We've Moved! Find us at 1600 Moseley Rd, Victor
A personal connection in the financial industry is as invaluable as an expert guide on Safari. It is more than just having your name on file. It's taking the time to discover your needs and goals, and working with you and the financial institutions of the world to achieve those goals. With Tom Green's individualized expertise and advice, a complicated financial world can be understood and safely navigated.
We offer a wide suite of services ranging from personal tax filing to corporate-level management consulting. Whether you're interested in maximizing your earning potential, mitigating loss, or protecting existing fiduciary holdings, you will experience the same individualized attention that all of our clients enjoy.
Visit us in confidence that our initial goal is learning the crucial details of your investment and finance needs. We aren't like some agencies that try to shoehorn each client into the same investment solutions. Nobody duplicates your situation.
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The intricacies of tax filing can be daunting. We work within the constantly updating world of laws and regulations to ensure the best results. Deductions, quarterly filing, dependencies - let us help you build a great tax record! |
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Small businesses have enough to worry about. Corporations often have over-complicated structures. We confidently and accurately deal with tracking, accounting, and even dealing with auditing services. |
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Building a successful corporate structure is complicated. Oftentimes an outside perspective of knowledge is crucial. We are here to help ensure success not just for today - but for years to come. |
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Disclaimer: Information herein is provided for information purposes. Personal interaction is required for accurate analysis and advice. While we strive to help our clients excel beyond expectations, individual account requirements and standard market fluctuations prevent the possibility of guaranteeing specific results or outcomes. |