TOP 10 Tax strategy consulting in Jericho, NY
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Sagemark Consulting
● ClosedSagemark Consulting, located at 6900 West Jericho Turnpike in Syosset, New York, is a division of Lincoln Financial Advisors. Our team of financial professionals is dedicated to building long-lasting relationships with clients, offering a wide range of products and specialized support. We provide personalized solutions and fee-based financial planning services to help individuals and business owners create estate, business succession, retirement, and financial plans. As an independent broker-dealer, we adhere to high standards of conduct and transparency. You can find important information about our services, fees, conflicts of interest, and disciplinary history in our Form CRS - Customer Relationship Summary. We encourage you to use FINRA's free tool to research financial professionals and firms.
6900 W Jericho Turnpike #101e, Syosset, NY 11791, United States -
Pinnacle Tax Service
● ClosedPinnacle Tax Service is a reputable accounting and finance institution located at 380 North Broadway in Jericho, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. With our expertise and personalized approach, we strive to help our clients achieve financial success and peace of mind. Contact us today to learn more about how we can assist you with your accounting and finance needs.
380 N Broadway # L10, Jericho, NY 11753, United States -
Gold Tax Professionals
● ClosedGold Tax Professionals is a reputable accounting and finance institution located at 712 East Jericho Turnpike in Huntington Station, New York. Our team of experienced professionals is dedicated to providing top-notch tax services and financial advice to individuals and businesses in the United States. With a commitment to excellence and personalized attention, we strive to help our clients achieve their financial goals and maximize their tax savings. Trust Gold Tax Professionals for all your accounting and finance needs.
712 E Jericho Turnpike A, Huntington Station, NY 11746, United States -
IQ Tax Services
● OpenIQ Tax Services is a reputable accounting and finance institution located at 2155 Jericho Turnpike in Commack, New York. Our team of experienced professionals is dedicated to providing top-notch tax services to individuals and businesses in the United States. Whether you need assistance with tax preparation, planning, or consulting, we are here to help you navigate the complex world of finance. Trust IQ Tax Services for all your accounting needs.
2155 Jericho Turnpike, Commack, NY 11725, United States -
Elite Business Consultants Inc
● OpenElite Business Consultants Inc is a premier accounting and finance institution located at 199 Jericho Turnpike in Floral Park, New York, United States. Specializing in tax returns, our team of experts can assist with both personal and business tax matters in a responsive and accurate manner. In addition to tax services, Elite Business Consultants Inc offers payroll services to help you pay your employees quickly and easily. Our comprehensive bookkeeping and accounting services ensure that your business operates at maximum potential.
199 Jericho Turnpike suite 301, Floral Park, NY 11001, United States -
B. Riley Wealth Tax Services - Mineola, NY
● ClosedB. Riley Wealth Tax Services in Mineola, NY, located at 181 East Jericho Turnpike, offers expert tax services for individuals and businesses. Our team of professionals can help you minimize tax liabilities and navigate the complexities of tax season and beyond. With a focus on comprehensive financial strategies, our tax professionals are well-versed in the latest tax law changes for the 2023 tax year. Whether you need assistance with your tax return or a total tax management plan, our dedicated team can provide the expertise needed to help you keep more of what you earn and grow your net worth over time. We also offer guidance on important changes impacting companies, such as the new beneficial ownership information reporting requirement.
181 E Jericho Turnpike, Mineola, NY 11501, United States -
NY Tax Pros Inc.
● OpenNY Tax Pros Inc. is a reputable accounting and finance institution located at 420 Jericho Turnpike in Jericho, New York. With a team of experienced professionals, they specialize in providing top-notch tax services, financial planning, and accounting solutions to individuals and businesses alike. Whether you need help with tax preparation, bookkeeping, or investment strategies, NY Tax Pros Inc. is dedicated to helping clients achieve their financial goals. Visit their office today to experience their expertise and personalized service.
420 Jericho Turnpike, Jericho, NY 11753, United States -
Ivy Tax & Business Inc(Jericho) - 安腾会计
● ClosedIvy Tax & Business Inc. in Jericho is not your traditional accounting firm; we are specialized tax planning professionals and accountants. Our mission goes beyond traditional accounting services as we are deeply committed to enhancing the cash flow of small and medium-sized business owners and investors. Founded with a vision to provide unique services, we are not just about recording financial history; we proactively guide you through professional advice and strategies to help you earn more and keep more of your hard-earned money. Our team of registered accountants is a top-tier tax strategy team, providing you with practical, IRS-approved strategies to minimize your tax burden. While "other companies" may only take a reactive approach to planning, which can lead to outdated information, unpleasant surprises during tax season, and a lack of control, Ivy Tax & Business Inc. stands out by offering ongoing coaching and proactive solutions. Working with us, you can be confident that you are paying the least amount of taxes possible while achieving your financial dreams.
