Tax Services in Pawling, NY

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Top Pawling, NY Tax Preparers

Fairway Accounting
Location 1 Memorial Ave, Pawling, NY 12564, USA
Phone (845) 350-1109
O'Mara & Associates
4 out of 5
Location 73 Fairfield Dr, Patterson, NY 12563, USA
Phone (845) 279-2228
1 out of 5
Location 155 Main St 3rdt floor suite 309, Brewster, NY 10509, USA
Phone (845) 278-2007
Tax Accountant in Pawling, NY

Where Tax Accountants in Pawling, NY Serve

Pawling, NY is a town in the Hudson Valley region of New York. It is located about 75 miles north of New York City and is home to several notable landmarks, including the Vanderbilt Mansion National Historic Site and the Pawling Nature Preserve. The town's top employers include IBM, Dutchess County government, and McCann Erickson. Major highways and streets in Pawling include Route 22 and Route 133. The town's neighborhoods include Dutchess Junction, Stony Hill, and Quaker Hill.

Financial Services Related to Tax Planning in Pawling, NY

Banks and Credit Unions

There are a few different services banks in Pawling, NY provide. Each bank is unique and offers different services, but some of the most common services include: checking and savings accounts, loans, credit cards, and investment advice. Some people might only use their bank for checking and savings accounts, while others might rely on their bank for more complex services like loans or investment advice. No matter what your needs are, there is definitely a bank in Pawling that can meet them.

Retirement Planning

If you're nearing retirement, it's time to start planning for it. While the details will vary depending on your personal situation, there are some basics that everyone should consider. One important factor is where you'll retire. If you're thinking about Pawling, NY, here are some things to know.

Wealth Management

Wealth management is the process of organizing and managing a person's or family's financial affairs. Wealth managers provide advice on investments, insurance, estate planning, tax planning and more. They help their clients save money, make money and protect their assets. Wealth management services are usually offered by banks, investment firms and accounting firms.

Financial Advisor

A financial advisor in Pawling, NY provides financial planning and investment advice to individuals and businesses. They work with clients to create a plan that meets their financial goals, and help them choose the right investments to achieve those goals. Financial advisors also provide guidance on tax planning, retirement planning, and other financial matters.

Insurance Broker

An insurance broker is a professional who helps clients choose insurance policies from a variety of companies. They work with individuals, families, and businesses to ensure that they are getting the best coverage at the best price. Insurance brokers in Pawling, NY can help you find coverage for your home, car, health, and more.

Mortgage Loan Officer

A mortgage loan officer in Pawling, NY helps people get mortgages. They work with banks and other lenders to find the best mortgage products for their customers. They also help people through the application process, and work with them to get their mortgages approved.

Estate Planning Lawyer

An estate planning lawyer in Pawling, NY helps people create wills and trusts to ensure their property is distributed according to their wishes after they die. They can also help people set up powers of attorney and healthcare proxies to make sure their loved ones are taken care of if they become incapacitated.


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