Tax Services in Oswego County, NY

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Top Oswego County, NY Tax Preparers

Oswego
SEC File# 801-120308
CRD# 147861
Location 7060 NY-104, Oswego, NY 13126, USA
Phone (315) 343-1320
Directions
RJ Caruso Tax & Accounting
5 out of 5
Location 364 East Ave, Oswego, NY 13126, USA
Phone (315) 342-4900
Directions
Computer Accounting Services
Location 157 E 1st St #4, Oswego, NY 13126, USA
Phone (315) 343-0409
Directions
Focused Fiscal Force LLC
4 out of 5
Location 120 Cayuga St Suite B, Fulton, NY 13069, USA
Phone (315) 207-3431
Directions
Furgison & Co., CPA, P.C.
5 out of 5
Location 27 Broad St, Pulaski, NY 13142, USA
Phone (315) 298-3683
Directions
Doreens Tax Service
Location 678 Miller Rd W, Westdale, NY 13483, USA
Phone (315) 964-2622
Directions
Tax Accountant in Oswego County, NY

Where Tax Accountants in Oswego County, NY Serve

Oswego County, NY is a beautiful region with a rich history and an abundance of landmarks. From the stunning shores of Lake Ontario to the rolling hills of the Tug Hill Plateau, this area is a must-see for anyone looking to explore upstate New York. Some of the most notable landmarks in the area include the Oswego Harbor Lighthouse, the Salmon River Falls, and the Fort Ontario State Historic Site. In terms of employment, Oswego County is home to a diverse range of top employers, including the Oswego Health System, Novelis, and the Fulton City School District. These companies provide a wide range of job opportunities for locals and contribute significantly to the region's economic growth. When it comes to transportation, Oswego County is well-connected by major highways and streets, including Interstate 81, US Route 11, and State Route 104. These roads provide easy access to neighboring cities and towns, making it easy for residents to commute to work or travel for leisure.

Financial Services Related to Tax Planning in Oswego County, NY

Banks and Credit Unions

Residents of Oswego County, NY can benefit from a bank in numerous ways. One of the most common ways is through the provision of loans for small businesses. Oswego County is a hub for small businesses, and a bank can provide the necessary funds to help them grow and expand. Additionally, banks can offer financial advice and guidance to residents who may be struggling with debt or need assistance with budgeting. With the county's diverse population and industries, banks can also provide tailored financial solutions to meet the unique needs of each customer. Furthermore, banks can offer convenient services such as online banking and mobile apps to make banking more accessible for residents who may live in remote areas of the county. Overall, a bank can play a crucial role in helping residents of Oswego County achieve their financial goals and improve their overall economic well-being.

Insurance Broker

Residents of Oswego County, NY could greatly benefit from the services of an insurance broker. With harsh winters and unpredictable weather patterns, insurance coverage for property damage and loss is essential for homeowners and business owners alike. Additionally, the county is home to several large bodies of water, making flood insurance a crucial consideration. Furthermore, the county has a significant agricultural industry, and farmers would greatly benefit from crop insurance to protect against unexpected losses. An insurance broker can help residents navigate the complexities of insurance policies and find the coverage that best suits their needs and budget. With the help of an insurance broker, residents of Oswego County, NY can have peace of mind knowing that they are protected from the unexpected.

Retirement Planning

Residents of Oswego County, NY can greatly benefit from the expertise of a retirement planner. With its aging population and limited job opportunities, planning for retirement can be a daunting task. A retirement planner can help residents navigate the complexities of social security, pension plans, and other retirement benefits. Additionally, they can provide guidance on investment strategies and tax planning, which can help residents maximize their retirement savings. Given the region's harsh winters and high heating costs, a retirement planner can also help residents plan for the added expenses of staying warm during retirement. Overall, a retirement planner can provide invaluable assistance to residents of Oswego County, NY as they plan for their future.

Wealth Management

Residents of Oswego County, NY could benefit greatly from the expertise of a wealth manager. With a wealth manager's guidance, residents could navigate the complex financial landscape and make informed decisions about their investments, retirement planning, and estate planning. In a county with a diverse range of industries, including manufacturing, agriculture, and healthcare, a wealth manager could provide tailored advice to individuals and families based on their unique financial situations. Additionally, with the county's proximity to Lake Ontario, residents may have unique considerations related to waterfront property ownership and insurance. A wealth manager could help residents understand these complexities and make informed decisions to protect their assets. Overall, a wealth manager could provide invaluable support to residents of Oswego County, NY as they plan for their financial futures.

Financial Advisor

Residents of Oswego County, NY could benefit significantly from the guidance of a financial advisor. One of the most common ways that a financial advisor could help is by providing advice on how to manage debt effectively. Oswego County has a high poverty rate, and many residents struggle to make ends meet. A financial advisor could help individuals develop a budget that prioritizes debt repayment and provides strategies for reducing interest rates and fees. Additionally, a financial advisor could help residents plan for retirement, which is especially important given that the county has an aging population. By developing a comprehensive retirement plan, individuals can ensure that they have enough savings to support themselves in their golden years. Finally, a financial advisor could help residents navigate the complexities of investing, which can be intimidating for those who are new to the world of finance. By providing education and guidance, a financial advisor can help residents make informed investment decisions that align with their long-term goals.

Mortgage Loan Officer

Residents of Oswego County, NY can greatly benefit from the services of a mortgage loan officer. With a deep understanding of the local real estate market, a mortgage loan officer can provide residents with tailored financial solutions that are best suited to their unique needs and circumstances. Whether it's helping first-time homebuyers secure their dream home or refinancing an existing mortgage to lower monthly payments, a mortgage loan officer can help residents navigate the complex world of real estate finance with ease. Additionally, with the county's rich history and diverse population, a mortgage loan officer must possess a deep understanding of the local culture and customs to ensure that their services are accessible to all residents, regardless of their background or financial situation. In short, a mortgage loan officer can be an invaluable resource for anyone looking to buy or refinance a home in Oswego County, NY.

Estate Planning Lawyer

Residents of Oswego County, NY can benefit from the expertise of an estate planning lawyer in many ways. Firstly, an estate planning lawyer can help individuals create a comprehensive estate plan that ensures their assets are distributed according to their wishes after their death. This is particularly important in Oswego County, where the median age is 40.6 years old, meaning that many residents are approaching retirement age and need to consider their future financial security. Secondly, an estate planning lawyer can assist with creating a trust, which can protect assets from creditors and ensure that beneficiaries receive their inheritance in a timely and tax-efficient manner. This is especially important in Oswego County, where the poverty rate is 15.2% and many individuals may need to rely on their inheritance for financial support. Lastly, an estate planning lawyer can help individuals navigate the complex legal landscape surrounding estate taxes, which can be particularly high in New York State.

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