The 30 Best Individuals with complex tax situations in New City, New York

640 results found

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.

Merrill Lynch Financial Advisor Todd C Russell, located at 300 Broadhollow Road, Melville, New York, offers personalized financial planning services to help clients achieve their retirement goals and ensure their assets last a lifetime. With over 25 years of experience in the financial services industry, Todd Russell focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. As a Vice President and Senior Financial Advisor, Todd works with individuals and families to understand their financial situation, risk tolerance, and long-term objectives, recommending personalized financial strategies aligned with their aspirations. Supported by the global resources of Merrill Lynch, Todd's team is dedicated to building strong client relationships based on trust and personalized service. Through Merrill Personal Wealth Analysis™, clients can develop a customized plan centered on their goals and focused on achieving their desired financial outcomes. Todd believes in a client-centered approach, focusing on solutions that can turn goals into reality and help manage investment risk. By understanding clients' aspirations and financial needs, Todd helps design and implement personalized plans to help clients pursue their financial goals while considering future wealth management and legacy planning. With access to the investment insights of Merrill and banking solutions from Bank of America, Todd works with clients to develop an approach tailored to their financial needs. By utilizing the Investment Personality Assessment, Todd can gain a deeper understanding of clients' investing preferences and customize financial strategies to align with their priorities. As clients' lives and goals evolve, Todd ensures their financial approach reflects these changes, helping them stay on track to achieve what matters most to them. By getting to know clients personally and understanding their unique needs, Todd can create a financial approach that reflects their personality and helps them achieve their goals. As a Merrill Lynch Wealth Management Advisor, Todd helps clients navigate the financial complexities of life, offering personalized investment strategies and comprehensive financial solutions. With a focus on building a dedicated one-on-one relationship with clients, Todd helps guide them along their financial journey, addressing each question and decision with personalized care and expertise. Todd Russell is registered to do business in multiple states, offering investment insights, tips, and strategies to help clients live their best financial life. Please consult legal and tax advisors before making any financial decisions, as investing involves risk and past performance does not guarantee future results. Contact Merrill Lynch Financial Advisor Todd C Russell to start building a customized financial plan tailored to your unique goals and priorities.

Scott Vegder - Financial Advisor at Ameriprise Financial Services, LLC, located at 2290 East Avenue in Rochester, New York, offers personalized financial planning services to help clients achieve their financial goals. With a focus on areas such as retirement planning, investment strategies, and wealth management, Scott Vegder and his team provide expert advice and guidance to clients looking to secure their financial future. Each advisor at Ameriprise has their own areas of expertise, so clients can choose the advisor that aligns best with their specific needs and goals. By filling out the "Request consultation" form, clients can connect with Scott Vegder for a complimentary initial consultation to discuss their financial situation and create a personalized plan for success. With a strong background, credentials, and experience in the finance industry, Scott Vegder is dedicated to helping clients navigate the complexities of financial planning and investment management.

Alex Davison, a Financial Advisor at Ameriprise Financial Services, LLC, located at 80 Wolf Road in Albany, New York, offers a wide range of financial services to individuals and small business owners. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, Alex Davison is well-equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. With a focus on ethics and professional development, Alex Davison is committed to helping clients make informed financial decisions and achieve their long-term goals. Whether you are planning for retirement, managing your investments, or navigating complex financial situations, Alex Davison is dedicated to providing personalized and comprehensive financial guidance.

Ryan P Lambert is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 1205 Troy-Schenectady Road, Latham, New York, United States. Specializing in finance, Ryan P Lambert 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®. With a focus on providing expert financial advice and planning services, Ryan P Lambert is dedicated to helping individuals navigate complex financial situations and achieve their wealth management goals.

H&R Block is a trusted accounting and finance institution located at 461 North Main Street in Warsaw, New York, United States. With a team of experienced professionals, H&R Block offers 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 your financial situation and achieve your financial goals. Visit us today to experience personalized and reliable financial services.

