Tax Services in Scotia, NY

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Top Scotia, NY Tax Preparers

Derenzos Tax Service
SEC File# 801-111055
CRD# 158043
5 out of 5
Location 538 N Brandywine Ave, Schenectady, NY 12308, USA
Directions
Warren's Tax & Accounting Services
5 out of 5
Location 3045 Jeanne Dr, Schenectady, NY 12303, USA
Phone (518) 355-4632
Directions
Scotia Village Clerk
5 out of 5
Location 4 North Ten Broeck Street, Scotia, NY 12302, USA
Phone (518) 374-1071
Directions
CPA Accountant Tax Group
Location 146 Barrett St #, Schenectady, NY 12305, USA
Phone (877) 750-5480
Directions
Glenville Comptroller
Location 18 Glenridge Rd, Scotia, NY 12302, USA
Phone (518) 688-1200
Directions
Vooys James D CPA
Location Niskayuna, NY 12309, USA
Phone (518) 374-0619
Directions
Hughes Kenneth J CPA
Location 208 Mohawk Ave, Scotia, NY 12302, USA
Phone (518) 374-3088
Directions
Graziano Salvatore A CPA
Location 2312 Broadway, Schenectady, NY 12306, USA
Phone (518) 346-5100
Directions
Donofrio & Parisi PLCC
Location 376 Broadway, Schenectady, NY 12305, USA
Phone (518) 377-8577
Directions
Tax Accountant in Scotia, NY

Where Tax Accountants in Scotia, NY Serve

Scotia, NY, a charming village nestled in Schenectady County, boasts a plethora of landmarks that attract visitors from far and wide. One such landmark is the historic Collins Park, which features a stunning fountain and picturesque walking paths. Another notable destination is the Jumpin' Jack's Drive-In, known for its beloved burgers and fries. In terms of top employers, Scotia is home to the prestigious Mohawk Honda dealership, as well as the Ellis Medicine healthcare system. The village is also situated near the bustling Schenectady County Airport, which provides employment opportunities in the aviation industry. Major highways and streets in Scotia include Route 50, which runs through the heart of the village, and the nearby I-890, providing easy access to neighboring cities. Scotia is also home to the Mohawk River, which offers scenic drives along its banks and opportunities for boating and fishing.

Financial Services Related to Tax Planning in Scotia, NY

Banks and Credit Unions

Residents of Scotia, NY can benefit from a bank in a multitude of ways. For starters, a bank can provide financial assistance to those who need it, such as loans for starting a business or buying a home. Additionally, banks offer a range of services that can help individuals manage their finances, from checking and savings accounts to investment options. One specific way that residents of Scotia, NY can be helped by a bank is through access to mobile banking. With the ability to check balances, transfer funds, and pay bills all from their smartphones, individuals can easily manage their finances on-the-go. This is especially useful for those who have busy schedules and may not have time to visit a physical bank branch. Furthermore, with the ongoing COVID-19 pandemic, many individuals are hesitant to leave their homes, making mobile banking an essential tool for managing their finances safely and conveniently.

Insurance Broker

Residents of Scotia, NY can benefit greatly from the services of an insurance broker. With the town's proximity to the Mohawk River, flooding is a common concern for homeowners. An insurance broker can help residents navigate the complexities of flood insurance and ensure they have adequate coverage. Additionally, with Scotia's growing population and thriving small business community, an insurance broker can assist with selecting the right health insurance plan for individuals and group policies for businesses. The broker can also provide guidance on liability insurance for business owners and homeowners alike. With the ever-changing insurance market, an insurance broker can provide valuable insights and expertise to ensure residents of Scotia, NY have the coverage they need to protect their assets and livelihoods.

Retirement Planning

Residents of Scotia, NY can benefit greatly from the services of a retirement planner. With an aging population and a median age of 44, many individuals in Scotia are approaching retirement age and may be unsure of how to manage their finances in the years ahead. A retirement planner can assist with a range of tasks, including creating a comprehensive retirement plan, managing investments, and determining the best time to begin collecting Social Security benefits. Additionally, given the high property taxes in Scotia, a retirement planner can help residents navigate the complexities of property tax exemptions and other tax-related issues. By working with a retirement planner, residents of Scotia can gain peace of mind and confidence in their financial future.

Wealth Management

Residents of Scotia, NY can greatly benefit from the services of a wealth manager in a variety of ways. One specific example is the management of retirement savings. With a high percentage of the population nearing retirement age, it is crucial for individuals to have a solid plan in place to ensure financial stability in their golden years. A wealth manager can help residents of Scotia, NY navigate the complex world of retirement planning, taking into account factors such as social security benefits, pensions, and investments. Additionally, a wealth manager can assist in estate planning, ensuring that assets are distributed according to an individual's wishes and minimizing taxes and fees. With a wealth manager's expertise and guidance, residents of Scotia, NY can feel confident in their financial futures.

Financial Advisor

Residents of Scotia, NY can benefit from the expertise of a financial advisor in various ways. One of the most common ways is by helping them plan for retirement. With an aging population in Scotia, NY, it is crucial for residents to have a solid plan in place to ensure they have enough funds to live comfortably in their golden years. A financial advisor can help residents navigate the complexities of retirement planning, including how to maximize social security benefits, how to invest in a tax-efficient manner, and how to manage expenses in retirement. Additionally, a financial advisor can help residents with estate planning, which is especially important in Scotia, NY, where many families have multi-generational ties to the community and want to ensure their assets are passed down to their loved ones in a seamless and tax-efficient manner. Overall, a financial advisor can provide invaluable guidance and support to residents of Scotia, NY as they navigate their financial journey.

Mortgage Loan Officer

Residents of Scotia, NY can benefit from the services of a mortgage loan officer in several ways. Firstly, the loan officer can assist in finding the best mortgage rates and loan programs that suit the unique needs of the residents. For instance, Scotia, NY is known for its historic homes and buildings, and a loan officer can help residents secure loans that cater to the specific requirements of these properties. Additionally, the loan officer can guide residents through the complex process of mortgage applications, including the paperwork and documentation required. Furthermore, the loan officer can provide financial advice to residents, helping them make informed decisions about their mortgages and other financial matters. With the help of a mortgage loan officer, residents of Scotia, NY can achieve their dream of homeownership while also ensuring that their financial goals are met.

Estate Planning Lawyer

Residents of Scotia, NY can benefit from the services of an estate planning lawyer in various ways. For instance, an estate planning lawyer can help individuals in Scotia, NY to create wills and trusts that outline how their estate will be distributed after their death. This is particularly important considering that Scotia, NY has a high population of retirees who may have accumulated significant assets over the years. Additionally, an estate planning lawyer can assist individuals in Scotia, NY with setting up healthcare proxies and power of attorney. This is important because it ensures that an individual's wishes are respected in the event that they become incapacitated and unable to make decisions for themselves. Furthermore, an estate planning lawyer can also help residents of Scotia, NY to minimize estate taxes and protect their assets from creditors and lawsuits. Overall, the services of an estate planning lawyer can help residents of Scotia, NY to secure their financial future and ensure that their loved ones are taken care of.

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