TOP 30 Best Proactive tax solutions in New York

Loucks & Crounse Associates is a reputable accounting and finance institution located at 203 West Main Street in Endicott, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. Their expertise includes tax preparation, auditing, financial planning, and consulting. Clients can trust Loucks & Crounse Associates for reliable and personalized financial solutions tailored to their specific needs.

Lebron Financial Services, Inc. is a reputable insurance agency located at 11 Medway Avenue in Congers, New York. With a commitment to providing top-notch financial services to its clients, Lebron Financial Services, Inc. offers a wide range of insurance products tailored to meet the unique needs of individuals and businesses. Their team of experienced professionals is dedicated to helping clients find the best insurance solutions to protect their assets and secure their financial future. Whether you are looking for auto, home, life, or business insurance, Lebron Financial Services, Inc. is here to provide you with expert guidance and personalized service. Contact them today to learn more about how they can help you achieve peace of mind through comprehensive insurance coverage.

Binod Roka and Associates, PC is a reputable law firm located in New York, United States. With a prime location at 53-33 37th Road, this firm offers a wide range of legal services to individuals and businesses. Led by experienced attorney Binod Roka, the team at Binod Roka and Associates, PC is dedicated to providing exceptional legal representation and personalized attention to each client. Whether you are in need of assistance with immigration law, criminal defense, family law, or business law, you can trust the professionals at this firm to guide you through the legal process with expertise and care. Contact Binod Roka and Associates, PC today to schedule a consultation and discuss your legal needs.

Lenza Law Firm, PLLC is a reputable institution located at 303 South Avenue in New York, United States. Specializing in estate planning, elder law, and Medicaid planning, this firm is dedicated to providing top-notch legal advice in Staten Island. With a focus on Elder Law, Probate, Estate Administration, Estate Planning, and Medicaid Asset Protection, Lenza Law Firm, PLLC is committed to helping clients navigate complex legal issues with ease. The team at Lenza Law Firm, PLLC is comprised of experienced attorneys and staff who strive to keep clients informed and prepared throughout the estate planning, administration, and real estate processes. By offering personalized services tailored to individual needs, this firm ensures that every client receives the attention and support they deserve.

Neal Richardson Datta Attorney At Law, P.C. is a reputable law firm located in the heart of New York City. Specializing in various areas of law, including criminal defense, personal injury, and family law, our experienced team is dedicated to providing top-notch legal representation to our clients. With a track record of success and a commitment to achieving the best possible outcomes for our clients, we strive to deliver exceptional service and support throughout the legal process. Trust Neal Richardson Datta Attorney At Law, P.C. to advocate for your rights and protect your interests.

The Roy/Ghara Group is a part of UBS Financial Services Inc., located at 299 Park Avenue in New York City. As a finance institution, The Roy/Ghara Group offers a wide range of financial services to clients, including wealth management, investment planning, and financial advisory services. With a team of experienced professionals, The Roy/Ghara Group is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or manage your assets, The Roy/Ghara Group can provide personalized solutions to meet your needs.

Merrill Lynch Financial Advisor Lawrence A Weiss, located at 2 Crosfield Avenue in West Nyack, New York, is a finance institution dedicated to helping clients achieve their long-term financial goals through personalized strategies. The institution believes in starting every relationship with a conversation to understand the client's priorities and aspirations. By utilizing the Investment Personality Assessment, they tailor financial approaches to align with the client's investing preferences. The team at Merrill Lynch is committed to providing exemplary client service and building strong relationships based on trust and personalized service. With access to the global resources of Merrill and Bank of America, they offer comprehensive financial solutions to address the client's needs. The advisors at Merrill Lynch are experienced individuals who work with clients to design and implement personalized plans to pursue financial goals while managing investment risk. Through regular check-ins and updates to the financial approach, the team helps clients stay on track to achieve their goals. The institution puts the client first, offering personalized investment strategies and comprehensive financial solutions to help clients live their best financial life.

Modern Financial Care is a trusted institution located at 76 West Railroad Avenue in West Haverstraw, New York, United States. Specializing in accounting and finance, we offer intelligent and personal assistance to help you achieve the financial results you've always desired. Founded in 1951 by our Grandfather, our firm is dedicated to providing clients with the care and advocacy they deserve. We understand the importance of reducing stress and improving financial outcomes, which is why we offer comprehensive services such as tax filing, bookkeeping, payroll, and annual compliance.

Select Wealth Partners is a leading finance institution located at 3 North William Street in Pearl River, New York. Our team of experienced wealth management professionals is dedicated to helping clients achieve their financial goals through personalized investment strategies and comprehensive financial planning. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Select Wealth Partners is committed to providing top-tier service and guidance every step of the way. Contact us today to learn more about how we can help you secure your financial future.

