TOP 30 Tax advisor in Fulton, New York

21 results found

Bank of America Private Client Advisor John G Duane is a Senior Vice President at Bank of America Private Bank in Brooklyn, New York. With a deep knowledge of complex financial concerns, John leads a team that delivers personalized wealth management strategies and services to high-net-worth families and individuals. His team includes experienced professionals such as a Relationship Manager, Portfolio Manager, Trust Officer, and other specialists. John is dedicated to helping clients navigate the challenges of managing significant wealth and strives to build strong client relationships based on trust and personal experience. The institution offers a personalized approach, drawing on the resources of Bank of America to help clients achieve their financial goals. Whether clients are looking to preserve wealth, build philanthropic legacies, or plan for future growth, Bank of America Private Bank prioritizes the goals of its clients. The institution values innovation and continually adapts to evolving markets and financial landscapes. Clients can expect disciplined financial strategies and a focus on providing a bridge across generations. It's important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice. Clients should consult their own advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services, and fiduciary standards do not apply in certain situations.

Ladd Tax & Financial Services Inc is a reputable finance institution located at 25 Canalview Mall in Fulton, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including tax preparation, financial planning, and investment advice. Our goal is to help individuals and businesses achieve their financial goals through personalized and expert guidance. Contact us today to learn more about how we can help you secure your financial future.

Bank of America Private Client Advisor John Adam Alexander is a Senior Vice President and Private Client Advisor at Bank of America Private Bank, located in Brooklyn, NY. With a focus on advising Business Owners, from tech startups to multi-generational family businesses, John holds the Certified Exit Planning Advisor® and the Chartered SRI Counselor™ designations. He leads a team of specialists in investment management, trust and estate planning, banking and lending, liquidity event planning, legacy and wealth strategy, NextGen, art and philanthropy, and Family Office design. John's three decades of leadership experience in private banking and investment management across the Americas, Europe, and Asia make him well-equipped to provide expert advice tailored to the unique needs of each family. Fluent in Spanish and French, with a working knowledge of Russian, John is also the Executive Director of the Piermont Straus Foundation. At Bank of America Private Bank, clients can expect a personalized approach to managing significant wealth, with a focus on preserving and sharing wealth, building philanthropic legacies, and planning for future growth. The institution values innovation and aims to help clients anticipate and respond to evolving markets and financial landscapes. Please note that by visiting the Bank of America Private Bank's website, you may be directed to FINRA’S BrokerCheck. Investing involves risk, and it is recommended to consult legal and tax advisors before making financial decisions. Bank of America Private Bank does not serve in a fiduciary capacity with respect to all products or services.

Toro Taxes Cypress, located at 2812 Fulton Street in New York, United States, is a trusted institution specializing in accounting and finance services. With over a decade of experience, Toro Taxes is minority owned and operated, dedicated to serving local communities with reliable and efficient tax services. Our professional team is committed to providing fast and accurate assistance with tax preparation and filing, ensuring you receive the maximum refund possible. Our experienced and personable tax advisors are here to answer any questions and provide a clear understanding of the services we offer. With over 100 locations nationwide, Toro Taxes provides convenient access for customers seeking assistance with their taxes.

Tax Services is a reputable institution located at 2887 Fulton Street in New York, United States. Specializing in accounting and finance, our team of experts is dedicated to providing professional and reliable tax services to individuals and businesses. Whether you need assistance with tax preparation, planning, or compliance, we are here to help. With our personalized approach and attention to detail, you can trust us to handle all of your tax needs efficiently and accurately. Contact us today to schedule a consultation and see how we can assist you with your tax-related concerns.

Jackson Hewitt Tax Service is a finance institution located at 3414 Fulton Street in New York, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans are no longer available this year. Our services are perfect for busy individuals - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are fluent in Spanish and ready to assist Spanish-speaking clients. A Refund Advance loan allows you to receive money before your tax refund arrives, providing a convenient solution when the IRS takes weeks to send your refund. Although Refund Advance is no longer available this year, we offered Early Refund Advance and No Fee Refund Advance at select locations during specific time frames.

Liberty Tax is a finance institution located at 1894 Fulton Street in New York, United States. Specializing in tax preparation services, Liberty Tax offers expert guidance and assistance to individuals and businesses in navigating the complex world of tax laws and regulations. With a team of knowledgeable professionals, Liberty Tax is committed to helping clients maximize their tax returns and minimize their tax liabilities. Whether you are looking to file your annual taxes or need assistance with tax planning, Liberty Tax is here to provide reliable and trustworthy financial services.

Poorman's Tax Services is a trusted accounting and finance institution located at 201 South 1st Street in Fulton, New York, United States. With a team of experienced professionals, we specialize in providing personalized tax services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax regulations and maximize their financial well-being. Whether you need assistance with tax preparation, planning, or consulting, Poorman's Tax Services is here to help you achieve your financial goals. Contact us today to schedule a consultation.

