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TOP 30 Tax management in White Plains, NY
153 results found
A convenient service for searching for businesses, places and services
CBAuthentix
CBAuthentix is a leading accounting and finance institution located at 399 Knollwood Road in White Plains, New York, United States. With a team of experienced professionals, we offer a wide range of services to help individuals and businesses manage their financial affairs effectively. From tax preparation to financial planning, our experts are dedicated to providing personalized solutions to meet our clients' needs. Trust CBAuthentix for all your accounting and finance needs.
Redlig Financial Services Inc.
Redlig Financial Services Inc. is a reputable accounting and finance institution located at 40 Prescott Avenue in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to individuals and businesses, including tax preparation, bookkeeping, financial planning, and investment management. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how we can assist you with your financial needs.
M Group Consulting
M Group Consulting is a leading accounting and finance institution located at 222 Bloomingdale Road in White Plains, New York. With a team of experienced professionals, we provide expert financial consulting services to businesses and individuals in the United States. Our comprehensive range of services includes tax planning, auditing, financial analysis, and more. Trust M Group Consulting to help you navigate the complex world of finance and achieve your financial goals.
Baccari Richard G
Baccari Richard G is a reputable accounting and finance institution located at 10 Mitchell Place in White Plains, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, and financial planning. Clients can trust Baccari Richard G for expert advice and assistance with their financial needs.
tnm accounting
TNM Accounting is a reputable accounting and finance institution located at 75 South Broadway in White Plains, New York, United States. With a team of experienced professionals, we provide a wide range of accounting services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. Whether you are looking for help with your personal finances or need assistance with your business accounting, TNM Accounting is here to help. Contact us today to schedule a consultation and see how we can assist you in reaching your financial goals.
Terence Mc Guire Associates
Terence Mc Guire Associates is a reputable accounting and finance institution located at 34 South Broadway in White Plains, New York, United States. With a team of experienced professionals, they provide a wide range of financial services to individuals and businesses. From tax preparation to financial planning, Terence Mc Guire Associates is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized service sets them apart from other firms in the industry. Contact them today to learn more about how they can assist you with your accounting and finance needs.
Maier Markey & Justic LLP
Maier Markey & Justic LLP is a leading accounting and finance institution located at 2 Lyon Place in White Plains, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust Maier Markey & Justic LLP to provide expert guidance and personalized solutions to help them achieve their financial goals.
Maxwell Shmerler & Co
Maxwell Shmerler & Co is a reputable accounting and finance institution located at 11 Martine Avenue in White Plains, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, and financial planning. Clients can expect personalized and reliable assistance to help them navigate the complexities of their financial matters. Maxwell Shmerler & Co is dedicated to providing top-notch services to individuals and businesses alike, ensuring their financial success and peace of mind.
Ron Friedman CPA Westchester County NY
Ron Friedman CPA is a reputable finance institution located in Westchester County, NY. Their office is conveniently situated at 150 White Plains Road in Tarrytown, New York. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, accounting, and consulting. Whether you are an individual or a business owner, Ron Friedman CPA provides personalized and reliable financial solutions to help you achieve your goals. Trustworthy and dedicated, they strive to deliver exceptional service to their clients in the Westchester County area.
BHC Consulting Services
BHC Consulting Services is a leading accounting and finance institution located at 75 Virginia Road in White Plains, New York. Our team of experienced professionals offers a wide range of financial services, including tax preparation, bookkeeping, and financial planning. With a commitment to excellence and personalized service, we strive to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and finance needs.
Morgan Legal Group P.C. | Westchester
At Morgan Legal Group P.C. in Westchester, located at 777 Westchester Avenue, White Plains, New York, our team of trained professionals specializes in estate planning. We pride ourselves on providing personalized service tailored to each client's specific needs and requests. Unlike large assembly-line law firms, our clients have direct access to an attorney whenever they have a question. Our attorneys possess a deep knowledge and experience in estate planning, with certifications and advanced training in this area of law. We take a comprehensive approach to estate planning, offering services such as wills, trusts, powers of attorney, and healthcare directives all under one roof. Our focus is on preserving and protecting our clients' legacy and assets, with strategies to minimize estate taxes and ensure a smooth transition of assets to beneficiaries.
Traci Menes - State Farm Insurance Agent
Traci Menes - State Farm Insurance Agent is a health insurance agency located at 4734 White Plains Road, New York, United States. This institution is dedicated to providing Insurance and Financial Services to customers in NY, CT, NJ, and PA. With a team of experienced and licensed professionals with over 35 years of combined insurance experience, they can assist you in finding the right insurance coverage for your specific needs. Traci Menes, the State Farm Agent, grew up in a single-parent household and understands the importance of education and giving back to the community. The agency treats all customers with respect and kindness, offering services in Car Insurance, Home Insurance, Renters Insurance, Life Insurance, Commercial Insurance, and Boatowners Insurance. With a focus on customer well-being and success, the agency is committed to helping customers protect their assets and prepare for unexpected events. Customers can expect personalized service and a dedicated team that prioritizes their needs. Additionally, the agency offers information on various topics such as drunk driving, student loans, estate taxes, and pet insurance. State Farm VP Management Corp. is a separate entity from those State Farm entities that provide banking and insurance products. Customers are advised to carefully consider investment objectives, risks, charges, and expenses when making financial decisions. Neither State Farm nor its agents provide tax or legal advice, and customers are encouraged to consult with a professional advisor for personalized guidance.
