Best Financial & Taxation Services in Webster,NY

From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more

From the Business:An independent, privately-owned, fee-based registered investment advisor based in downtown Pittsburgh, Pennsylvania. The firm focuses on guiding clients toward long-term financial success through a disciplined investment strategy rooted in timeless philosophies and modern financial tools. They offer services in life insurance, retirement income planning, Social Security education, asset allocation, and Medicare planning, aiming to deliver tailored strategies that foster clarity and confidence in clients’ financial lives. Established as a closed joint-stock company, this Russian consulting group provides integrated services across finance, legal, and accounting disciplines. Its offerings include due diligence and audits, corporate structuring and registration, tax planning and accounting outsourcing, as well as secretarial support and document archiving. They emphasize confidentiality, thorough customer service, and the use of cutting-edge technology to deliver efficient, reliable corporate support in Russia and abroad.Read more

From the Business:S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. We are a fast growing business services company specializing in tax, payroll, business formation & business valuation. We serve businesses and individuals. Get your taxes done by qualified, reliable and trustworthy professionals and get an offer if you sign up today. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.Read more

From the Business:Soujanya Vundavalli is a dedicated financial professional committed to helping individuals and businesses achieve their financial goals. With expertise in investment planning, wealth management, and risk assessment, she provides tailored financial strategies to ensure long-term financial security. Her client-centric approach focuses on understanding individual needs and crafting customized solutions that align with their aspirations. Whether it’s retirement planning, insurance coverage, or portfolio diversification, Soujanya empowers clients with knowledge and financial tools to make informed decisions for a stable and prosperous future.Read more

From the Business:GOODLIFE FINANCIAL SERVICES – I’m Padma Pothula, founder of Goodlife Financial Services. With over 12 years of experience in accounting, finance, and business mentoring, I specialize in helping families, individuals, and business owners protect income, grow wealth, and plan for a secure future. I believe in empowering people through education — not sales pressure. Over the years, I’ve guided countless clients in creating personalized strategies for retirement, income protection, tax efficiency, and wealth transfer. My mission is to help families achieve financial independence and live life with confidence. Our Services: Life Insurance (Term, IUL, Whole Life) • Retirement Planning & Tax-Free Income Strategies • Long-Term Care Insurance • 401(k) & IRA Rollovers • Annuities & Guaranteed Income Plans • Will & Trust Guidance • College Savings Plans • Financial Needs Analysis. Business Opportunity: I also mentor individuals nationwide who want to build a flexible career in the financial industry. Whether part-time or full-time, I provide full training, mentorship, and support to help you succeed.Read more

From the Business:Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified Tax Preparer Mr. Nikhil Mahajan and a team of experienced Enrolled Agents, we provide a personalized and reliable approach to all your individual and business tax needs. Here's how we can help you: Individuals: Stress-free Tax Preparation: We handle all types of individual tax returns, including Form 1040, 1040 NR, and state returns. Expert IRS Audit Support: Feeling overwhelmed by an IRS audit? Our team has the expertise to guide you through the process and protect your best interests. Strategic Tax Planning: Proactive planning helps you minimize your tax burden and maximize your wealth potential. Tax Advisory Services: Receive tailored advice on complex tax situations, investments, and retirement planning. Businesses: Partnership, S-Corp, C-Corp, and LLC Tax Returns: Our team is licensed to file Form 1120S, 1120, and 1065 for various business structures. Accounting and Bookkeeping Services: Stay organized and compliant with our comprehensive accounting solutions. Business Consulting: Receive expert guidance on tax implications, financial strategies, and growth opportunities. Why Choose NSKT Global? Experience & Expertise: Led by Mr. Nikhil Mahajan and a team of qualified professionals. Personalized Service: We take the time to understand your unique needs and goals. Technology-Driven: Utilize innovative tools for efficient and secure data management. Competitive Rates: Transparent pricing and flexible payment options. Nationwide Coverage: We serve clients in NY, NJ, CA, FL, IL, MA, PA, Washington, Boston, RI, and many other states. Don't let taxes get in the way of your success. Contact Us NowRead more

