TOP 30 Best Understanding tax planning in Rochester, New York

Noyer Tax Services™, located at 21 Goodway Drive in Rochester, New York, offers expert accounting and finance services tailored to meet the specific needs of small businesses and individuals. Our team of knowledgeable professionals stays up-to-date on the latest tax laws to provide customized tax preparation services that maximize refunds and optimize financial outcomes. We believe in building lasting relationships with our clients, working closely with them to understand their financial goals and provide personalized tax support. From handling complex tax situations to advising on potential tax-saving opportunities, we deliver tailored tax solutions with our clients' best interests in mind. Trust Noyer Tax Services™ for individualized tax guidance that aligns with your personal and business needs, delivering a comprehensive approach to tax efficiency and compliance. Operating exclusively by appointment, we value personalized service and dedicated time with each client.

Rochester Wealth Solutions, located at 3300 Monroe Avenue in Rochester, New York, is a finance institution led by Matthew M. Corrigan, CRC, a Certified Retirement Counselor with over two decades of experience in financial planning and investment management. Matthew is dedicated to helping clients achieve financial independence and retirement goals through personalized recommendations tailored to their specific needs. As a highly-skilled advisor, Matthew takes a holistic approach to retirement planning, offering simple, clear, and easy-to-understand action plans for retirement confidence. With a "safety first approach" to investment management, ongoing reviews, and monitoring, Rochester Wealth Solutions aims to be your trusted advisor for all things financial. Securities and advisory services are offered through LPL Financial, a registered investment advisor. Contact Rochester Wealth Solutions today for a comprehensive review of your financial situation and start planning for a secure retirement.

Barion Mills - State Farm Insurance Agent is a trusted insurance agency located at 1597 West Ridge Road in Greece, New York. With over 40 years of experience in the area, we specialize in providing free auto insurance quotes and focusing on relocation to the Greater Rochester Area. Our team is led by a professional with a BA in Communications from Rutgers College and certifications in General Insurance. We are proud members of the President's Club Lifetime and have received numerous accolades for our excellence in the industry. At Barion Mills, we understand the importance of having a will to ensure your wishes are followed. We also provide valuable tips for safe rural road driving and offer tools to help you compare insurance costs for motorcycles. Our services include life insurance and annuities, as well as pet insurance products underwritten by reputable companies.

Piede Law LLP, located at 1100 Long Pond Road in Rochester, New York, is a dedicated law firm specializing in elder law, asset protection, probate, and estate planning. As time passes, our lives present us with new legal challenges that require careful planning and protection. Whether you need assistance with drafting a will, transferring assets to your children, or planning for long-term care costs, our experienced team is here to help. Our client-centered approach ensures that you and your loved ones are prepared for the future. We understand the importance of creating a comprehensive plan that meets your needs, and we are committed to helping you execute it effectively. With Piede Law LLP, you can focus on what matters most to you, knowing that your legal affairs are in capable hands.

Lachman & Gorton Law Office, located at 1500 East Main Street in Endicott, New York, is a trusted institution specializing in legal services. Whether you need assistance with applying or appealing for benefits, or if you have been injured in an accident, the dedicated team at Lachman & Gorton is here to help. They understand the stress and financial burden that can come with health issues or accidents, and they are committed to fighting for the compensation and support you deserve. Their experienced attorneys handle a variety of cases, including Social Security Disability, veterans' disability, personal injury, and construction accident injuries. They serve clients in Binghamton, Elmira, Rochester, and across upstate New York. The team at Lachman & Gorton is well-versed in the complex legal processes involved in obtaining disability benefits and will work tirelessly to ensure you receive the best possible outcome.

Marro Nicole M is a boutique law firm located at 132 Allens Creek Road in Rochester, New York, United States. Specializing in trust and estate legal services, the Torres Law Office offers personalized and expert advice to clients. With a philosophy centered on ensuring the comfort and satisfaction of their clients during the planning or administration process, Marro Nicole M is dedicated to providing top-notch legal services in a compassionate and understanding manner.