Empire Business Services
Empire Business Services is a reputable health and insurance agency located at 455 Tarrytown Road in White Plains, New York. With a strong commitment to providing top-notch services to individuals and businesses alike, Empire Business Services offers a wide range of health and insurance products to meet the diverse needs of its clients. Whether you are looking for health coverage for yourself or your employees, or seeking comprehensive insurance solutions for your business, Empire Business Services has the expertise and resources to help you find the perfect plan. Contact us today to learn more about how we can assist you in securing your health and financial future.
Stanley Hunter, New York Life
Stanley Hunter, New York Life is a reputable health insurance agency located at 777 Westchester Avenue in White Plains, New York. With a focus on providing top-quality insurance products and services, this institution is dedicated to helping individuals and families protect their health and financial well-being. The experienced team at Stanley Hunter, New York Life is committed to offering personalized solutions and exceptional customer service to meet the unique needs of each client. Trust Stanley Hunter, New York Life for all your health insurance needs in the United States.
Richard Kersting - Financial Advisor, Ameriprise Financial Services, LLC
Richard Kersting is a financial advisor at Ameriprise Financial Services, LLC located at 445 Hamilton Avenue in White Plains, New York, United States. Richard holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, estate planning, retirement planning, and insurance products. Richard also specializes in working with domestic partners, seniors, and small business owners. With a focus on ethical practices and continuous education, Richard provides comprehensive financial planning services to help clients achieve their financial goals.
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group is a prestigious finance institution located at 120 White Plains Road in Tarrytown, New York. Our team of expert financial advisors and wealth managers are dedicated to helping clients navigate the complexities of wealth management and financial planning. With a focus on personalized service and tailored investment strategies, we strive to help our clients achieve their financial goals and secure their financial future. Trust Onyx Bridge Wealth Group to guide you towards financial success.
Highbridge Financial Group
Highbridge Financial Group is a leading finance institution located at 660 White Plains Road in Tarrytown, New York. Specializing in a wide range of financial services, including investment management, wealth planning, and retirement solutions, Highbridge Financial Group is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Highbridge Financial Group provides personalized and comprehensive financial advice to clients across the United States.
Marc Rienas - Associate Financial Advisor, Ameriprise Financial Services, LLC
Marc Rienas is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, United States. Marc Rienas holds several certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Marc Rienas' expertise in asset management, retirement planning, estate planning, investment strategies, and more. With a commitment to ethical practices and ongoing education, Marc Rienas is dedicated to providing comprehensive financial advice and support to clients, including veterans and military personnel. Contact Marc Rienas at Ameriprise Financial Services, LLC for expert financial guidance tailored to your individual needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 4188 White Plains Road in New York, United States. With a team of experienced professionals, H&R Block offers comprehensive tax preparation services, financial planning, and investment advice to individuals and businesses. Whether you need help with filing your taxes or managing your finances, 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 complex world of accounting and finance with ease and confidence.
Ely J. Rosenzveig & Associates, P.C.
Ely J. Rosenzveig & Associates, P.C. is a reputable institution located at 570 Taxter Road, Elmsford, New York, United States. Specializing in accounting, finance, and legal services, the firm focuses on elder care law, trust and estate planning, tax counsel, asset protection, special needs planning, and more. They also offer services in tax advocacy, employment law, and mediation for familial and business disputes. The firm is dedicated to providing zealous advocacy for their clients in a trustworthy, competent, and professional manner. The experienced attorneys at Ely J. Rosenzveig & Associates, P.C. help clients in White Plains, New York, and Westchester County with securing quality care and provisions for loved ones, navigating the probate process, managing financial affairs, honoring health care wishes, and more. Clients praise the firm for their expert knowledge, compassionate approach, and efficient handling of legal matters.
J.M. Franklin & Company, LLC
J.M. Franklin & Company, LLC is a finance institution located at 660 White Plains Road in Tarrytown, New York, United States. Our team of experienced professionals is dedicated to providing top-notch financial services to our clients. Whether you are looking for investment advice, financial planning, or assistance with managing your assets, we are here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in securing your financial future.
Trivium Point Advisory
Trivium Point Advisory, located at 41 Pinelawn Road in Melville, New York, is a finance institution that is excited to welcome Paradigm Financial Partners and Lyons & Lyons, CPAs to their team. They specialize in connecting people, processes, and finances to provide essential financial strategies through wealth management, tax and accounting, and business advisory services all under one roof. Dedicated to individuals seeking an experienced and central advisor for their financial needs, Trivium Point Advisory offers a specialized experience that combines wealth management, accounting, and business advisory services for those who value financial stewardship. Their goal is to help clients understand their numbers and create a personalized financial roadmap to work towards their financial goals.
