We help our clients minimize their taxes and pursue their financial goals
Serving the Buffalo, Williamsville, Amherst, Tonawanda, Grand Island, Wheatfield, Niagara Falls, Cheektowaga, Clarence, Lockport, Lancaster & surrounding Western NY areas as well as all 50 States
Getting the most for your money-buying smart, selling at the best price and keeping costs and taxes in line, is the proven way to success, regardless of what profession you are in. Most people who prepare their own tax returns do not get all the deductions they are entitled to receive. You need reliable professional help, including that of a Certified Public Accountant who is also a Certified Financial Planner and Personal Financial Specialist.
The firm Kenneth M. Weinstein, CPA, CFP® was founded to serve individuals, property owners and the owners of small to medium-size businesses across the United States with high quality accounting, financial services, and income tax preparation. Our services can help you:
- Save money on personal, corporate, and sales taxes.
- Run your business more effectively.
- Start or acquire a business.
- Sell your business for top dollar.
- Plan for your long-term security.
- Optimize the transfer of your assets to your heirs.
- Help you evaluate your insurance needs (life, disability, long-term care, etc.)
- Plan for college savings
- Plan for retirement
- Develop estate planning
Get Organized! 2019 Organizer
Starting, running, or winding down a business, there are numerous items about which to be concerned-capital equipment, personnel, supplies, vendors, customers and so on. But when you really think about it, being in business is just about one thing-it's all about the money and the service a firm can provide.
We can help you with all of your financial planning needs. Please click the following link to see what we can do for you. Link - https://www.avantaxwealthmanagement.com/
What the New Tax Bill Means for You
The enactment of the Tax Cuts and Jobs Act represents “the most sweeping overhaul of the U.S. tax code in more than 30 years.”1
For millions of Americans and businesses it means an altered financial and investment landscape with new opportunities and challenges in the years ahead. Keep in mind, however, that the information in this material is not intended as tax advice, and may not be used for the purpose of avoiding any federal tax penalties.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Here's a breakdown of how the federal government spends your tax money.
Building wealth requires protection from the forces of wealth destruction.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
How to help determine life insurance needs to provide for your family after you pass away.
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Here is a quick history of the Federal Reserve and an overview of what it does.
Investors seeking world investments can choose between global and international funds. What's the difference?
Learn how to harness the power of compound interest for your investments.
Here’s a quick guide to checking to see if you have unclaimed money.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Understanding the cycle of investing may help you avoid easy pitfalls.