Joseph P. Lucia & Associates, LLC is a finance institution located at 3505 Hill Boulevard in Yorktown Heights, New York, United States. As an independent financial advisory firm, they prioritize the best interests of their clients above all else. They offer personalized portfolio creation based on individual needs and investment goals, utilizing the stability and service of Charles Schwab Institutional as their custodian. With a focus on unbiased relationships and the highest standards of care, they provide ongoing collaboration and innovative strategies to help clients achieve their financial goals. Their team of experienced financial professionals and access to cutting-edge technologies ensure that clients receive exceptional service and objective financial planning. Recognized for their outstanding service, Joseph P. Lucia & Associates, LLC is dedicated to enriching the lives of their clients and helping them stay focused on their financial journey. They look forward to building long-term relationships with clients and helping them reach their financial dreams. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Awards received by the firm were based on merit and not paid for.

Strategic Asset Services is a leading finance institution located at 7 Skyline Drive in Hawthorne, New York, United States. With a focus on strategic asset management, our team of experts offers a wide range of services to help clients maximize their investments and achieve their financial goals. Whether you are looking to grow your portfolio, manage risk, or optimize your assets, Strategic Asset Services is here to provide personalized solutions tailored to your specific needs. Trust us to help you navigate the complexities of the financial world and secure your financial future.

Merrill Lynch Wealth Management is a renowned financial institution located at 10 Teleport Drive in New York, United States. Specializing in wealth management services, Merrill Lynch provides comprehensive financial planning, investment advice, and portfolio management to help clients achieve their financial goals. With a team of experienced financial advisors and a wide range of investment options, Merrill Lynch is dedicated to helping individuals and families grow and protect their wealth for the long term.

Doreen M Inserra CPA PC is a reputable accounting and finance institution located at 42 Joel Place in New York, United States. With years of experience and expertise in the field, they provide a wide range of services including tax preparation, financial planning, and consulting. Their team of professionals is dedicated to helping individuals and businesses achieve their financial goals and navigate the complexities of tax laws. Trust Doreen M Inserra CPA PC for all your accounting and finance needs.

Lieblich Financial Services is a leading accounting and finance institution located at 565 Montgomery Street in New York, United States. With a team of experienced professionals, we provide a wide range of financial services tailored to meet the needs of our clients. From tax preparation to investment planning, we are dedicated to helping individuals and businesses achieve their financial goals. Contact us today to learn more about how Lieblich Financial Services can help you secure a stable financial future.

Duckfund Inc. is a finance institution located at 28-18 Steinway Street in New York, United States. We specialize in providing a variety of financial services, including investment management, wealth planning, and retirement solutions. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. At Duckfund Inc., we prioritize transparency, integrity, and personalized service to ensure the best possible outcomes for our clients. Contact us today to learn more about how we can help you navigate the complexities of the financial world.

De Lorenzo Financial Planning is a reputable finance and insurance agency located in Newburgh, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and strategic investment solutions. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, our experts are here to provide you with the guidance and support you need. Visit us at 276 New York 17K to learn more about our services and how we can help you secure a stable financial future.

Donald Weis, Financial Advisor at Eagle Strategies, is a trusted institution located at 460 Temple Hill Road in New Windsor, New York. Specializing in finance, Donald Weis offers expert guidance and personalized financial planning services to help clients achieve their long-term financial goals. With a commitment to excellence and a dedication to client satisfaction, Donald Weis and his team at Eagle Strategies provide top-notch financial advice and strategies tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, Donald Weis is here to help you navigate the complexities of the financial world with confidence and peace of mind. Contact Donald Weis, Financial Advisor at Eagle Strategies, today to start building a secure financial future.

Michael Lentini - Wilmington Advisors @ M&T is a finance institution located at 67 Jackson Street in Fishkill, New York, United States. Specializing in financial advisory services, the institution offers expert guidance and personalized solutions to help clients achieve their financial goals. With a team of experienced professionals, Michael Lentini - Wilmington Advisors @ M&T provides comprehensive financial planning, investment management, and wealth management services to individuals and businesses. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, this institution is dedicated to providing you with the support and expertise you need to succeed.

Empire Advisors Group is a leading financial institution located at 141 Rutledge Street in New York, United States. Specializing in providing expert financial advice and services, Empire Advisors Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced advisors, Empire Advisors Group offers a wide range of financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment guidance, retirement planning, or wealth management services, Empire Advisors Group is committed to delivering personalized and professional financial advice to help you secure a prosperous future.

Alliant Private Client, located at 32 Old Slip, New York, New York, United States, is an insurance agency dedicated to protecting your assets today and securing your legacy for tomorrow. Specializing in high-net-worth individuals and families, Alliant Private Client offers personalized risk management solutions for homes, collections, liability, cyber security, and life insurance. With a collaborative team of experts, Alliant Private Client has a reputation for excellence and reliability in the insurance landscape. In today's evolving insurance market, Alliant Private Client provides insights and guidance on self-insurance as a potential risk management strategy. By understanding the benefits and downsides of self-insurance, clients can make informed decisions on how to best protect their assets. From redirecting insurance funds towards protective measures to considering the financial obligations of catastrophic losses, Alliant Private Client offers comprehensive advice on risk retention strategies.

