INTEGRATED TAX AND WEALTH

Our mission is to be your guide to create your personalized Integrated Plan. The goal of this plan is to legally save you as much as possible on your tax bill and provide you with a Wealth Plan you can manage over time... We are a non-traditional accounting firm and an independent registered investment adviser with the State of New York. With expertise in business value growth, taxation and financial planning, we specialized in helping our clients create Integrated plans... We might just be complete number geeks but we truly love what we do. We also pride ourselves on providing SUPERIOR client service as our standard.

Also known as: Financial Clarity, Integrated Tax & Wealth Group LLC, Integrated Tax and Wealth Group, Integrated Tax and Wealth LLC

Primary location: Penfield United States