Individual Tax Preparation & Planning

We provide income tax preparation and planning for our Investment clients and as a part of our Wealth Management service
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 incorporate tax planning into your financial plan

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. Tax planning and preparation services are provided for CFM investment and financial planning clients.

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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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