Northwestern Mutual - The Milano Financial Group is a reputable financial institution located at 1602 Richmond Road in New York, United States. Specializing in providing financial planning and investment services, they are dedicated to helping clients achieve their financial goals and secure their futures. With a team of experienced financial advisors, they offer personalized solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, protect your assets, or plan for retirement, Northwestern Mutual - The Milano Financial Group is committed to providing expert guidance and support every step of the way.

Ashley Elezi - TD Wealth Relationship Manager is a prestigious financial institution located at 2944 Gravesend Neck Road in New York, United States. As a dedicated Relationship Manager at TD Wealth, Ashley Elezi provides personalized financial guidance and expertise to clients seeking to grow and protect their wealth. With a strong commitment to building lasting relationships and delivering exceptional service, Ashley Elezi helps clients navigate the complexities of the financial world with confidence and peace of mind. Whether you are planning for retirement, investing for the future, or managing your assets, Ashley Elezi is here to help you achieve your financial goals.

Custom Accounting CPA is a premier accounting and finance institution located in the bustling city of New York, United States. Our team of Certified Public Accountants (CPAs) are dedicated to providing personalized and tailored financial solutions to meet the unique needs of our clients. Whether you are a small business owner, individual taxpayer, or corporation, our experienced professionals are here to help you navigate the complexities of accounting and finance. Trust Custom Accounting CPA to provide expert advice, exceptional service, and peace of mind when it comes to your financial matters.

Custom Accounting CPA is a reputable institution located at 44 Court Street in New York, United States. Specializing in accounting and finance services, our team of Certified Public Accountants (CPAs) is dedicated to providing personalized and professional financial solutions to individuals and businesses. With a focus on customization and attention to detail, we strive to help our clients achieve their financial goals and navigate the complexities of the financial world. Whether you need tax preparation, bookkeeping, or financial planning services, Custom Accounting CPA is here to assist you every step of the way. Contact us today to schedule a consultation and see how we can help you succeed financially.

Wilson Financial Strategies is a reputable insurance agency located at 22 Green Street in Franklinville, New York. Our dedicated team of financial experts are committed to providing personalized insurance solutions to meet the unique needs of our clients. Whether you are looking for life, health, auto, or home insurance, we are here to help you navigate through the complexities of the insurance world and find the best policy for your specific situation. Trust Wilson Financial Strategies to protect what matters most to you.

Campbell & Co. is a charming neighborhood grocery store located at 209 Nassau Avenue in New York City. Offering a wide variety of fresh produce, pantry staples, and specialty items, Campbell & Co. is a one-stop shop for all your grocery needs. With a focus on quality products and exceptional customer service, this family-owned store has been a staple in the community for years. Whether you're looking for organic fruits and vegetables, gourmet cheeses, or locally sourced meats, Campbell & Co. has everything you need to create delicious meals at home. Visit us today and experience the convenience and personal touch of shopping at Campbell & Co.

The Stephen M Polizzi Agency is a finance and insurance agency located at 61 School Street in Victor, New York, United States. With a focus on providing personalized financial services and comprehensive insurance solutions, our agency is committed to helping clients achieve their financial goals and protect their assets. Our team of experienced professionals is dedicated to providing top-notch customer service and building long-lasting relationships with our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, the Stephen M Polizzi Agency is here to help you navigate the complexities of the financial world.

Finkel Associates LLC is a highly respected consulting firm located at 98 4th Street in New York, United States. With a team of experienced professionals, we provide a wide range of services including strategic planning, financial analysis, and project management. Our commitment to excellence and customer satisfaction sets us apart from the competition. Contact us today to see how we can help you achieve your business goals.

TMF Law Offices is a reputable institution located at 92-13 102nd Street in New York, United States. Specializing in providing legal assistance to small and mid-sized businesses, TMF Law Offices offers a wide range of services to help clients protect their assets, comply with regulations, and avoid litigation. The team at TMF Law Offices can help you identify proprietary information, implement protection plans, and develop HR and other policies to keep your business running smoothly. They also assist with financial matters such as financing, compensation packages, and mergers or acquisitions.

Legacy Financial Group & Associates is a leading financial institution located at 7900 Davis Road North in Clay, New York, United States. As a finance company, we offer a wide range of services such as investment planning, retirement planning, insurance solutions, and wealth management. Our team of experienced professionals is dedicated to providing personalized financial strategies to help our clients achieve their financial goals. With a commitment to excellence and integrity, Legacy Financial Group & Associates is your trusted partner in securing your financial future.