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TOP 30 Document solutions in New York, NY
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Merrill Lynch Financial Advisor Jeffrey W. Chin
Merrill Lynch Financial Advisor Jeffrey W. Chin, located at 360 Hamilton Avenue in White Plains, New York, offers personalized wealth management services to wealthy families and business owners. With 23 years of experience in the financial services industry, Jeffrey holds the designations of Chartered Financial Analyst and Certified Plan Fiduciary Advisor. His team takes a comprehensive approach to managing wealth, starting with understanding the client's financial situation, family, and goals. They offer customized wealth management solutions that can adapt to changing market conditions. By leveraging the investment insights of Merrill and the banking convenience of Bank of America, Jeffrey and his team help clients address various aspects of their financial lives. Their mission is to deliver excellent service and assist clients in pursuing their financial goals. With Merrill Personal Wealth Analysis™, they can build and document personalized plans centered on the client's goals. The team is committed to building strong client relationships based on trust and personalized service, helping clients achieve what matters most to them.
Pellegrino, Saccomani & Wells, LLP
Pellegrino, Saccomani & Wells, LLP is a reputable accounting and finance institution located at 722 Commerce Street in Thornwood, New York, United States. With the ever-changing landscape of tax laws, their team of experts is dedicated to helping clients navigate through the complexities of tax season with ease. As Congress debates possible tax changes, the institution provides essential tips for seniors and senior caregivers to maximize available deductions and credits. They offer assistance in understanding tax regulations, maximizing tax benefits, and minimizing tax liability. Additionally, Pellegrino, Saccomani & Wells, LLP provides guidance on the passthrough entity tax (PTET) for partnerships and NY S corporations. With their comprehensive knowledge and expertise, clients can trust in the institution to help them plan and organize their finances for a smoother tax season.
Protective Wealth Consultants - Ameriprise Financial Services, LLC
Protective Wealth Consultants - Ameriprise Financial Services, LLC, located at 7 East Carver Street in Huntington, New York, is a finance institution dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, education, or a major purchase, their team provides personalized investment recommendations based on your individual goals and risk tolerance. They document your goals, regularly review your progress, and adjust your approach as needed to help you track your financial journey. You can access your investments and accounts from any device securely, and schedule a complimentary initial consultation to learn more about how they can assist you. Their financial advisors are registered in certain U.S. states and adhere to strict regulations to ensure your financial security. They offer a range of services, from financial planning concepts to investment strategies, and aim to help you achieve positive financial results.
All Tax
All Tax is a leading accounting and finance institution located at 80 West Main Street in Riverhead, New York. Our team of experienced professionals is dedicated to providing top-notch tax preparation, financial planning, and bookkeeping services to individuals and businesses in the United States. With a commitment to accuracy and efficiency, All Tax is your go-to destination for all your accounting and financial needs. Visit us today and let us help you navigate the complexities of taxes and finances with ease.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1866 Route 6 in Carmel Hamlet, New York, United States. With a team of experienced professionals, H&R Block provides a wide range of financial services including tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of financial management with ease and confidence. Trust H&R Block for all your accounting and finance needs.
J & M Tax Services LLC
J & M Tax Services LLC is a reputable accounting and finance institution located at 650 Lee Boulevard in Yorktown Heights, New York, United States. With a team of experienced professionals, they specialize in providing top-notch tax services to individuals and businesses. Whether you need help with tax preparation, planning, or filing, J & M Tax Services LLC is dedicated to helping you navigate the complexities of the tax system and maximize your financial well-being. Contact them today to schedule a consultation and see how they can assist you with all your accounting and finance needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 35 West Main Street in Mount Kisco, New York, United States. With a team of dedicated professionals, H&R Block offers expert services in tax preparation, bookkeeping, and financial planning. Whether you are an individual or a business owner, H&R Block is committed to providing top-notch financial solutions to meet your needs. Visit us today to experience the excellence and reliability that H&R Block is known for.
Powers & Co
Powers & Co is a reputable accounting and finance institution located at 78 Secor Road in Mahopac, New York, United States. Specializing in efficiently administering estates, they offer expert services in U.S. expatriate tax for both individuals and businesses. Their dedication to upholding the rights guaranteed by the Constitution of the United States of America sets them apart, as they provide free pocket-sized copies of this important document to all clients. Trust Powers & Co to protect your financial well-being and ensure your rights are upheld.
