Tax Preparation and Planning Services

At Canty Financial Management we have been preparing Tax Returns for over 25 years.  We offer tax prep services at both our Ballston Spa, NY and Naples, FL offices.  Our experienced and year-round staff are here to help you with personalized service for a reasonable fee.

Ballston Spa office 518-885-3230 - Naples office 239-435-0090

Tax Preparation – You will be guided down a “tax minimization” path, with the goal of keeping your taxes as low as legally possible.  Our stringent review process increases accuracy and compliance with the tax laws.  Give us a call for a no-obligation discussion and a free-quote today.  

Tax Planning - Tax Planning is a key element in comprehensive Financial Planning.  Every situation is unique. Our goal is to listen to your needs in order to develop a proper Tax Planning strategy.

Quarterly Estimated Tax – Many taxpayers are required to pay Estimated Tax during the year.  Holding Tax Planning meetings before the year is over is critical to lowering your taxes.

IRS/NYS Inquiries and Audits – We respond to all IRS and NY State audits, letters, and inquiries on your behalf. If you are audited, we will negotiate to resolve problems.

Tax Questions?  We are here to help you, and just a phone call away. Please call our firm anytime throughout the year with tax questions.  We do not charge fees to answer a quick question, or provide a helpful tip.

Click Here For Our Complimentary Tax Preparation and Planning Forms

Canty Financial Management, Inc.

20 Church Avenue, Ballston Spa, NY, 12020  |  518-885-3230
5100 Tamiami Trail, Naples, FL, 34103 | 239-435-0090