TOP 30 Tax planning strategy in Melville, New York

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Planning Financial Futures, Inc is a finance institution located at 1895 Walt Whitman Road in Melville, New York. Our team of expert financial advisors is dedicated to helping individuals and businesses plan for a secure financial future. Whether you are looking to invest for retirement, save for your children's education, or grow your wealth through strategic financial planning, our experienced professionals are here to guide you every step of the way. Trust Planning Financial Futures, Inc to help you achieve your financial goals and secure a prosperous future.

Matthews Tax Consultants is a trusted accounting and finance institution located at 5 Fenton Street in Melville, New York. With a team of experienced professionals, we provide expert tax consulting services to individuals and businesses alike. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their savings and minimize their liabilities. Whether you need help with tax planning, preparation, or resolution, Matthews Tax Consultants is here to provide personalized and reliable solutions. Contact us today to schedule a consultation and take control of your financial future.

Taxmaster of Melville, Inc. is a reputable accounting and finance institution located at 608 Walt Whitman Road in Melville, New York. With a team of experienced professionals, Taxmaster specializes in providing expert tax preparation, financial planning, and accounting services to individuals and businesses in the local community. Whether you need assistance with filing your taxes, managing your investments, or analyzing your financial statements, Taxmaster of Melville, Inc. is dedicated to helping you achieve your financial goals. Visit us today to learn more about how we can assist you with your accounting and finance needs.

Income Tax Specialty Co is a trusted accounting and finance institution located at 734 Walt Whitman Road in Melville, New York. Our team of experts specializes in all aspects of income tax preparation, planning, and consulting services. With years of experience and a commitment to excellence, we strive to provide personalized and professional services to meet the unique needs of each client. Whether you are an individual or a business owner, we are dedicated to helping you navigate the complexities of the tax system and maximize your financial success. Contact us today to schedule a consultation and let us help you achieve your financial goals.

EA Tax Relief, Inc. in Long Island, located at 200 Broadhollow Road in Melville, New York, is an IRS Representation firm specializing in accounting, finance, and legal services. Our team of tax professionals is dedicated to standing on behalf of individuals and businesses during IRS tax collection or audit cases. We believe that every taxpayer has fundamental rights when dealing with the IRS, and we are committed to protecting those rights. At EA Tax Relief, Inc., we offer personalized strategies for each case, ensuring a one-on-one relationship with our clients. We are not just another national company where you are just a case file number. Our firm is BBB accredited, demonstrating our commitment to resolving consumer complaints and providing quality service to the public.

Francis Tax and Accounting Service is a reputable institution located in Melville, New York. Specializing in accounting and finance services, our dedicated team of professionals is committed to providing top-notch financial solutions for individuals and businesses alike. With a convenient location on 68 South Service Road, clients can rely on our expertise and personalized approach to meet their financial needs. Whether you require tax preparation, bookkeeping, or financial planning services, Francis Tax and Accounting Service is here to help you navigate the complexities of the financial world with ease and confidence. Contact us today to schedule a consultation and experience the difference our expertise can make for your financial success.

Wexford Financial Strategies is a finance institution located at 900 Walt Whitman Road in Melville, New York. Our dedicated team is committed to providing investment management and strategic wealth planning that is tailored to meet your individual needs. As your trusted advisor, we take a hands-on approach to financial guidance, ensuring that your goals and aspirations are at the forefront of our planning process. Our focus is on understanding your unique financial goals and developing a comprehensive plan to help you achieve them. We believe in creating a financial plan that not only protects your current needs but also plans for your future in a tax-efficient manner. With our absolute independence from any specific insurance or investment company, we are able to provide unbiased advice that is truly in the best interest of our clients.

Churchill Management Group in Melville is a renowned finance institution located at 200 Broadhollow Road in Melville, New York. With a strong reputation for excellence in financial management, Churchill Management Group offers a wide range of financial services to individuals, families, and businesses. Their team of experienced professionals provides personalized financial planning, investment management, and wealth preservation strategies to help clients achieve their financial goals. With a commitment to integrity and client satisfaction, Churchill Management Group is a trusted partner for all your financial needs.

The Coordinated Plan, located at 150 Broadhollow Road in Melville, New York, is a finance institution that offers a wide range of financial services. Founded as the Coordinated Planning Group, our team of professionals is dedicated to providing clients with creative planning techniques that focus on quality, service, and integrity. Our services include Estate Planning, Legacy Planning, Corporate Benefit Arrangements, Business Succession Planning, Asset Allocation Strategies, Wealth Accumulation and Preservation, Retirement and Deferred Compensation Plans, Life Insurance, and Salary Continuation Programs. Our associates are actively involved in industry-related associations to stay up-to-date on the latest trends and best practices.