From the Business:Trillium Square Advisors LLC is a full service wealth management firm. We are fiduciary financial planners and can help you with your retirement or ongoing financial planning needs. We also help your business with setting up retirement plans and tax planning. We have extensive experience evaluating financial markets and investments. Our goal is to utilize this expertise in meeting the unique needs of our clients. Our practice is led by Sukesh Pai. Prior to founding Trillium Square Advisors, he served at QMS Capital Management LP and Morgan Stanley & Co. He is a holder of the Chartered Financial Analyst ® designation and has an MBA from Duke University where he was a Fuqua Scholar. We specialize in Retirement Planning, Cash Flow Analysis, College Education Planning, Financial Forecasts, Investment Management and Tax Planning.Read more

From the Business:Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first approach, the firm is committed to helping individuals and businesses achieve long-term financial stability and success through thoughtful planning and professional guidance.Read more

From the Business:PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cater to a wide variety of clients ranging from small to medium sized corporations to individuals. We are committed to provide a complete range of quality service on timely basis at affordable price. Read more

From the Business:My Reasons to become Financial Advisor are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our experience of personal finance, coupled with our successful track record as financial professionals, we can help people better prepare for the future. We offer comprehensive financial services under one roof so you can consolidate your finances and simplify your life. Securities offered through Avantax Investment ServiceSM, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory ServiceSM . Insurance services offered through an Avantax affiliated insurance agency. 3200 Olympus Blvd., Suite 100 Dallas, TX 75019. Money In A Nutshell Inc is not a broker/dealer and/or an investment adviser. Money In A Nutshell Inc and Avantax are not affiliated. Read more

From the Business:We cant predict the future but we can plan for it, together. Whatever challenges come your way, we strive to offer you confidence and certainty in our protection planning processesRead more

From the Business:Sai Bookkeeping & Tax Services provides a comprehensive tax preparation service for individuals and small non-incorporated businesses. We provide quality CPA, Accountant, Bookkeeping Services, Financial Consultant New York, Payroll Services and Tax Services at reasonable and affordable prices. We strive for a quick turnaround and guarantee satisfaction. We specialize in the particular needs of Multi-Level, Network Marketing Entrepreneurs. Having been involved in various Multi-Level and Network Marketing concerns over the past 10 years, we have combined this experience with a thorough and ongoing study of Income Tax law. We are reasonable with our fees and provide Electronic filing of tax returns as well as the other products and services. We feel confident in offering our expertise and service to those who don't need or can't afford, an expensive accounting firms.Read more

From the Business:Perfect Tax is a well-known business service firm of USA specialized in providing international Tax Planning and structuring International Business Operations so as to assure lowest worldwide Taxes and full proof liability protection for Business operators with complete lawful compliance of Tax Laws of respective countries. We are a full range of tax and financial service consulting services to businesses and individuals, including tax advisory and compliance, business development, bookkeeping and payroll; financial and retirement planning, and guidance for all aspects of your financial life. We have grown to have offices at Irvine, CA and New Jersey, NJ where we offer Charitable Tax Planning, Advance Planning, and Solar Tax Credit and all other services provided by the firm. And Saturday by appointment only.Read more

From the Business:Jain, Bhandari CPA Associates PLLC is specialized in Tax Preparation Services for individuals and businesses, Tax Consultants services, Bookkeeping, Payroll Filing, Sales Tax Filing, International Tax Consulting, and Incorporation Services. They are servicing the Tri-State Area. Read more

From the Business:We have a team of accountants with professional qualities of national and international standard. We focus on a comprehensive and proactive approach is in serving our clients’ tax, accounting, financial and business development needs. We bet for technical expertise, financial knowledge and service to our clients. Responsiveness, professionalism and quality are our fundamental principles of business activities. We believe in accuracy, responsiveness, loyalty, assurance, speediness, punctuality, regularity and productivity are major tiers of our services. Dedication, commitment, trustworthiness and contribution to the client profile are our major duties while providing accounting and financial services. Our services: New Business Formation, Small Business Accounting, Business Valuation, Tax Problems, Non-Profit Organizations, Tax Planning, Tax Preparation, QuickBooks Services, Cash Flow Management.Read more