shared commitment to the financial planning process. We offer a comprehensive, personalized approach aimed at enhancing the quality of life for each client, regardless of where they are in life’s journey. Whether you are a young couple starting a family, a retired couple living off savings, or anywhere in between, we are here to help you navigate financial concerns such as student loans, investing, retirement planning, estate planning, and more. Our Senior Vice President Director of Retirement Services is dedicated to helping you envision the retirement you desire and understand how factors like taxes, social security benefits, and healthcare costs can impact your financial future.

Old Green Consulting is a renowned accounting and finance institution located at 716 Bloomingrove Drive in Rensselaer, New York. With a team of experienced professionals, they provide expert financial consulting services to individuals and businesses alike. Their commitment to excellence and attention to detail sets them apart in the industry, making them a trusted partner for all your financial needs. Whether you require assistance with tax preparation, financial planning, or investment strategies, Old Green Consulting is dedicated to helping you achieve your financial goals.

The Optimus Group, LLC is a finance institution located at 1745 U.S. 9 in Clifton Park, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or wealth management, we are here to help you achieve your financial goals. With a focus on personalized service and tailored solutions, The Optimus Group, LLC is committed to helping you secure a bright financial future. Contact us today to schedule a consultation.

Christopher D'Allaird CPA is a reputable accounting and finance institution located at 261 Pawling Avenue, Troy, New York, United States. With years of experience in the industry, they offer a wide range of services including tax preparation, financial planning, and auditing. Their team of certified professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. Whether you need help with your taxes or want to improve your financial strategy, Christopher D'Allaird CPA is the institution to trust.

Merrill Lynch Financial Advisor Zachary P Haggas is a finance institution located at 69 State Street, Albany, New York, United States. The H Group, of which Zachary P Haggas is a part, believes in building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill Lynch and the banking convenience of Bank of America. The institution aims to be your primary source for financial advice and guidance, valuing dedication and diligence at every step of the financial planning process. Their mission is to understand you and what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. They focus on potential solutions to turn goals into reality, addressing issues such as future healthcare expenses, education costs, business sales, and wealth transfer. The team at Merrill Lynch is committed to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you achieve your goals. With access to the latest investment insights and tips, they are dedicated to helping you live your best financial life. Remember that investing involves risk, and it's important to consult with legal and tax advisors before making any financial decisions. Merrill Lynch offers a range of brokerage, investment advisory, and financial planning services to meet your needs. Let Merrill Lynch Financial Advisor Zachary P Haggas help you create a financial approach that reflects your unique needs and priorities.

Timothy Distefano - RBC Wealth Management Financial Advisor is a leading financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a trusted advisor, Timothy Distefano provides personalized financial planning and investment strategies to help clients achieve their financial goals. With a strong focus on wealth management, retirement planning, and investment solutions, clients can trust in Timothy Distefano's expertise and dedication to helping them secure their financial future. Contact Timothy Distefano - RBC Wealth Management Financial Advisor today for expert financial guidance and personalized solutions tailored to your individual needs.

Stark & D'Aprile, CPAs P.C. is a reputable accounting and finance institution located at 132 Mohawk Street in Cohoes, New York, United States. Our team of experienced certified public accountants provides a wide range of financial services to individuals and businesses, including tax preparation, auditing, bookkeeping, and financial planning. With a commitment to professionalism and client satisfaction, Stark & D'Aprile, CPAs P.C. is dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and financial needs.

Marshall Associates is a leading institution located at 6 Sage Court in New York, United States. With a strong reputation for providing top-notch educational and professional development programs, Marshall Associates offers a wide range of courses and services to help individuals advance their careers and achieve their goals. The institution is known for its experienced faculty, state-of-the-art facilities, and commitment to excellence in education. Whether you are looking to enhance your skills, pursue a new career path, or simply expand your knowledge, Marshall Associates is the place to be. Visit us today and take the first step towards a brighter future.

Edward Jones - Financial Advisor: Zachary A Grady is a reputable financial institution located at 360A Northern Boulevard in Albany, New York. Specializing in accounting and finance services, Zachary A Grady and his team provide personalized financial advice and guidance to help clients achieve their financial goals. With a commitment to excellent customer service and a thorough understanding of the financial industry, Edward Jones - Financial Advisor: Zachary A Grady is a trusted partner in helping individuals and businesses secure their financial future.

