Find Best Wealth & Financial Planning CPAs in New-york
Browse verified CPAs specializing in Wealth & Financial Planning services in New-york. Select your city if you need a local option.
All New-york Wealth & Financial Planning CPAs
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📍515 W Haight Ave, Poughkeepsie, NY 12603
Poughkeepsie
Rates & fees: Offers a free initial consultation.
📍133-33 Brookville Blvd, Rosedale, NY 11422
Rosedale
Rates & fees: Affordable rates
📍44 Court St #1217, Brooklyn, NY 11201
Brooklyn
Rates & fees: Offers a flat monthly fee for unlimited advisory support, with a guarantee to reduce tax bills by at least the cost of services
📍1635 Brooks Ave, Rochester, NY 14624
Rochester
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Building wealth is one thing, but making sure it works for you long-term is another. Whether you’re planning for retirement, managing investments, or figuring out how to protect what you’ve built, FindCPA connects you with a licensed CPA who looks at the full picture and helps you make smart, informed decisions about your financial future.
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Find Best Wealth & Financial Planning CPAs in , New-york
Browse verified CPAs specializing in Wealth & Financial Planning in , New-york.
All , New-york CPAs specializing in Wealth & Financial Planning
32 results · sorted by best
📍1024 Seneca Road, Mount Pleasant, NC 28124
Mount Pleasant
Rates & fees: Tax Preparation & Compliance - Starts at: $300 / return (or $400 / hr), Tax Planning & Advisory - Hourly rate: $300 / hr, Estate & Trust Tax - Starts at: $1200 / return, Bookkeeping / Accounting - Starts at: $400 / mo (or $2500 / mo), Payroll Services - Starts at: $400 / mo, Wealth & Financial Planning - Hourly rate: $150 / hr, Business Valuation - Starts at: $3500
📍800 E Ellis Rd Suite 206, Norton Shores, MI 49441
Norton Shores
Rates & fees: Provides customized pricing quotes.
📍6025 S Quebec St #260, Centennial, CO 80111
Centennial
Rates & fees: Fixed-fee model for year-round support
📍1803 Research Blvd #103, Rockville, MD 20850
Rockville
Rates & fees: Individual tax from $500, business tax from $1000, outsourced accounting custom quotes vary, tax planning hourly
📍2922 Fuller Ave NE #101b, Grand Rapids, MI 49505
Grand Rapids
Rates & fees: Offers a free initial consultation.
📍125 Gaither Dr # F, Mt Laurel Township, NJ 08054
Mt Laurel Township
Rates & fees: Offers a free initial consultation.
📍500 King St, Alexandria, VA 22314
Alexandria
Rates & fees: Flat price for basic federal and state returns, additional fees for multiple state returns, Schedule C, or Schedule E; 75% of customers qualify for the standard rate
📍1880 Livingston Ave #201, West St Paul, MN 55118
West St Paul
Rates & fees: Offers monthly pricing options.
📍6910 N Main St Building 16, Granger, IN 46530
Granger
Rates & fees: Individual tax return $375, dependent $175, trust/estate $750, partnerships/S-corp $750, C-corp/nonprofit $2,000.
📍706 E Bell Rd #129, Phoenix, AZ 85022
Phoenix
Rates & fees: Individual returns $1000, business $2000, trust/estate $1500 (minimum for new clients)