Individual Tax Preparation & Planning

We provide individual income tax preparation for our investment and financial planning clients
You will be guided down a "tax minimization" path
Tax Planning is key to reducing unwanted surprises
We respond to IRS audits and inquiries 
We are here to help you, and just a phone call away

Contact

Call us today to see how we can help reduce your taxes!

NY Office: 518-885-3230
FL Office: 239-435-0090
Tax Preparation Fees: The CFM fee for Tax Preparation is based upon the number of forms and schedules required to file the tax returns. CFM will provide a fee estimate prior to working on your return. Clients are permitted to pay their Tax Preparation fee via credit card. CFM does not permit clients to pay Investment Advisory fees by credit card.

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Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020
518-885-3230

5129 Castello Drive Suite #1
Naples, FL, 34103
239-435-0090
Michael Canty Memorial Fund
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