Taxx Guy Inc
Taxx Guy Inc is a reputable accounting and finance institution located at 129 Underhill Lane in Peekskill, New York. With a team of experienced professionals, we provide a wide range of services including tax preparation, financial planning, and bookkeeping. Our mission is to help individuals and businesses achieve their financial goals through personalized and efficient services. Whether you need assistance with tax filing or financial consulting, Taxx Guy Inc is here to provide expert guidance and support. Contact us today to schedule a consultation and take control of your finances.
Lavin & Associates
Lavin & Associates is a leading accounting and finance institution located at 50 Main Street in White Plains, New York. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. We pride ourselves on delivering personalized and high-quality solutions to meet our clients' needs. Contact us today to learn more about how we can help you achieve your financial goals.
Liberty Tax
Liberty Tax is a finance institution located at 42 North Main Street in Port Chester, New York. They specialize in providing tax preparation and financial services to individuals and businesses. With a team of experienced professionals, Liberty Tax offers a range of services to help clients navigate the complexities of tax laws and maximize their financial opportunities. Whether you need help with tax planning, filing, or auditing, Liberty Tax is dedicated to providing reliable and efficient solutions to meet your financial needs.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service is a finance institution located at 268 Main Street in White Plains, New York, United States. Although their tax advance loans have ended for this year, their team of Tax Pros is ready to assist you in maximizing your refund. You can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. The Tax Pros at this location are fluent in Spanish and are ready to assist Spanish-speaking clients. A Refund Advance loan allows you to receive money before your tax refund arrives, as sometimes the IRS can take weeks to send out refunds. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, to January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, to February 11, 2024.
Smart Tax Services
Smart Tax Services is a comprehensive financial institution located at 125 Halstead Avenue in Mamaroneck, New York. Our team of experienced professionals specializes in accounting, finance, legal services, and real estate transactions. Whether you need help with tax preparation, financial planning, legal advice, or buying/selling property, our experts are dedicated to providing top-notch service and personalized solutions to meet your specific needs. Trust Smart Tax Services for all your financial and real estate needs in the United States.
OA Tax Partners
OA Tax Partners is a leading accounting and finance institution located at 777 Larkfield Road in Commack, New York. Our team of expert tax professionals provides a wide range of services to individuals and businesses, including tax preparation, planning, and consulting. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals and navigate the complexities of the tax system. Trust OA Tax Partners to provide reliable and comprehensive solutions for all your accounting and finance needs.
Tax On Track LLC
Tax On Track LLC is a reputable accounting and finance institution located at 5 Remington Avenue in Selden, New York. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complex world of taxes and finances. Whether you need assistance with tax preparation, bookkeeping, or financial planning, we are here to help you stay on track. Trust Tax On Track LLC to provide you with reliable and accurate financial services to ensure your financial success.
H&R Block
H&R Block is a renowned accounting and finance institution located at 359 Main Street in Huntington, New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking for assistance with your personal taxes or a business in need of expert financial advice, H&R Block is dedicated to providing high-quality services tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of accounting and finance with precision and expertise.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1795 New York Avenue in Huntington Station, New York. With a strong reputation for providing expert tax preparation services, financial planning, and accounting solutions, H&R Block is a trusted partner for individuals and businesses alike. Their team of experienced professionals are dedicated to helping clients navigate the complexities of tax laws and financial management, ensuring they receive accurate and reliable guidance. Whether you need help with tax filing, financial planning, or accounting services, H&R Block is committed to delivering personalized solutions tailored to your specific needs. Visit their location in Huntington Station to experience their top-notch services firsthand.
Almar Tax Services
Almar Tax Services is a reputable accounting and finance institution located at 2070 Deer Park Avenue in Deer Park, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need assistance with tax preparation, planning, or bookkeeping, we are here to help you navigate the complexities of the financial world. Trust Almar Tax Services to handle all of your accounting needs with precision and expertise.
Margaret Layton Tax & Business
Margaret Layton Tax & Business is a trusted accounting and finance institution located at 48 Layton Road in Stanfordville, 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. Whether you are an individual looking to maximize your tax return or a business in need of strategic financial guidance, Margaret Layton Tax & Business is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and see how they can assist you with your accounting and finance needs.
Andre Moglia & Co
Andre Moglia & Co is a reputable accounting and finance institution located at 1539 Main Street in Pleasant Valley, New York. With years of experience and a team of dedicated professionals, we provide top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, our institution is committed to helping our clients achieve their financial goals. Contact us today to learn more about how Andre Moglia & Co can assist you with your accounting and finance needs.
McCarthy Tax Services, Inc.
