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TOP 30 Personalized tax support in New City, NY
1872 results found
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Premier Wealth Partners, Inc.
Premier Wealth Partners, Inc. is a leading finance institution located at 35 Pinelawn Road in Melville, New York. With a team of experienced financial professionals, we specialize in providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our dedicated team is here to provide expert guidance and support every step of the way. Contact us today to learn more about how Premier Wealth Partners, Inc. can help you secure a brighter financial future.
Mitlin Financial, Inc.
Mitlin Financial, Inc. is a leading finance institution located at 140 Adams Avenue in Hauppauge, New York, United States. With a strong reputation for providing personalized financial planning and investment management services, Mitlin Financial, Inc. is dedicated to helping individuals and businesses achieve their financial goals. Their team of experienced professionals offers a wide range of services, including retirement planning, estate planning, tax planning, and investment strategies. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Mitlin Financial, Inc. is committed to providing expert guidance and support every step of the way.
Miracle Mile Advisors
Miracle Mile Advisors is a leading finance institution located at 145 Marcus Boulevard in Hauppauge, New York, United States. Specializing in wealth management and investment services, Miracle Mile Advisors offers personalized financial solutions to help clients achieve their financial goals. With a team of experienced advisors and a commitment to excellence, Miracle Mile Advisors is dedicated to providing top-tier financial guidance and support to individuals and businesses alike. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Miracle Mile Advisors is here to help you every step of the way.
Jeffrey B Kraut CPA/CGMA
Jeffrey B Kraut CPA/CGMA is a reputable accounting and finance institution located at 9 Wicks Drive in Commack, New York, United States. Led by experienced CPA and CGMA Jeffrey B Kraut, the institution offers a wide range of financial services including tax preparation, auditing, consulting, and financial planning. With a commitment to excellence and professionalism, Jeffrey B Kraut CPA/CGMA provides personalized solutions to meet the unique needs of each client. Whether you are an individual or a business seeking financial guidance, you can trust Jeffrey B Kraut CPA/CGMA to provide expert advice and support to help you achieve your financial goals.
Hall CPA Group LLP
Hall CPA Group LLP is a reputable accounting and finance institution located at 277 Indian Head Road in Kings Park, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the area. With a focus on accuracy, integrity, and personalized attention, we strive to help our clients achieve their financial goals. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our team is here to help. Contact us today to schedule a consultation and see how Hall CPA Group LLP can support your financial needs.
Louis A. Soriano CFP, EA - Navigator Financial
Louis A. Soriano CFP, EA - Navigator Financial is a trusted finance institution located at 222 East Main Street in Smithtown, New York. Specializing in financial planning and tax services, our team of experts are dedicated to helping individuals and businesses navigate their financial goals with confidence and ease. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to achieve financial success. Visit us today to experience the difference our experienced professionals can make in your financial future.
Welikey Financial Planning Llc
Welikey Financial Planning LLC is a trusted finance institution located at 195 East Main Street in Smithtown, New York. Our team of experienced financial planners is dedicated to helping individuals and businesses achieve their financial goals through personalized and comprehensive planning services. Whether you are looking to save for retirement, invest for the future, or plan for major life events, we are here to provide expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 50 New York 111, Smithtown, New York, United States, is a finance institution that offers personalized financial strategies for individuals, families, business owners, executives, and institutions. With years of combined wealth management knowledge and experience, the advisors at Merrill Lynch can assist with retirement income planning, concentrated stock positions, traditional investments, and access to estate planning services through Bank of America. The branch's financial advisors are dedicated to client service and satisfaction, helping clients identify personal and professional goals and creating financial strategies to meet long-term objectives. Through volunteerism and charitable outreach, the branch supports the communities in which they operate, contributing to fundraising activities and non-profit organizations.
BAT Financial Group
BAT Financial Group is a leading accounting and finance institution located at 9018 4th Avenue, New York, United States. Serving clients across the New York Metropolitan Area and beyond, including Brooklyn, Manhattan, Queens, The Bronx, Staten Island, Long Island, Westchester, New Jersey, and Connecticut, BAT Financial Group offers a wide range of dedicated financial services. With a team of experts specializing in accounting, bookkeeping, payroll, tax preparation and planning, and representation with tax authorities, we strive to help our clients achieve their business and personal objectives. Our firm's primary objective is our clients' successes, and we provide personalized services tailored to meet their unique needs. Whether you are a small business owner looking for financial guidance or a larger organization seeking CFO-level initiatives, BAT Financial Group is here to support you every step of the way. Contact us today to learn more about how we can help you navigate the complexities of financial management and achieve your goals.
