TOP 30 Tax planning strategy in Albany, New York

142 results found

Albany Financial Group is a premier finance institution located at 80 Wolf Road in Albany, New York, United States. With a team of experienced financial experts, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, Albany Financial Group is here to guide you every step of the way. Our personalized approach and commitment to excellence make us a trusted partner for all your financial needs.

Pinnacle Investments, LLC. in Albany, located at 125 Wolf Road, is a finance institution committed to providing planned results to help you achieve your goals. With a team of exceptional advisors, they offer a full spectrum of products and services including traditional stocks, bonds, CDs, mutual funds, personal financial planning, asset allocation, managed portfolios, and corporate pension plans. They also provide unique investment opportunities such as private placements and alternative investments. The institution believes that financial security is not just about making money, but effective planning and managing the money you've made. Their advisors offer strategies, advice, and services to help you achieve your financial goals, whether you're just starting out or have an established portfolio. With a focus on transparency and customer experience, they work with you to tailor a customized financial plan that fits your lifestyle and future goals. At Pinnacle Investments, they are dedicated to supporting you in building something of lasting value for your financial future.

Albany Financial Planning is a reputable finance institution located at 127 North Allen Street in Albany, New York. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized planning and investment strategies. Whether you are looking to save for retirement, manage your wealth, or plan for your future, our experts are here to provide guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.

The Financial Planning Association of Northeastern New York (FPA-NENY) is dedicated to promoting the importance of financial planning and providing high-quality education and networking opportunities for its members. Located at the prestigious Wolferts Roost Country Club in Albany, New York, FPA-NENY aims to be the premier community of financial planners in the region. Through mentoring, networking, and advocacy efforts, the association strives to serve as a valuable resource for both the public and the media. Visit our website at www.wolfertsroost.com to learn more about our mission and events.

Albany Financial Group - AJ Amato Wealth Team is a leading finance institution located at 80 Wolf Road in Albany, New York, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized wealth management strategies. With a focus on building long-term relationships and providing exceptional service, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind. Contact us today to learn more about how we can help you secure your financial future.

College Aid Planning Associates Inc is a finance institution located at 4 Executive Park Drive in Albany, New York. Our team of experts is dedicated to helping families navigate the complex world of college financial planning. We offer personalized guidance and support to help students and their families make informed decisions about paying for higher education. Whether you need help with financial aid applications, scholarship searches, or creating a college savings plan, we are here to help. Contact us today to learn more about how we can assist you in achieving your college financial goals.

Nicotera Wealth Management, led by financial planner Leo R. Nicotera, is a trusted institution in Albany, NY. Located at 313 Ushers Road, Ballston Lake, New York, this finance and insurance agency offers expert financial planning services to help clients achieve their financial goals. With a focus on personalized strategies and tailored solutions, Nicotera Wealth Management is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, investing for the future, or looking to protect your assets, Nicotera Wealth Management is dedicated to helping you secure your financial future.

AC Tax & Financial Services is a reputable finance institution located at 118 Clermont Street in Albany, New York, United States. With years of experience in the industry, our team of experts is dedicated to providing top-notch tax and financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment management, we are here to assist you every step of the way. Trust AC Tax & Financial Services to help you navigate the complexities of finance and secure your financial future.

Liberty Tax is a finance institution located at 23 North Pearl Street in Albany, New York. Offering a range of financial services including tax preparation, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of taxes with ease and confidence. With a team of experienced professionals, Liberty Tax provides personalized assistance and expertise to ensure clients receive maximum refunds and minimize tax liabilities. Trust Liberty Tax to provide reliable and efficient financial solutions for all your tax-related needs.

Jackson Hewitt Tax Service, located at 504 Delaware Avenue in Albany, New York, is a finance institution that is dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is still available to assist you in getting the most out of your return. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and let a Tax Pro take care of the rest. They offer a quick call to review your final return and convenient e-signing options to make the process as seamless as possible.

Liberty Tax is a finance institution located at 900 Central Avenue in Albany, New York, United States. We specialize in providing expert tax preparation services to individuals and businesses, ensuring that our clients receive the maximum refunds possible. Our knowledgeable staff is dedicated to helping our customers navigate the complexities of the tax system and file their returns accurately and efficiently. Trust Liberty Tax to handle all of your tax needs with professionalism and expertise.