McCarthy Tax Services, Inc. is a reputable accounting and finance institution located at 3881 Danbury Road in Brewster, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. From tax preparation to financial planning, McCarthy Tax Services, Inc. is dedicated to helping their clients navigate the complexities of the tax system and achieve their financial goals. Trustworthy and reliable, they provide personalized solutions to meet the unique needs of each client. Visit them today to experience top-notch financial services.
Tax Preparations Etc
Tax Preparations Etc is a trusted accounting and finance institution located at 1700 Central Park Avenue in Yonkers, New York. Our team of experienced professionals is dedicated to providing top-notch tax preparation services, financial planning, and consulting to individuals and businesses alike. Whether you need help with filing your taxes, managing your finances, or planning for the future, Tax Preparations Etc is here to help. Visit us today to see how we can assist you in achieving your financial goals.
Tax Preparation Services - CPA
Tax Preparation Services - CPA is a reputable institution located at 117 Hillair Circle, White Plains, New York, United States. Specializing in accounting and finance, our team of Certified Public Accountants (CPAs) are dedicated to providing top-notch tax preparation services to individuals and businesses. With years of experience and expertise in tax laws and regulations, we ensure accurate and timely tax filings to help our clients maximize their tax savings and minimize liabilities. Whether you need assistance with personal tax returns or complex business tax planning, our knowledgeable professionals are here to help. Trust Tax Preparation Services - CPA for all your tax needs.
Get Help Tax & Bookkeeping
Get Help Tax & Bookkeeping is a reliable and professional institution located at 333 Mamaroneck Avenue in White Plains, New York. Specializing in accounting and finance, we offer tax preparation services for individuals and small business owners in all 50 states. Our team includes Enrolled Agents, federally licensed tax professionals who can represent taxpayers before the IRS. Enrolled Agents have the same rights as CPAs and can assist with federal and state tax issues, including audits and property liens. With our secure online portal, you can easily upload your documents for efficient and accurate tax filing. Trust Get Help Tax & Bookkeeping for all your tax and bookkeeping needs.
Financial Tax Reports, LLP
Financial Tax Reports, LLP is a reputable accounting and finance institution located at 65 Court Street in White Plains, New York, United States. Our team of experienced professionals specializes in providing comprehensive financial tax reports to individuals and businesses. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and regulations. Trust Financial Tax Reports, LLP to handle all your accounting and finance needs with professionalism and expertise.
Medina Tax services ,Tax Return, Tax ID
Medina Tax Services is a trusted accounting and finance institution located at 34 South Main Street in Port Chester, New York. Specializing in tax services, including tax return preparation and obtaining tax identification numbers, our experienced team is dedicated to helping individuals and businesses navigate the complexities of the tax system. With a commitment to accuracy and personalized service, we strive to ensure our clients maximize their tax benefits and minimize their liabilities. Trust Medina Tax Services for all your tax needs in the United States.
Joe & Associates
Joe & Associates is a reputable accounting and finance institution located at 277 Martine Avenue in White Plains, New York. With years of experience and expertise in the field, we provide a wide range of services to individuals and businesses, including tax preparation, financial planning, and bookkeeping. Our team of dedicated professionals is committed to helping our clients achieve their financial goals and make informed decisions. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Tax Power
Tax Power is a reputable accounting and finance institution located at 1 U.S. 6 in Yorktown Heights, New York. Our team of experienced professionals is dedicated to providing top-notch services to individuals and businesses in the area. Whether you need assistance with tax preparation, financial planning, or bookkeeping, Tax Power has the expertise to help you navigate the complex world of taxes and finances. Trust us to maximize your financial potential and minimize your tax burden. Visit us today to see how Tax Power can empower your financial future.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service located at 3133 East Main Street in Mohegan Lake, New York, offers finance services to help you maximize your tax refund. While tax advance loans are not available this year, our Tax Pros are ready to assist you in getting the most out of your return. Conveniently located within Walmart, you can drop off your tax documents and have a Tax Pro handle the rest, including a final review and e-signing. Our professionals are fluent in both English and Spanish, catering to Hispanic clients. We offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. To ensure personalized service, we recommend booking an appointment online or calling us at (718) 653-1032. Trust Jackson Hewitt in Walmart for expert tax preparation services and the guarantee of your biggest refund.
Sternbach & Rose, CPAs
Sternbach & Rose, CPAs is a reputable accounting and finance institution located at 115 East Stevens Avenue in Valhalla, New York, United States. With a team of experienced and dedicated certified public accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust Sternbach & Rose, CPAs to provide accurate and reliable financial solutions to help them achieve their business goals.
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