Quipu Tax & Consulting Corp. is a leading finance institution located at 3373 Fulton Street in New York, United States. Specializing in tax and consulting services, our team of experienced professionals is dedicated to providing expert financial guidance and support to individuals and businesses alike. With a commitment to excellence and personalized service, Quipu Tax & Consulting Corp. is the go-to destination for all your financial needs. Contact us today to learn more about how we can help you achieve your financial goals.

Toro Taxes, located at 3249 Fulton Street in New York, United States, is a reputable institution specializing in accounting and finance services. With over a decade of experience, Toro Taxes is minority owned and operated, dedicated to providing reliable and efficient tax services to support local communities. Our professional tax advisors are experienced, personable, and committed to ensuring fast and accurate services. We offer assistance with tax preparation and filing to help you maximize your refund. With over 100 locations nationwide, Toro Taxes provides convenient access to customers seeking quality tax services. Our goal is to simplify the tax process and provide clear explanations of our services. For a hassle-free tax experience, contact Toro Taxes at (718)-576-6201.

Agencia Caribe / WYRMA TAX SERVICE is a reputable accounting and finance institution located at 3197 Fulton Street in New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and business consulting. Their commitment to excellence and personalized approach make them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Agencia Caribe / WYRMA TAX SERVICE for all your accounting and finance needs.

H&R Block is a renowned accounting and finance institution located at 102 Fulton Street in New York, 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 looking for assistance with your personal taxes or a business in need of comprehensive financial solutions, H&R Block is dedicated to providing expert guidance and support. Visit us today to secure your financial future with confidence.

H&R Block is a renowned accounting and finance institution located at 159 South 2nd Street in Fulton, 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 business consulting. Whether you are an individual looking for help with your personal finances or a business owner in need of expert advice, H&R Block is dedicated to providing top-notch services tailored to meet your specific needs. Trust H&R Block to help you navigate the complexities of accounting and finance with precision and expertise.

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.

MWR Financial - Luis Urena is a finance institution located at 2947 Fulton Street in New York, United States. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and expert advice to our clients. Whether you are looking to invest, save for the future, or improve your credit score, we are here to help. Visit us today to learn more about how MWR Financial - Luis Urena can help you secure a brighter financial future.

Northeast Risk Management Group Inc is a finance institution located at 640 Fulton Street, Farmingdale, New York, United States. We are a purpose-driven company dedicated to advancing your financial health so you can confidently pursue your goals. Our mission is to drive positive financial outcomes in your life, not just investment returns. We believe in enabling you to focus your energy on something greater than money. Our founder, David Fehrity, draws inspiration from his experience playing Division I golf in college, where he learned the values of time, dedication, and hard work. With two decades of experience, we continue the tradition of serving our community with honesty, integrity, and compassion through comprehensive financial planning. It is our pleasure to assist you and your family on your financial journey.

Saul Rosenberg CPA is a reputable accounting and finance institution located at 395 Fulton Street in Farmingdale, New York, United States. With a team of experienced and skilled Certified Public Accountants, Saul Rosenberg CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and financial consulting. Clients can trust in the expertise and professionalism of Saul Rosenberg CPA to provide accurate and reliable financial solutions tailored to their specific needs.

Janie L. Bradley, CPA is a reputable accounting and finance institution located at 1787 Fulton Street in New York, United States. With years of experience and expertise in the field, Janie L. Bradley, CPA offers a wide range of financial services to individuals and businesses. Their team of certified public accountants is dedicated to providing top-notch accounting solutions tailored to meet the unique needs of each client. Whether you need help with tax preparation, financial planning, or bookkeeping, Janie L. Bradley, CPA is the go-to institution for all your accounting and finance needs.

Jonie and Company is a reputable accounting and finance institution located at 3296 Fulton Street in New York, United States. With tax season fast approaching, our team is ready to assist you in maximizing your tax filing and helping your business operate more efficiently. By scheduling an appointment at 718.280.1145, you can take advantage of our expert services to ensure a smooth tax season. At Jonie and Company, we understand the importance of leveraging accounting and bookkeeping solutions to reduce the time spent on administrative tasks. Our team is dedicated to providing you with the tools and resources needed to streamline your financial processes and make informed decisions for your business.

Diamond Geyer & Co is a reputable accounting and finance institution located at 375 Fulton Street in Farmingdale, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, auditing, and financial planning. Their commitment to excellence and personalized service sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your taxes or want to plan for a secure financial future, Diamond Geyer & Co is the institution to turn to.

Welcome to Candis Best, Financial Professional - New York Life Located at the iconic One World Trade Center, 285 Fulton Street, 39th Floor, Manhattan, New York, Candis Best offers tailored financial and insurance solutions to help you secure your future. As a trusted financial advisor with Eagle Strategies, a wholly-owned subsidiary of New York Life Insurance Company, Candis specializes in crafting personalized advisory services that cater to your unique needs and aspirations.