SHG Planning is a finance and insurance agency located at 400 Broadhollow Road in Melville, New York, United States. Our team is compassionate and dedicated to helping you protect your assets and legacy for your family. We understand the challenges that come with building a successful business, and we are here to help ensure that your hard work is preserved for generations to come. At SHG Planning, our ultimate goal is to design and implement effective estate plans that include significant tax reduction strategies while also taking care of your family's well-being. Our founder, Steve Goodman, is known as a trusted advisor who takes the time to truly understand each client's needs and family dynamics before making professional recommendations.

Tax Accountant - Fincadia is a reputable institution located at 425 Broadhollow Road in Melville, New York, United States. Specializing in accounting and finance, our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complex world of taxes with ease. Whether you need assistance with tax preparation, planning, or consulting, Tax Accountant - Fincadia is here to help you achieve your financial goals. Contact us today to learn more about our services and how we can assist you with all your tax needs.

Katz Tax Seminars LLC is a finance institution located at 175 Broadhollow Road in Melville, New York, United States. Specializing in tax seminars, our experienced professionals provide in-depth training and education on tax laws and regulations to help individuals and businesses navigate the complexities of taxation. Join us to stay informed and up-to-date on the latest tax changes and strategies.

Realty Tax Challenge, located at 510 Broadhollow Road in Melville, New York, has been assisting commercial property owners in New York for over 25 years. Specializing in reducing real estate taxes, they offer unmatched market knowledge and expertise to help lower property tax assessments to the lowest possible level. With a team of experienced professionals, they monitor assessments to ensure ongoing reductions and work to obtain the highest reductions possible for their clients. Serving all of New York State, including Nassau, Suffolk, Westchester, Putnam, and Orange counties, Realty Tax Challenge has a proven track record of success, having achieved over $100 million in real estate reductions for their clients. As proud members of the National Property Tax Group, they are part of a network of tax professionals providing national coverage and localized knowledge, resources, and relationships to benefit their clients. Contact Realty Tax Challenge today to speak with a real estate tax assessment consultant and start the process of obtaining the maximum tax relief available for your property.

Frisch Financial Group, Inc. is a leading finance institution located at 445 Broadhollow Road in Melville, New York. With a strong reputation for providing top-notch financial services, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized advice and guidance to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Frisch Financial Group, Inc. is committed to helping you succeed.

Susan Russo Financial is a leading finance institution located at 425 Broadhollow Road in Melville, New York. Our team of experienced professionals are dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with wealth management, we are here to provide personalized solutions tailored to your specific needs. Trust Susan Russo Financial to guide you towards a secure financial future.

Landmark Wealth Management, LLC. is a finance institution located at 95 Broadhollow Road in Melville, New York, United States. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, our knowledgeable professionals are here to guide you every step of the way. Trust Landmark Wealth Management, LLC. to help you secure your financial future.

The Financial Consulting Group - UBS Financial Services Inc. is a leading financial institution located at 58 South Service Road in Melville, New York, United States. Specializing in finance, the institution offers a wide range of services including financial planning, investment management, and wealth management. With a team of experienced financial advisors, The Financial Consulting Group - UBS Financial Services Inc. provides personalized solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, this institution is dedicated to providing expert guidance and support.

Anthony Stella is a Financial Advisor at Ameriprise Financial Services, LLC located at 48 South Service Road, Melville, New York, United States. Anthony holds various certifications and designations 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, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With expertise in asset management, retirement planning, estate planning, investment strategies, and more, Anthony is dedicated to providing comprehensive financial services to individuals and small business owners.

G&H CPAs is a reputable accounting and finance institution located at 445 Broadhollow Road in Melville, New York. With a team of experienced and knowledgeable professionals, they offer a wide range of services including tax preparation, auditing, financial planning, and more. Their commitment to providing high-quality and personalized services sets them apart from other firms in the industry. Whether you are an individual or a business owner, G&H CPAs is dedicated to helping you achieve your financial goals. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Sundack CPA is a reputable accounting and finance institution located at 425 Broadhollow Road in Melville, New York, United States. With a team of experienced and knowledgeable professionals, Sundack CPA offers a wide range of financial services including tax preparation, auditing, bookkeeping, and consulting. Clients can trust in the expertise and personalized attention provided by Sundack CPA to help them manage their finances and achieve their financial goals.

