TOP 30 Tax advisor near me in Buffalo, New York

152 results found

Gleason Tax Advisory, located at 1848 Buffalo Street Extension in Jamestown, New York, offers a range of services including tax preparation, insurance, payroll, Medicare, and business advisement. Booking is now open for post-tax season appointments, with extensions available and pre-payments if needed. You can schedule a 1-on-1 meeting with Bruce for tax planning, payroll, business advising, or Medicare, either in person or virtually. Bruce is a licensed insurance agent and broker who can help you select the right insurance plan for your needs and budget. Our offices are open year-round, and we also offer assistance with navigating New York State sales tax laws for small businesses. With advanced online technology and attentive professionals, you can trust us to handle your payroll needs. Tax meetings are by appointment only, and you can book online or by phone. Let Gleason Tax Advisory help you with all your financial needs in Jamestown, NY.

FJM & Associates of Buffalo Inc. is a reputable insurance agency located at 626 North French Road in Amherst, New York. As your first choice for insurance and employee benefits, we offer relevant, innovative, and cost-effective solutions to meet your individual or business needs. Our team is dedicated to finding the best products and services for you, your family, and your employees. Trust FJM & Associates of Buffalo Inc. to provide you with the coverage and support you need for peace of mind.

Buffalo First Wealth Management, LLC is a finance and insurance agency located at 7606 Transit Road in Buffalo, New York, United States. Our team of experienced professionals is dedicated to helping our clients take control of their financial future with our active wealth management solutions. We prioritize the protection of our clients' money and assets, providing them with confidence and peace of mind. As a Registered Investment Advisor (RIA), we adhere to the highest standard of care when managing our clients' money. Unlike stockbrokers and broker-dealers, we are committed to always acting in our clients' best interests. Our transparent, asset-based fee structure ensures that our interests are aligned with those of our clients.

Citizens Income Tax is a reputable accounting and finance institution located at 715 Kensington Avenue in Buffalo, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax preparation services for individuals and businesses alike. Whether you need assistance with filing your annual tax returns or require expert advice on maximizing your deductions, we are here to help. Trust Citizens Income Tax to ensure that your financial affairs are in order and that you are getting the most out of your tax situation. Contact us today to schedule a consultation.

Note Advisors, LLC is a finance institution located at 50 Lakefront Boulevard in Buffalo, New York, United States. At Note Advisors, we understand that owning a business is personal, and your wealth plan should reflect that. We help you make better decisions, align your business plan with your life vision, and ensure that your business serves you and your family. Our goal is to help you successfully transition your business and make choices that will simplify your financial life. We see the entrepreneur behind the business, the person taking risks and making tough decisions. We believe that what you give your attention to makes all the difference, and we are here to guide you towards the high impact areas that will help you achieve your goals. Whether you are looking to establish, build, or transition your wealth, we are dedicated to creating a fully integrated plan that aligns with your vision for both your business and your life.

Merrill Lynch Financial Advisor Faraaz Mohammed Ali, located at 50 Fountain Plaza in Buffalo, New York, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Faraaz can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Faraaz demonstrates a commitment to serving clients beyond financial advice. Through the Merrill Personal Wealth Analysis™, Faraaz can help you create a personalized plan focused on achieving what matters most to you. By understanding your investment personality and goals, Faraaz can customize a financial approach to help you pursue your aspirations and manage investment risk. With a focus on building a long-term relationship, Faraaz aims to help you stay on track to achieve your financial objectives as your life and goals evolve. Whether you are planning for retirement, saving for a home, funding education, or passing wealth to future generations, Faraaz can work with you to develop a comprehensive approach designed to address your financial needs. As a Merrill Lynch Wealth Management Advisor, Faraaz Mohammed Ali is dedicated to helping you reach your financial goals through personalized investment strategies and comprehensive financial solutions.

