The 30 Best Free tax consulting in New York
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Larry Jay Schwartz - Financial Advisor, Ameriprise Financial Services, LLC
Larry Jay Schwartz - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 98 Cuttermill Road, Great Neck, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch. The institution provides investment, asset allocation, and portfolio recommendations tailored to your individual goals and risk tolerance. Regular meetings are held to review progress, update strategies as life changes, and track your financial journey. You can access your investments and accounts from any device securely. Larry Jay Schwartz may only conduct securities business with residents of states in which he is properly registered. The institution offers an initial consultation on financial planning concepts, with no written analysis or recommendations provided. Ameriprise Financial cannot guarantee future financial results. Members of this institution agree to abide by the terms of the Ameriprise Financial Website Rules and Regulations. Referrals are appreciated, and the institution will reach out to them soon. Privacy and security are a top priority at Ameriprise Financial Services, LLC.
Jacob B Salomon - Financial Advisor, Ameriprise Financial Services, LLC
Jacob B Salomon is a Financial Advisor at Ameriprise Financial Services, LLC, located at 1433 Old Northern Boulevard, Roslyn, New York, United States. Jacob holds various certifications and designations 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®, CFP®, 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 Jacob's expertise in asset management, wealth transfers, estate planning, retirement planning, investment management, and more. Jacob is dedicated to providing comprehensive financial advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a commitment to ethics and ongoing education, Jacob is well-equipped to help clients make informed decisions and achieve their financial goals.
Merrill Lynch Financial Advisor Christopher M Walters
Merrill Lynch Financial Advisor Christopher M Walters is a finance institution located at 1325 Franklin Avenue, Garden City, New York, United States. The institution is proud of its advisors who have received recognition from financial industry publications or directly from Bank of America Corporation. They believe in setting the standard for exemplary client service. Christopher M Walters has been recognized in Forbes' "America’s Top Wealth Management Teams High Net Worth" in 2022, 2023, and 2024, as well as in Forbes' "Top Next-Generation Wealth Advisors Best-in-State" in 2023. Supported by the global resources of Merrill, Christopher M Walters' team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. Christopher M Walters helps individuals, families, and family offices advance a more thoughtful, cohesive, and purposeful approach to their wealth. With over 15 years of industry experience, Christopher is skilled in helping clients align their objectives with their unique risk tolerance, tax circumstances, and timeframes. He offers a creative and analytical approach grounded in a steadfast commitment to client well-being.
Robert Armieri - Ameriprise Financial Services, LLC
Robert Armieri - Ameriprise Financial Services, LLC is a finance institution located at 333 Earle Ovington Boulevard in Uniondale, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Background and qualification information can be found on FINRA's BrokerCheck website. The institution offers a Client Relationship Summary Disclosure and insights on the current market trends. Investment products and services are available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities are offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC. Robert Armieri, the advisor, may conduct securities business with residents of certain states. The institution values meeting clients to discuss their financial goals and cannot guarantee future financial results. Privacy and security are a top priority, with resources available on the website for protection against email fraud. Consider referring friends or family members for financial assistance, as Ameriprise Financial Services, LLC is committed to helping individuals achieve their financial goals.
Donald Gehrig - Financial Advisor, Ameriprise Financial Services, LLC
Donald Gehrig is a Financial Advisor at Ameriprise Financial Services, LLC located at 90 Merrick Avenue in East Meadow, New York, United States. If you have any questions or would like to schedule a complimentary initial consultation, feel free to get in touch. Donald Gehrig is properly registered to conduct securities business with residents of certain states, as listed on FINRA's BrokerCheck website. The institution offers an overview of financial planning concepts during the initial consultation, but does not provide written analysis or recommendations. Ameriprise Financial cannot guarantee future financial results. Clients can expect personalized service and support in achieving their financial goals. The institution also emphasizes privacy and security, and users of the website are bound by the terms of Ameriprise Financial Website Rules and Regulations.
