Individual tax planning strategies in Cortland, New York

Welcome to Jackson Hewitt Tax Service, your trusted partner for all your tax preparation needs in Cortland, New York. Conveniently located at 3941 West Road, our team of experienced Tax Pros is dedicated to helping you secure your biggest refund with ease and efficiency. Although our tax advance loans have ended for this year, our commitment to providing exceptional service remains stronger than ever. We understand that life can be hectic, which is why we offer flexible options to suit your schedule. Simply drop off your tax documents, and our skilled Tax Pros will handle the rest. We ensure a seamless process, including a quick call to review your final return and convenient e-signing.

Welcome to H&R Block, your trusted partner for comprehensive accounting and financial services located at 1114 New York 222 in Cortland, New York. At H&R Block, we are dedicated to helping individuals and businesses navigate the complexities of taxes and financial planning with ease and confidence. Our team of experienced professionals is committed to providing personalized solutions tailored to meet your unique financial needs. Whether you're looking for assistance with tax preparation, bookkeeping, or financial advice, we offer a wide range of services designed to ensure your financial success. Our experts stay up-to-date with the latest tax laws and regulations to provide accurate and efficient service, giving you peace of mind throughout the year.

Welcome to H&R Block, your trusted partner in accounting and finance solutions located at 160 Clinton Avenue, Cortland, New York. With a commitment to providing exceptional service, we specialize in a wide range of financial services tailored to meet the needs of individuals and businesses in the Cortland area. At H&R Block, our team of experienced professionals is dedicated to helping you navigate the complexities of tax preparation, bookkeeping, payroll, and financial planning. We pride ourselves on delivering personalized solutions that ensure accuracy, compliance, and peace of mind. Whether you're seeking assistance with personal tax returns or require comprehensive financial strategies for your business, we are here to support you every step of the way.

UpSkill Wealth Management is a premier finance and insurance agency located at 1 N Main St, Suite 301, Cortland, NY 13045, United States. Our mission is to empower individuals and businesses to achieve their financial goals through expert advice and tailored solutions. At UpSkill Wealth Management, we offer a comprehensive range of services including financial planning, investment management, retirement strategies, and insurance solutions. Our team of experienced professionals is dedicated to providing personalized service and strategic guidance to help you navigate the complexities of the financial world. Whether you are planning for retirement, seeking to grow your investments, or need insurance coverage, UpSkill Wealth Management is your trusted partner in financial success. Visit us today to discover how we can help you secure a prosperous future.

Welcome to Howe Karen, your trusted legal partner located in the heart of Cortland, New York. Situated at 66 Port Watson Street, our law firm is dedicated to providing exceptional legal services tailored to meet your unique needs. With a profound commitment to justice and client satisfaction, Howe Karen specializes in a wide range of legal areas, ensuring comprehensive support for every case. Whether you require assistance with family law, criminal defense, personal injury, or estate planning, our experienced team is here to guide you through the complexities of the legal system with expertise and compassion. At Howe Karen, we pride ourselves on our personalized approach, taking the time to understand your individual circumstances and crafting strategies that align with your goals. Visit us today and discover how our dedication and legal acumen can make a difference in your life. Your peace of mind is our priority.

Welcome to Kimberly H Cawley - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 127 North Main Street, Cortland, New York. We are dedicated to providing personalized financial services to help you achieve your financial goals with confidence. As a trusted advisor, Kimberly H Cawley brings a wealth of knowledge and expertise, supported by numerous prestigious certifications that underscore a commitment to excellence in financial planning. Kimberly holds the AAMS™ certification, which ensures adherence to a code of ethics and a comprehensive understanding of asset management tailored to individual needs. With a focus on real-world applications, Kimberly is qualified to guide you through asset allocation, investment strategies, estate planning, and more.

Welcome to Edward Jones - Financial Advisor: Jason D Cicioni, CFP®, your trusted partner in planning and securing your financial future. Conveniently located at 21 Main Street, Cortland, New York, our office is dedicated to providing personalized financial advice and services tailored to meet your unique needs and goals. At Edward Jones, we prioritize your financial well-being and are committed to helping you make informed decisions. Our Starting Point tool is designed to guide you through the initial steps of financial planning, while our "My Priorities" quiz assists in identifying your financial objectives, a critical component in developing a comprehensive financial strategy.

Welcome to Tompkins Community Bank, your trusted financial partner located at 36 Main Street, Cortland, New York. As a cornerstone of the community, we are dedicated to providing exceptional banking and financial services tailored to meet the unique needs of individuals, families, and businesses in Cortland and the surrounding areas. Our team of experienced professionals is committed to delivering personalized solutions, whether you are looking to open a new account, secure a loan, or plan for your financial future. At Tompkins Community Bank, we pride ourselves on fostering strong relationships with our clients, built on trust, integrity, and a deep understanding of your financial goals. Visit us today and experience the difference of community-focused banking.

Welcome to Wall Street On Court Street: James Nunciato, your trusted partner in financial services located in the heart of Cortland, New York. Situated at 26 Court Street, our firm is dedicated to providing exceptional financial guidance and solutions tailored to meet your unique needs. With a deep understanding of the complexities of the financial world, James Nunciato and his team offer a comprehensive range of services designed to help you achieve your financial goals. Whether you're planning for retirement, investing in your future, or seeking financial advice for your business, we are here to guide you every step of the way.

