Integrated Tax and Wealth Group - Penfield, New York

Introduction to Integrated Tax and Wealth Group

For individuals and families seeking comprehensive financial management and expert tax guidance, Integrated Tax and Wealth Group presents a dedicated service offering. Located at 2200 Penfield Rd, Penfield, NY 14526, and reachable at 833-568-7829, this firm specializes in providing tailored solutions encompassing both tax consulting and financial planning. Their commitment to client satisfaction is evident in their focus on accessibility and proactive scheduling recommendations. Integrated Tax and Wealth Group aims to be a trusted partner in navigating the complexities of personal and business finances, helping clients achieve their long-term goals.

Services Offered

Integrated Tax and Wealth Group distinguishes itself through a dual approach to wealth management. Their core services include:

• Tax Consulting: The firm’s tax consultants possess a deep understanding of federal, state, and local tax regulations. They provide assistance with tax preparation, tax planning, and represent clients before tax authorities. This includes optimizing deductions, minimizing liabilities, and ensuring compliance with all applicable laws.
• Financial Planning: Beyond tax matters, Integrated Tax and Wealth Group offers comprehensive financial planning services. These services encompass retirement planning, investment management, estate planning, and education funding. A key aspect of their planning process involves understanding a client’s unique circumstances, risk tolerance, and financial objectives.
• Estate Planning Services: Recognizing the importance of securing one’s legacy, they assist clients in developing robust estate plans, including wills, trusts, and powers of attorney.
• Business Tax Services: They also cater to small and medium-sized businesses, providing specialized tax advice and assistance with business entity formation and compliance.

Location and Accessibility

The firm’s physical location at 2200 Penfield Rd, Penfield, NY 14526, is strategically situated to serve clients in the surrounding area. It’s important to note that Integrated Tax and Wealth Group prioritizes inclusivity and accessibility. The office is equipped with:

• Wheelchair Accessible Entrance: Ensuring easy access for individuals with mobility limitations.
• Wheelchair Accessible Parking Lot: Providing convenient parking options for those who require them.
• Wheelchair Accessible Restroom: A fully accessible restroom is available for client convenience.
• Gender-Neutral Restroom: Demonstrating a commitment to inclusivity and providing options for all clients.

Client Feedback and Reputation

Currently, Integrated Tax and Wealth Group has 0 reviews on Google My Business, indicating a relatively new or emerging presence in the market. The average opinion, at 0/5, reflects the lack of established client feedback at this time. However, the firm’s commitment to accessibility and the breadth of its services suggest a potential for positive client experiences. It's advisable for prospective clients to actively seek out independent reviews and testimonials as the firm grows and gains a stronger reputation. The lack of immediate feedback underscores the importance of conducting thorough due diligence before engaging their services.

Recommendations and Scheduling

Integrated Tax and Wealth Group strongly recommends appointments to ensure clients receive personalized attention and to allow for thorough discussion of their financial needs. Scheduling can be conveniently arranged by calling 833-568-7829 or through their website: integratedtaxandwealthgroup.com. The team understands the value of time and strives to accommodate client schedules efficiently.

Website and Contact Information

For detailed information about Integrated Tax and Wealth Group’s services, team members, and client testimonials (as they become available), please visit their website: integratedtaxandwealthgroup.com. The website also provides contact information and a brief overview of the firm’s philosophy and approach.

In summary, Integrated Tax and Wealth Group offers a valuable combination of tax expertise and financial planning services, delivered with a focus on client needs and accessibility. While currently lacking extensive client reviews, their commitment to inclusivity and comprehensive support makes them a potentially worthwhile consideration for individuals and businesses seeking professional financial guidance.

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