Merrill Lynch Financial Advisor Justin Alexander
Merrill Lynch Financial Advisor Justin Alexander, located at 225 Liberty Street in New York, is committed to providing unparalleled service, quality performance, and asset preservation to clients. With over a decade of experience in the financial services industry, Justin specializes in liquidity event planning, direct investment opportunities, and personalized financial strategies tailored to individual goals and priorities. As a CAIA-certified advisor, Justin works closely with clients to understand their unique needs and develop customized investment approaches. Supported by the global resources of Merrill Lynch, Justin and his team are dedicated to building strong client relationships based on trust and personalized service. By focusing on what matters most to clients - family, goals, and priorities - Justin helps individuals navigate the financial landscape, make informed decisions, and pursue their long-term objectives. With a commitment to ongoing communication, monitoring, and adjustment, Justin aims to help clients stay on track to achieve their financial goals at every stage of life. Whether you are focused on growing, preserving, or transferring wealth, Justin is here to help you pursue what matters most to you.
Merrill Lynch Financial Advisor Eric Frey
Merrill Lynch Financial Advisor Eric Frey, located at 200 Park Avenue, New York, New York, United States, is dedicated to helping families manage their wealth and provide trustworthy advice. Specializing in advanced financial strategies, Eric also assists with income tax planning, estate planning, concentrated stock, intergenerational wealth transfer strategies, trust services, and philanthropic planning. Committed to the Merrill tradition of community involvement, Eric volunteers with local organizations to give back. The Merrill Personal Wealth Analysis™ is used to create personalized plans centered on individual goals. With the support of Merrill's global resources, Eric's team is focused on building strong client relationships through trust and personalized service. By understanding each client's priorities and aspirations, Eric tailors financial approaches to help them achieve their goals. Through the Investment Personality Assessment, Eric gains insight into clients' investing preferences to customize strategies that align with their values. Regular reviews and adjustments ensure that financial plans adapt to changing circumstances. Eric's mission is to understand each client's unique needs and help them pursue their financial goals with confidence. As a Certified Financial Planner, Eric is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions. With a focus on personalized service and ongoing support, Eric and his team at Merrill Lynch Wealth Management are committed to helping clients achieve their financial goals.
Merrill Lynch Financial Advisor Max Myers
losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Wealth management, as the name suggests, involves managing your wealth in a way that can help you achieve your financial goals. This can involve a variety of services, including investment management, financial planning, retirement planning, estate planning, tax planning, and more. Merrill Lynch Financial Advisor Max Myers, located at 75 Rockefeller Plaza in New York, offers personalized wealth management services to affluent clients. Max takes a Goals-Based Wealth Management approach, focusing on understanding each client's risk tolerance and life objectives to help them achieve their short, medium, and long-term financial goals. With a background in finance and management, Max has years of experience managing relationships with high-net-worth individuals and institutions.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 474 Fulton Street in New York, United States, is a finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. The branch is dedicated to supporting the economic, social, and cultural life of the communities it serves through volunteerism and charitable outreach. With a team of experienced advisors, Merrill Lynch Wealth Management provides financial strategies tailored to meet the unique goals and needs of each client. These strategies go beyond wealth planning advice to include retirement income planning, guidance on concentrated stock positions, and access to estate planning services.
Merrill Lynch Financial Advisor Frank Vincent Guzzone
Merrill Lynch Financial Advisor Frank Vincent Guzzone, located at 6965 Yellowstone Boulevard, New York, United States, is dedicated to helping successful business owners and career professionals navigate the complexities of wealth creation and preservation. With a background in film and a passion for storytelling, Frank strives to create personalized financial plans that align with his clients' aspirations and lifestyle needs. By incorporating a 360° planning discipline, Frank addresses both sides of his clients' balance sheets, offering guidance on credit, lending, and budgeting to help streamline their daily finances. Through collaboration and careful planning, Frank aims to bring order to his clients' financial lives, empowering them to pursue their goals with confidence and purpose. With a focus on building strong client relationships based on trust and personalized service, Frank and his team at Merrill Lynch Wealth Management provide comprehensive financial solutions tailored to each client's unique needs and priorities. By shifting the focus from chasing money to pursuing impact, passion, and purpose, Frank helps his clients use money as a tool to build a life they love and find meaningful. With a commitment to understanding his clients' goals and priorities at every stage of their lives, Frank provides ongoing support and guidance to help them stay on track and adapt their financial approach as needed. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Frank is dedicated to helping you make informed investment decisions that align with your personal values and long-term objectives. Through regular check-ins and adjustments to your financial strategy, Frank ensures that your approach remains aligned with your evolving goals and aspirations. Partner with Frank Vincent Guzzone to take control of your financial future and pursue the life you envision.
