Welcome to the family!
We take a unique approach to your financial planning. We intertwine our accounting, tax, and investment knowledge to offer our clients the best personal approach to their financial plan.
- We apply our tax knowledge to the completion of tax returns;
- We provide business clients with monthly accounting;
- We assist business clients in opening their businesses;
- We scrub through tax returns when investment planning to look for the areas needing tax-advantaged strategies;
- We personally review each client situation to identify the needs and search for appropriate solutions.
The best work we do is collaborative. Our clients know they can call our offices at any time for personal attention to their situations. Our phones are answered by our friendly staff and will be directed appropriately for a response.
Your goals are our goals.
Our services include income tax preparation, monthly accounting reporting and analysis, business valuation reviews, income tax resolution services for state and Federal tax issues, independent investment, life insurance, key-man insurance, long-term care solutions, and Investment and financial planning services are offered by Edward T. Terzolo and Shelly T. Terzolo through affiliation with Avantax Investment Services℠ and Avantax Advisory Services℠ .
We are professional and relational - because we care, we hear what our clients need and proactively provide collaborative advice and solutions to fit their needs. We strive to be trusted in our work, and in our community, as we volunteer in many community programs.
Where do you want your financial roadmap to take you?
You are encouraged to learn more about the services we provide, please feel free to call us at (315) 484-1020 for a complimentary consultation.
We look forward to speaking with you.