The 30 Best Tax planning advise in New York, New York

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The Law Office of Le Zhang, P.C. is a reputable legal institution located in the heart of New York City. Specializing in various areas of law, including immigration, business, and real estate, our team of experienced attorneys is dedicated to providing high-quality legal services to our clients. With a focus on personalized attention and tailored solutions, we strive to achieve the best possible outcomes for each case. Located at 122 East 42nd Street, our office is conveniently situated for clients seeking professional legal representation in New York. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.

Julio Tejada - State Farm Insurance Agent is an insurance agency located at 611 West 171st Street in New York, New York, United States. We specialize in providing insurance coverage for rural road driving, offering tips to help navigate the risks associated with sharing the road with farm vehicles. Additionally, we provide guidance on dealing with unreasonable landlords and understanding your rights and responsibilities as a renter. For your protection, we advise against including sensitive personal information when contacting us. If you are having difficulty accessing our website, please call (212) 568-8100 for assistance. Investors are encouraged to carefully consider investment objectives, risks, charges, and expenses before making any decisions, with information available on our website or by contacting us directly.

Merrill Lynch Wealth Management, located at 90 Crystal Run Road in Middletown, New York, is a finance institution dedicated to helping clients align their investments with their values and financial goals. The experienced advisors at the MIDDLETOWN NY branch offer personalized financial strategies, retirement income planning, estate planning services, and guidance on various investment options. Committed to client satisfaction, the advisors at Merrill Lynch Wealth Management work closely with clients to create long-term financial strategies tailored to their individual needs. The branch also actively participates in volunteerism and charitable outreach to support the communities in which they operate. With access to industry analysts and specialists, Merrill Lynch advisors have the resources to fully understand each client's financial situation and collaborate on creating personalized financial plans.

Drucker Wealth Management is a renowned financial institution located at 2 Park Avenue in New York, New York. Specializing in accounting and finance, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. With a focus on personalized service and strategic planning, we provide comprehensive wealth management solutions tailored to each client's unique needs. Trust Drucker Wealth Management to guide you towards a secure financial future.

Wealthspring Financial Services, located at 560 West 218th Street in New York, New York, is an accounting and finance institution dedicated to helping business owners succeed. Our team of experts is here to educate and advise you on all aspects of business start-up, from terminology to reading financial reports. We offer comprehensive bookkeeping services, including daily transaction tracking, payroll, bill payment, and tax planning and preparation. Our seamless digital tax filing process makes taxes simple and stress-free. At Wealthspring Financial Services, we believe in empowering our clients with financial knowledge to build sustainable lives for generations to come. Let us help you build a strong financial foundation for your business.

Bequestate is a leading finance institution located at 141 Flushing Avenue in New York, United States. Specializing in wealth management and estate planning, Bequestate offers personalized financial solutions to help clients achieve their long-term financial goals. With a team of experienced professionals, Bequestate provides expert advice and guidance to help clients navigate the complexities of financial planning. Whether you are looking to grow your assets, protect your wealth, or plan for the future, Bequestate is dedicated to helping you secure a prosperous financial future.

Merrill Lynch Financial Advisor Joseph E. Torres is a highly experienced advisor located at 900 South Avenue, New York, United States. With 26 years of experience, Joe specializes in advising affluent families, small businesses, institutions, and endowments. He holds the prestigious CERTIFIED FINANCIAL PLANNER certification and offers expertise in banking, estate planning services, taxation, philanthropy, and liability management. Joe is actively involved in various community organizations and serves on several boards, showcasing his commitment to giving back. He believes in personalized financial planning tailored to each client's goals and priorities, and works closely with clients to develop a comprehensive approach to wealth management. Joe's mission is to understand each client's unique needs and help them achieve their financial goals. With access to the resources of Merrill Lynch and Bank of America, he offers a personalized approach to address each client's financial needs. Contact Joseph Torres for personalized financial advice and guidance.

Merrill Lynch Financial Advisor Brian Rabasca, located at 114 West 47th Street in New York, New York, is part of a network of over 15,000 Merrill Lynch Financial Advisors across the United States. Specializing in finance, the institution offers a wide range of services including brokerage, investment advisory, financial planning, insurance, and annuity products. With a focus on helping clients achieve their financial goals, Merrill Lynch advisors do not provide legal, tax, or accounting advice but encourage clients to consult with their own advisors before making financial decisions. The institution is a registered broker-dealer and investment adviser, offering services such as asset allocation, diversification, and rebalancing to help clients navigate the complexities of investing. With a commitment to providing personalized financial solutions, Merrill Lynch strives to help clients secure their financial futures.

