Tax Services in Ulster County, NY

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Top Ulster County, NY Tax Preparers

Gagnon & Associates, CPA's
4 out of 5
Location 212 Fair St, Kingston, NY 12401, USA
Phone (845) 331-3600
Marianne E Wood-Jensen Tax Preparation & Accounting
Location 703 Ulster Ave, Kingston, NY 12401, USA
Phone (845) 802-0371
Berardi, Gottstine & Miller, CPAs, PC
Location 273 Wall St, Kingston, NY 12401, USA
Phone (845) 338-1619
Merck CPAs & Consultants
4 out of 5
Location 101 Green St, Kingston, NY 12401, USA
Phone (845) 331-9667
Tax Accountant in Ulster County, NY

Where Tax Accountants in Ulster County, NY Serve

Ulster County is located in the Mid-Hudson Valley of New York and is surrounded by six other counties. It is home to the Catskill Mountains and the Hudson River. Some of Ulster County's landmarks include the Ashokan Reservoir, the Boiceville Covered Bridge, and the Mount Tremper Fire Tower. The top employers in Ulster County are IBM, Health Quest, and SUNY New Paltz. Major highways and streets in Ulster County include Route 28, Route 209, and the Thruway. Some of Ulster County's neighborhoods include Kingston, Saugerties, and Woodstock.

Financial Services Related to Tax Planning in Ulster County, NY

Banks and Credit Unions

Banks in Ulster County, NY offer a wide range of services to their customers. Some of these services include savings and checking accounts, loans, mortgages, and credit cards. They also offer a variety of other services such as online banking, bill pay, and mobile banking. This allows customers to access their account information and conduct transactions from anywhere at any time.

Retirement Planning

Ulster County, NY is a great place to retire. There are many factors to consider when planning for retirement, and Ulster County has it all: a low cost of living, plenty of recreational activities, excellent healthcare facilities, and more. Here are just a few reasons why retirees should consider calling Ulster County home in their golden years.

Wealth Management

Wealth management in Ulster County, NY is a process that helps individuals and families protect their assets, grow their wealth over time, and achieve their financial goals. The services provided by a wealth manager can vary depending on the needs of the client, but may include investment planning, estate planning, tax planning, and risk management. Wealth managers typically work with high-net-worth clients who have complex financial situations and require specialized attention.

Financial Advisor

A financial advisor in Ulster County, NY helps people save money and plan for their future. They offer guidance on how to invest money, how to reduce expenses, and how to make the most of your income. They work with clients to create a budget and investment plan that meets their needs, and help them stay on track with their goals.

Insurance Broker

An insurance broker in Ulster County, NY is a professional who helps clients find the best insurance policies for their needs. They work with a variety of insurance providers to find the best rates and coverage for their clients. Insurance brokers are licensed and regulated by the state, and must meet certain requirements in order to practice.

Mortgage Loan Officer

Mortgage loan officers in Ulster County, NY work with borrowers to help them get mortgages. They work with a variety of lenders to find the best mortgage rates for their clients, and they also help borrowers through the application process. Mortgage loan officers in Ulster County, NY can help borrowers with a wide variety of mortgages, including conventional mortgages, FHA loans, and VA loans.

Estate Planning Lawyer

An estate planning lawyer in Ulster County, NY helps individuals create a will and other legal documents to protect their assets after they die. They can also help with trusts, guardianship, and other issues related to estate planning. If you live in Ulster County, it is a good idea to consult with an estate planning lawyer to make sure your assets are protected.


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