Tax Services in Yorktown Heights, NY

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Top Yorktown Heights, NY Tax Preparers

Rosenberg Donald B
4 out of 5
Location 2014 Crompond Rd, Yorktown Heights, NY 10598, USA
Phone (914) 962-2114
Directions
SEAN LAWLOR
5 out of 5
Location Yorktown Heights, NY 10598, USA
Phone (914) 420-7063
Directions
J & M Tax Services LLC
Location 650 Lee Blvd, Yorktown Heights, NY 10598, USA
Phone (914) 302-2450
Directions
Gale Sol CPA
5 out of 5
Location 6 Old Tomahawk St, Yorktown Heights, NY 10598, USA
Phone (718) 881-4000
Directions
R&G Brenner Income Tax
5 out of 5
Location 3671 Hill Blvd, Jefferson Valley, NY 10535, USA
Phone (914) 245-2223
Directions
GL TAX SOMERS, LLC Tax and Accounting Services
Location 278 US-202, Somers, NY 10589, USA
Phone (914) 277-8000
Directions
Weitzman Jeffrey
Location 3240 Amelia Dr, Mohegan Lake, NY 10547, USA
Phone (914) 245-1785
Directions
Northeast Tax & Business Associates
5 out of 5
Location 566 US-6, Mahopac, NY 10541, USA
Phone (845) 621-2400
Directions
R & R Tax Services
Location 2503 Dunning Dr, Yorktown Heights, NY 10598, USA
Phone (914) 245-3205
Directions
Joseph F. Eaton CPA PC
Location 334 Underhill Ave #4, Yorktown Heights, NY 10598, USA
Phone (914) 962-5561
Directions
Christopher J. Fitzsimmons CPA, P.C.
5 out of 5
Location 3691 Old Yorktown Rd #204, Shrub Oak, NY 10588, USA
Phone (914) 437-8600
Directions
RF Joyce CPA
Location 1911 Commerce St, Yorktown Heights, NY 10598, USA
Phone (914) 960-9285
Directions
Joseph Adami, CPA
5 out of 5
Location 55 Somerston Rd, Yorktown Heights, NY 10598, USA
Phone (914) 962-2352
Directions
Greyrock Accounting Systems, Inc.
5 out of 5
Location 3691 Old Yorktown Rd, Shrub Oak, NY 10588, USA
Phone (914) 962-6363
Directions
Mutino & Chan CPA LLP
Location 3535 Hill Blvd, Yorktown Heights, NY 10598, USA
Phone (914) 962-1156
Directions
Drap Consulting
Location 2210 Mohansic Ave, Yorktown Heights, NY 10598, USA
Phone (203) 243-9103
Directions
Balanced Books, Inc.
Location 2020 Maple Hill St # 339, Yorktown Heights, NY 10598, USA
Phone (914) 582-8425
Directions
Tax Accountant in Yorktown Heights, NY

Where Tax Accountants in Yorktown Heights, NY Serve

Yorktown Heights, NY is a vibrant town located in Westchester County, known for its rich history, scenic beauty, and bustling economy. The town boasts several notable landmarks, including the John C. Hart Memorial Library, the Yorktown Museum, and the Yorktown Stage. Top employers in the area include IBM, PepsiCo, and NewYork-Presbyterian/Hudson Valley Hospital, which provide a diverse range of job opportunities for residents. Major highways such as the Taconic State Parkway and Route 202 run through the town, making it easily accessible to commuters. The town is also home to several neighborhoods, each with its own unique character and charm, including Jefferson Village, Hunterbrook, and Crompond. With its picturesque scenery, thriving economy, and strong sense of community, Yorktown Heights is a great place to live, work, and play.

Financial Services Related to Tax Planning in Yorktown Heights, NY

Banks and Credit Unions

Residents of Yorktown Heights, NY would greatly benefit from a bank in a multitude of ways. Firstly, a bank could provide financial support to local businesses, which is especially important in a town where small businesses thrive. Additionally, a bank could offer investment opportunities to residents looking to grow their wealth. With its proximity to New York City, Yorktown Heights is an ideal location for commuters, and a bank could provide convenient banking options for those who work in the city. Furthermore, the town has a large population of retirees, and a bank could offer financial planning services to help seniors manage their retirement funds. Finally, given the town's proximity to the Hudson River, a bank could offer specialized services for residents involved in the marine industry, such as boat loans and insurance. Overall, a bank in Yorktown Heights would be a valuable resource for the community, providing a range of financial services to meet the diverse needs of its residents.