LPL Financial, headed by Peter Sclavo, a CERTIFIED FINANCIAL PLANNER, CHARTERED LIFE UNDERWRITER, and ENROLLED AGENT, is a prestigious finance institution located at 1937 Williamsbridge Road in New York, United States. With a team of highly qualified professionals, LPL Financial offers a wide range of financial services and expertise to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, tax services, or insurance solutions, LPL Financial is dedicated to providing personalized and comprehensive financial strategies to meet your needs.

Marley Bernard is a financial advisor at Ameriprise Financial Services, LLC located at 767 3rd Avenue in New York, New York, United States. Marley specializes in providing personalized 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 and receive regular updates and adjustments as life changes. Marley offers complimentary initial consultations to discuss financial planning concepts and help clients work towards a more confident financial future. Securities offered by Marley Bernard are through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Marley can only conduct securities business with residents of states in which the advisor is properly registered. Privacy and security are a top priority at Ameriprise Financial Services, LLC. Contact Marley Bernard today to discuss how to achieve your financial goals.

Joseph Falco is a financial advisor at Ameriprise Financial Services, LLC, located at 530 5th Avenue in New York, New York, United States. With a focus on individual goals such as retirement, education, and major purchases, Joseph provides personalized investment, asset allocation, and portfolio recommendations tailored to each client's risk tolerance. Regular meetings are held to review progress, update strategies, and track goals. Clients have secure access to their investments and accounts from any device. To learn more about how Joseph can help you achieve your financial goals, schedule a complimentary initial consultation. Ameriprise Financial Services, LLC has a long history of providing personalized financial advice to clients, helping them reach both short and long-term goals. Securities are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC. Joseph Falco is registered to conduct securities business in certain states. Contact Joseph to discuss your financial priorities and start planning for a more confident financial future.

Michael Dmytryshyn - Financial Advisor at Ameriprise Financial Services, LLC, located at 530 5th Avenue, New York, New York, United States, offers comprehensive financial planning services to help clients achieve their goals and protect their assets. With a focus on preparing for the unexpected, including insurance solutions for health, life, disability, income, and long-term care, clients can feel confident in their financial future. Potential clients can schedule a complimentary initial consultation to discuss their needs and goals. This offer is only valid in the United States and provides an overview of financial planning concepts. Investment products and services are offered through Ameriprise Financial Services, LLC, a registered investment adviser and member of FINRA and SIPC.

Gabriel Sakellaridis is a Financial Advisor at Ameriprise Financial Services, LLC, located at 767 3rd Avenue, New York, New York, United States. With a range of certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Gabriel Sakellaridis offers expert financial advice tailored to individual needs. Specializing in areas such as asset management, retirement planning, estate planning, and investment strategies, Gabriel Sakellaridis is dedicated to providing comprehensive and personalized financial services to clients. Whether you are a retiree, small business owner, or high net worth individual, Gabriel Sakellaridis has the expertise and knowledge to help you achieve your financial goals.

Merrill Lynch Financial Advisor Paul Selvin, located at 75 Rockefeller Plaza in New York, United States, offers personalized financial planning and investment advice to help clients achieve their goals. With a focus on understanding each client's unique needs and priorities, the institution provides a one-on-one relationship with dedicated advisors who are committed to putting the interests of their customers first. Drawing upon research in behavioral finance, Merrill utilizes the Investment Personality Assessment to tailor financial approaches to individual preferences and goals. The institution's team of experienced advisors, supported by the global resources of Merrill and Bank of America, offers comprehensive financial solutions to address a wide range of financial challenges. Recognized for exemplary client service, Merrill Lynch Wealth Management Advisors are committed to helping clients navigate the complexities of their financial lives and achieve their goals. With a focus on building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor Paul Selvin is dedicated to helping clients pursue their financial goals and live their best financial life.

Merrill Lynch Financial Advisor Kurt A Schroder is a reputable finance institution located at 900 South Avenue in New York, United States. With a team of experienced professionals led by Kurt A Schroder, they provide expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Kurt A Schroder can provide personalized solutions tailored to your individual needs. Trust in their expertise and dedication to help secure your financial future.