Merrill Lynch Financial Advisor Joseph T Beecher is a trusted institution located at 50 Fountain Plaza, Buffalo, New York, United States. With over 15 years of experience in the Financial Services Industry, Joseph Beecher specializes in advising corporate retirement plans and creating investment plans for high net worth individuals, retirees, and small business owners. He is dedicated to helping clients achieve their financial goals through a disciplined investment strategy and personalized service. Joe Beecher is actively involved in the community and serves on various boards and committees. At Merrill Lynch Wealth Management, Joseph Beecher and his team focus on building strong client relationships based on trust and understanding. They offer personalized investment strategies tailored to each client's unique needs and priorities. By getting to know you personally and keeping track of changes in your life and the financial markets, they can help you stay on track to achieve your goals.

Morgan Stanley Financial Advisors is a renowned finance institution located at 50 Fountain Plaza in Buffalo, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and wealth management solutions to help clients achieve their financial goals. With a strong reputation for excellence and a commitment to client satisfaction, Morgan Stanley Financial Advisors is the trusted choice for individuals and businesses seeking expert financial guidance. Contact us today to learn more about how we can help you secure your financial future.

Bay Harbor Advisors is a leading financial institution located at 2 Union Place in Buffalo, New York. Our team of experienced advisors provides expert financial guidance and investment strategies to help our clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, Bay Harbor Advisors is dedicated to helping individuals and businesses navigate the complexities of the financial world. Whether you are looking to plan for retirement, grow your wealth, or protect your assets, our team is here to help you every step of the way. Visit us at our convenient location in Buffalo to learn more about how Bay Harbor Advisors can help you secure your financial future.

Waterford Advisors, LLC is a finance institution located at 3858 North Buffalo Street in Orchard Park, New York, United States. Our experienced team of advisors offers personalized financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or wealth management services, Waterford Advisors, LLC is dedicated to providing expert guidance and support. Contact us today to learn more about how we can help you secure your financial future.

Buffalo Financial, located at 4990 Transit Road in Depew, New York, is a comprehensive finance institution that goes beyond traditional wealth management. Our goal is to provide our clients with financial peace of mind through personalized, objective advice that empowers them to pursue their passions, dreams, and talents. We offer a range of services, including asset management tailored to each client's unique situation, personalized financial planning that can be adjusted as life changes occur, and sophisticated investment solutions designed to help you achieve your goals. At Buffalo Financial, we always act in your best interests, ensuring that your financial well-being is our top priority.

Hightower Buffalo is a boutique wealth management practice located at 747 Hopkins Road in Buffalo, New York, United States. Our team of professionals is dedicated to helping successful families and individuals achieve their financial goals with honesty, transparency, and integrity. With over 100 years of combined experience, we provide personalized financial planning strategies and investment solutions tailored to your interests and long-term objectives. As fiduciaries, we prioritize your best interests and strive to offer you a comprehensive view of your wealth through access to top-tier industry resources, research, and vendors. Our client-focused approach ensures that you receive excellent service, individualized attention, and trustworthy advice. Whether you are an individual, family, professional athlete, entertainer, corporation, or business owner, we are here to support your financial well-being and build a foundation of trust with you.

Bank of America Private Client Advisor Breauna O. Crumpler, located at 10 Fountain Plaza in Buffalo, New York, is a Vice President and Private Client Advisor II at Bank of America Private Bank. With a focus on wealth management, Breauna works closely with clients to address a range of financial needs, leading a team of specialists to implement tailored strategies in investment management, trust and estate planning, lending, and philanthropy. She is dedicated to helping families and business owners achieve their financial goals and is actively involved in community initiatives. Breauna holds a B.S. in sociology and an MBA, and is a member of the National Black MBA Association. Bank of America Private Bank has a history of helping clients manage significant wealth for over 200 years, offering personalized approaches and resources to achieve financial objectives. With a commitment to innovation and client priorities, the institution provides disciplined financial strategies and continuity across generations. It is important to note that Bank of America Private Bank does not provide legal, tax, or accounting advice, and clients should consult their advisors before making financial decisions. Investing involves risk, and past performance does not guarantee future results. For more information and privacy practices, clients can review the Bank of America Online Privacy Notice and FAQs.

