TOP 30 Tax advisors in Monroe, New York

29 results found

Jackson Hewitt Tax Service located at 288 Larkin Drive in Monroe, New York, is a finance institution that offers tax preparation services to help you get your biggest refund. Although tax advance loans are no longer available this year, our Tax Pros are ready to assist you with in-person tax preparation, drop-off services, and help with IRS letters. Conveniently located in Walmart, you can drop off your tax documents while you shop or schedule a one-on-one appointment with one of our expert Tax Pros. Book an appointment online or call (845) 863-1040 to reserve time with a Tax Pro who speaks English. Trust Jackson Hewitt to ensure that every dollar matters when it comes to your taxes.

Kaufman Tax & Financial Inc is a reputable accounting and finance institution located at 105 Schunnemunk Road in Monroe, New York, United States. With a team of experienced professionals, we provide a wide range of financial services including tax preparation, financial planning, and investment management. Our goal is to help individuals and businesses achieve their financial goals through personalized and strategic solutions. Contact us today to learn more about how we can assist you with your accounting and financial needs.

LVW Advisors is a finance institution located at 67 Monroe Avenue in Pittsford, New York, United States. We act as your Financial Quarterback, specializing in managing considerable wealth by combining the art and science of planning and investing. Our evidence-based process starts with a conversation to understand your aspirations, needs, and plans for life. We create a customized plan to structure your investment assets, addressing complex needs and goals through a simple yet powerful approach. For nonprofit organizations, we understand the importance of investments in achieving mission objectives and goals. Our holistic approach integrates comprehensive financial planning, long-term objectives, and an action plan to help organizations reach their desired outcomes. Additionally, our research team has written a whitepaper on Responsible Investing, helping clients identify important issues and reflect their views in their portfolios.

Anthony G. Nick - Wilmington Advisors @ M&T is a finance institution located at 3290 Monroe Avenue in Rochester, New York, United States. Specializing in providing expert financial advice and services, they offer personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Anthony G. Nick - Wilmington Advisors @ M&T is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are looking for investment advice, retirement planning, or wealth management services, this institution is committed to providing top-notch financial guidance tailored to your unique needs.

Convergent Wealth Advisors is a leading financial institution located at 67 Monroe Avenue in Pittsford, New York. Specializing in wealth management and financial planning, Convergent Wealth Advisors offers a range of services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our team of experienced advisors is dedicated to providing personalized solutions tailored to your unique needs. Visit us today to learn more about how Convergent Wealth Advisors can help you secure a prosperous financial future.

Block Advisors is a leading accounting and finance institution located at 3349 Monroe Avenue in Rochester, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. Whether you need help with tax preparation, financial planning, or bookkeeping, our experts are here to assist you every step of the way. Trust Block Advisors to help you achieve your financial goals and secure a brighter financial future.

Tax King USA Inc. is a reputable accounting and finance institution located at 62 Monroe Street in Franklin Square, New York, United States. With a team of experienced professionals, Tax King USA Inc. offers a wide range of services including tax preparation, financial planning, and accounting services. Whether you are an individual or a business owner, Tax King USA Inc. is dedicated to providing top-notch financial solutions to help you achieve your goals. Trust Tax King USA Inc. for all your accounting and finance needs.

Tax Time Of CNY Inc is a finance institution located at 2810 New York 49, West Monroe, New York, United States. We specialize in providing expert tax preparation services to individuals and businesses in the local area. Our experienced team of professionals is dedicated to helping our clients maximize their tax refunds and minimize their tax liabilities. Whether you need assistance with filing your annual tax return or require help with tax planning and strategy, Tax Time Of CNY Inc is here to help. Contact us today to schedule a consultation and let us take the stress out of tax time.

Lass Kenneth P CPA is a reputable accounting and finance institution located at 1109 Monroe Street in Endicott, New York, United States. With years of experience in the industry, they offer a wide range of services to individuals and businesses, including tax preparation, financial planning, and auditing. Their team of certified public accountants is dedicated to providing personalized and professional services to help clients achieve their financial goals. Trust Lass Kenneth P CPA for all your accounting and finance needs.