All Access Financial is a renowned finance institution located at 576 Broadhollow Road in Melville, New York. Our team of experts is dedicated to providing a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, loans, or financial planning, we are here to offer personalized solutions tailored to your specific needs. With a commitment to excellence and customer satisfaction, All Access Financial is your trusted partner for all your financial needs.

Jennifer4Seniors is a reputable insurance agency located at 532 Broadhollow Road in Melville, New York. Specializing in providing insurance solutions for seniors, our dedicated team is committed to helping older adults find the coverage they need to protect themselves and their loved ones. With a focus on personalized service and tailored insurance plans, Jennifer4Seniors is the go-to agency for seniors looking for peace of mind and security in their golden years. Contact us today to learn more about our services and how we can assist you in navigating the complex world of insurance.

Madelyn Barker - Prudential Financial is a finance and insurance agency located at 606 Walt Whitman Road in Melville, New York, United States. With a team of experienced professionals, they offer a wide range of financial services including investment planning, retirement planning, and insurance coverage. Whether you are looking to secure your financial future or protect your assets, Madelyn Barker - Prudential Financial is dedicated to providing personalized solutions to meet your needs. Contact them today to schedule a consultation and start planning for a secure financial future.

Cove Capital Advisors is a reputable finance and insurance agency located at 510 Broadhollow Road in Melville, New York, United States. With a strong focus on providing top-notch financial and insurance services, Cove Capital Advisors is dedicated to helping individuals and businesses achieve their financial goals and secure their futures. With a team of experienced professionals, they offer personalized solutions and expert advice to meet the unique needs of each client. Whether you are looking for investment guidance, insurance coverage, or financial planning, Cove Capital Advisors is committed to providing high-quality service and support every step of the way.

Soundview Wealth Consulting Group - UBS Financial Services Inc. is a leading financial institution located in Melville, New York. With a focus on wealth management and financial consulting, the team at Soundview Wealth Consulting Group is dedicated to helping clients achieve their financial goals and secure their financial future. Offering a wide range of financial services, including investment planning, retirement planning, and estate planning, the experienced professionals at Soundview Wealth Consulting Group work closely with each client to develop personalized strategies tailored to their unique needs and objectives. With a commitment to excellence and a reputation for delivering exceptional service, Soundview Wealth Consulting Group is a trusted partner for individuals and families seeking expert financial guidance.

Pivotal Financial Services, Inc is a leading finance and insurance agency located at 445 Broadhollow Road in Melville, New York, United States. With a team of experienced professionals, we provide a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for insurance coverage, retirement planning, investment advice, or estate planning, our dedicated team is here to help you every step of the way. Contact us today to learn more about how we can assist you in securing your financial future.

The DePiro Group - UBS Financial Services Inc. is a reputable finance institution located at 58 South Service Road in Melville, New York, United States. With a strong focus on providing expert financial services, they offer a wide range of investment options and wealth management solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized financial advice and guidance to assist clients in making informed decisions about their finances. Whether you are looking to invest, plan for retirement, or manage your wealth, The DePiro Group - UBS Financial Services Inc. is committed to helping you navigate the complex world of finance with confidence.

Wells Fargo Advisors Financial Network is a finance institution located at 401 Broadhollow Road in Melville, New York. As a part of the Wells Fargo Advisors network, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they provide personalized investment strategies, retirement planning, wealth management, and more. Whether you are looking to grow your wealth or plan for the future, Wells Fargo Advisors Financial Network can help you navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Roderick A Jones, located at 1305 Walt Whitman Road in Melville, New York, provides personalized financial strategies and advice for individuals, families, and businesses. With over 20 years of experience in the financial industry, Roderick focuses on understanding his clients' short- and long-term financial goals to create customized plans. He holds a bachelor's degree in English from S.U.N.Y Old Westbury and is actively involved in supporting the community through organizations like Big Brothers Big Sisters of Long Island. At Merrill Lynch Wealth Management, Roderick believes in building strong relationships with his clients by listening to their needs and priorities. Through the Merrill Personal Wealth Analysis™, he helps clients develop personalized plans centered around their goals. By utilizing the Investment Personality Assessment, Roderick gains a deeper understanding of his clients' investing preferences to tailor financial approaches that align with their values.

The Island Harbor Group at Morgan Stanley is a prestigious financial institution located in Melville, New York. With a prime address on South Service Road, this group offers a wide range of financial services and expertise to clients looking to secure their financial future. Whether you are seeking investment advice, wealth management solutions, or retirement planning, the experienced professionals at The Island Harbor Group are dedicated to helping you achieve your financial goals. Trust in the reputation and reliability of Morgan Stanley, and let The Island Harbor Group guide you towards a prosperous financial future.