Tax Services in Pelham, NY

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Top Pelham, NY Tax Preparers

Rozycki Michael A CPA
5 out of 5
Location 629 Fifth Ave #109, Pelham, NY 10803, USA
Phone (914) 654-0663
Joel Peck & Associates
3 out of 5
Location PO Box 8052, 54 Chestnut Ave, Village of Pelham, NY 10803, USA
Phone (212) 382-2455
Philip Colasuonno & Associates LLC
5 out of 5
Location 86 Drake Ave, New Rochelle, NY 10805, USA
Phone (914) 633-5100
5 out of 5
Location 51 Union St, New Rochelle, NY 10801, USA
Phone (914) 235-0000
Town Assessor
Location 34 Fifth Ave, Pelham, NY 10803, USA
Phone (914) 738-1642
Mitchell L w CPA
Location 112 Union Ave # A, New Rochelle, NY 10801, USA
Phone (914) 632-0679
Tax Accountant in Pelham, NY

Where Tax Accountants in Pelham, NY Serve

Pelham is a town in Westchester County, New York. It is located about 25 miles north of Manhattan and has a population of roughly 8,000 people. Some of Pelham's most notable landmarks include its two golf courses, the Pelham Country Club and Split Rock Golf Course, and the old Croton Aqueduct which now serves as a walking and biking trail. Major employers in Pelham include Alcoa, Boeing, FreshDirect, and PepsiCo. The town is also home to several small businesses. Major highways and streets in Pelham include U.S. Route 9A, the Bronx-Westchester Expressway (I-87), and the Hutchinson River Parkway. The town's largest neighborhoods are Pelham Manor and Pelham Bay.

Financial Services Related to Tax Planning in Pelham, NY

Banks and Credit Unions

Banks in Pelham, NY provide a variety of services to their customers. These services include checking and savings accounts, loans, mortgages, and credit cards. In addition, banks offer a variety of other products and services such as online banking and bill pay, mobile banking, and financial planning.

Retirement Planning

When it comes to retirement planning, Pelham, NY residents have a few options. The most common option is to save money in a 401k or IRA account. However, there are other options available as well, and it's important to explore all of them before making a decision. One thing to keep in mind is that the sooner you start saving for retirement, the better off you'll be.

Wealth Management

Wealth management in Pelham, NY is a process of managing and increasing the wealth of individuals or organizations. It involves the coordination of financial planning, investment management, estate planning and tax planning. Wealth managers provide advice on how to make the most of one's money, while also protecting it from risks such as inflation and market fluctuations.

Financial Advisor

A financial advisor in Pelham, NY helps individuals and businesses make sound financial decisions. They offer guidance on investments, retirement planning, and tax strategies. Financial advisors work with clients to create a financial plan that meets their needs and goals.

Insurance Broker

An insurance broker in Pelham, NY is a professional who helps clients find the best insurance policies for their needs. They work with a variety of providers to get the best rates for their clients, and they also help to file claims and provide customer service if something goes wrong with a policy. Brokers typically receive a commission from the insurance companies whose policies they sell, so they have a vested interest in finding the right policy for each client.

Mortgage Loan Officer

Mortgage loan officers in Pelham, NY work with clients to help them get the best mortgage rates and terms for their home purchase. They work with a variety of lenders to find the best deal for their clients, and can also help them understand the mortgage process and what to expect. They can also assist clients in refinancing their mortgages, if they need to do so.

Estate Planning Lawyer

Estate planning lawyers in Pelham, NY help individuals and families create a plan for the management and disposal of their property in the event of their death. This includes designating heirs, setting up trusts, and making arrangements for the care of minor children. In addition, estate planning attorneys can help protect your assets from creditors and tax authorities.


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