Pratt & Associates is a leading accounting and finance institution located at 275 Delaware Avenue in Delmar, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses in the United States. Our expertise in accounting and finance allows us to offer personalized solutions to help our clients achieve their financial goals. Whether you need tax preparation, financial planning, or investment advice, Pratt & Associates is here to help you navigate the complexities of the financial world. Visit us today to see how we can assist you with all of your accounting and finance needs.

William F. Friske CPA is a reputable accounting and finance institution located at 284 Troy-Schenectady Road in Latham, New York, United States. With years of experience and expertise in the field, they offer a wide range of services to help individuals and businesses with their financial needs. Whether you need help with tax preparation, financial planning, or bookkeeping, the team at William F. Friske CPA is dedicated to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to see how they can assist you with your accounting and finance needs.

SPD Associates is a reputable accounting and finance institution located at 28 Judd Lane in Wynantskill, New York, United States. With a team of experienced professionals, they provide a wide range of financial services and solutions to individuals and businesses. From tax preparation and auditing to financial planning and consulting, SPD Associates is dedicated to helping their clients achieve their financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

WITH - KEHN, LLC is a reputable accounting and finance institution located at 406 Fulton Street in Troy, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry. Whether you are a small business owner or an individual looking for financial guidance, WITH - KEHN, LLC is dedicated to helping you achieve your financial goals.

Scott Stackrow & Co: Pietrafesa David CPA is a reputable accounting and finance institution located at 314 Hoosick Street in Troy, New York. With a team of experienced professionals, they offer a wide range of accounting services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, their dedicated staff is committed to providing top-notch service and personalized solutions to meet your specific needs. Trust Scott Stackrow & Co: Pietrafesa David CPA for all your accounting and finance needs in the Troy area.

Carey Managing Corp is a women-owned business located in Troy, New York, dedicated to helping individuals and businesses manage their daily financial operations. Our services go beyond just bookkeeping, as we offer a range of specialties including construction coordination, project management, payroll, and administrative services. We are actively involved in the local community and strive to make your life easier by handling the background tasks while you focus on what matters most. Explore our website to learn more about our services and find the best plan for your needs. Contact us today and mention our website for an exclusive discount on your first consultation.

RK Miller Associates LLC is a reputable consulting firm located at 90 State Street in Albany, New York. With a team of experienced professionals, they provide a wide range of services including strategic planning, project management, and business development. Their expertise and dedication to client satisfaction have made them a trusted partner for businesses looking to achieve their goals and maximize their potential. Whether you are a small start-up or a large corporation, RK Miller Associates LLC is committed to helping you succeed.

Bradley Corporate Services is a reputable accounting and finance institution located at 468 5th Avenue in Troy, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or strategic financial advice, Bradley Corporate Services is dedicated to helping you achieve your financial goals.

Barst Mukamal & Kleiner LLP is a prestigious law firm located at 99 Park Avenue, New York, New York, United States. With a focus on immigration law, our experienced attorneys provide trusted counsel and proven solutions to clients and companies in all legal matters related to business and commercial immigration. With nearly a century of experience, our team of lawyers offers expertise in working visas, citizenship, corporate compliance, and permanent residency. Our firm prides itself on our tailored representation for each client, with attorneys averaging 20 years of legal experience dedicated to meeting individual needs. Founded over 80 years ago, Barst Mukamal & Kleiner LLP has been a leader in the field of immigration law, setting the standard for excellence in legal services.

Himmelstein McConnell Gribben & Joseph LLP is a prestigious law firm located in the heart of New York City. With a strong reputation for excellence and expertise in various areas of law, including real estate, landlord-tenant disputes, and co-op/condo law, the firm is dedicated to providing top-notch legal services to its clients. The team of experienced attorneys at Himmelstein McConnell Gribben & Joseph LLP is committed to achieving the best possible outcomes for their clients, utilizing their in-depth knowledge and skills to navigate complex legal matters. Trustworthy, reliable, and results-driven, this firm is a go-to choice for individuals and businesses seeking legal representation in New York.

The Premium Solutions Group, LLC is a leading accounting and finance institution located at 150-30 115th Avenue in New York, United States. With a team of highly skilled professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach sets them apart from other firms in the industry. Whether you are an individual looking to maximize your tax savings or a business in need of strategic financial guidance, The Premium Solutions Group, LLC is dedicated to helping you achieve your goals.

West Bay Financial Group LLC is a finance institution located at 53 Court Street in Plattsburgh, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, we are here to help. Trust West Bay Financial Group LLC to help you navigate the complexities of the financial world and achieve your goals.