TaxPenguin is a leading accounting and finance institution located at 249 Post Avenue in Westbury, New York, United States. With a team of experienced professionals, TaxPenguin specializes in providing expert tax preparation, planning, and consulting services to individuals and businesses. Whether you need assistance with filing your taxes, maximizing deductions, or navigating complex financial situations, TaxPenguin is dedicated to helping you achieve your financial goals. Contact us today to schedule a consultation and experience the difference that TaxPenguin can make for your financial success.

Castro & Co. is a prestigious institution located at 30 Broad Street in New York, United States, specializing in accounting, finance, and legal services. Our team of international tax planning attorneys is dedicated to providing top-notch tax and estate planning services to clients worldwide, including private individuals, family companies, trusts, and estates. At Castro & Co., we pride ourselves on offering personalized representation and undivided attention to each client. Our experienced lawyers are committed to guiding you through the tax planning process seamlessly, ensuring that your goals are achieved promptly and efficiently.

H&R Block is a renowned accounting and finance institution located at 9710 Seaview Avenue in New York, United States. With a strong reputation for providing expert tax preparation services and financial advice, H&R Block is a trusted choice for individuals and businesses looking to manage their finances effectively. Their team of experienced professionals is dedicated to helping clients navigate complex financial situations and achieve their financial goals. Whether you need assistance with tax planning, bookkeeping, or financial consulting, H&R Block is committed to providing top-notch service and expertise to meet your needs.

H&R Block is a renowned accounting and finance institution located at 120-20 Merrick Boulevard in 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 investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you navigate the complexities of your financial situation with expertise and efficiency. Trust H&R Block to provide you with top-notch financial solutions tailored to your specific needs.

Frank T. Minisci, CPA is a top-rated accounting and finance institution located at 6470 Main Street in Williamsville, New York. Specializing in tax preparation, our team has been recognized as one of the top 10 preparers by WYRK with amazing reviews from our clients. With tax laws constantly changing, our experienced professionals can help navigate the complexities of the tax system and provide personalized tax planning tailored to your unique situation. Whether you are retiring or starting a new business, we are here to assist you with individual inquiries and face-to-face meetings throughout the year. Take advantage of our new secure upload portal to easily send us your tax documents. Trust Frank T. Minisci, CPA for all your accounting and finance needs.

J TaxHelp LLC is a financial institution located at 3629 White Plains Road in New York, United States. Specializing in accounting and finance, we are dedicated to helping individuals and businesses navigate the complexities of taxes, insurance, credit, and finances with confidence. Our mission is to empower our clients with the knowledge and tools necessary to optimize their financial well-being, offering expert tax preparation, insurance solutions, credit repair services, and business consultancy. We aspire to be the catalyst for financial transformation, envisioning a future where individuals and businesses thrive through sound financial practices. Our vision is to build a community where financial well-being is attainable for all, achieved through education, empowerment, and strategic financial planning. At J TaxHelp LLC, we go beyond traditional services by providing personalized financial empowerment tailored to each client's unique needs.

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.

Basile Anthony CPA is a reputable accounting and finance institution located at 185 Froehlich Farm Boulevard in Woodbury, New York. Our team of experienced Certified Public Accountants (CPAs) is dedicated to providing top-notch financial services to individuals and businesses in the United States. With a focus on professionalism and accuracy, we strive to help our clients achieve their financial goals and navigate complex financial situations with ease. Whether you need tax preparation, auditing, or financial planning services, Basile Anthony CPA is here to help. Contact us today to schedule a consultation and see how we can assist you with your accounting and finance needs.

Justtaxes.com LLC is a leading accounting and finance institution located at 105 Maxess Road in Melville, New York, United States. We specialize in providing accounting, payroll, and bookkeeping support to our clients, offering a comprehensive range of services to meet their financial needs. Our team is dedicated to our clients, representing them in audits with the IRS, NYS, NYC Taxing Authorities, and NYS Dept of Labor. This experience keeps us up-to-date on tax laws, ensuring that we are always prepared for even the most complex situations.

