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TOP 30 Certified tax professionals in Albany, NY
22 results found
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Cody Wojdyla, CFP® - Certified Financial Planner
Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.
Liberty Tax
Liberty Tax is a finance institution located at 16252 VTO in Albany, New York, United States. We specialize in providing expert tax preparation services to individuals and businesses, helping our clients navigate the complex world of taxes with ease. Our knowledgeable staff are dedicated to providing top-notch customer service and ensuring that our clients receive the maximum refund possible. Trust Liberty Tax to handle all of your tax needs efficiently and accurately.
Liberty Tax
Liberty Tax is a finance institution located at 4 Central Avenue in Albany, New York, United States. We specialize in providing tax preparation services and financial advice to individuals and businesses. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the tax system and maximize their financial opportunities. Whether you need help with tax planning, filing, or audit representation, Liberty Tax is here to assist you every step of the way. Visit us today to experience our personalized and reliable financial services.
Pundit Tax
Pundit Tax is a professional tax preparation and consulting firm located at 11 North Pearl Street in Albany, New York. Our team of experienced tax experts is dedicated to providing high-quality services to individuals and businesses in the United States. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, we are here to assist you every step of the way. Trust Pundit Tax to handle all of your tax needs with precision and expertise.
Ian Mann CFP®, MBA, EA - Sit Back Tax
Ian Mann CFP®, MBA, EA - Sit Back Tax is an accounting and finance institution located at 125 Wolf Road in Albany, New York, United States. Unlike many tax preparers today, Ian values in-person meetings as the best way to serve clients. This allows taxpayers to have all their questions answered in a single sitting and gain confidence in their tax preparation. For those who prefer to stay home, a client portal is available to create an account, upload documents, and sign completed returns. Ian Mann CFP®, MBA, EA - Sit Back Tax offers personalized and convenient tax preparation services for individuals and businesses.
Merrill Lynch Financial Advisor Jayson M Tanzman
Merrill Lynch Financial Advisor Jayson M Tanzman is a seasoned professional with 21 years of experience in helping individuals, families, and organizations achieve their financial goals. Located at 69 State Street, Albany, New York, United States, Jayson is committed to providing personalized financial analysis and planning to address the unique needs of each client. As a Senior Vice President and Senior Financial Advisor, he holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor® designations. Jayson's community involvement includes serving on the board of the Berkshire Humane Society and being a member of the Rotary Club of Pittsfield for 25 years. He believes in building long-term relationships with clients through thoughtful conversations and tailored financial solutions. With access to the resources of Merrill and Bank of America, Jayson works to develop strategies that align with clients' goals and priorities, helping them navigate through life's changes and market fluctuations. By focusing on what matters most to each individual, Jayson aims to help clients achieve their financial aspirations and secure their financial future.
Merrill Lynch Financial Advisor Andrew J Bullock
Merrill Lynch Financial Advisor Andrew J Bullock, located at 69 State Street, Albany, New York, United States, offers access to a wide range of investment solutions from Merrill and banking products from Bank of America. With timely insights on market trends and global economy, the institution helps clients stay on track with their financial goals. By understanding the full financial picture of each client, personalized wealth management strategies are created to navigate the ever-changing market conditions. Merrill advisors provide investing insights and banking capabilities to help clients make informed decisions as they pursue their goals. With a focus on bringing fresh perspectives to financial life, Merrill goes beyond the traditional role of an advisor to help clients build a secure financial future. Please note that Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice, and it is recommended to consult with the appropriate advisors before making any financial decisions.
Peter Bazanos - Financial Advisor, Ameriprise Financial Services, LLC
Peter Bazanos is a financial advisor at Ameriprise Financial Services, LLC located at 5 Palisades Drive, Albany, New York, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in various financial planning areas such as asset management, retirement planning, estate planning, investment management, risk management, and more. Peter Bazanos is dedicated to providing comprehensive and tailored financial advice to his clients, helping them achieve their financial goals and secure their financial future.
Edward Jones - Financial Advisor: Kevin J Pittz, CFP®|AAMS™
Edward Jones - Financial Advisor: Kevin J Pittz, CFP®|AAMS™ is a reputable financial institution located at 1721 Central Avenue in Albany, New York. As a Certified Financial Planner and Accredited Asset Management Specialist, Kevin J Pittz offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Edward Jones provides top-notch financial services to individuals and families in the Albany area. Whether you are planning for retirement, saving for college, or investing for the future, Kevin J Pittz and his team are dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
Peter J. Meehan C.P.A.
Peter J. Meehan C.P.A. is a renowned accounting and finance institution located at 1510 Central Avenue in Albany, New York, United States. With a team of experienced and qualified professionals, they provide a wide range of financial services to individuals and businesses. Whether you need help with tax preparation, auditing, bookkeeping, or financial planning, Peter J. Meehan C.P.A. is dedicated to helping you achieve your financial goals. Their commitment to excellence and personalized approach sets them apart as a trusted partner in financial management.
Wojeski & Company CPA's P.C.
Wojeski & Company CPA's P.C. is a reputable accounting and finance institution located at 159 Wolf Road in Albany, New York, United States. With a team of experienced certified public accountants, they provide a wide range of services including tax preparation, audit and assurance, financial planning, and business consulting. Their dedication to excellence and personalized service sets them apart from other firms, making them a trusted partner for individuals and businesses alike. Contact Wojeski & Company CPA's P.C. for all your accounting and financial needs.