Small Business CFO
Small Business CFO is a financial consulting firm located at 47-1 Greenpoint Avenue in New York, United States. Our team of experienced CFOs provides expert financial advice and support to small businesses looking to improve their financial health and achieve their goals. We offer a range of services including financial planning, budgeting, cash flow management, and financial reporting. Let us help you take your small business to the next level with our personalized financial solutions.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 6965 Yellowstone Boulevard in New York, United States, is a leading finance institution that offers personalized wealth planning services to individuals, families, business owners, executives, and institutions. With a team of experienced advisors who have a wealth of knowledge in wealth management, retirement income planning, and estate planning, the institution is well-equipped to help clients navigate the complexities of the financial markets. The advisors at Merrill Lynch Wealth Management are dedicated to putting clients' interests first and helping them achieve their financial and life goals. Through a personalized approach that takes into account each client's unique needs and priorities, the advisors create tailored financial strategies designed to meet long-term objectives.
Rapps & Associates, PLLC
Rapps & Associates, PLLC is a renowned finance and legal institution located at 445 Central Avenue in Cedarhurst, New York, United States. With a team of experienced lawyers and financial experts, they provide top-notch services to their clients in various legal and financial matters. Whether you need assistance with estate planning, business law, tax issues, or financial planning, Rapps & Associates, PLLC is dedicated to helping you navigate through complex legal and financial challenges with expertise and professionalism. Contact them today for personalized solutions tailored to your specific needs.
United Financial Empowerment Network
The United Financial Empowerment Network is a finance and insurance agency located at 27 Peekskill Street in Elmont, New York, United States. Our institution is dedicated to helping individuals and businesses achieve financial success and security through our comprehensive range of services. Whether you need assistance with investments, retirement planning, insurance coverage, or other financial matters, our team of experts is here to provide you with personalized guidance and support. Visit us today to start building a stronger financial future.
Fiotax
Fiotax is a professional accounting and finance institution located at 86-44 121st Street in New York, United States. Our highly experienced team is dedicated to helping clients keep track of their personal or business finances. Whether you need assistance with filing, bookkeeping, or paperwork, our experts are here to help. Our client-oriented firm offers year-round services, free proposals, and estimates. From tax and financial consulting to accounting and valuations, we provide comprehensive and individualized support to meet all of your financial needs. Our accountants are familiar with a wide range of industries and have years of consulting experience.
Anglia Advisors
Anglia Advisors is a reputable financial institution located at 70 Sunrise Highway in Valley Stream, New York. Specializing in finance, Anglia Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Anglia Advisors provides personalized and strategic financial planning, investment management, and wealth management services. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Anglia Advisors is dedicated to providing expert guidance and support every step of the way. Contact Anglia Advisors today to schedule a consultation and take control of your financial future.
Satgur Accounting
Satgur Accounting is a leading institution located at 10702 Guy R Brewer Boulevard in New York, United States. Specializing in accounting and finance services, Satgur Accounting offers expert financial guidance and support to individuals and businesses alike. With a team of experienced professionals, they provide a wide range of services including tax preparation, bookkeeping, payroll management, and financial planning. Whether you are looking for assistance with your personal finances or need help managing your business accounts, Satgur Accounting is dedicated to helping you achieve your financial goals. Trustworthy, reliable, and committed to excellence, Satgur Accounting is the go-to institution for all your accounting and finance needs.
Advantage Business Consulting LLC
Advantage Business Consulting LLC is a leading insurance agency located at 229-14 Linden Boulevard in New York, United States. With a team of experienced professionals, we provide personalized insurance solutions to meet the unique needs of our clients. From commercial to personal insurance, we offer a wide range of coverage options to protect your assets and investments. Trust Advantage Business Consulting LLC to provide expert guidance and support in navigating the complex world of insurance.