Laufer Planning Corporation is a leading accounting and finance institution located in Monroe, New York, United States. With a team of expert professionals, they provide a wide range of financial planning services to help individuals and businesses achieve their financial goals. From tax planning to investment strategies, Laufer Planning Corporation is dedicated to providing top-notch financial advice and services to their clients. With a strong reputation for excellence and a commitment to customer satisfaction, they are a trusted partner for all financial needs.

Calandra Financial Services is a leading finance institution located at 581 New York 17M in Monroe, New York. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses in the United States. From financial planning to investment management, we offer a wide range of services tailored to meet our clients' unique needs. Trust Calandra Financial Services to help you achieve your financial goals and secure your future.

Andrea Spector CPA is a reputable accounting and finance institution located at 100 Carpenter Place in Monroe, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Whether you need help with your personal finances or your business accounting needs, Andrea Spector CPA is dedicated to helping you achieve your financial goals.

Barbara J Miller PC is a reputable accounting and finance institution located at 132 Stage Road, Monroe, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses alike. From tax preparation to financial planning, our dedicated staff is committed to helping our clients achieve their financial goals. Contact us today to learn more about how Barbara J Miller PC can assist you with your accounting and finance needs.

Brooklyn Financial Group is a reputable finance and insurance agency located at 48 Bakertown Road in Monroe, New York, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement savings, and insurance coverage. Our goal is to help our clients achieve their financial goals and protect their assets for the future. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.

H&R Block is a renowned accounting and finance institution located at 9 Lake Street in Monroe, 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 assistance with your personal finances or a business owner seeking expert advice, H&R Block is dedicated to providing top-notch services to help you achieve your financial goals.

Klein & Klein is a reputable accounting and finance institution located at 1 Stage Road in Monroe, New York, United States. With a team of experienced professionals, they provide top-notch financial services to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, Klein & Klein is dedicated to helping you achieve your financial goals. Trustworthy and reliable, they are committed to providing personalized solutions tailored to meet your specific needs. Contact Klein & Klein today for all your accounting and finance needs.

Van C. Travis III, ChFC - State Farm Insurance Agent is a reputable finance and insurance agency located at 1978 Monroe Avenue in Rochester, New York, United States. Conveniently situated just East of 12 Corners in Brighton, directly across from the Brighton Middle School, the agency has been serving State Farm customers locally for over 32 years. The agency is led by Van C. Travis III, a Cornell University graduate and award-winning insurance professional. Specializing in car insurance, home insurance, renters insurance, boat insurance, RV insurance, snowmobile insurance, life insurance, and financial services, the agency caters to the insurance needs of Rochester, Brighton, Pittsford, Mendon, Fairport, Penfield, and surrounding areas. With a focus on customer protection and financial planning, the agency offers total protection reviews to ensure clients are prepared for the unexpected.

Christopher Marmo - State Farm Insurance Agent is a reputable insurance agency located at 5 Fisher Road, Rochester, New York, United States. The agency is committed to getting involved in community efforts and making a positive impact locally. With over 22 years of insurance and financial services experience, Christopher Marmo and his team of insurance experts have a combined experience of over 75 years. They offer a range of insurance services in Monroe, Livingston, Ontario, Orleans, Wayne County, and Gates, NY. Chris Marmo, a resident of Chili, NY, is dedicated to helping customers manage everyday risks, recover from unexpected events, and achieve their dreams. His team member, Tracey, has been with State Farm since 2008 and has 17 years of experience in the insurance business. She is licensed in various insurance policies and ensures that customers receive appropriate coverage for their needs.

Wealth Enhancement Group is a finance institution located at 1485 Monroe Avenue in Rochester, New York, United States. As a leading provider of financial services, Wealth Enhancement Group offers personalized wealth management solutions to help clients achieve their financial goals. With a team of experienced advisors, the institution provides comprehensive financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Wealth Enhancement Group is dedicated to helping you secure a strong financial foundation.