366 N Broadway # 410, Jericho, NY 11753, United States -
DAC Tax & Accounting Svcs, Inc.
● OpenDAC Tax & Accounting Services, Inc. is a reputable accounting and finance institution located at 380 North Broadway in Jericho, New York, United States. With a team of experienced professionals, they offer a wide range of services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business owner, DAC Tax & Accounting Services, Inc. is dedicated to providing personalized and efficient solutions to meet your financial needs. Contact them today to schedule a consultation and take control of your finances.
380 N Broadway Suite 306, Jericho, NY 11753, United States -
Professional Tax Savers
● ClosedProfessional Tax Savers is a leading accounting and finance institution located at 6500 Jericho Turnpike in Commack, New York. Our team of experienced professionals is dedicated to helping individuals and businesses save money on their taxes. With a focus on personalized service and a commitment to staying up-to-date on the latest tax laws and regulations, we strive to provide our clients with the most effective tax-saving strategies. Whether you are looking to maximize deductions, minimize liabilities, or plan for the future, Professional Tax Savers is here to help. Contact us today to schedule a consultation and see how we can help you save on your taxes.
6500 Jericho Turnpike # 206B, Commack, NY 11725, United States -
Wasserman & Wise Tax Consltnts
● OpenWasserman & Wise Tax Consultants is a reputable accounting and finance institution located at 401 Broadway in Jericho, New York, United States. With a team of experienced professionals, they provide expert tax consulting services to individuals and businesses alike. Whether you need help with tax planning, preparation, or resolution, Wasserman & Wise Tax Consultants is dedicated to helping you navigate the complexities of the tax system with ease and efficiency. Trustworthy and reliable, they are committed to providing top-notch financial solutions tailored to meet your specific needs.
401 Broadway, Jericho, NY 11753, United States -
Raisman CPA P.C.
● ClosedRaisman CPA P.C. is a reputable accounting and finance institution located at 996 West Jericho Turnpike in Smithtown, New York, United States. With a team of skilled professionals, they provide a wide range of financial services including tax preparation, audit services, business consulting, and more. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for individuals and businesses seeking expert financial guidance. Visit Raisman CPA P.C. for all your accounting and finance needs.
996 W Jericho Turnpike 2nd Floor, Smithtown, NY 11787, United States -
Gary Grab & Associates Inc.
● ClosedGary Grab & Associates Inc. is a reputable accounting and finance institution located at 6800 Jericho Turnpike in Syosset, New York, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust Gary Grab & Associates Inc. for accurate and reliable financial advice and assistance.
6800 Jericho Turnpike #205w, Syosset, NY 11791, United States -
Inder Singh CPA, NYC
● OpenInder Singh CPA, NYC is an accounting and finance institution located at 26 Broadway, New York, New York, United States. We are dedicated to providing our customers with timely and accurate financial information to ensure that their business operations run smoothly. Our firm offers a wide range of cost-effective accounting services. We take a proactive approach to tax services, staying up-to-date on new tax laws and legislation to identify key tax planning opportunities that minimize tax liabilities. Our team provides individual and business clients with the tax expertise and knowledge they deserve. Tax services include tax planning, preparation, and filing.
26 Broadway Suite 934, New York, NY 10004, United States -
Taylor, Eldridge & Endres, P.C.
● ClosedTaylor, Eldridge & Endres, P.C. is a reputable law firm located in Smithtown, New York. Our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. From personal injury cases to estate planning, we have the knowledge and expertise to handle a wide range of legal matters. Our office is conveniently located at 811 West Jericho Turnpike, making it easily accessible for clients in the area. Trust Taylor, Eldridge & Endres, P.C. to advocate for your rights and help you navigate the complexities of the legal system.
811 W Jericho Turnpike Suite 101W, Smithtown, NY 11787, United States -
Morgan Stanley Financial Advisors
● OpenMorgan Stanley Financial Advisors is a prestigious financial institution located at Two Jericho Plaza in Jericho, New York, United States. As a leading finance company, they provide expert financial advice and services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Morgan Stanley is dedicated to providing personalized solutions and strategies tailored to each client's unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Morgan Stanley Financial Advisors is committed to helping you navigate the complexities of the financial world with confidence and success.
