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Our Services


Our services include:


  •     Income Tax Preparation   *   Individuals, Businesses, Trust and Estate, Not-for-Profits, Federal and all States' Tax Returns
  •    Monthly Accounting Reporting
  •               *Financial Statements, Account Reconciliations, Compilations & Reviews
  •   Income Tax Resolution Services
  •                    *  Letters from the IRS or NYS regarding tax penalties, levies, garnishments or more?  We can help.  We are local, professional, confidential and we get results.
  •   8 Wealth Management Areas
    • Create an Investment Plan to Achieve your Goals ======>  https://connect.emaplan.com/46c
  •                   *  Comprehensive financial review for you and your family in these areas:
  •                                         Retirement Planning♦+
  •                                         Family Risk Management (Insurance)♦
  •                                         Education Planning
  •                                         Investment Strategies♦+
  •                                         Business Investment Planning
  •                                         Legacy and Estate Planning
  •                                         Special Situation Planning 
  •                                         Cash Flow and Debt Management
  •    New Business Orientation                                   
    •    *  Starting a new business?  Our services can assist you in setting up your financial records, tax reporting, and more to get off on the right foot!  We welcome entrepreneurs!

♦ Shelly T. Terzolo and + Edward T. Terzolo Securities offered through H.D. Vest Investment Services SM  Shelly T. Terzolo and Edward T. Terzolo offer Advisory Services offered through H.D. Vest Advisory Services SM.  The Terzolo Financial Group, Inc. is not a registered broker-dealer or independent advisory firm.

 
 

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