Neil Lauro - Ameriprise Financial Services, LLC
Neil Lauro - Ameriprise Financial Services, LLC is a finance institution located at 300 Old Country Road, Mineola, New York, United States. Each Ameriprise advisor at this institution has "Top areas of focus" that align with your financial goals. You can review their backgrounds, credentials, and experience to find the advisor that best suits your needs. By filling out the "Request consultation" form, you can connect with your desired advisor who will schedule a complimentary initial consultation with you. Take the first step towards achieving your financial goals with Neil Lauro - Ameriprise Financial Services, LLC.
James J Zabatta - Ameriprise Financial Services, LLC
James J Zabatta - Ameriprise Financial Services, LLC is a finance institution located at 401 Franklin Avenue, Garden City, New York, United States. The institution offers a range of certifications and designations to its professionals to ensure they are equipped with the knowledge and expertise needed to address the diverse financial needs of their clients. These certifications include 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 cover a wide range of topics including asset management, estate planning, retirement planning, investment strategies, and more. The professionals at James J Zabatta - Ameriprise Financial Services, LLC are dedicated to providing expert financial advice and guidance to help clients achieve their financial goals.
Opal Wealth Advisors
Opal Wealth Advisors is a finance institution located at 2 Jericho Plaza in Jericho, New York, United States. Our mission is to help you take control of your finances and achieve the life you've always wanted. We understand that dealing with finances can be overwhelming, which is why we provide personalized attention to simplify the complexity and help you grow your wealth. By partnering with Opal, you can turn your financial goals into triumphs through our Opal Way process. We offer resources to help you pursue a winning financial plan, save time, build wealth, and gain peace of mind. Our highly personalized approach is constantly evolving to meet your individual lifestyle needs, with additional resources available for pre-retirees, women, and entrepreneurs through our "OPAL " program.
Tringle, Sangirardi, Miller, Marinaccio Group - Ameriprise Financial Services, LLC
The Tringle, Sangirardi, Miller, Marinaccio Group at Ameriprise Financial Services, LLC is a finance institution located at 145 Pinelawn Road in Melville, New York, United States. If you have questions or would like to schedule a complimentary initial consultation, feel free to get in touch with us. We provide investment, asset allocation, and portfolio recommendations based on your individual goals and risk tolerance. Our team documents your goals, meets regularly to review your progress, and updates your approach as life changes. You can access your investments and accounts from any device securely. Our financial advisors are registered to do business in certain U.S. states. We offer an initial consultation to discuss financial planning concepts. Ameriprise Financial Services, LLC cannot guarantee future financial results. We are committed to helping your friends and family achieve their financial goals. Feel free to refer them to us, and we will reach out to them soon.
The Retirement Center
The Retirement Center, located at 125A South Wellwood Avenue in Lindenhurst, New York, is a comprehensive institution offering services in finance, health, insurance, and legal matters. Our team of experts specializes in Personal Financial Planning, Estate Planning, Medicaid Planning, Elder Law, Mortgages, Insurances, and Wealth Management. With our newly renovated office space, we provide a comfortable environment for clients to plan their retirement goals. Our passionate Retirement Specialists are dedicated to helping members of the community achieve financial preparedness for retirement, ensuring worry-free enjoyment of their assets. We prioritize education and transparency, offering guidance on Medicare, Social Security, Estate Planning, Mortgages, and Business Insurance. Contact us today for personalized financial advice and support in achieving your retirement dreams.
Retirement Solutions, LLC
Retirement Solutions, LLC is a finance institution located at 3 Lear Jet Lane in Latham, New York, United States. We specialize in providing comprehensive retirement planning services to help individuals achieve their financial goals for their golden years. Our team of experienced professionals offers personalized advice and solutions to help clients navigate the complexities of retirement planning. Whether you are just starting to save for retirement or are nearing the end of your career, Retirement Solutions, LLC is here to help you secure a comfortable and worry-free future.