Welcome to Schneider Financial LLC, your trusted partner in financial success, conveniently located at 17 Main Street, Cortland, New York 13045. We are a dedicated finance firm committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, we offer a comprehensive range of services including financial planning, investment management, tax preparation, and retirement planning. At Schneider Financial LLC, we pride ourselves on providing personalized solutions tailored to meet your unique needs. Our client-centric approach ensures that we understand your financial objectives and work diligently to help you navigate the complexities of the financial world. Whether you're planning for the future, managing your wealth, or seeking guidance on tax strategies, we are here to provide expert advice and support every step of the way.

Welcome to Finger Lakes Financial Group, your trusted partner in navigating the complex world of finance. Conveniently located at 23 Main Street in the heart of Cortland, New York, we are dedicated to serving the financial needs of our community with expertise and integrity. At Finger Lakes Financial Group, we offer a comprehensive range of financial services tailored to meet the unique needs of individuals, families, and businesses. Our team of experienced professionals is committed to providing personalized financial strategies, whether you're planning for retirement, managing investments, or seeking advice on insurance and tax planning. We pride ourselves on our client-focused approach, ensuring that each client receives the attention and customized solutions they deserve. Visit us today to discover how we can help you achieve your financial goals with confidence and peace of mind. Finger Lakes Financial Group – where your financial success is our priority.

Welcome to John Baringer - Private Wealth Advisor at Ameriprise Financial Services, LLC, located at 25 Clinton Avenue, Cortland, New York 13045. As a dedicated financial professional, John Baringer offers personalized wealth management services tailored to meet the unique needs of each client. With a robust array of certifications and designations, John is exceptionally qualified to guide you through the complexities of financial planning and investment management. Our services encompass a wide range of financial solutions, including asset allocation, investment strategies, estate planning, and retirement planning. John is an Accredited Asset Management Specialist™ (AAMS™), ensuring adherence to a stringent code of ethics and expertise in applying investment concepts to real-world situations. Additionally, John holds the Accredited Domestic Partnership Advisor™ (ADPA™) designation, enabling him to address the financial needs of domestic partners with precision and care.

Welcome to Alfred Saracene - Financial Advisor, Ameriprise Financial Services, LLC, your trusted partner for comprehensive financial guidance. Conveniently located at 8 Kennedy Parkway, Cortland, New York, we specialize in providing personalized financial strategies tailored to meet the unique needs of our clients. Our expertise spans a wide range of financial planning and advisory services. Alfred Saracene holds multiple prestigious certifications, including the Accredited Asset Management Specialist™ (AAMS™), Accredited Domestic Partnership Advisor™ (ADPA™), and Accredited Investment Fiduciary® (AIF®), among others. These credentials signify a commitment to ethical practices and a deep understanding of complex financial concepts, ensuring that our clients receive the highest standard of service.

Welcome to McSherry Matthew CPA, your trusted partner in accounting and financial services located in the heart of Cortland, New York. Situated at 111 West Road, our firm is dedicated to providing personalized and comprehensive financial solutions to individuals and businesses in the community. At McSherry Matthew CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why we offer a wide range of services tailored to meet your unique needs, including tax preparation and planning, bookkeeping, financial consulting, and more. Our team of experienced professionals is committed to delivering accurate, timely, and reliable services to help you achieve your financial goals.

Welcome to Rathbun Lou, a trusted CPA firm located on West Road in Cortland, New York. Specializing in accounting and finance, we are committed to providing personalized and comprehensive financial services to individuals and businesses in our community. With a focus on accuracy and integrity, our experienced team offers a wide range of services including tax preparation, bookkeeping, financial planning, and consulting. Whether you need assistance with personal finances or managing the financial health of your business, Rathbun Lou is here to guide you every step of the way. Visit us to experience our dedication to excellence and see how we can help you achieve your financial goals.

Welcome to Winters Amy, a CPA, your trusted partner in accounting and finance, located conveniently at 19 Church Street, Cortland, New York. With a commitment to excellence and a personalized approach, we provide a comprehensive range of financial services tailored to meet the unique needs of individuals and businesses in our community. At Winters Amy, a CPA, we understand that navigating the complexities of accounting and finance can be challenging. That's why our experienced team is dedicated to offering expert guidance and support every step of the way. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, we are here to help you achieve your financial goals with confidence.

Welcome to John O. Reagan CPA, PC, your trusted partner in accounting and financial services, conveniently located at 16 Church Street, Cortland, New York. With a commitment to excellence and a personalized approach, we cater to the diverse financial needs of individuals and businesses in the Cortland community and beyond. At John O. Reagan CPA, PC, we offer a comprehensive range of services designed to help you achieve your financial goals. Whether you need assistance with tax preparation, bookkeeping, financial planning, or business consulting, our team of experienced professionals is here to provide expert guidance and support.

Welcome to Wendcentral Partners, your trusted partner in accounting and finance located in the heart of Cortland, New York. Situated at 27 Central Avenue, we are committed to providing exceptional financial services tailored to meet the unique needs of our clients. Our team of experienced professionals is dedicated to helping individuals and businesses navigate the complexities of accounting, tax preparation, financial planning, and more. At Wendcentral Partners, we pride ourselves on delivering personalized solutions with the highest standards of integrity and accuracy. Whether you are looking to manage personal finances or optimize your business operations, our expertise and attention to detail ensure that you are in capable hands. Visit us today and discover how Wendcentral Partners can help you achieve your financial goals.