Howe & Rusling is a finance institution located at 165 Culver Road in Rochester, New York, United States. As a full-service wealth management firm, Howe & Rusling offers services such as financial planning, investment management, estate planning, and tax strategy. The institution takes a holistic, data-driven approach to evaluate and optimize clients' financial well-being, starting with understanding their life goals. Using sophisticated technology and in-depth analysis, Howe & Rusling collaborates with clients to create a strategic roadmap to help them achieve financial success. The team at Howe & Rusling is dedicated to providing expert financial advice and guidance during life-changing events, helping clients become more financially literate and independent. The institution values continuous improvement and is committed to being better tomorrow than today. With a focus on long-term investments and a fiduciary standard, Howe & Rusling aims to help clients invest in their future while they focus on doing what they love. Additionally, Howe & Rusling provides valuable financial content and resources for individuals in their 30s looking to improve their financial well-being.

Fairpoint Wealth Partners, Inc. is a finance institution located at 1882 South Winton Road in Rochester, New York, United States. Our team is dedicated to translating your resources into lasting financial security for you and your family. We work closely with individuals and families in our local community and beyond, taking a proactive approach to help you achieve your goals, maintain your lifestyle in retirement, and prepare for a lifetime of financial health. We understand that financial stress often stems from uncertainty, which is why we believe in partnership. We collaborate with you to design a strategy tailored to your specific goals, and then work with you on an ongoing basis to ensure you stay on track. Our goal is to oversee your investments and financial plan so you can live your life with confidence.

Whitney & Company Wealth Management is a finance institution located at 959 Panorama Trail South in Rochester, New York, United States. At Whitney & Company, we are dedicated to helping every client achieve their aspirations and live their best life by providing personalized portfolio management that takes the emotion and worry out of finances. We understand that your goals are unique to you, and we prioritize building relationships based on trust and transparency. As a Registered Investment Advisor (RIA) firm, we offer a level of expertise and fiduciary duty that sets us apart from traditional Financial Advisors (FAs). In our 2022 year-end letter, we emphasized the importance of looking to the future and staying optimistic in uncertain times. With a strong start to the new year for both stocks and bonds, we are committed to helping you navigate the ever-changing financial landscape. Contact us today and see how we can help you achieve your financial goals.

Mirsky Financial Management Corporation, located at 130c Linden Oaks in Rochester, New York, offers a unique approach to wealth management in Fairport. As a finance institution, we understand the importance of hard work and building success, but we also believe that there comes a time when you should be able to enjoy the fruits of your labor. Our team of experienced wealth advisors are here to help you protect and grow your wealth beyond just your investment portfolio. Our services go beyond traditional wealth management firms, as we have expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. Our specialists work together to ensure all aspects of your financial life are taken care of, allowing you to focus on enjoying your wealth.

Nacca & Capizzi LLP, located at 2430 Ridgeway Avenue in Rochester, New York, is a leading accounting and finance firm that provides close personal and professional attention to each client. Specializing in assisting business owners with critical decisions, the firm offers expertise in analyzing operations, cash flow, reducing costs, improving efficiencies, and minimizing tax burdens. They also provide tax preparation and planning services for individuals and businesses, helping clients understand their options before making decisions. Additionally, Nacca & Capizzi LLP offers assistance with QuickBooks, providing training and reviews tailored to each client's needs. With a hands-on approach, the firm ensures clients receive the support they need every step of the way.

The Bonadio Group, located at 6 Wembley Court in Albany, New York, is a top 50 CPA firm offering a wide range of accounting and finance services to help clients overcome their financial and business challenges. With a deep understanding of each industry they serve, they provide tailored solutions for every engagement. The team at The Bonadio Group are problem solvers, industry experts, and trusted partners, working closely with clients to ensure their success. As an independent member firm of the Moore North America, Inc. Association, they have access to a global network of resources to better serve their clients. The Bonadio Group is dedicated to being a strategic, community-oriented partner, offering knowledgeable commentary on industry trends through various channels. Serving businesses in Buffalo, Rochester, Syracuse, and beyond, The Bonadio Group is committed to providing exceptional service and expertise to help clients thrive.

Edward Jones - Financial Advisor: Diane J Hennekey is a trusted financial institution located at 97 Canal Landing Boulevard in Rochester, New York. Specializing in finance, Diane J Hennekey provides personalized financial planning services to help individuals and families achieve their financial goals. With a commitment to excellent customer service and a deep understanding of the complexities of the financial market, clients can trust Edward Jones - Financial Advisor: Diane J Hennekey to provide expert guidance and support in managing their investments and planning for the future.