Aspire Immigration Services
Aspire Immigration Services is a reliable institution located at 94-23 Lefferts Boulevard in New York, United States. Our experienced tax professionals offer tax outsourcing services to help stabilize staff bandwidth and prepare tax returns to the highest standards. We customize tax services to enhance your financial strategy and minimize tax liabilities, ensuring you thrive in today's competitive market. With over 15 years of experience, our business tax advisors provide expert solutions tailored to meet your unique business tax requirements. Partnering with us allows you to free up time, reduce stress, and save money during tax season. Our team specializes in preparing both individual and business tax returns with precision and care. Trust Aspire Tax & Accounting Services Inc. to handle all your tax preparation needs efficiently. Contact us today to unlock your business's full potential with our comprehensive suite of expert tax solutions.
BSB Accountants & Advisors
BSB Accountants & Advisors is a leading accounting and finance institution located at 201 Moreland Road, Hauppauge, New York, United States. We specialize in helping small business owners gain a clear understanding of their financial state and make informed decisions for sustainable growth. As members of the AICPA, we offer expertise in New York tax law and work with clients ranging from individuals to fortune 50 companies. Our team at BSB goes above and beyond to communicate clearly, often, and be easily accessible to our clients. We value long-term relationships and serve as trusted advisors, not just accountants. From daily accounting and bookkeeping services to tax problem resolution, we provide strategic guidance on operational best practices, employee retention, marketing, and more.
A Verderosa & Company
A Verderosa & Company is a reputable accounting firm located at 375 Commack Road in Deer Park, New York. Specializing in accounting and finance services, we cater to businesses and individuals in Deer Park, Long Island, New York City, the Tri-State area, and beyond. Our dedicated team prioritizes understanding the unique needs of each client, ensuring professional and precise returns delivered in a timely manner. With stress-free consultations that accommodate your schedule, we take a proactive and personalized approach to tax and accounting services. Our knowledgeable staff stays up-to-date on federal, state, and local tax regulations to provide innovative solutions tailored to your specific requirements.
Ketty S Robles Accounting
Ketty S Robles Accounting is a trusted institution located at 609A East Main Street, Bay Shore, New York, United States. Specializing in accounting, finance, and insurance agency services, we have been providing expert tax preparation services since 2012. Our team is dedicated to helping businesses with a wide range of financial needs, from individual income tax to payroll tax. At Ketty S Robles Accounting, we offer comprehensive bookkeeping and financial analysis support to ensure that your finances are in order. Our experienced professionals are here to assist you with tax preparation for individual income tax, corporate tax, sales tax, and payroll tax. We also provide monthly, quarterly, and year-end balance sheets and operating statements for small business clients.
Robert P. Russo, CPA, PC
Robert P. Russo, CPA, PC is an accounting and finance institution located at 231 West 29th Street in New York, New York. Our team of talented professionals views accounting as a business asset, not a headache. We specialize in making tax filings an opportunity for savings and financial reports a tool for staying ahead. Our clients often refer to us as much-needed business advisors, providing expert advice that can lead to significant tax savings. Our diverse client portfolio includes individuals, couples, and small to mid-size businesses across the country. Whether you need hands-on assistance or as-needed help, we are here to serve you with our passion for accounting and commitment to helping our clients succeed. We offer a free initial consultation and are dedicated to managing all aspects of your home or business finances.
Monahan & Company CPA's PC
Monahan & Company CPA's PC is a reputable accounting firm located at 888 Veterans Memorial Highway in Hauppauge, New York. With a team of experienced certified public accountants, they provide a wide range of accounting services including tax preparation, auditing, financial planning, and more. Clients can trust Monahan & Company CPA's PC for their professionalism, accuracy, and dedication to helping individuals and businesses achieve their financial goals. Contact them today for expert financial guidance and support.