Insurance Broker

Residents of Yorktown Heights, NY can benefit greatly from the expertise of an insurance broker. With its proximity to New York City and the Hudson River, Yorktown Heights is susceptible to various natural disasters such as flooding and hurricanes. An insurance broker can help residents navigate the complexities of insurance policies and ensure that they have adequate coverage in case of such events. Additionally, Yorktown Heights is a popular commuter town, with many residents traveling to and from the city for work. An insurance broker can assist in finding policies that cover accidents or incidents that may occur during their commute. With the ever-changing insurance landscape, an insurance broker can also help residents stay up-to-date on new policies and regulations that may affect their coverage. By working with an insurance broker, residents of Yorktown Heights can have peace of mind knowing that they are protected in all aspects of their lives.

Retirement Planning

Residents of Yorktown Heights, NY could greatly benefit from the expertise of a retirement planner. With its close proximity to New York City, many residents may have high-pressure jobs that leave little time for planning their financial future. A retirement planner could help them navigate the complexities of retirement planning, including social security benefits, 401(k) plans, and investment options. Additionally, Yorktown Heights has a significant population of retirees, and a retirement planner could assist them in making their money last through their golden years. With the rising cost of healthcare and long-term care, a retirement planner could also provide guidance on how to prepare for these expenses. Overall, a retirement planner could alleviate the stress and uncertainty surrounding retirement planning for residents of Yorktown Heights, NY.

Wealth Management

Residents of Yorktown Heights, NY could benefit greatly from the expertise of a wealth manager. With its proximity to New York City, many residents may have high net worth and complex financial portfolios, which can be overwhelming to manage on their own. A wealth manager can help them navigate the intricacies of investments, tax planning, and estate planning. Furthermore, Yorktown Heights is located in Westchester County, which has some of the highest property values in the country. A wealth manager can assist residents in making informed decisions about real estate investments and managing their mortgage payments. Additionally, with the recent changes in tax laws, a wealth manager can provide guidance on how to optimize deductions and minimize tax liabilities. Overall, a wealth manager can provide invaluable support to residents of Yorktown Heights, NY in achieving their financial goals and securing their financial future.

Financial Advisor

Residents of Yorktown Heights, NY can benefit from the guidance and expertise of a financial advisor in many ways. With the town's median household income of $119,000, many families are looking to secure their financial future and make smart investments. A financial advisor can assist with retirement planning, college savings plans, and investment strategies tailored to the unique needs of each family. Additionally, with the town's close proximity to New York City, residents may need advice on navigating the complexities of high-cost living and tax planning. A financial advisor can also help residents navigate the local real estate market, which has seen a recent surge in demand due to the pandemic. With so many opportunities and challenges facing residents of Yorktown Heights, NY, a financial advisor can provide invaluable support and guidance to help them achieve their financial goals.

Mortgage Loan Officer

Residents of Yorktown Heights, NY could benefit from the expertise of a mortgage loan officer in several ways. For instance, the town's population has been growing rapidly in recent years, and many residents are looking to buy their first homes or upgrade to larger ones. A mortgage loan officer could help these individuals navigate the complex process of applying for a mortgage, ensuring that they get the best possible rates and terms. Additionally, Yorktown Heights is home to a number of high-income professionals who may be interested in investing in rental properties or vacation homes. A mortgage loan officer could provide valuable guidance on the best financing options for these types of investments, helping residents to maximize their returns and build their wealth over time.

Estate Planning Lawyer

Residents of Yorktown Heights, NY can benefit greatly from the assistance of an estate planning lawyer. For instance, estate planning lawyers can help residents create a comprehensive plan for their assets and property, which is especially important given the high property values in the area. Additionally, an estate planning lawyer can help residents navigate the complex tax laws and regulations that apply to their particular situation, ensuring that they are able to maximize their assets and minimize their tax liability. Furthermore, an estate planning lawyer can help residents create a plan for their healthcare and end-of-life decisions, which is particularly important given the aging population in Yorktown Heights, NY. In short, an estate planning lawyer can provide invaluable assistance to residents of Yorktown Heights, NY in a wide range of areas, helping them to protect their assets, minimize their taxes, and plan for their future.

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