Conlon & Company, Certified Public Accountants, P.L.L.C. is located at 1635 Brooks Avenue in Rochester, New York, United States. Since 1984, our dedicated team of professionals has been providing tax preparation and financial planning services to clients in the Rochester area and beyond. Our staff includes Certified Public Accountants, Personal Financial Specialists, Certified Financial Planners, Elder Planning Specialists, and more. We believe in building strong client relationships and treating each partnership with the utmost importance. Our goal is to help you achieve your financial goals for yourself and your loved ones. Whether you need assistance with tax preparation or financial planning, our team is here to help.

Bera Jurado - State Farm Insurance Agent, located at 2511 Browncroft Boulevard in Rochester, New York, is your go-to insurance agency for all your insurance needs. Whether you're looking for auto insurance, homeowners insurance, renters insurance, recreational vehicle insurance, small business insurance, life insurance, or health insurance, Bera Jurado can help you customize a coverage plan that fits your needs and budget. With State Farm, you can enjoy safe driving rewards, bundling options, and discounts to help you save money. Their experienced agents can help you create a Personal Price Plan that protects what's important to you - your family, your belongings, and your financial security.

Thaney & Associates CPAs, P.C. is a reputable accounting and finance institution located at 2024 West Henrietta Road in Rochester, New York, United States. At Thaney & Associates CPAs, P.C., we believe in providing more than just a list of services to our clients. Our team of professionals offers a personal approach, friendly professionalism, and a caring style that sets us apart as true partners in driving your continued success. We understand that taxes and accounting can be overwhelming, which is why we strive to make the process as stress-free as possible for our clients. With our collaborative and protective approach, we guarantee substantial tax savings for you. Trust Thaney & Associates CPAs, P.C. to handle all of your accounting and finance needs with expertise and care.

Sullivan & Associates Wealth Management is a finance institution located at 572 Titus Avenue, Rochester, New York, United States. Our core values are Service, Stability, Integrity, Experience, and Independence. We offer securities-related services to residents of select states, and investment products and services are offered through Wells Fargo Advisors Financial Network, LLC. Insurance products are also available through nonbank insurance agency affiliates of Wells Fargo & Company. Please note that opinions and actions taken on Social Media are those of third parties and do not necessarily reflect our views. By clicking on external links, you will leave the Wells Fargo Advisors website and enter a third-party site. We recommend reviewing their policies and terms to understand what information may be collected.

Welcome to The Bonadio Group: Your Trusted Partner in Accounting and Finance Solutions Located at 432 North Franklin Street, Syracuse, New York, The Bonadio Group is a premier accounting and finance firm dedicated to delivering tailor-made solutions that address the unique needs of your business. Since 1978, we have been committed to providing exceptional service and innovative solutions that help our clients thrive in an ever-evolving financial landscape.

Petrella Phillips LLP is a reputable accounting and finance institution located at 28 Clara Barton Street in Dansville, New York. With additional offices in Rochester and Geneva, we are dedicated to providing top-notch services to individuals and businesses in need of tax preparation, planning, and representation. At Petrella Phillips LLP, we understand the importance of timely tax filing, which is why we are still accepting tax returns past the deadline at all our locations. Our experienced staff can accurately and efficiently prepare tax returns for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. We also offer tax planning services to help clients take advantage of new tax laws and pending legislation.

The Bonadio Group is a top 50 CPA firm located at 7936 Seneca Turnpike in Clinton, New York, United States. Specializing in accounting and finance, we offer a wide range of services to help our clients navigate their financial and business challenges. We take a personalized approach to each client, recognizing that every situation is unique and requires a tailored solution. Our team of problem solvers and industry experts are dedicated to serving as trusted partners to our clients. We go beyond traditional accounting services to deeply understand the industries we serve, providing insightful commentary on industry trends through various mediums such as articles, seminars, webinars, and more.

The Bonadio Group is a top 50 CPA firm located at 100 Corporate Parkway in Amherst, New York, United States. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide even more value with every engagement. We are problem solvers, industry experts, and trusted partners for our clients. Clients rely on us as strategic and community-oriented partners with a deep understanding of their businesses and priorities. Your success is at the core of everything we do, both for our clients and the communities they are a part of. Combining technical expertise with a strong understanding of our client's businesses, we offer insightful commentary on a wide range of industry trends through various channels such as written articles, seminars, webinars, and thought leadership.

