Broker Check

Tax Season - 2024

We are excited to announce that tax season is upon us, and The Terzolo Financial Group, Inc. is here to assist you with all your financial needs. Whether you're an individual looking for personal tax assistance or a business seeking comprehensive financial solutions, we have you covered.

Our Tax Season Services Include:

  1. Personal Tax Preparation: Our experienced team will ensure that your individual tax returns are accurate, optimized, and filed on time. Maximize your refunds and minimize your liabilities.

  2. Business Tax Planning: We offer strategic tax planning and compliance services for businesses of all sizes. Let us help you navigate complex tax codes and minimize your corporate tax burden.

  3. Tax Consultation: Have questions about tax laws, deductions, or credits? Schedule a consultation with our tax experts to get personalized guidance.

  4. E-Filing Services: We provide secure and efficient e-filing services to expedite the tax return process.

Beyond Tax Season, We Offer:

  • Financial Planning: Achieve your financial goals with our comprehensive financial planning services. Whether you're saving for retirement, education, or a major purchase, we'll create a tailored plan for you.

  • Investment Management: Grow your wealth with our expert investment management services. We'll help you make informed decisions and build a diversified portfolio.

  • Bookkeeping and Accounting: Keep your finances in order with our professional bookkeeping and accounting services for individuals and businesses.

  • Estate Planning: Safeguard your legacy and assets with our estate planning services. Ensure a smooth transition for your loved ones.

  • Retirement Planning: Plan for a secure and comfortable retirement with our retirement planning solutions.

Visit the pages of our website to explore our full range of services and get to know our team of dedicated professionals. We are committed to providing you with the highest level of expertise and customer service.

Don't wait until the last minute. Contact us today to schedule your tax appointment and start planning for a financially secure future.

Thank you for choosing The Terzolo Financial Group, Inc. as your trusted financial partner. We look forward to serving you during this tax season and beyond.

Tax Season Hours begin 1/29/2024 through 4/15/2024.

Have questions?  Please call us at 315-484-1020.  We look forward to assisting you!

FLASHTERMLIFE INSURANCE MADE EASY

FLASHTERMLIFE INSURANCE MADE EASY

Our partner in Life Insurance, Ash Brokerage, has designed with Legal & General America Life Insurance, a FlashTerm insurance process.

FlashTerm is a collaboration between Ash and Legal & General for a seamless, swift, exam-free term life insurance option.

1.  With the streamlined application process, qualified applicants can expect an approval decision in 1 to 3 days.

2.  The experience should be seamless and hassle-free with minimal interactions with me or the insurance carrier.

3.  No medical exam needed, no lab work, too!

4.  Affordable premiums now, option to convert to permanent insurance later - without additional underwriting!

Qualified applicants - ages 20 - 50, death benefit (depending on age) - $100k - $1.5 million - terms - 10 - 40 years (in 5 year increments).  Coverage through WilliamPenn Life Insurance of New York.

This is an opportunity to easily:

Get life insurance coverage;

Supplement your current coverage; or

Add this convertible coverage to your portfolio!

Interested - please give me a call at 315-484-1020 - let's start the FlashTerm process!


The cost and availability of life insurance depend on factors such as age, health, and the type and amount of insurance purchased. Before implementing a strategy involving life insurance, it would be prudent to make sure that you are insurable by having the policy approved. As with most financial decisions, there are expenses associated with the purchase of life insurance. Policies commonly have mortality and expense charges. In addition, if a policy is surrendered prematurely, there may be surrender charges and income tax implications.

Meet Our Staff

Meet Our Staff

This great team provides client centered, caring, and professional services each and every day!

Congratulations Shelly Terzolo! 

Congratulations Shelly Terzolo! 

Shelly has earned Circle of Excellence status by our brokerage firm Cetera Financial Group.  She is being recognized for her trustworthy guidance, running our practice with integrity and pursuing excellence in all that she does.  

Farpointe Wealth Partners recognized Shelly at their annual conference in October with the Harmonize Award.  The Harmonize Award is based on Shelly achieving the 2nd highest new account applications for 2023.

The Cetera Financial Group's Circle of Excellence recognition is not a guarantee of future investment success and should not be construed as an endorsement of Shelly Terzolo by any client.

