Personal, Comprehensive, Collaborative Approach to Tax, Accounting & Financial Services Solutions

 

 

Welcome to The Terzolo Financial Group.

We are a comprehensive accounting, tax and financial services firm serving individuals and businesses in Central New York for over 15 years.  Our work is collaborative, integrating financial solutions to best fit your needs in a tax efficient manner.

Our services include income tax preparation, monthly accounting reporting and analysis, state-of-the art payroll processing, business valuation reviews, income tax resolution services for state and federal tax issues, independent investment, life insurance, key-man insurance and long term care solutions.

We are professional and relational - because we care, we hear what our clients need and proactively provide the best advice and solutions to fit these needs.  We are trusted in our work and in our community as we volunteer in many community outreach programs.

We welcome new clients - and value current clients.

You are encouraged to explore our company and learn more about the services we provide. Should you have more questions, or would like additional information on our firm, please feel free to call us at (315) 484-1020 for a complimentary consultation.

We look forward speaking with you. 
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Calculators

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Protecting What May Be Your Most Valuable Asset

Statistics indicate 43% of 40-year-olds will suffer at least one long-term disability (lasting 90 days or longer) before age 65. Disability income insurance could help protect your most valuable asset: your ability to earn an income.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

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Market Watch

January 28, 2012 @ 10:13 AM

Nasdaq Composite 2,816.55+ 11.27
S&P 500 1,316.33- 2.10
10 Year Treasury Note 1.90- 0.03

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