Boyd Capital Management, located at 30 West Broad Street in Rochester, New York, is a finance institution dedicated to helping clients invest confidently. With a focus on education, intention, and implementation, our team of Financial Advisors puts clients' best interests first. Our wealth management and financial planning services cater to individuals of all backgrounds and ages, ensuring that each financial plan is unique and tailored to meet personal goals. Whether you are a seasoned investor or just starting out, our investment advisory services are designed to align your strategy with your specific objectives. From college savings strategies to tax-efficient investment solutions, Boyd Capital provides a comprehensive range of services to benefit individuals and entrepreneurs alike.

Family Wealth & Legacy, LLC is a finance institution located at 200 Meridian Centre Boulevard in Rochester, New York. Our team of experienced professionals is dedicated to helping families manage and protect their wealth for future generations. We offer a range of services including financial planning, investment management, estate planning, and tax strategies. At Family Wealth & Legacy, LLC, we understand the importance of preserving your family's legacy and are committed to providing personalized solutions to meet your specific needs. Contact us today to learn more about how we can help secure your family's financial future.

Cadence Wealth Management Solutions, located at 2290 East Avenue in Rochester, New York, is a finance institution under Ameriprise Financial Services, LLC. Recognized as one of Forbes' Best-in-State Wealth Management Teams for 2024, Cadence is dedicated to providing tailored financial guidance to help clients achieve their goals. With a focus on building lasting relationships based on trust and understanding, Cadence offers innovative thinking and deep-rooted experience to guide clients on their financial journey. The institution offers complimentary initial consultations and emphasizes personalized advice to help individuals reach their financial goals. Clients can rest assured knowing that their sensitive documents are securely destroyed and recycled at the institution's drive-through shredding events. As a member of Ameriprise Financial Services, LLC, Cadence Wealth Management Solutions adheres to strict regulations and prioritizes the privacy and security of its clients. Contact Cadence today to start a conversation about your financial future.

ROCAccounting is an accounting and finance institution located at 349 West Commercial Street in East Rochester, New York, United States. We specialize in helping businesses understand their finances in order to facilitate growth. Our services include tax planning and preparation for personal, sales, and business taxes, as well as financial consulting services to support organizations' success. Our team at ROCAccounting takes the guesswork out of managing the books, becoming an extension of your team. We offer everything from bookkeeping to full tax preparation, with a focus on small businesses in need of additional resources in the finance department. We work closely with our partners to provide timely and accurate service, using the most advanced accounting technology and concepts available. Trust ROCAccounting to help your business thrive financially.

Thaney & Associates Pc: Latona James P is an accounting and finance institution located at 2024 West Henrietta Road in Rochester, New York, United States. At Thaney & Associates Pc, they believe in providing more than just a list of services to their clients. Their staff prides themselves on their personal approach, friendly professionalism, and caring style, making them true partners in driving their clients' continued success. They understand that taxes and accounting can be stressful, which is why they offer a collaborative and protective approach to guarantee substantial tax savings for their clients. Trust Thaney & Associates Pc: Latona James P to handle your financial needs with expertise and care.

Bonadio & Co: Zielinski James J CPA is a top 50 CPA firm located at 171 Sully's Trail in Pittsford, New York. Specializing in accounting and finance, we offer a full spectrum of services to help our clients overcome their financial and business challenges. Our team dives deep into each industry we serve to provide tailored solutions for every engagement. As problem solvers and industry experts, we are trusted partners to our clients. We are committed to finding the best solution for each individual client, as we understand that one size doesn't fit all. Our clients rely on us as strategic, community-oriented partners with a deep knowledge of their business and priorities.

Welcome to Mike Keys - Private Wealth Advisor, Ameriprise Financial Services, LLC Located at 215 Washington Street, Watertown, New York, Mike Keys is your dedicated partner in navigating the complex world of financial planning and wealth management. As a seasoned Private Wealth Advisor with Ameriprise Financial Services, LLC, Mike brings a wealth of knowledge and a comprehensive suite of services to meet your financial needs.

Welcome to Council Rock Wealth Advisory Group - Ameriprise Financial Services, LLC, where your financial future is our priority. Located at 21 Main Street, Lockport, New York, we specialize in providing personalized financial guidance tailored to your unique needs. Our team of Ameriprise financial advisors is committed to helping you achieve your financial goals, offering expertise in various financial planning concepts. Please note that our advisors are individually registered to conduct business in specific U.S. states. We encourage you to visit the advisor's personal website or consult FINRA’s BrokerCheck for more information. During your initial consultation, you will gain insights into financial planning, although no written analysis or recommendations will be provided at this stage.