Alice Chen CPA
Alice Chen CPA is a reputable accounting and finance institution located at 133-36 41st Road, New York, United States. Specializing in real estate and business tax strategies, our team of professionals is dedicated to providing personalized services and guidance for a wide range of financial and business needs. With over 25 years of experience in public accounting, Alice Chen and her team offer practical accounting solutions, tax-saving strategies, and regular financial reporting to help you control costs and manage your business effectively. Whether you need assistance with individual or business tax focusing on real estate properties, financial planning services, or analyzing business opportunities, Alice Chen CPA is here to help. Contact us for a free 15-minute consultation and let us help you exceed your customers' expectations.
Taxpayer Advocate Service Office
The Taxpayer Advocate Service Office, located at 130 South Elmwood Avenue in Buffalo, New York, is an independent organization within the IRS that ensures every taxpayer is treated fairly and understands their rights. Their advocates provide assistance for tax problems that individuals are unable to resolve on their own. The office offers resources such as free IRS tax preparation assistance, information on qualifying for VITA/TCE income tax assistance, and the taxpayer Bill of Rights which outlines taxpayer rights and protections. Stay informed with the latest tax news, blogs, and Tax Tips from the National Taxpayer Advocate. The Taxpayer Advocate Service advocates for taxpayers at every turn and welcomes submissions through the Systemic Advocacy Management System for tax issues affecting a large group of taxpayers. Visit the Taxpayer Advocate Service Office for assistance with your tax concerns and to stay up to date with changes in taxes.
Residential Management Services
Residential Management Services is a reputable real estate agency located at 21 Portland Court in Rochester, New York. Our dedicated team specializes in managing residential properties, providing top-notch services for property owners and tenants alike. Whether you are looking to rent out your property or find the perfect rental home, we are here to help every step of the way. With our expertise and personalized approach, we strive to make the rental process smooth and stress-free for all parties involved. Contact us today to learn more about our services and how we can assist you with your property management needs.
Moscato CPA
Moscato CPA is a family-owned and operated accounting and finance firm located at 360 Delaware Avenue in Buffalo, New York. Our dedicated team is committed to providing personalized attention to our clients, drawing on years of advanced training, technical expertise, and financial knowledge. We continually invest in professional education, cutting-edge technology, and strong business relationships to ensure excellence in our services. As members of the New York State Society of Certified Public Accountants (NYSSCPA) and the American Institute of Certified Public Accountants (AICPA), Moscato CPA upholds the highest standards of professionalism. Our certified public accountants are experts in QuickBooks and can provide tailored support for your accounting needs. Whether you're new to QuickBooks or require assistance with an existing company file, our team is here to assist you.
WZ Accountants * Rose Woodworth, CPA
WZ Accountants * Rose Woodworth, CPA is a highly reputable accounting and finance institution located at 8 Pearl Street in Kingston, New York, United States. Our team is dedicated to providing personalized and comprehensive financial services to our clients. At WZ Accountants, we pride ourselves on our ability to build strong relationships with our clients, allowing us to truly understand their businesses and families. By anticipating their needs, we can help them achieve success in their financial endeavors.
retiredassessor.com
Retiredassessor.com is a property tax consulting institution located at 340 Ardsley Road in Scarsdale, New York. Our commitment goes beyond just helping clients with their tax appeals – we also grant a yearly wish to a critically ill child in the Hudson Valley region as a way to give back to the community. With 28 years of experience in public service, including terms as a tax assessor for various municipalities, Richard O’Donnell leads our team with deep expertise in property assessment. Partner Mike Cullen has also contributed his technological expertise to streamline our processes. We offer a risk-free preliminary review of your case, and if we move forward, we promise no tax reduction, no fee. Trust us to navigate the complex tax appeals process and potentially save you thousands. Please note that the information provided is for informational purposes and we do not guarantee its accuracy or completeness.