Elite Business Consultants Inc
Elite Business Consultants Inc is a premier accounting and finance institution located at 199 Jericho Turnpike in Floral Park, New York, United States. Specializing in tax returns, our team of experts can assist with both personal and business tax matters in a responsive and accurate manner. In addition to tax services, Elite Business Consultants Inc offers payroll services to help you pay your employees quickly and easily. Our comprehensive bookkeeping and accounting services ensure that your business operates at maximum potential.
Feinman, Rettig & Associates
Feinman, Rettig & Associates is a reputable finance, health, and insurance agency located at 89 Main Street in East Rockaway, New York, United States. With a team of experienced professionals, they provide top-notch financial planning, health insurance solutions, and comprehensive insurance coverage to meet the diverse needs of their clients. Whether you are looking to secure your financial future, protect your health, or safeguard your assets, Feinman, Rettig & Associates is committed to providing personalized and reliable services to help you achieve your goals.
Pamphiles Financial Group, LLC
Pamphiles Financial Group, LLC, located at 70 East Sunrise Highway in Valley Stream, New York, is a finance institution dedicated to helping individuals navigate their financial responsibilities and achieve their goals. With a focus on understanding the personal and emotional aspects of money management, our financial professionals can provide tailored solutions to address your unique needs. From budgeting tips to preparing for unexpected expenses, we offer a range of resources to empower you to take control of your financial situation. Westley Pamphile, an agent licensed with New York Life Insurance Company, is committed to guiding clients through important life events such as marriage and divorce, ensuring they are financially prepared for the future. As a member of the Million Dollar Round Table, we uphold the highest standards of excellence in the insurance and financial services industry. Please note that Pamphiles Financial Group, LLC is not owned or operated by New York Life Insurance Company, and we do not provide tax, legal, or accounting advice. Consult your own professional advisors before making any decisions. Visit our website to access calculators, videos, and more valuable resources to support your financial journey.
Premier Wealth Advisors, LLC
Premier Wealth Advisors, LLC is a finance institution located at 626 RXR Plaza in Uniondale, New York, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their future. We offer personalized wealth management services, investment strategies, and financial planning to individuals, families, and businesses. At Premier Wealth Advisors, LLC, we strive to provide expert guidance and support to help our clients build and protect their wealth. Contact us today to schedule a consultation and start planning for a brighter financial future.
The Hall Group - Morgan Stanley
The Hall Group - Morgan Stanley is a renowned finance institution located at 1200 Franklin Avenue in Garden City, New York, United States. With a strong reputation for excellence and expertise in the financial industry, The Hall Group offers a wide range of financial services to clients. From investment management to wealth planning, their team of professionals is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, The Hall Group - Morgan Stanley is committed to providing top-notch financial advice and support to their clients.
Copley Financial Group, Inc.
Copley Financial Group, Inc. is a finance institution located at 405 RXR Plaza, Uniondale, New York, United States. Our mission is to provide innovative strategies to help clients achieve financial security in retirement. We are committed to building lifelong relationships with our clients and always act in their best interests. Working with a Financial Planner can potentially increase annual returns by 3.5%, leading to significant wealth accumulation over time. We offer complimentary retirement planning consultations to help clients find a suitable strategy. Investing involves risk, and past performance does not guarantee future results. Trust us to enhance the value of our professional advice and help secure your financial future.
Stuart, Edelstein, Linderman & Co., Inc.
Stuart, Edelstein, Linderman & Co., Inc. is an accounting and finance institution located at 2088 Newbridge Road in Bellmore, New York, United States. Our services go beyond just crunching numbers - we provide deep analysis and strategic guidance to help you make informed business decisions. From payroll processing to managing cash flow, we are here to take the stress out of running your business. Our commitment to professional service providers is unwavering, and we strive to help you build successful enterprises. With our online apps, you can easily conduct business with us and stay on top of your finances. Let us help you navigate business debt, utilize technology effectively, and maintain a human-centric approach in the age of AI. With our expertise and guidance, your small business can not only survive supply chain disruptions but emerge stronger than ever. Contact us today to learn more about how we can support the wellness of your business, body, and mind.
Merrill Lynch Wealth Management
Merrill Lynch Wealth Management, located at 100 Jericho Quadrangle in Jericho, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies based on years of knowledge and expertise in wealth management. They go beyond just wealth planning advice, offering services such as retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and organizations. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you achieve your financial goals.
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