Farpointe Wealth Partners Harmonize Award is not a guarantee of future investment success and should not be construed as an endorsement of Shelly Terzolo by any client.

We know it can be difficult to talk about your financial life.  We love what we do and make it our mission to listen to your concerns, your goals, and use the tools we have to help you pursue your goals.

We know it can be difficult to talk about your financial life.  We love what we do and make it our mission to listen to your concerns, your goals, and use the tools we have to help you pursue your goals.

You are invited to learn more about the services we provide, please feel welcome to call us at (315) 484-1020 for a complimentary consultation.

We look forward to speaking with you. 

Our Process  -  Your Future

          Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. 

         We are unique in the combination of our tax and investment knowledge and experiences.  

         Browse through our website.  It is dynamically filled with educational videos, articles, slideshows, and calculators designed to help you learn more about your finances.

         As you search through our site, send me a note regarding any questions you may have about any particular investment concepts, services we offer, or products. We'll get back to you quickly with a thoughtful answer.

         We welcome new clients and treasure our existing clients.    

Accounting + Tax + Investment Services = we really add up!

Shelly T. Terzolo

President

The Terzolo Financial Group, Inc.

Count on us to partner with you in our fast paced world where the guidelines are ever changing.

Count on us to partner with you in our fast paced world where the guidelines are ever changing.

Our business is built on a foundation of thoughtful client relationships.  We get to know our clients and they know they can count on us for attentive, reliable, dedicated service.  We value our current clients and welcome new!

FINANCIAL SERVICES + TAX + ACCOUNTING SERVICES = WE REALLY ADD UP!

Our combined disciplines blend our tax and investment experiences and expertise to our client's advantage!

                           Client Focused

                           Client Focused

Our business is built on a foundation of thoughtful client relationships.  

We are honored to be selected as the CNY Readers' Choice for Accounting Firm and Financial Planning Firm for the 3rd year in a row.  We love what we do and look forward to helping our clients.  This year we were voted 2nd in the area - which only means we will work harder to serve our clients and community.

We are often asked what makes us different?  Our entire firm has a philosophy of helping clients.  We know our clients.  We care about their situations.  We listen.  Give us a call - be important to your professional financial team. 

If you would like to meet with us - feel welcome to contact us at 315-484-1020.

Tax Preparation & Planning

We employ tax-smart strategies to help evaluate your unique situation.

Make your tax appointment for 2022!

Accounting Services for Small Businesses

We're committed to helping your small business at every step of the way.

Investment Planning and Management

Our team of Financial Advisors work to understand your needs and develop a plan for your future.

Life Insurance Planning

Life is unpredictable. We can help plan for the unexpected.

Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

OUR SERVICES REALLY ADD UP!  

Our services including Accounting, Tax, and Financial Services. All of these branches are intertwined and, when used together, our clients see how these services really add up.  

Clients tell us they save time and energy and the coordinated connections knowing we are all on the same page with advice, suggestions, and strategies.

We also connect clients to a trusted Estate Planning attorney, mortgage brokers, Medicare professionals, and more.  We are interested in helping our clients find the professionals needed for the various elements of their lives.

We invite you to call our office at (315) 484-1020 to set up your personal appointment.


Our Mission - To help clients. We help clients with their financial questions and concerns.

Our Mission - To help clients. We help clients with their financial questions and concerns.

We have a dedicated team of professionals at The Terzolo Financial Group, Inc. who embrace the Mission of our firm.  Since 1996, we have been taking care of our clients, answering questions, listening to concerns, helping.

  • We apply our tax knowledge to the completion of tax returns - we complete Federal, all State, Trust and business tax returns;
  • We provide business clients with monthly accounting, quarterly returns, business planning;
  • We assist business clients in opening their businesses;
  • Tax planning is an important conversation we offer our clients annually to review the situation and make suggestions for tax smart moves;
  • Financial planning is a pinnacle offering at our firm, our team provides investment management, goal planning, life and long-term care insurance by listening to the worries, dream and concerns of our clients.  Each investment plan is individual to our client as we listen, we research, we respond.

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 timely response.

Have a Question? Simply fill in the form below and we'll be in touch.

Thank you!
Oops!