TOP 30 Tax planning in Liverpool, New York

37 results found

College Planning Associates is a finance institution located at 7337 Oswego Road in New York, United States. We specialize in helping families and students navigate the complex world of college planning, including financial aid, scholarships, and student loans. Our team of experienced advisors is dedicated to providing personalized guidance and support to ensure that every student can achieve their higher education goals without breaking the bank. Let us help you plan for a successful future today.

Jackson Hewitt Tax Service is a finance institution located at 8770 Dell Center Drive in New York, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick review of your final return and convenient e-signing. Located inside Walmart, you can get your taxes done while you shop, with the guarantee of getting your biggest refund. While Refund Advance loans are no longer available this year, we offer in-person and drop-off tax preparation services, as well as assistance with IRS letters. Book an appointment online or call us at (315) 506-4406 to reserve time with a Tax Pro. Our team at 8770 Dell Center Drive speaks English and is dedicated to ensuring that every dollar matters when it comes to doing your taxes.

Liberty Tax is a reputable financial institution located at 183 Blackberry Road in New York, United States. With a focus on providing expert tax services, Liberty Tax offers a wide range of financial solutions to individuals and businesses. Their knowledgeable staff is dedicated to helping clients navigate the complexities of tax preparation and planning, ensuring maximum returns and minimizing liabilities. Trust Liberty Tax to handle all your financial needs with professionalism and integrity.

Carapella's Tax Service is a reputable accounting and finance institution located at 7417 Liffey Lane in New York, United States. With years of experience in the industry, our team of professionals is dedicated to providing top-notch tax services to individuals and businesses alike. From tax preparation to financial planning, we are committed to helping our clients achieve their financial goals. Trust Carapella's Tax Service for all your accounting and finance needs.

Jackson Hewitt Tax Service, located at 7629 Oswego Road in New York, United States, is a finance institution that specializes in helping individuals with their taxes. While their tax advance loans have ended for this year, their Tax Pros are still available to assist you in maximizing your refund. You can 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. A Refund Advance loan is a loan that is repaid with your tax refund, providing you with the opportunity to access money before your refund arrives. Although 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.

Welcome to Store America - Liverpool, your trusted partner for all your moving and storage needs! Conveniently located at 7711 Henry Clay Boulevard in Liverpool, New York, we proudly offer a state-of-the-art storage facility designed to provide secure, stress-free storage solutions with competitive pricing. Whether you're looking for a temporary space or a long-term solution, our flexible month-to-month tenancy makes it easy to store your belongings without a long-term commitment. Our facility, situated between Wetzel and Buckley Rd, is equipped with a variety of unit sizes to accommodate your unique storage requirements. We are continuously expanding, with new units and sizes becoming available by Summer/Fall 2019. If you're unsure about what size you need, our size guide is here to help you find the perfect fit.

Ribarovski Law Office, P.C. is a reputable law firm located at 101 Old Cove Road in Salina, New York. Specializing in various legal matters, the skilled team at Ribarovski Law Office, P.C. provides expert legal advice and representation to clients in the United States. With a focus on professionalism and integrity, this law office is dedicated to helping individuals navigate the complexities of the legal system. Whether you are in need of legal assistance for personal injury, family law, or criminal defense cases, Ribarovski Law Office, P.C. is committed to advocating for your rights and achieving the best possible outcome for your case. Contact them today to schedule a consultation and learn more about their services.

Rand D Allgaier Attorney is a reputable law firm based in Salina, New York, United States. Specializing in various areas of law, including personal injury, family law, and estate planning, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. Located at 305 Vine Street, our office is easily accessible and offers a welcoming environment for all clients. Whether you are in need of legal representation or simply seeking legal advice, Rand D Allgaier Attorney is here to help. Contact us today to schedule a consultation and let us assist you with your legal needs.

Allgaier Law Firm is a reputable legal institution located at 305 Vine Street in Salina, New York, United States. With a team of experienced attorneys, they provide a wide range of legal services including personal injury, family law, estate planning, and more. The firm is committed to providing high-quality legal representation and personalized attention to each client. Whether you are facing a legal dispute or need assistance with legal matters, Allgaier Law Firm is dedicated to helping you navigate the legal process with professionalism and expertise. Contact them today to schedule a consultation.

Syracuse Wealth Management is a reputable financial institution located at 8135 Soule Road in New York, United States. Specializing in investments, retirement planning, estate planning, tax preparation, tax planning, and college planning, we have been providing principled financial solutions for over three decades. Our team of experienced financial consultants and accountants, led by partners Gary Lucas, Brenda Monk, and Ronald Pratt, collectively offer over 75 years of tax planning and investment expertise. We are dedicated to helping our clients achieve their financial goals and offer securities and advisory services through LPL Financial, a registered investment advisor. Please note that Syracuse Wealth Management and LPL Financial are separate entities, and our services are only available to residents of states where we are properly registered or licensed. Contact us today for all your financial needs.

