TOP 10 Tax and financial advisory in Woodbury, NY
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Attitude Financial Advisors, Inc
● OpenAttitude Financial Advisors, Inc. is a finance institution located at 3 Crossways Park Drive West in Woodbury, New York, United States. Our team of Certified Financial Planner™ professionals, including Jeffrey Trugman, Bryan Trugman, and Alex Salem, are dedicated to helping you achieve financial success through a unique financial planning process. We understand that your attitude and behavior towards finances play a crucial role in your prosperity. By harnessing your emotional decision-making power through behavioral finance, we aim to align your personal values with a comprehensive financial planning strategy designed to achieve your goals. Our goal is not to sell products, but to help you develop good financial habits that will enable you to accomplish the things you want.
3 Crossways Park Dr W #110, Woodbury, NY 11797, United States -
Summit Tax Advisors
● OpenSummit Tax Advisors is a leading accounting and finance institution located at 137 Woodbury Road in Woodbury, New York, United States. With a team of expert advisors, they provide comprehensive tax planning and financial services to individuals and businesses. Whether you need help with tax preparation, estate planning, or investment strategies, Summit Tax Advisors offers personalized solutions to help you achieve your financial goals. Trust in their expertise and experience to navigate the complexities of the tax system and optimize your financial situation.
137 Woodbury Rd, Woodbury, NY 11797, United States -
Applied Financial Group
● ClosedApplied Financial Group is a leading financial institution located in Woodbury, New York. Specializing in finance, our team of experts provides comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to deliver the highest level of expertise and professionalism to our clients. Whether you need assistance with investments, retirement planning, or estate planning, Applied Financial Group is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit us at 250 Crossways Park Drive to learn more about how we can help you secure your financial future.
250 Crossways Park Dr, Woodbury, NY 11797, United States -
Mazars in US
● ClosedMazars in US is a leading international audit, tax, and advisory firm located at 60 Crossways Park Drive West, Woodbury, New York. As a united partnership, we offer exceptional services in audit, accounting, tax, financial advisory, consulting, and legal services. At Mazars, we prioritize people over processes, empowering individuals to lead, innovate, and be entrepreneurs. We welcome challenges and encourage our team members to share their ideas for the future. If you are looking for a career where you can make a real impact, Mazars is the right place for you. Our team is dedicated to providing tailored services to our clients and creating custom experiences.
60 Crossways Park Dr W Suite 301, Woodbury, NY 11797, United States -
Bennett Kogan, CPA.
● OpenBennett Kogan, CPA is a reputable accounting and finance institution located at 26 Smith Clove Road in Woodbury, New York, United States. The firm offers a range of services to businesses and individuals, including tax preparation, payroll, strategic business planning, and more. With partner-level experience at a staff accountant rate, clients receive personalized attention and high-quality services. The institution prides itself on timely communication and customization of services based on the unique needs of each client. From tax planning to financial advisory, Bennett Kogan, CPA is your trusted accounting and tax solution. Serving clients in Orange County NY, Southern Dutchess County NY, Northern Westchester, Rockland, and Northern Bergen Counties, the institution ensures compliance with federal and state tax requirements while providing expert financial advice. With a focus on collaborative effort and addressing core business concepts, Bennett Kogan, CPA goes beyond numbers to help clients achieve their business goals. Whether you are starting a business, planning for retirement, or dealing with major life events, Bennett Kogan, CPA is here to assist you every step of the way.
26 Smith Clove Rd, Central Valley, NY 10917, United States -
Premier Consulting Partners
● OpenPremier Consulting Partners is a finance institution located at 1000 Woodbury Road, Woodbury, New York, United States. Our mission is to establish long-term relationships with every client to recognize their unique needs and develop customized financial blueprints accordingly. We offer a wide range of products and services for both individuals and corporations, including retirement plans, estate planning, and risk management strategies. Our team collaborates closely with clients to monitor, analyze, and adjust portfolios to align with financial goals. We are passionate about staying up-to-date with new technology, laws, and market trends to provide the best possible service to our clients. Premier Consulting Partners is not affiliated with Equitable Advisors or Equitable Network, but we do offer securities through Equitable Advisors, LLC. Contact us for more information on how we can help you secure your financial future.
1000 Woodbury Rd #300, Woodbury, NY 11797, United States -
Prager Metis CPAs
● ClosedPrager Metis CPAs is a renowned accounting and finance institution located at 100 Sunnyside Boulevard Extension in Woodbury, New York, United States. At Prager Metis, we go beyond just number crunching and reports, offering a range of advisory services to enhance your future. Our audit and accounting professionals provide financial protection and potential, while our business management experts set industry standards with proactive strategies. With over 100 partners and principals and more than 600 team members, Prager Metis is a top international firm with offices worldwide. We believe in taking the time to understand our clients' specific needs and offer expert advice to protect and grow the value of their assets. Whether you're facing tax challenges, disputes with tax authorities, or looking to sell real estate property, Prager Metis has the expertise to guide you through. Join our team-oriented environment and be a part of our commitment to excellence and innovation for the next hundred years.
100 Sunnyside Blvd Ext, Woodbury, NY 11797, United States -
Ives Sultan & Spike CPAs
● ClosedIves Sultan & Spike CPAs is a reputable accounting and finance institution located at 100 Crossways Park Drive West in Woodbury, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, auditing, and consulting. Clients can trust Ives Sultan & Spike CPAs to provide expert advice and assistance to help them achieve their financial goals.
100 Crossways Park Dr W # 206, Woodbury, NY 11797, United States -
T J Megale & Associates
● ClosedT J Megale & Associates, located at 1000 Woodbury Road in Woodbury, New York, is a trusted institution specializing in accounting and finance services. Owned and operated by Thomas J. Megale, CPA, the team is dedicated to providing top-notch financial solutions to businesses across the United States. Services offered include accounting, business advisory, payroll management, and tax compliance. Conveniently located just 30 miles east of New York City, T J Megale & Associates welcomes both in-person and virtual meetings. The institution upholds high standards, principles, and ethics, providing continuing education of high quality and leadership within the profession. The team is committed to delivering close, personal service with the quality and independence required for meaningful results, all while maintaining strict confidentiality.
1000 Woodbury Rd, Woodbury, NY 11797, United States -
Charles Boudin & Co LLP
● ClosedCharles Boudin & Co LLP is a reputable accounting and finance institution located at 400 Crossways Park Drive in Woodbury, New York, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses alike. Visit Charles Boudin & Co LLP for all your accounting and finance needs.
400 Crossways Park Dr # 101, Woodbury, NY 11797, United States
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