TJP Wealth Solutions
TJP Wealth Solutions is a leading financial institution located at 580 White Plains Road in Tarrytown, New York, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, TJP Wealth Solutions offers personalized solutions tailored to your unique needs. Trust us to provide expert advice and guidance to help you secure a stable financial future. Contact us today to schedule a consultation.
Hudson Valley Financial Group - Ameriprise Financial Services, LLC
Hudson Valley Financial Group - Ameriprise Financial Services, LLC, located at 399 Knollwood Road in White Plains, New York, is a finance institution that focuses on helping clients achieve their financial goals. They offer personalized investment recommendations based on individual goals and risk tolerance, and provide regular reviews to track progress and make adjustments as needed. Clients can access their investments and accounts from any device, securely track their progress, and schedule complimentary initial consultations to get started. The institution also offers insights on market trends and risk tolerance, emphasizing the importance of understanding and managing risk in investment strategies. Ameriprise financial advisors are registered to do business in specific U.S. states, and clients can find additional information on the advisor's personal website or through FINRA's BrokerCheck website. The institution values client referrals and is committed to helping friends and family members achieve their financial goals. Users of the website are bound by the terms of the Ameriprise Financial Website Rules and Regulations, and the institution prioritizes privacy and security for all clients. Ameriprise Financial Services, LLC is a member of FINRA and SIPC.
Fred Snyder - Prudential Financial
Fred Snyder - Prudential Financial is a reputable finance and insurance agency located at 360 Hamilton Avenue in White Plains, New York, United States. With a strong focus on providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their futures. Whether you are looking for retirement planning, investment advice, or insurance coverage, Fred Snyder - Prudential Financial is here to provide personalized solutions tailored to your specific needs. Contact us today to schedule a consultation and start planning for a brighter financial future.
Merrill Lynch Financial Advisor Laura A Jimenez
Merrill Lynch Financial Advisor Laura A Jimenez is a finance institution located at 360 Hamilton Avenue, White Plains, New York, United States. The BME Group, where Laura A Jimenez is a Senior Wealth Management Client Associate, believes in the power of relationships and personalized service. With over 100 years of combined wealth advisory experience, the team at The BME Group specializes in retirement planning, estate planning, wealth transfer, and business transition services. They use cutting-edge technology and tailored investment strategies to assist affluent families, executives, and businesses in building, preserving, and transferring wealth while minimizing taxes. The team at The BME Group understands that no two clients are alike, which is why they prioritize getting to know each individual, their goals, risk tolerance, and priorities. They offer personalized financial strategies based on each client's unique needs and preferences. Through conversations and the Investment Personality Assessment, they aim to customize financial approaches to help clients pursue their most meaningful goals.
Robert Sabel, CRPC - UBS Financial Services Inc.
Robert Sabel, CRPC - UBS Financial Services Inc. is a renowned finance institution located at 709 Westchester Avenue in White Plains, New York, United States. With a focus on providing exceptional financial services, Robert Sabel and his team are dedicated to helping clients achieve their financial goals. As a Certified Retirement Planning Counselor, Robert Sabel offers expert advice and personalized solutions to help clients navigate the complexities of retirement planning. Whether you are looking to invest, save for the future, or plan for retirement, Robert Sabel, CRPC - UBS Financial Services Inc. is committed to providing top-notch financial expertise and guidance.
Kevin Bertoncin, CFP® - UBS Financial Services Inc.
Kevin Bertoncin, CFP® - UBS Financial Services Inc. is a reputable finance institution located at 709 Westchester Avenue in White Plains, New York, United States. Specializing in financial planning and wealth management services, our team of experts is dedicated to helping clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, we strive to provide our clients with the guidance and support they need to secure their financial future. Trust Kevin Bertoncin, CFP® - UBS Financial Services Inc. for all your financial needs.
H&R Block
H&R Block is a renowned accounting and finance institution located at 3650 White Plains Road in New York, United States. With a team of experienced professionals, H&R Block offers a wide range of services such as tax preparation, financial planning, and investment advice. Whether you are an individual or a business owner, H&R Block is dedicated to helping you manage your finances effectively and achieve your financial goals. Visit us today to experience top-notch financial services and expert advice.
Frank a Bulla PC
Frank A. Bulla PC is a leading accounting and finance institution located at 150 White Plains Road in Tarrytown, New York, United States. With a team of experienced professionals, they offer a wide range of services to help individuals and businesses manage their finances effectively. Whether you need help with tax preparation, financial planning, or auditing, Frank A. Bulla PC is dedicated to providing top-notch service and expert advice to help you achieve your financial goals. Trust in their expertise and experience to guide you towards a secure financial future.
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