Herman Legal Group, LLC is a trusted and experienced immigration law firm located at 29-28 41st Avenue in New York, United States. Our team of nationally-recognized immigration attorneys in Queens and general practice lawyers are dedicated to providing expert legal services for immigration and other legal matters. We genuinely care about our clients and strive to understand the intricacies of each situation. Our immigration expert team speaks 12 different languages, including Filipino, Arabic, Spanish, Russian, Chinese, and Amharic, among others. We are available for consultations and are committed to helping individuals and businesses navigate the complex world of immigration law.

Welcome to Sloan Clerk, your trusted partner in accounting, finance, and local government services, located in the heart of Buffalo, New York. Conveniently situated at 425 Reiman Street, Buffalo, NY 14212, we are dedicated to serving our community with professionalism and integrity. At Sloan Clerk, we specialize in providing comprehensive accounting and financial management solutions tailored to meet the unique needs of individuals, businesses, and local government entities. Our experienced team is committed to delivering accurate and timely services that help our clients achieve their financial goals and maintain compliance with regulatory requirements.

Welcome to Moses Swartz PLLC, your trusted legal partner located in the heart of Skaneateles, New York. Situated at 1583 U.S. Route 20, our firm is dedicated to providing exceptional legal services to individuals and businesses in the community and beyond. With a commitment to integrity, professionalism, and personalized attention, Moses Swartz PLLC offers a comprehensive range of legal solutions tailored to meet your unique needs. Our experienced team of attorneys specializes in various areas of law, ensuring that you receive expert guidance and representation in matters such as family law, estate planning, real estate transactions, business law, and more. Whether you are navigating a complex legal issue or simply seeking advice, we are here to support you every step of the way.

Welcome to David Loftus Law - Your Trusted Legal Partner in Skaneateles, NY At David Loftus Law, located at 1583 East Genesee Street, Skaneateles, New York, we are dedicated to providing exceptional legal services with a personal touch. Our firm prides itself on offering comprehensive legal solutions tailored to meet the unique needs of each client.

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 Shaw Amanda C, your trusted legal partner located in the heart of Tully, New York. Situated at 397 New York 281, we are committed to providing expert legal services to individuals and businesses in the community and surrounding areas. As a highly respected lawyer, Amanda C. Shaw brings a wealth of experience and a personalized approach to every case, ensuring that each client receives the attention and dedication they deserve. Whether you are seeking legal advice, representation, or consultation, our office is here to guide you through complex legal matters with professionalism and integrity. Contact Shaw Amanda C today to discuss how we can assist you with your legal needs.

Welcome to Granzow Jennifer B, your trusted legal partner located in East Syracuse, New York. Situated at 6312 Fly Road, our firm is dedicated to providing exceptional legal services tailored to meet the unique needs of each client. With a commitment to professionalism and integrity, Jennifer B. Granzow offers expert legal counsel and representation across a variety of practice areas. Whether you are facing a complex legal issue or seeking guidance for personal or business matters, you can rely on our extensive experience and personalized approach to help you navigate the legal landscape. At Granzow Jennifer B, we are here to advocate for your rights and work diligently towards achieving the best possible outcomes. Visit us today to discover how we can assist you with your legal needs.

Welcome to Pinsky & Skandalis, P.C., your trusted legal partners located in the heart of East Syracuse, New York. Situated at 6723 Towpath Road, our firm is dedicated to providing exceptional legal services tailored to meet the unique needs of our clients. With a strong commitment to integrity, professionalism, and excellence, our experienced team of attorneys specializes in a wide range of practice areas, ensuring comprehensive legal support for both individuals and businesses. At Pinsky & Skandalis, P.C., we understand that navigating the legal landscape can be daunting. That's why we are here to guide you every step of the way, offering personalized solutions and strategic advice to achieve the best possible outcomes. Whether you're dealing with complex litigation, business law matters, or personal legal issues, we are equipped with the knowledge and expertise to advocate on your behalf.

Welcome to Ring John H, your trusted legal partner located in the heart of Orchard Park, New York. Situated at 6195 West Quaker Street, our office is dedicated to providing exceptional legal services to individuals and businesses in the community. As a reputable law firm, we specialize in a wide range of legal areas, ensuring that our clients receive comprehensive and personalized support tailored to their unique needs. At Ring John H, we pride ourselves on our commitment to excellence, integrity, and client satisfaction. Our experienced team of legal professionals is here to guide you through complex legal challenges with clarity and confidence. Whether you require assistance with family law, real estate transactions, estate planning, or any other legal matter, we are here to provide expert advice and representation.