KnowTax is a finance institution located at 61 Brinkerhoff Street in Plattsburgh, New York, United States. Our dedicated team utilizes the best cloud-based tax software developed by Intuit to provide top-notch services to our clients. Taxes can be completed remotely or in person for convenience. We offer accounting, payroll, and bookkeeping support to replace your back office functions. Our fully paperless and cloud-integrated software ensures secure operations from anywhere. Trust us to handle complex financial issues for both business and individual clients.

Daniel Petteys, CPA is a trusted accounting and finance institution located at 132 Main Street in Greenwich, New York, United States. With years of experience and expertise in the field, our team of certified public accountants provides a wide range of financial services to individuals and businesses. From tax preparation and planning to financial consulting and auditing, we are dedicated to helping our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.

Knox McLaughlin Gornall & Sennett, P.C. is a reputable full-service law firm located at 509 North Main Street in Jamestown, New York. For over 65 years, the firm has been offering practical solutions to businesses, families, public entities, and nonprofit organizations. In addition to their legal services, they also provide content management, website design, e-commerce, and web development services in Erie, Pennsylvania. With a strong reputation for excellence and a commitment to their clients, Knox McLaughlin Gornall & Sennett, P.C. is a trusted institution in the legal and digital services industries.

Hogan, Sarzynski, Lynch, DeWind & Gregory, LLP is a renowned law firm located at 520 Columbia Drive in Johnson City, New York, United States. Recently, the attorneys and staff from this firm have joined forces with Ferrara Fiorenza PC, a leading education, labor relations, and employment law firm. With nearly 60 years of combined experience, the team at Hogan, Sarzynski, Lynch, DeWind & Gregory, LLP brings a wealth of knowledge and expertise to their new partnership. Clients can expect seamless service and enhanced resources as a result of this collaboration. Ferrara Fiorenza PC is dedicated to providing top-notch legal services to public and private sector employers, including civil litigation defense, policy development, HR administration assistance, and more. The firm's attorneys are highly respected for their proficiency in education and employment law, and they are committed to serving clients throughout Upstate New York. This new partnership marks an exciting chapter for both firms, and clients can look forward to continued excellence in legal representation.

Thomas, Collison and Meagher Attorneys at Law is a full-service law firm located at 1201 Monroe Street in Endicott, New York. With over 80 years of combined legal experience, our dedicated team of attorneys and staff are committed to meeting our clients' personal and legal needs. Whether you need assistance with business development, tax planning, real estate transactions, personal injury cases, or elder law issues, we are here to provide you with expert guidance and compassionate support. Our office has recently reopened to the public with strict COVID-19 safety measures in place to protect the health and well-being of our employees, clients, and friends. Follow the directions provided to easily find our office location, where we look forward to serving you with excellence and care.

Marvin Newberg, Esq. is a highly experienced lawyer located at 33 North Street, Monticello, New York, United States. The Law Offices of Marvin Newberg provide legal services to individuals and businesses in Sullivan County NY and the surrounding area. With over thirty five years of experience, Marvin Newberg works diligently with clients to achieve their legal goals. Marvin Newberg is a graduate of the University of Pennsylvania Wharton School of Finance and Syracuse University School of Law. He is admitted to practice in all of the Courts of the State of New York and the United States District Court for the Southern District. Marvin's practice includes complex civil litigation, corporate and business law, real estate development, municipal law, wills and estates, tax certiorari proceedings, matrimonial and criminal law.

Robert Fuchs Law Office is a reputable legal institution located at 8 North Street in Middletown, New York. Specializing in various areas of law, the experienced team at this office is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, Robert Fuchs Law Office is committed to advocating for your rights and achieving the best possible outcome for your case. With a strong track record of success and a client-focused approach, this law office is a trusted choice for individuals seeking skilled legal representation in the United States.

Community Bank, N.A. is a full-service financial institution located at 1 West Fairmount Avenue in Lakewood, New York, United States. We offer a range of services including ATM access, banking, and finance options. When you refer a friend to open a checking account with us, you can receive a $10 eGift card. Join us in sharing some happiness today! Navigating the homebuying process can be overwhelming, but with Community Bank, N.A. by your side, it can be a breeze. Our mobile and online banking tools allow you to make transfers, pay bills, and manage your money with ease. Whether you need tools, loans, lines of credit, or more for your business, we have you covered.