Two Jericho Plaza, Jericho, NY 11753, United States -
4Thought Financial Group
● Closed4Thought Financial Group, located at 6851 Jericho Turnpike, Suite 120, Syosset, New York 11791, is a finance institution dedicated to helping clients secure a meaningful financial future. Offering investment advisory services through their SEC Registered Investment Adviser, 4Thought provides educational information to assist clients in making informed financial decisions. The institution emphasizes that the information provided is for educational purposes only and should not be construed as investment or tax advice. While past performance does not guarantee future results, 4Thought Financial Group claims compliance with the Global Investment Performance Standards (GIPS®), ensuring transparency and accountability in their investment strategies. For more information on their services and performance, interested individuals can reach out via email, website, or phone.
6851 Jericho Turnpike #120, Syosset, NY 11791, United States -
American Investment Planners LLC
● ClosedAmerican Investment Planners LLC is a reputable finance institution located at 500 North Broadway in Jericho, New York. With a team of experienced financial planners and advisors, we are dedicated to helping our clients achieve their investment goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our professionals are here to provide personalized guidance and strategies tailored to your individual needs. Trust American Investment Planners LLC to navigate the complexities of the financial world and help you make informed decisions for a prosperous tomorrow.
500 N Broadway #260, Jericho, NY 11753, United States -
Baransky Orest J
● ClosedBaransky Orest J is an accounting and finance institution located at 6080 Jericho Turnpike in Commack, New York. With a reputation for excellence in financial services, Baransky Orest J offers expert advice and assistance to individuals and businesses in managing their finances effectively. Whether you need help with tax preparation, financial planning, or investment strategies, the team at Baransky Orest J is dedicated to providing personalized and professional service to meet your needs. Trust in their expertise and experience to help you achieve your financial goals.
6080 Jericho Turnpike, Commack, NY 11725, United States -
PW Advisors
● ClosedPW Advisors is a reputable accounting and finance institution located at 251-73 Jericho Turnpike in New York, United States. With a team of experienced professionals, PW Advisors offers a wide range of financial services to individuals and businesses. From tax planning and preparation to investment strategies and financial consulting, PW Advisors is dedicated to helping clients achieve their financial goals. With a commitment to excellence and personalized service, PW Advisors is a trusted partner in navigating the complexities of the financial world.
251-73 Jericho Turnpike Suite 405, Queens, NY 11426, United States -
Inderpreet Singh- Certified Public Accountant NYC
● OpenInderpreet Singh- Certified Public Accountant NYC is a reputable accounting and finance institution located at 249-12 Jericho Turnpike, Bellerose, New York, United States. Our dedicated team is committed to providing our customers with accurate and timely financial information to ensure that their business operations run smoothly every day. We offer a comprehensive range of cost-effective accounting services to meet your needs. At Inderpreet Singh- CPA NYC, we take a proactive approach to tax services by staying up-to-date on new tax laws and legislation. This enables us to identify key tax planning opportunities that can minimize your current and future tax liabilities. Our team of experts is dedicated to providing both individual and business clients with the tax expertise they deserve.
249-12 Jericho Turnpike Suite 230, Bellerose, NY 11426, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 100 Jericho Quadrangle in Jericho, New York, offers a wide range of financial services for individuals, families, business owners, executives, and institutions. The experienced advisors at this branch can provide personalized financial strategies based on years of knowledge and expertise in wealth management. They go beyond just wealth planning advice, offering services such as retirement income planning, guidance on investments, and access to estate planning services through Bank of America. The branch is committed to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, the branch supports local communities and organizations. As a Merrill client, you have access to industry-skilled advisors, a disciplined wealth planning platform, and technological resources to help you achieve your financial goals.
100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United States -
Gold Coast Wealth Management
● OpenGold Coast Wealth Management is a finance institution located at 1 Jericho Plaza in Jericho, New York, United States. With over 40 years of combined market experience, our team offers sound and stable advice to help clients navigate their short term and long term financial goals. Our primary focus is on preserving capital and minimizing draw downs during volatile market conditions. We work with best of breed portfolio managers to deliver market outperformance and strive to provide transparency and partnership to our clients. As an independent and privately held firm, we aim to avoid conflicts of interest and act as our clients' Chief Investment Officer with impartial and objective advice.
1 Jericho Plaza #201, Jericho, NY 11753, United States -
Sauvigne & Company
● ClosedSauvigne & Company is a reputable accounting and finance institution located in Jericho, New York. With a prime location at 25 South Service Road, this institution offers expert financial services to individuals and businesses in the area. The team at Sauvigne & Company is dedicated to providing top-notch accounting and financial advice to help clients achieve their financial goals. Whether you need help with tax preparation, financial planning, or investment strategies, Sauvigne & Company is here to assist you every step of the way. Trust in their expertise and experience to help you navigate the complex world of finance with confidence.