Credit, Tax & Accounting Solutions LLC is a professional financial institution located at 600 Broadway in Albany, New York. Our team of experts specializes in providing a wide range of services including credit repair, tax preparation, and accounting solutions. Whether you are an individual looking to improve your credit score, a business owner in need of tax assistance, or simply seeking reliable accounting services, our experienced staff is here to help. With a commitment to excellence and personalized service, we strive to meet the unique financial needs of each of our clients. Contact us today to learn more about how Credit, Tax & Accounting Solutions LLC can help you achieve your financial goals.

Slaughterhouse Tax Consultants is a finance institution located at 86 Walter Street in Albany, New York, United States. Our team of experienced tax professionals specializes in providing expert tax consulting services to individuals and businesses. Whether you need help with tax planning, preparation, or audit representation, our dedicated consultants are here to assist you every step of the way. Trust Slaughterhouse Tax Consultants to help you navigate the complexities of the tax system and maximize your financial success. Contact us today to schedule a consultation.

Lead One Tax & Business Services is a premier accounting and finance institution located in Albany, New York. Our team of experienced professionals provides a wide range of services to help individuals and businesses with their tax and financial needs. From tax preparation to business consulting, we are dedicated to providing top-notch service and expertise to our clients. Visit us at 303 Central Avenue to see how Lead One Tax & Business Services can help you achieve your financial goals.

MSK Tax & Accounting Services is a reputable institution located at 184 Central Avenue in Albany, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a commitment to accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial regulations with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, MSK Tax & Accounting Services is here to help you achieve your financial goals. Contact us today to schedule a consultation and see how we can assist you in managing your finances effectively.

Pundit Tax is a professional tax preparation and consulting firm located at 11 North Pearl Street in Albany, New York. Our team of experienced tax experts is dedicated to providing high-quality services to individuals and businesses in the United States. Whether you need help with filing your taxes, maximizing deductions, or resolving tax issues, we are here to assist you every step of the way. Trust Pundit Tax to handle all of your tax needs with precision and expertise.

Ian Mann CFP®, MBA, EA - Sit Back Tax is an accounting and finance institution located at 125 Wolf Road in Albany, New York, United States. Unlike many tax preparers today, Ian values in-person meetings as the best way to serve clients. This allows taxpayers to have all their questions answered in a single sitting and gain confidence in their tax preparation. For those who prefer to stay home, a client portal is available to create an account, upload documents, and sign completed returns. Ian Mann CFP®, MBA, EA - Sit Back Tax offers personalized and convenient tax preparation services for individuals and businesses.

The Russell Parker Tax Firm is a leading accounting and finance institution located at 681 Western Avenue in Albany, New York. With a team of experienced professionals, they provide expert tax services and financial advice to individuals and businesses. Whether you need help with tax preparation, planning, or resolving IRS issues, the Russell Parker Tax Firm is dedicated to helping clients achieve their financial goals. Trustworthy and reliable, they are committed to providing top-notch service to ensure your financial success.

Albany Accounting is a leading institution located at 1 Pinnacle Place in Albany, New York, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions to individuals and businesses alike. With a commitment to accuracy, integrity, and excellence, Albany Accounting is the trusted choice for all your accounting needs. Contact us today to learn more about how we can help you achieve your financial goals.

Global Accounting and Tax Point LLC is a leading accounting and finance institution located at 328b Central Avenue, Albany, New York, United States. Our team of experienced professionals is dedicated to providing top-notch accounting and tax services to individuals and businesses worldwide. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of financial management with ease. Whether you need assistance with tax preparation, bookkeeping, or financial planning, our experts are here to help. Trust Global Accounting and Tax Point LLC for all your accounting and finance needs.

RWP Tax & Accounting, LLC is a reputable accounting and finance institution located at 65 Albany Avenue in Kingston, New York, United States. Our team of experienced professionals is dedicated to providing top-notch tax and accounting services to individuals and businesses. Whether you need help with tax preparation, bookkeeping, or financial planning, we are here to assist you every step of the way. Trust RWP Tax & Accounting, LLC for all your financial needs.