ATAX - E. Tremont, Bronx NY 10457
ATAX - E. Tremont, located in the Bronx NY 10457, is a trusted institution specializing in accounting and finance services. Conveniently situated at 742 East Tremont Avenue in New York, United States, ATAX offers expert assistance with taxes, bookkeeping, and financial planning. With a team of experienced professionals, clients can rely on ATAX to provide accurate and efficient financial solutions tailored to their individual needs. Whether you are a small business owner or an individual looking for tax assistance, ATAX - E. Tremont is dedicated to helping you achieve your financial goals.
Black Ink | Bookkeeping Services
Black Ink | Bookkeeping Services is a reputable institution located at 1839 Flatbush Avenue, New York, United States. Specializing in accounting and finance, we offer outsourced accounting services for small businesses throughout the USA. Our qualified accountants provide top-notch quality services, including customized accounting, bookkeeping, business advisory, and tax preparation. With a diverse range of services such as payroll processing, financial reporting, invoice handling, and credit card management, we ensure that your small business accounting needs are met with excellence. At Black Ink, we believe that accounting fees for small businesses should be affordable, allowing you to invest more in your business growth. Our pocket-friendly accounting services fees chart and customizable pricing packages make us a favorite among small business entrepreneurs in the USA. With over 20 years of experience in the industry, we have earned the trust of many small businesses and continue to grow our client base.
Paris Accounting Corp
Paris Accounting Corp is a business-oriented CPA firm located at 208-01 15th Avenue in New York, United States. Our practice is limited to business consulting and tax resolution, with a strong focus on self-employed business clients. We believe that taxes are an operation, not a race, and work diligently throughout the year to prepare yearend business tax returns and provide business consulting and tax planning services. Our goal is to help our clients improve their bottom line by increasing profits through new sales lines and curbing expenses. We also offer advice on personal budgeting and the profitability of retail businesses. Visit us at Amazon Books for a free preview of our services.
ProserveTAX
ProserveTAX is a leading accounting and finance institution located in the bustling city of New York, United States. Situated at 504 West 207th Street, ProserveTAX is dedicated to providing top-notch tax services to individuals and businesses alike. With a team of experienced professionals, ProserveTAX offers expert advice and guidance to help clients navigate the complex world of taxes and finance. Whether you're looking for assistance with tax preparation, planning, or consulting, ProserveTAX is here to help you achieve your financial goals. Trust ProserveTAX to provide reliable and efficient solutions for all your accounting and finance needs.
Abraham Cohan CPA
Abraham Cohan CPA is an accounting and finance institution located at 864 Cleveland Street, West Hempstead, New York, United States. Specializing in personal tax preparation, the institution offers free e-file services for both federal and state returns. In addition to tax preparation, services include monthly filing requirements, business formation, obtaining Tax ID, payroll and withholding requirements, notary services, and more. With a focus on keeping fees reasonable, Abraham Cohan CPA aims to provide accurate and timely returns for all clients. Contact the office at (718) 261-2277 or via text at (516) 384-9217 to make an appointment.
T J Megale & Associates
T J Megale & Associates, located at 1000 Woodbury Road in Woodbury, New York, is a trusted institution specializing in accounting and finance services. Owned and operated by Thomas J. Megale, CPA, the team is dedicated to providing top-notch financial solutions to businesses across the United States. Services offered include accounting, business advisory, payroll management, and tax compliance. Conveniently located just 30 miles east of New York City, T J Megale & Associates welcomes both in-person and virtual meetings. The institution upholds high standards, principles, and ethics, providing continuing education of high quality and leadership within the profession. The team is committed to delivering close, personal service with the quality and independence required for meaningful results, all while maintaining strict confidentiality.
Account On US Services Inc
Account On US Services Inc is a reputable accounting and finance institution located at 352 Fulton Avenue in Hempstead, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, bookkeeping, or financial planning, our experts are here to assist you every step of the way. Trust Account On US Services Inc for all your financial needs and rest easy knowing your finances are in good hands.
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