Brighton Securities, located at 1703 Monroe Avenue in Rochester, New York, is a highly reputable financial management firm offering a wide range of services for individuals, families, and businesses in the Western NY area. Our team of experienced financial planners and investment strategists is dedicated to providing expert advice and personalized solutions to help clients achieve their financial goals. Whether you are looking to plan for retirement, save for a major purchase, or grow your investments, Brighton Securities is here to help every step of the way. Schedule a meeting with us today to learn more about how we can support your financial future.

Conlon & Company, Certified Public Accountants, P.L.L.C. is located at 1635 Brooks Avenue in Rochester, New York, United States. Since 1984, our dedicated team of professionals has been providing tax preparation and financial planning services to clients in the Rochester area and beyond. Our staff includes Certified Public Accountants, Personal Financial Specialists, Certified Financial Planners, Elder Planning Specialists, and more. We believe in building strong client relationships and treating each partnership with the utmost importance. Our goal is to help you achieve your financial goals for yourself and your loved ones. Whether you need assistance with tax preparation or financial planning, our team is here to help.

Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York. Our team of experienced professionals is dedicated to providing personalized financial planning and insurance solutions to help our clients achieve their goals. Whether you are looking to secure your financial future, protect your assets, or plan for retirement, Alliance Advisory Group is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.

Asher Flint - Alliance Advisory Group is a leading finance and insurance agency located at 69 Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they provide comprehensive financial planning and insurance services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Asher Flint - Alliance Advisory Group is dedicated to providing personalized solutions tailored to your specific needs. Contact them today to learn more about how they can help you secure your financial future.

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.

O'Grady & Associates, Inc. is a reputable finance institution located at 65-b Monroe Avenue in Pittsford, New York, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From investment planning to retirement strategies, O'Grady & Associates, Inc. is dedicated to helping their clients achieve their financial goals. Visit them today to learn more about their personalized approach to financial management.

TaxWise Plus, Inc. is a trusted accounting and finance institution located at 65B Monroe Avenue in Pittsford, New York. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances efficiently. Whether you need help with tax preparation, financial planning, or bookkeeping, TaxWise Plus, Inc. is dedicated to providing personalized solutions to meet your specific needs. Contact them today to learn more about how they can help you achieve your financial goals.

H&R Block is a renowned accounting and finance institution located at 2768 New York 49 in West Monroe, New York, United States. With a reputation for providing expert tax preparation services and financial advice, H&R Block has been serving individuals and businesses in the area for years. Whether you need assistance with tax filing, financial planning, or other accounting services, the knowledgeable professionals at H&R Block are ready to help you navigate the complexities of the financial world. Visit their office today to experience their top-notch services firsthand.

Greenebaum Saiger & Kasdin, P.C. is a trusted accounting and finance institution located at 190 Office Park Way in Pittsford, New York. Our firm's main focus is to assist clients with their tax and business needs, prioritizing personal relationships and providing excellent technical service. We strive to understand each client's unique situation and create customized solutions for both current and future financial goals. Our services include assistance with the Internal Revenue Service, Social Security Administration, NY State Department of Taxation, NY State Department of State, and Monroe County. Additionally, we offer resources such as the Salvation Army donation valuation guide, Kelly Blue Book, Savings Bond Calculator, Record Retention Schedule, and Identity Theft protection. Trust Greenebaum Saiger & Kasdin, P.C. for all your accounting and finance needs from 2020 to 2024.

H&R Block is a renowned accounting and finance institution located at 891 Monroe Avenue in Rochester, New York. With a strong reputation for providing expert tax preparation services and financial guidance, H&R Block has been serving individuals and businesses in the United States for years. Their team of experienced professionals is dedicated to helping clients navigate the complexities of taxes and financial planning, ensuring they maximize their returns and make sound financial decisions. Whether you need assistance with tax filing, financial planning, or other accounting services, H&R Block is a trusted partner you can rely on.