Symmetry Tax Solutions is a finance institution located at 6 Tower Place in Albany, New York, United States. Specializing in tax solutions, they offer expert services to help individuals and businesses navigate the complexities of tax laws and regulations. With a focus on symmetry and balance in their approach, Symmetry Tax Solutions strives to provide clients with efficient and effective solutions to their tax-related needs. Their team of experienced professionals is dedicated to helping clients achieve financial stability and peace of mind.

Albany Advisor Group, located at 20 Corporate Woods Boulevard in Albany, New York, is a trusted finance institution dedicated to helping individuals and businesses efficiently manage their accumulated wealth. With a focus on comprehensive financial planning and target-risk investment management, our team works tirelessly to ensure the continued success of our clients. We believe that a solid financial plan is essential in understanding how assets should be invested and distributed, which is why we tailor-made financial plans without personal biases, treating each plan as a complex puzzle. Our certified financial planners are committed to providing active investment management and integrated financial planning services. By integrating risk management into personalized financial plans, we help clients understand the risks they are taking and develop strategies tailored to their needs. Our fiduciary responsibility ensures that our clients have the confidence and peace of mind needed on their financial journey.

Lecce Financial Services, LLC is a reputable finance institution located at 8 Southwoods Boulevard in Albany, New York, United States. We specialize in providing a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized and tailored solutions to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with managing your finances, Lecce Financial Services, LLC is here to help you every step of the way. Contact us today to schedule a consultation and see how we can help you secure your financial future.

Jennifer Ludwig - RBC Wealth Management Financial Advisor is a trusted financial institution located at 455 Patroon Creek Boulevard in Albany, New York. As a dedicated financial advisor, Jennifer Ludwig provides personalized wealth management services to help clients achieve their financial goals. With a focus on building strong relationships and offering expert financial guidance, clients can feel confident in their financial decisions. Whether you are planning for retirement, saving for education, or investing for the future, Jennifer Ludwig is committed to helping you navigate the complexities of the financial world. Contact Jennifer Ludwig - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards securing your financial future.

Charles Schwab is a renowned finance institution located at 677 Broadway in Albany, New York. Known for its exceptional financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. With a strong reputation for reliability and expertise in the financial industry, Charles Schwab is a trusted partner for those seeking sound financial advice and guidance.

SEFCU Wealth Management Services is a finance institution located at 655 Patroon Creek Boulevard in Albany, New York. With a focus on helping clients achieve their financial goals, SEFCU offers a range of wealth management services including investment planning, retirement planning, and estate planning. Their team of experienced financial advisors work closely with clients to develop personalized strategies that align with their individual needs and objectives. Whether you are looking to grow your wealth, plan for retirement, or protect your assets for future generations, SEFCU Wealth Management Services is dedicated to providing comprehensive and tailored solutions to help you reach your financial goals.

Capable Wealth is a finance institution located at 150 State Street in Albany, New York, United States. We understand that navigating the world of financial planning can be overwhelming, which is why we strive to simplify complex topics and empower our clients to make strong money decisions. At Capable Wealth, we believe in creating clarity and providing expert guidance to help you achieve financial confidence and live a fulfilling lifestyle. Our founder, Jared, is a natural and enthusiastic speaker who is available to speak on a variety of financial topics affecting young professionals.

Cody Wojdyla, CFP® - Certified Financial Planner is a finance institution located at 18 Corporate Woods Boulevard in Albany, New York, United States. Specializing in financial planning for individuals and families in Glens Falls, Saratoga, Albany, and the Adirondacks, Cody helps clients create and manage game plans to achieve their financial, business, and life goals. As an independent advisor, Cody has the flexibility to choose from a wide range of investment and insurance companies to best meet the needs of his clients without any corporate pressure or sales goals. Operating as a fiduciary, Cody always prioritizes the goals and needs of his clients. The institution is affiliated with Rosemont Financial Group, with offices in Albany and Old Forge. Securities and Advisory services are offered through LPL Financial. Cody Wojdyla, CFP® is a Certified Financial Planner™ professional, authorized by the Certified Financial Planner Board of Standards, Inc. Website design and development by Mannix Marketing, Inc.

Steward Partners Global Advisory, LLC is a finance institution located at 677 Broadway in Albany, New York, United States. They offer a wide range of financial advisory services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, Steward Partners Global Advisory, LLC provides personalized strategies and solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Steward Partners Global Advisory, LLC is dedicated to helping you succeed.