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Tax & Accounting Services

IS YOUR BUSINESS COMPLIANT?

The Corporate Transparency Act (CTA) came into effect on January 1, 2024.

Businesses are now required to report Beneficial Ownership Information (BOI) to remain compliant. This new regulation mandates companies disclose key information about individuals who have significant control or ownership. 

Has your business ever filed any documents with the secretary of state (LLC, Partnership, S-Corp, C-Corp), your business is required to submit this filing. Failure to comply with these requirements can result in significant penalties. 

Our team is here to help ensure your business meets all BOI reporting obligations.

Contact us today 315-484-1020 to learn more about how we can assist you in staying compliant with these new regulations.

Tax & Accounting Services That Boost Your Financial Health

When it comes to tax, your numbers need to be accurate to hold value. We want you to make the right decisions with precise and accurate data, so you can navigate closer to your goals. Through a robust methodology, we will ensure accurate financial reporting and effective tax planning to help you achieve your financial aspirations.

Learn More About Asset-Map

Discover how to build an asset map that tracks your financial assets to help you make more informed financial decisions about your future. 

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Who We Work With

We support clients from different financial situations, creating financial strategies that address their specific circumstances and aspirations.

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About Us

Terzolo Financial Group is an independent financial planning firm that provides clients with customized financial solutions to help them move closer to their goals. 

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Our Team

Our team of caring and experienced advisors are driven to see our clients succeed, providing personalized plans that help them achieve their goals.

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