United Financial Services is a reputable finance institution located at 4769 Buckley Road in New York, United States. With a strong commitment to providing top-notch financial solutions, United Financial Services offers a wide range of services including investment management, wealth planning, retirement planning, and more. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can help you reach your financial objectives.

Quest Financial Services is a reputable finance institution located at 7421 Oswego Road in New York, United States. Our team of financial experts is dedicated to providing personalized and comprehensive financial solutions to help our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or secure a loan, our experienced professionals are here to guide you every step of the way. At Quest Financial Services, we prioritize transparency, integrity, and client satisfaction, making us a trusted partner in your financial journey.

York Wealth Management, located at 7421 Oswego Road in New York, United States, is a finance institution offering a range of services including financial planning, portfolio management, insurance, and estate planning. Led by financial advisor Ryan W York, the team at York Wealth Management is dedicated to helping clients achieve their financial goals. During a consultation with York Wealth Management, clients can expect a thorough discussion about their current financial situation and goals. The institution values transparency and will analyze information such as net worth, bank accounts, retirement plans, insurance policies, and more to develop a customized plan for each client.

MCC Financial Services Inc is a leading finance institution located at 100 Metropolitan Park Drive in Salina, New York, United States. With a strong reputation for providing top-notch financial services, MCC Financial Services Inc offers a wide range of solutions to meet the needs of individuals and businesses alike. From investment planning to wealth management, their team of experts is dedicated to helping clients achieve their financial goals. Visit MCC Financial Services Inc today and experience the difference that personalized, professional financial services can make.

Powers Accounting & Business Services Inc is a reputable accounting and finance institution located at 7481 Morgan Road in New York, United States. With a team of experienced professionals, we offer a wide range of accounting and financial services to individuals and businesses. Our services include tax preparation, bookkeeping, payroll processing, financial planning, and more. We are committed to providing high-quality, personalized services to help our clients achieve their financial goals. Contact us today to learn more about how we can assist you with your accounting and financial needs.

IBN Financial Services Inc is a reputable finance institution located at 404 Old Liverpool Road in Salina, New York, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, IBN Financial Services Inc offers a wide range of services including investment management, retirement planning, wealth management, and more. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit IBN Financial Services Inc today to learn more about how they can help you manage and grow your wealth.

Sterling Financial Group, LLC is a reputable finance and insurance agency located at 913 Old Liverpool Road in Salina, New York, United States. With a strong commitment to providing top-notch financial services, Sterling Financial Group, LLC offers a wide range of insurance products and financial solutions to meet the diverse needs of their clients. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals and secure their future. Whether you are looking for insurance coverage or financial planning assistance, Sterling Financial Group, LLC is your trusted partner in building a secure financial foundation.

MJC Financial Services, located at 2201 James Street in Syracuse, New York, offers finance services to help clients manage their financial lives. Led by Financial Advisor Michael Cook, our mission is to assist clients in understanding the opportunities and potential rewards available when taking a proactive approach to personal finance. We value building trusted, professional relationships to help clients pursue their financial goals. Securities and Advisory Services are offered through Cadaret, Grant & Co., Inc., a Registered Investment Advisor and Member of FINRA/SIPC. MJC Financial Services and Cadaret, Grant are separate entities. Check the background of our investment professionals on FINRA's BrokerCheck. We are located at 8135 Soule Road, Liverpool, New York 13090. Securities are offered in multiple states including AZ, FL, GA, KS, MD, ME, MO, NC, NJ, NV, NY, OH, PA, SC, TX, UT, VA, and VT. Visit us to learn more about how we can help you achieve your financial goals.

Rich Hummel - Thrivent is a financial institution located at 7897 Oswego Road in New York, United States. Specializing in financial planning and investment services, our team is dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships and providing personalized solutions, we strive to empower our clients to make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Rich Hummel - Thrivent is here to help you every step of the way. Contact us today to schedule a consultation and start planning for a more secure financial future.

Wisdom Rock Financial Advisory Group - Ameriprise Financial Services, LLC is a finance institution located at 7555 Morgan Road in New York, United States. Ameriprise financial advisors are registered to do business in certain U.S. states and offer consultations to discuss your financial priorities. While the initial consultation provides an overview of financial planning concepts, no written analysis or recommendations are provided. Ameriprise Financial cannot guarantee future financial results. Users of the site are bound by the Ameriprise Financial Website Rules and Regulations. The institution is a member of FINRA and SIPC, and values the opportunity to help friends and family members achieve their financial goals. Referrals can expect to hear from the institution soon, and are encouraged to inform them in advance. Privacy and security are a priority at Ameriprise Financial Services, LLC.