25 S Service Rd #100, Jericho, NY 11753, United States -
Kevin K. Clark - RBC Wealth Management Financial Advisor
● ClosedKevin K. Clark - RBC Wealth Management Financial Advisor is a reputable finance institution located at 1 Jericho Plaza in Jericho, New York, United States. As a trusted financial advisor, Kevin K. Clark offers personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial advice, Kevin K. Clark is dedicated to helping clients secure their financial future. Whether you are looking to invest, plan for retirement, or manage your assets, Kevin K. Clark - RBC Wealth Management Financial Advisor is here to help you every step of the way.
1 Jericho Plaza Suite 202, Jericho, NY 11753, United States -
Merrill Lynch Financial Advisor Daniel Riveira
● Closedfinancial planning), and other services. Additional information is available upon request. Merrill Lynch Financial Advisor Daniel Riveira, located at 100 Jericho Quadrangle in Jericho, New York, offers a personalized approach to managing wealth. With a focus on understanding each client's goals and priorities, Dan provides access to investment insights from Merrill and banking solutions from Bank of America. Dan holds Series 3, 7, and 66 FINRA Registrations, and works to design and implement personalized plans to help clients pursue their financial goals while managing investment risk.
100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United States -
John M Pascale - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJohn M Pascale is a Financial Advisor at Ameriprise Financial Services, LLC located at 6900 Jericho Turnpike, Syosset, New York, United States. John M Pascale 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 expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and financial planning for various client needs. John M Pascale offers comprehensive financial services to individuals and businesses, ensuring tailored solutions to meet specific financial goals and objectives.
6900 Jericho Turnpike Ste 201, Syosset, NY 11791, United States -
Vasilios Ageletopoulos - Financial Advisor, Ameriprise Financial Services, LLC
● OpenVasilios Ageletopoulos - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 500 North Broadway, Jericho, New York, United States. Vasilios Ageletopoulos 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®, 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 showcase his expertise in various aspects of financial planning and management, ensuring that clients receive comprehensive and specialized advice tailored to their individual needs. Whether you are a retiree, small business owner, or someone planning for the future, Vasilios Ageletopoulos has the knowledge and skills to help you achieve your financial goals.
500 N Broadway #144, Jericho, NY 11753, United States -
Merrill Lynch Financial Advisor Sudip Mukherjee
● ClosedThe Merrill Lynch Financial Advisor Sudip Mukherjee is located at 100 Jericho Quadrangle in Jericho, New York, United States. The Mukherjee Wealth Management Group focuses on building strong relationships through teamwork and involvement, offering access to global investment capabilities and banking convenience. As financial advisors, they provide personalized advice and guidance to help individuals and families pursue their financial goals. The team works closely with clients to develop a personalized financial plan, track progress, and make adjustments as needed. By understanding each client's unique situation and priorities, they can offer a customized approach that reflects their goals and values. The team at Merrill believes in helping clients make investment-related decisions that can help them reach personally meaningful goals. Through the Merrill Investment Advisory Program, they offer custom strategies that deliver an appropriate balance of risk and reward, grounded in a deep understanding of each client's needs. The goal is to help clients achieve financial success by staying on track to reach what's most important to them. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service. The Merrill Personal Wealth Analysis™ helps build and document a personalized plan centered on client goals. The team understands that both life and financial markets can change over time, and they work with clients to update their approach to reflect these changes. By getting to know each client personally and understanding what matters most to them, the team can help create a financial approach that is built around their life priorities. As Merrill Lynch Wealth Management Advisors, they help clients navigate the financial complexities of life, building a customized investment approach to address their needs and pursue their goals. With a dedicated one-on-one relationship, clients can access personalized investment strategies and comprehensive financial solutions. The team is there to listen, guide, and help clients along their financial journey, no matter the question or decision. Investing involves risk, and the team at Merrill does not provide legal, tax, or accounting advice, encouraging clients to consult with their own advisors before making financial decisions. The goal is to help clients achieve their financial goals and live their best financial life through personalized advice and guidance.
100 Jericho Quadrangle 2nd Floor, Suite 242, Jericho, NY 11753, United States -
Edward Jones - Financial Advisor: John T Malinak, AAMS™
● OpenEdward Jones - Financial Advisor: John T Malinak, AAMS™ is a leading finance institution located at 2193 Jericho Turnpike in Commack, New York, United States. With a focus on providing personalized financial planning and investment services, John T Malinak, AAMS™ is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, John T Malinak, AAMS™ offers expert advice and guidance to help you make informed decisions. Trust in Edward Jones - Financial Advisor: John T Malinak, AAMS™ for all your financial needs.
2193 Jericho Turnpike, Commack, NY 11725, United States
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