Merrill Lynch Financial Advisor Lucas Mann, located at 50 Fountain Plaza in Buffalo, New York, is dedicated to helping clients manage and grow their wealth through personalized strategies tailored to their unique goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Lucas Mann focuses on building long-term relationships with clients, providing personalized financial plans that adapt to changing market conditions and individual needs. By understanding each client's aspirations and concerns, Lucas Mann aims to help them pursue their financial goals with confidence and clarity. As a Chartered Retirement Planning Counselor™, Lucas Mann is equipped to guide clients through the complexities of financial planning, offering insights and strategies to help them achieve their desired outcomes. Whether it's planning for retirement, funding a child's education, or passing wealth to future generations, Lucas Mann is committed to helping clients navigate the challenges and opportunities of wealth management. With a focus on personalized service and ongoing communication, Merrill Lynch Financial Advisor Lucas Mann strives to empower clients to make informed decisions and pursue their financial aspirations with a sense of purpose and confidence.

Collins Advisors LLC is a finance institution located at 610 Main Street in Buffalo, New York, United States. We specialize in providing expert financial advice and services to help individuals and businesses achieve their financial goals. Our team of experienced advisors is dedicated to helping our clients make informed decisions and navigate the complexities of the financial world. Whether you are looking to invest, plan for retirement, or manage your wealth, Collins Advisors LLC is here to help you every step of the way. Trust us to provide personalized solutions tailored to your unique financial needs.

Buffalo Wealth Partners - Ameriprise Financial Services, LLC is a finance institution located at 6622 Main Street, Williamsville, New York, United States. They offer investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution also hosts social events like the BWP Happy Hour to engage with clients and their loved ones. Ameriprise financial advisors are registered in certain U.S. states and provide a complimentary initial consultation to discuss financial planning concepts. They cannot guarantee future financial results. Clients can refer friends or family members to the institution for financial goal achievement. The institution adheres to strict privacy and security regulations.

Buffalo Wealth Partners is a leading financial institution located at 6622 Main Street in Williamsville, New York. As a trusted provider of financial services, we specialize in wealth management, investment planning, and financial advisory services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. At Buffalo Wealth Partners, we pride ourselves on providing personalized solutions tailored to each client's unique needs and circumstances. Contact us today to learn how we can help you grow and protect your wealth.

Edward Jones - Financial Advisor: Rudy A Diedreck, CFP®|CEPA® is a reputable finance institution located at 4370 Buffalo Road, North Chili, New York. As a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (CEPA), Rudy A Diedreck offers expert financial advice and planning services to help individuals and businesses achieve their financial goals. With a focus on personalized service and a commitment to excellence, clients can trust Edward Jones - Financial Advisor: Rudy A Diedreck to provide comprehensive financial solutions tailored to their unique needs. Whether you are looking to plan for retirement, invest for the future, or navigate complex financial decisions, Rudy A Diedreck and his team are dedicated to helping you secure a stable financial future.

Acade Tax Services, LLC / Walker Tax, Inc. is a reputable accounting and finance institution located at 632 West Ferry Street in Buffalo, New York, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses, including tax preparation, planning, and consulting. Their commitment to providing personalized and efficient financial solutions has made them a trusted partner for clients seeking expert advice and assistance with their financial needs. Whether you are looking for assistance with your personal taxes or need help managing your business finances, Acade Tax Services, LLC / Walker Tax, Inc. is dedicated to helping you achieve your financial goals.

Buffalo Tax Strategies is a renowned accounting and finance institution located at 3411 Delaware Avenue in Buffalo, New York, United States. With a team of experienced professionals, we provide expert tax planning and preparation services to individuals and businesses. Our goal is to help our clients maximize their financial potential and minimize tax liabilities. Whether you need assistance with tax filing, financial planning, or investment strategies, Buffalo Tax Strategies is here to help you navigate the complex world of finance with confidence.

Advance Tax Services is a trusted institution located at 50 Fountain Plaza in Buffalo, New York, specializing in accounting and finance services. With a team of experienced professionals, we provide expert tax preparation, financial planning, and consulting services to individuals and businesses. Our goal is to help our clients navigate the complexities of tax laws and financial regulations, ensuring they maximize their savings and achieve their financial goals. Whether you need help with tax filing, bookkeeping, or investment strategies, Advance Tax Services is here to provide personalized solutions tailored to your specific needs.