Welcome to Ladson Legal, your trusted partner in navigating the complexities of the legal world. Conveniently located at 7 Skyline Drive in Hawthorne, New York, we are dedicated to providing exceptional legal services to our community and beyond. At Ladson Legal, we understand that every client's situation is unique, which is why we offer personalized attention and tailored solutions to meet your specific needs. Our team of experienced attorneys is committed to delivering results with integrity, professionalism, and a deep understanding of the law. Whether you require assistance with family law, estate planning, business law, or any other legal matter, Ladson Legal is here to guide you through every step of the process. Contact us today to schedule a consultation and discover how we can help protect your rights and achieve your legal goals.

Welcome to Shaw & Perelson, your trusted legal partners in Valhalla, New York. Conveniently located at 115 East Stevens Avenue, we are committed to providing exceptional legal services to meet your diverse needs. Our team of experienced attorneys specializes in a wide range of legal areas, ensuring that you receive expert guidance and representation tailored to your unique situation. At Shaw & Perelson, we pride ourselves on our client-focused approach, taking the time to understand your individual circumstances and offering personalized solutions. Whether you require assistance with family law, business law, real estate transactions, or estate planning, our knowledgeable lawyers are here to help navigate the complexities of the legal system with professionalism and integrity.

Welcome to Campbell Luceno, your trusted legal partner located in the heart of Valhalla, New York. Situated at 8 Madison Avenue, our firm is dedicated to providing expert legal services tailored to meet the unique needs of our clients. At Campbell Luceno, we specialize in a wide range of legal areas, ensuring comprehensive support and guidance for individuals and businesses alike. Our team of experienced attorneys is committed to delivering personalized service, strategic advice, and effective solutions to help you navigate the complexities of the legal system. Whether you require assistance with family law, estate planning, business law, or any other legal matter, you can count on us to advocate for your best interests with professionalism and integrity. Contact Campbell Luceno today to schedule a consultation and discover how we can assist you in achieving your legal goals.

Welcome to Barnes Iaccarino & Shepherd LLP, your trusted legal partner located in Elmsford, New York. Situated at 258 Saw Mill River Road, our law firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community and beyond. With a team of experienced and compassionate attorneys, we specialize in a broad range of practice areas, ensuring that we can meet your unique legal needs with expertise and integrity. At Barnes Iaccarino & Shepherd LLP, we understand that navigating legal matters can be complex and overwhelming. That’s why we are committed to offering personalized attention and tailored solutions to each of our clients. Whether you require assistance with personal injury claims, family law matters, real estate transactions, or business legalities, our knowledgeable lawyers are here to guide you every step of the way.

Welcome to Bis, your trusted legal partner located in the heart of Elmsford, New York. Situated at 258 Saw Mill River Road, our firm is dedicated to providing exceptional legal services to individuals, families, and businesses in the community and beyond. With a commitment to excellence and a personalized approach, Bis specializes in a wide range of legal areas, ensuring that our clients receive comprehensive and effective representation. Our experienced team of attorneys is here to guide you through the complexities of the legal system with professionalism and integrity. Whether you need assistance with family law, estate planning, business law, or any other legal matter, we are here to offer expert advice and tailored solutions that meet your unique needs.

Welcome to Katz Alayne, your trusted legal partner located in the heart of Irvington, New York. Situated at 13 North Cottenet Street, Katz Alayne is committed to providing top-notch legal services tailored to meet your unique needs. With years of experience and a deep understanding of the law, we are dedicated to guiding you through complex legal challenges with professionalism and care. Whether you require assistance with family law, estate planning, or corporate legal matters, our team is here to offer expert advice and representation. At Katz Alayne, we pride ourselves on building strong relationships with our clients, ensuring that you receive personalized attention and the highest quality legal support. Contact us today to schedule a consultation and discover how we can assist you.