Edward Jones - Financial Advisor: Scott E Stefanco is a trusted financial institution located at 4709 Crossroads Park Drive in New York, United States. As a finance institution, they provide expert advice and personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional customer service, Scott E Stefanco and his team are dedicated to helping clients navigate the complexities of the financial world and make informed decisions about their investments. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Scott E Stefanco is committed to providing the guidance and support you need to secure a strong financial future.

Sharon Charles - Thrivent is a reputable finance institution located at 7897 Oswego Road in New York, United States. With a strong commitment to helping individuals and families achieve their financial goals, Sharon Charles - Thrivent offers a wide range of financial services including investment management, retirement planning, and insurance solutions. The experienced team at Sharon Charles - Thrivent is dedicated to providing personalized advice and guidance to each client, ensuring they make informed decisions that align with their long-term objectives. Whether you are looking to grow your wealth, protect your assets, or plan for the future, Sharon Charles - Thrivent is here to help you every step of the way.

Kyle Mumpton - Thrivent is a finance institution located at 7897 Oswego Road in New York, United States. They are licensed in multiple states including AZ, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MT, NC, NV, NY, OH, PA, TN, TX, VA, WI, and WV. Licensing information can be found through the National Association of Insurance Commissioners website. Thrivent and its financial professionals do not provide legal, accounting, or tax advice. Clients are advised to consult their attorney or tax professional for such matters. Thrivent offers advice and guidance through its Financial Planning Framework, which includes a review and analysis of a client's financial situation. Clients can also opt for Dedicated Planning Services for written recommendations for a fee.

Steven Patton is a financial advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. Steven holds various 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®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Steven's expertise in various financial areas such as asset management, retirement planning, estate planning, and investment strategies. Steven is dedicated to providing comprehensive and personalized financial advice to his clients, including veterans and military personnel.

James Frash is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 7672 Oswego Road in New York, United States. James holds various certifications such as 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover a wide range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, risk management, and more. James is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and comprehensive knowledge, James Frash is committed to helping clients achieve their financial goals.

Edward Jones - Financial Advisor: Jim Henty, AAMS™ is a reputable finance institution located at 916 Old Liverpool Road in Salina, New York, United States. With a focus on providing personalized financial advice and services, Jim Henty, a designated Accredited Asset Management Specialist (AAMS™), offers expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your investments, Edward Jones - Financial Advisor: Jim Henty, AAMS™ is dedicated to providing tailored solutions to meet your individual needs. Trust in their expertise and experience to help secure your financial future.

Edward Jones - Financial Advisor: Justin Henty is a trusted financial institution located at 916 Old Liverpool Road in Salina, New York, United States. Specializing in personalized financial planning and investment management, Justin Henty and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services tailored to each individual's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Justin Henty is committed to providing expert guidance and support every step of the way. Contact Edward Jones - Financial Advisor: Justin Henty today to start planning for a secure financial future.

Daniel Figueiredo is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 7672 Oswego Road in New York, United States. As a finance institution, we prioritize what is most important to you, whether it be retirement planning, education savings, or other financial goals. We provide personalized investment recommendations based on your individual goals and risk tolerance, and we regularly review and update your portfolio as needed. You can easily access your investments and track your progress towards your goals from any device. If you have questions or would like to schedule a complimentary initial consultation, please get in touch. Daniel Figueiredo may only conduct securities business with residents of certain states, so please refer to FINRA's BrokerCheck website for more information. We strive to help you achieve your financial goals and appreciate any referrals to friends or family members who may benefit from our services. Thank you for considering Ameriprise Financial Services, LLC for your financial needs.

William P. O'Keefe Jr. CPA is a renowned accounting and finance institution located at 181 Blackberry Road in New York, United States. With a team of experienced and knowledgeable Certified Public Accountants, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in the expertise and professionalism of William P. O'Keefe Jr. CPA to help them navigate the complexities of the financial world and achieve their financial goals.

H&R Block is a well-known accounting and finance institution located at 8017 Oswego Road in New York, United States. With a reputation for providing expert tax preparation services and financial guidance, H&R Block is a trusted resource for individuals and businesses alike. Their team of professionals is dedicated to helping clients navigate the complexities of tax laws and maximize their financial potential. Whether you need assistance with tax planning, bookkeeping, or investment strategies, H&R Block is committed to delivering personalized solutions to meet your specific needs. Visit their location in New York to discover how they can help you achieve your financial goals.