Jackson Hewitt Tax Service located at 293 Grant Street in Buffalo, New York, United States, offers expert financial services to help you maximize your tax refund. While tax advance loans are no longer available this year, our dedicated Tax Pros are ready to assist you in preparing your taxes for the biggest refund possible. Our convenient drop-off service allows you to simply leave your tax documents with us, and we will handle the rest, including a quick review of your final return and easy e-signing process. Our Tax Pros are fluent in both English and Spanish, ensuring that we can assist a wide range of clients. While Refund Advance loans are no longer an option this year, we offer in-person tax preparation appointments, drop-off services, and assistance with IRS letters. To schedule an appointment, you can book online or call us at (716) 247-6666. Walk-ins are also welcome at our Grant Street office.

Jackson Hewitt Tax Service, located at 446 Main Street in Buffalo, New York, is a finance institution dedicated to helping you maximize your tax refund. While tax advance loans are no longer available this year, our Tax Pros are ready to assist you in getting the most out of your return. Our convenient drop-off service allows you to leave your tax documents with us for processing, with a Tax Pro taking care of the rest. We offer in-person appointments, drop-off services, and assistance with IRS letters. Our Tax Pros are proficient in both English and Spanish, ensuring that all clients receive the assistance they need. For personalized tax preparation services, book an appointment online or give us a call at (716) 247-6677. Trust Jackson Hewitt Tax Service to help you make every dollar count when it comes to your taxes.

Jackson Hewitt Tax Service, located at 583 Niagara Street in Buffalo, New York, is a finance institution that specializes in helping individuals maximize their tax refunds. Although their tax advance loans have ended for the year, their team of Tax Pros are still available to assist you in getting your biggest refund possible. 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, including a quick call to review your final return and convenient e-signing.

Jackson Hewitt Tax Service is a finance institution located at 2211 Niagara Street in Buffalo, New York, United States. While our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. Simply drop off your tax documents and let a Tax Pro handle the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with access to money before your refund arrives. Although Refund Advance is no longer available this year, we did offer Early Refund Advance at select locations from December 11, 2023, to January 14, 2024, and No Fee Refund Advance at most locations from January 2, 2024, to February 11, 2024.

Jackson Hewitt Tax Service is a finance institution located at 2290 Delaware Avenue in Buffalo, New York, United States. While our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. Our services are perfect for those with busy lives - 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. Although Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Early Refund Advance was available at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.

Tax Counselors of Western NY is a reputable institution located at 1931 Kensington Avenue in Buffalo, New York. Specializing in accounting and finance, our team of experienced professionals are dedicated to providing top-notch tax counseling services to individuals and businesses in the Western New York region. Our expertise and personalized approach ensure that our clients receive the best possible guidance and support when it comes to navigating the complexities of tax laws and regulations. Trust Tax Counselors of Western NY to help you make informed financial decisions and achieve your tax-related goals.

Liberty Tax is a finance institution located at 3120 Bailey Avenue in Buffalo, New York. Our team of tax professionals is dedicated to providing reliable and efficient tax preparation services to individuals and businesses in the community. With a focus on accuracy and maximizing refunds, we strive to make the tax filing process as stress-free as possible for our clients. Visit us today to experience the Liberty Tax difference.

Getter Tax of Hamburg is a reputable accounting and finance institution located at 316 Buffalo Street in Hamburg, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Getter Tax of Hamburg to help you navigate the complex world of taxes and finances with ease and expertise.

Jackson Hewitt Tax Service is a finance institution located at 1968 South Park Avenue in Buffalo, New York, United States. While our tax advance loans have ended for this year, our Tax Pros are still available to help you maximize your refund. Perfect for those with busy lives, you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. A Refund Advance loan is a great option for those who need money before their tax refund arrives, as sometimes the IRS can take weeks to process refunds. While Refund Advance is no longer available this year, Early Refund Advance was offered at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance was available at most locations from January 2, 2024, until February 11, 2024.