The highest-rated Financial Planning & Wealth Management companies out of 164 vetted & reviewed in the Orangetown area.
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Prominent finalists A-Z in Orangetown
A H Tax Solution
ASR Accounting & Tax
Boyer 2 Accountants
Business Debt Adjusters
Creditors Relief
Dleon Services
Dynamic Tax and Accounting Services
E&Q Tax Accounting & Business Solutions
Financial Planning Services | The Financial Gym
Fliegmans Accounting Firm
Flynn Financial Partners
Fylstra & Fylstra
Heller & Filippone
Intensive Financial Service
Jilleba & Libock, CPA
Pay Plus Accounting Solutions
Precision Accounting Intl
Premselaar CPA
Scott
Scott M Aber CPA
The Deminno CPA Firm
Tsamutalis & Company
Ty Associates
Vcorp Services
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Scott
(16)
Notary
Money
Tax Preparation
“He gives THE BEST BUSINESS ADVICE , as well as providing resources for your business to flourish.”
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Dynamic Tax and Accounting Services
(47)
Tax Services, Services For Individuals, Not For Profit Organizations
“Dynamic, they have a very nice professional team and expert of their job They give good time to customer and try to satisfy them and check every documents,keenly , and details this is my first time to go over there, and I wanna give them 10 out of 10...”
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Ty Associates
(50)
Refund Planning, Venture Capital, Amended Returns
“I have been a client for many years I have referred a lot of my friends and family And I would never think of having anyone else handle my paperwork Troy and his excellent team of workers have done exceptional work over the years and have never let m...”
“I use their services for various business and payroll management, their teem has always been diligent and patient in explaining finances and business accounting strategies with me, also their respond time for any paper work is by far unmatched, they ...”
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Intensive Financial Service
(9)
Audit
Pay
Email
“Sedgwick is a great tax accountant and I recommend him if you are in search for Accounting and tax firm for your business accounting service and for yourself if you are looking to file your income tax or business tax return or your are going thru IR...”
“Keith, and now his son Chris and Daughter Kaitlin, along with a tremendous professional staff has served as both my personal and business accountant since the day I realized I needed one.”
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Tsamutalis & Company
(50)
Tax Preparation, IRS Payment Plan & Offer In Compromise, IRS Liens & Levies
“As a creative and independent woman owned business I am grateful to have found T&C they are honest, respectful of myself and my team, efficient, well versed in the complicated world of accounting, and give me the best peace of mind a owner can have w...”
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Flynn Financial Partners
(49)
Team
Results
Understand
“As long time clients of Flynn Financial Partners, we have been extremely pleased with the professionalism and integrity of the organization and believe we have been well guided through both relatively stable as well as tumultuous markets.”
“My company and my personal finances emerged stronger out of hardship and during Covid implications largely thanks to the care, professional assistance, and guidence of James De Minno and The De Minno CPA Firm PC.”
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Vcorp Services
(48)
April
Annual Report
Documents
“Besides helping navigate the endless complexities of state filings (which Vcorp does incredibly well) I was very fortunate to have found a Vcorp Client service specialist that is incredibly polite, patient, reliable, efficient, and a pleasure to work...”
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ASR Accounting & Tax
(9)
Services For Individuals, Non-Profit Organizations, Internal Controls
“Al and his team took on my case, and after a free consultation, came up with plan and worked tirelessly in negotiations with several state agencies.”
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Fliegmans Accounting Firm
(50)
Knowledge
Audit Firm
Job
“As i approached the end of my first year in business and i had no clue how to proceed with Taxes i got recommended to Fliegmans Accounting, this was such a great recommendation they took care of every aspect and every detail they are responding 20 ho...”
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Dleon Tax Solution
(43)
Labor
Finance
Respect
“Because my 5 stars, wow what can I say, I'm not a writing person but I really couldn't ignore feeling the satisfaction when entering and leaving the office D Leon services, it is the best place that I can recommend 100% to do your taxes and other ser...”
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Premselaar CPA
(27)
Business Services, Industries, Services For Quickbooks
“Living overseas for over a decade and being an entrepreneur for the past few years now in the US, my taxes have needed special attention, and Rob Premselaar has applied his best-in-class industry expertise to solve all my tax complications.”
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Financial Planning Services | the Financial Gym
(48)
Debt
Expenses
Resources
“After my wife and I got married and began to combine our financial lives last year, we were looking for a holistic analysis of our financial health, and for guidance as we embarked on a financially taxing first few years of marriage as we planned to ...”
i
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E&Q Tax Accounting & Business Solutions
(44)
Accountants, Commercial Services
“Excellent service, recommending, they are definitely #1 in tax preparation and in all processes, thank you Eqtax for helping me all these years, I would not change them for anything, a special thank you Gina Kickuth for her unconditional help and sup...”
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Scott M Aber CPA
(48)
For Individuals, For Business
“Scott have helped our company to not just save money and file correctly, but have instructed us on ways to get government support when available, and is being a huge part of helping us strive during COVID-19 unprecedented times.”
i
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Business Debt Adjusters
(40)
Company
Skeptical
Understanding
“They are very well in what they do and when ever i had a problem they handle it right away and when i ever had to make changes the y did it right away for me and Gonence and George are doing a wonderful job on my file they are always there for me Pos...”
i
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Creditors Relief
(44)
Payments
Liens
Email
“I have my own Construction company and with the economy the way it was I was thinking of backing out of the program but she was able to work with me on my payments, never once I had to pay if I did not have the money.”
i
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Fylstra & Fylstra
(9)
Individual Accounting, Tax Services, Business Services
“Bob does my accounting and Lori does my bookkeeping, and it's a great combination: I get fast and accurate work, and it's great to have a bookkeeper with instant access to a CPA.”
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Heller & Filippone
(16)
Services For Individuals, Industries, Quickbooks Services
“I have worked with Ed and his team for over 25 years and they do an outstanding job with everything from tax planning, investment strategies/advice and retirement planning for both my business as well as personal tax/investment needs.”
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Pay Plus Accounting Solutions
(15)
Payroll, Quickbooks Services, Tax Services
“An excellent site, enriching and Joselly is a super prepared person with full knowledge of the topics he develops in each of his seminars and workshops.”
i
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JMG Cpas
(9)
Services For Individuals, Services For Hoa/Cira, Quickbooks Services
“Great service, attention to detail and always available to answer the phone or an email.”
i
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A H Tax Solution
(18)
“From the assistant who was very friendly and Avni who was very knowledgeable, he gave me great information and made a lasting impression.”
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Retirement Planning and Investment Management Services in Orangetown, NY Cost Estimates