Turk Financial Group is a finance institution located at 4709 Avenue N in New York, United States. We offer securities through Securities America, Inc., Member FINRA/SIPC, and advisory services through Securities America Advisors, Inc. Please note that Turk Financial Group and Securities America are separate entities and do not provide tax, legal, or accounting advice. Before making any decisions, we recommend consulting with your own tax, legal, or accounting professional. Our website is intended for residents of the United States and is for informational purposes only. It does not constitute an offer to sell or a solicitation of an offer to buy any security or product mentioned. Our services are only available in states or jurisdictions where we are properly registered or exempt from registration. Please check the background of our investment professionals before working with us.

S P Cooper & Co is a reputable accounting and finance institution located at 1 Executive Boulevard in Yonkers, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including tax preparation, auditing, consulting, and financial planning. Clients can trust S P Cooper & Co for accurate and reliable financial advice to help them achieve their financial goals.

JW Lee - State Farm Insurance Agent is a reputable insurance agency located at 24207 Northern Boulevard in New York, United States. Owned by JW Lee, who has a decade of experience in the insurance field, the agency serves the community of Great Neck and the entire state of New York. The team at JW Lee - State Farm Insurance Agent treats each customer like family, helping them choose Personal Protection Plans that suit their needs and budget. Services offered include Auto Insurance, Home Insurance, Life Insurance, Health Insurance, and Personal Liability Umbrella Insurance. The agency also provides free consultations for Business Liability Insurance, Commercial Auto and Fire Insurance, Workers Compensation Insurance, and Commercial Liability Umbrella Insurance. JW Lee is dedicated to providing superior service and personalized pricing plans to meet all insurance requirements. The agency also offers insurance for recreational vehicles, boats, and more. Customers can contact JW Lee - State Farm Insurance Agent for assistance with their insurance and financial needs, whether through a call, message, or in-person visit. The agency's mission is to serve as a committed partner and advocate for individuals, families, and businesses in their search for comprehensive insurance products. With a strong commitment to knowledge, compassion, and dependability, JW Lee - State Farm Insurance Agent strives to protect what matters most to its customers. The team is dedicated to providing superior service and is available for quick questions or detailed discussions about insurance needs. Customers can request a virtual meeting or visit the agency in person. For those using a screen reader, assistance is available by calling (718) 971-0224. Please note that State Farm is not responsible for the content of third-party sites referenced in this material, and investing involves risk. Customers are advised to consult a tax or legal advisor for advice regarding their personal circumstances.

Joe Colarusso - State Farm Insurance Agent is a trusted insurance agency located at 2300 Hempstead Turnpike in East Meadow, New York, United States. Whether you are planning home renovations, adding a new car, or pursuing any other dream, their team can help you calculate the time and money needed to make it a reality. They offer valuable insights on important traits to look for in a financial professional, as well as tips for safe rural road driving. For your protection, sensitive personal information should not be shared. If you are experiencing difficulty with the website, please call (516) 342-3457 for assistance. Investors are advised to carefully consider investment objectives and risks, and to review fund prospectuses for detailed information.

Christin Kirkwood - State Farm Insurance Agent is a reputable insurance agency located at 1833 Penfield Road in Penfield, New York. Our dedicated team is committed to providing high-quality insurance products at competitive prices, with a focus on exceptional customer service and attention to detail. We serve all of Monroe County and surrounding areas, including Penfield, Rochester, Fairport, and more. Contact us for a no-obligation insurance review and let us provide you with a quote to earn your business. We offer a range of insurance services, including auto insurance, home insurance, and life insurance, to help you prepare for the future. With over 42 years of combined experience in the industry, our team is well-connected to the community and strives to exceed your expectations. We are proud to support the communities of Penfield, East Rochester, Victor, and beyond.

H.F. Kane Benefits Solutions is an insurance agency located at 191 Main Street in Port Washington, New York. With years of experience, we specialize in helping clients prepare for the unknown and achieve their financial goals. As an independent financial services firm, we have access to a wide range of products to ensure you receive the best solutions for your needs. Our proven finance strategies are designed to meet your risk tolerance and withstand market volatility, with unbiased recommendations tailored to your specific goals. We take a holistic approach to insurance, considering both your immediate needs and long-term vision. Our unique solutions are designed to provide eye-opening results for both individuals and businesses. Connect with us for access to a competitive energy procurement platform and robust resources for scalability and risk management.

Joe Colarusso - State Farm Insurance Agent is an insurance agency located at 124 Woodbury Road in Woodbury, New York, United States. Situated in the Woodbury Junction Shopping Center, just 2 miles North of Route 25, our agency offers a range of insurance services to meet your needs. We understand that choosing the right senior housing option can be challenging, which is why State Farm® is here to help break down the common types of senior living. We also provide guidance on private mortgage insurance (PMI) and offer tips on DIY auto maintenance to help combat rising repair costs.

