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TOP 30 Personal tax forms in Rochester, NY
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Rochester Financial Services
Rochester Financial Services, located at 7 Hastings Circle in Pittsford, New York, is an independent financial consultant offering objective and unbiased financial advice. Founded in 1993, the institution provides Fee-Only portfolio management and financial planning services to clients in Rochester, NY and across the United States. Owner Jeff Feldman, a recognized Rochester Business Journal Top 25 Money Manager, specializes in No-Load mutual fund investments. With approximately $250 million of client assets under management, Jeff is a member of NAPFA, the association of Fee-Only financial advisors, and the National Association of Tax Professionals. He is a licensed Certified Financial Planner, holds a Ph.D. from the University of Rochester, and is an SEC Registered Investment Advisor. Jeff has been quoted in national financial publications such as the Wall Street Journal, Business Week, Kiplinger's, Newsweek, the Motley Fool, and Smart Money.
Jackson Hewitt Tax Service
Jackson Hewitt Tax Service located at 3797 Dewey Avenue in Rochester, New York, is a finance institution that specializes in helping individuals with their tax preparation needs. While their tax advance loans have ended for the year, their team of Tax Pros is still available to assist you in maximizing your refund. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will take care of the rest. They offer a quick call to review your final return and convenient e-signing options for your convenience.
Family Dollar
Family Dollar is a one-stop shop located at 1380 Norton Street in Rochester, New York, United States. This institution offers a wide range of products including clothing, food, groceries, and household items. Customers have the option to purchase individual units of a product with a handling fee applied to each unit, or upgrade to a case to eliminate per-unit fees. For tax-exempt organizations, there is a simple process to follow in order to make tax-exempt purchases. Customers can create an account on the website and provide their organization's tax-exempt information. It is important to keep a copy of the tax ID certificate on file, which can be faxed or emailed to the institution.
Mercer Advisors Wealth Management
Mercer Advisors Wealth Management, located at 375 Woodcliff Drive in Fairport, New York, is a finance institution dedicated to helping individuals achieve their financial goals and live the life they desire. Their team of wealth advisors offers a comprehensive approach to wealth management, connecting all aspects of a client's financial life including financial planning, investments, tax strategies, estate planning, trustee services, and insurance. As a fiduciary institution, Mercer Advisors is committed to always acting in the best interest of their clients, providing personalized portfolio management by a team of full-time investment professionals. Their investment philosophy is rooted in science and research, focusing on building globally diversified, low cost, tax efficient portfolios tailored to each client's needs.
Timothy Kenneth Andres - Financial Advisor, Ameriprise Financial Services, LLC
Timothy Kenneth Andres is a financial advisor at Ameriprise Financial Services, LLC located at 2290 East Avenue in Rochester, New York, United States. Timothy specializes in providing personalized financial advice to help clients achieve their financial goals. With Ameriprise, clients have access to a range of financial services and products to meet their unique needs. Each advisor at Ameriprise has their own "Top areas of focus" which can help clients determine the best approach for their financial situation. Clients can review Timothy's background, credentials, and experience to ensure they are a good fit. To schedule a complimentary initial consultation with Timothy, clients can fill out the "Request consultation" form and he will reach out to them to discuss their financial goals.
H&R Block
H&R Block is a renowned accounting and finance institution located at 1000 Hylan Drive in Rochester, New York, United States. With a team of qualified professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and investment advice. Whether you are an individual looking for assistance with your personal finances or a business in need of expert accounting services, H&R Block is dedicated to helping clients achieve their financial goals. Visit us today to see how we can help you secure a stable financial future.
Genesee Regional Bank-Winton
Genesee Regional Bank-Winton, located at 1850 South Winton Road in Rochester, New York, is a trusted financial institution that helps individuals and businesses achieve their professional and personal dreams. From supporting local businesses to helping families buy a home, GRB is dedicated to serving and strengthening the local community. Whether you are a dental specialist, a small business owner, or a homeowner, GRB offers a comprehensive range of products and services to meet your unique banking needs. With a focus on community building and support, GRB is committed to making its deposits available for the growth and prosperity of local businesses and individuals.
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