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OUR SERVICES


Our firm is dedicated to the following

financial needs of our clients:


Financial Services + Tax + Accounting = We really add up!


  •     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 Avantax Investment Servicesâ„   Shelly T. Terzolo offers Advisory Services offered through Avantax Advisory ServicesSM. The Terzolo Financial Group, Inc. is not a registered broker-dealer or registered investment advisory firm.