Balisok & Kaufman, PLLC is a reputable institution located at 251 Troy Avenue in New York, United States. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch financial and legal advice to our clients. Whether you need assistance with tax planning, financial consulting, or legal representation, Balisok & Kaufman, PLLC is here to help. Trust us to handle all of your financial and legal needs with expertise and professionalism.

Morgia Wealth Management, located at 151 Mullin Street in Watertown, New York, is a finance institution that goes beyond simply building portfolios that grow in value. What sets Morgia apart is their holistic approach to financial management, starting with understanding their clients' life goals and unique situations. From saving for college to making large financial decisions and managing debt, Morgia takes the time to truly understand their clients' needs. At Morgia Wealth Management, the most valuable asset they manage is the trust of their clients. With a long-term approach that appeals to clients at any stage of life, Morgia is committed to providing unwavering service in one of the most important areas of their clients' lives. Their mission is to deliver quality investment advice and always act in the best interest of their clients.

Krueger Advisors, LLC is a finance institution located at 2611 Brewerton Road in Syracuse, New York, United States. Led by Terri E. Krueger, ChFC (Chartered Financial Consultant), our team is dedicated to helping you understand the financial concepts related to insurance, investing, retirement, estate planning, and wealth preservation. We believe in the value of working with skilled professionals to achieve your financial goals. On our website, you can find informative videos and resources to educate yourself on financial planning. We offer access to market performance and data, as well as investment advice through LPL Financial, a Registered Investment Adviser, and Private Advisor Group, a registered investment advisor. Please note that Krueger Advisors LLC and Private Advisor Group are separate entities from LPL Financial.

Principal Financial Group is a finance and insurance agency located at 200 Salina Meadows Parkway in Syracuse, New York, United States. Our institution is dedicated to helping individuals protect what matters most through insurance. With us, you can easily download tax forms and get your top questions answered with just a few clicks. As the presenting sponsor of the women’s and men’s John R. Wooden Award and Legends of Coaching Award, we celebrate expertise, excellence, and equality in sports. We aim to help you protect your life and wages so that your loved ones can continue moving forward, regardless of what life throws at you.

Marcia Irvin - RBC Wealth Management Financial Advisor is a trusted financial institution located at 5786 Widewaters Parkway in Syracuse, New York. As a dedicated financial advisor, Marcia Irvin provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Marcia Irvin is committed to helping clients navigate the complexities of the financial world and make informed decisions. Whether you are planning for retirement, saving for a child's education, or looking to grow your wealth, Marcia Irvin - RBC Wealth Management Financial Advisor is here to provide expert guidance and support every step of the way.

Agri Pro, located at 5016 Genesee Street in Camillus, New York, is a premier institution specializing in accounting and finance services for the dairy and agriculture industry. Our team of specialists and tax advisers have farming backgrounds, providing us with a unique insight into the challenges and opportunities facing your business. At Agri Pro, we understand that farming is more than just a business - it's a way of life. That's why we tailor our approach to each client, customizing a plan to meet their individual needs and objectives. Our goal is to provide exceptional customer service and support, helping our clients achieve financial success and growth.

Murphy Financial Group, located at 503 Clinton Street in Fayetteville, New York, is a finance institution dedicated to helping families and businesses manage and protect their wealth. With three generations of experience, the Murphy Financial Group works with professionals in various industries to prepare for their current and future financial needs. They believe in building long-term relationships with clients and their families, providing comprehensive financial planning services that align with their core values and risk tolerance. Led by financial advisors Michael P. Murphy and Andrew M. Murphy, the team at Murphy Financial Group is committed to serving the needs of their clients with unmatched stability, innovation, and strength in the industry. They are licensed to sell insurance through New York Life Insurance Company and offer securities products and services through NYLIFE Securities LLC. Additionally, Michael P. Murphy is registered as an investment adviser representative with Eagle Strategies LLC, providing investment advisory and financial planning services.

Miller Financial Services, located at 744 Curtis Court in Lewiston, New York, is a full-service finance and legal institution specializing in retirement planning and estate conservation strategies. Our team of professionals is dedicated to helping you navigate changing financial conditions and create a secure future for yourself and your loved ones. As an investment adviser representative and registered representative of Voya Financial Advisors, Inc., we adhere to federal and state insurance and securities regulations to ensure that we provide the best possible service to our clients. We are licensed to sell insurance products in Florida, New York, and Virginia, and registered to sell securities in Florida, Maryland, New York, Rhode Island, and Virginia.