William Z Bayba Associates
William Z Bayba Associates is a finance institution located at 1573 Central Avenue in Albany, New York. With a team of experienced professionals, we offer a wide range of financial services to help clients achieve their goals. Whether you are looking for investment advice, retirement planning, or assistance with taxes, our dedicated staff is here to provide personalized solutions tailored to your individual needs. Trust William Z Bayba Associates to guide you towards a secure financial future.
T M Byxbee Company CPAs NY PC
T M Byxbee Company CPAs NY PC is a reputable accounting and finance institution located in Albany, New York. With a focus on providing top-notch financial services, their team of certified public accountants is dedicated to helping individuals and businesses navigate the complexities of tax planning, auditing, and financial management. Situated at 18 Computer Drive East, this institution is known for its professionalism, expertise, and commitment to client satisfaction. Whether you need assistance with tax preparation or financial consulting, T M Byxbee Company CPAs NY PC is the go-to destination for all your accounting needs in the Albany area.
Eric Johnson, CPA
Eric Johnson, CPA is a reputable accounting and finance institution located at 421 New Karner Road in Albany, New York, United States. With a team of experienced and skilled Certified Public Accountants, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, auditing, financial planning, and consulting. We are dedicated to providing our clients with personalized and professional financial guidance to help them achieve their financial goals. Trust Eric Johnson, CPA for all your accounting and finance needs.
Buckley Gent MacDonald & Cary CPA's
Buckley Gent MacDonald & Cary CPA's is a reputable accounting and finance institution located at 100 Great Oaks Boulevard in Albany, New York, United States. With a team of experienced and knowledgeable certified public accountants, they offer a wide range of services including tax preparation, auditing, financial planning, and consulting. Their dedication to providing personalized and professional service sets them apart in the industry, making them a trusted choice for individuals and businesses alike. Visit Buckley Gent MacDonald & Cary CPA's for expert financial guidance and support.
Lindgren Thomas F CPA
Lindgren Thomas F CPA is a reputable accounting and finance institution located at 417 Albany Avenue in Kingston, New York, United States. With years of experience in the industry, their team of certified public accountants provides professional and reliable financial services to individuals and businesses. From tax preparation to financial planning, Lindgren Thomas F CPA is dedicated to helping clients achieve their financial goals. Contact them today to schedule a consultation and see how they can assist with your accounting needs.
Grasso & Kayser CPAs PC
Grasso & Kayser CPAs PC is a reputable accounting and finance institution located at 2504 Albany Street in Schenectady, New York. With a team of experienced and knowledgeable certified public accountants, they provide a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to auditing and financial consulting, Grasso & Kayser CPAs PC is dedicated to helping their clients achieve their financial goals. Their commitment to professionalism and excellence sets them apart as a trusted partner in financial matters.
Scully William T CPA
Scully William T CPA is a reputable accounting and finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced certified public accountants, we provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Our commitment to excellence and personalized service sets us apart as a trusted partner for individuals and businesses seeking professional financial guidance. Contact us today to learn how we can help you achieve your financial goals.
Edward J. Martone, CPA
Edward J. Martone, CPA is a reputable accounting and finance institution located at 125 Wolf Road in Albany, New York, United States. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, financial planning, and audit assistance. Clients can trust Edward J. Martone, CPA for their expertise and dedication to helping individuals and businesses achieve their financial goals.
Taft Holly a CPA
Taft Holly, a CPA, is a reputable accounting and finance institution located at 10 Colvin Avenue in Albany, New York, United States. With years of experience and expertise in the field, Taft Holly offers a wide range of services including tax preparation, financial planning, auditing, and consulting. Their team of certified public accountants is dedicated to providing personalized and professional services to individuals and businesses alike. Whether you need help with tax compliance or strategic financial planning, Taft Holly is committed to helping you achieve your financial goals.
Tice Brunell & Baker Cpa's
Tice Brunell & Baker CPA's is a reputable accounting and finance institution located at 14 Corporate Woods Boulevard in Albany, New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services to individuals and businesses. From tax preparation and planning to bookkeeping and auditing, Tice Brunell & Baker CPA's is dedicated to helping their clients achieve their financial goals. Whether you are looking for personal financial advice or need assistance with your business finances, you can trust the professionals at this institution to provide top-notch service and expertise.
Thomas J. Collura
Thomas J. Collura is an institution located at 677 Broadway, Albany, New York, United States, specializing in accounting, finance, and legal services. The practice is led by Tom Collura, who has extensive experience in representing privately-held companies and their owners in corporate, tax, and commercial matters. Tom also provides tax planning services for high net worth individuals, estate and gift taxation, and trust and estate administration. He is a Fellow of the American College of Trusts and Estates Counsel and has served as an expert witness on tax, corporate, and trusts and estates matters. In addition to his legal practice, Tom has been a full-time Lecturer and Director of the M.S. Taxation program at the University at Albany for over 20 years. He is a frequent lecturer to various professionals, including judges, attorneys, CPAs, bankers, financial advisers, and business owners.
List of businesses, places and services in New York
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