INVESTMENT PLANNING, TAX ADVISORY, & INSURANCE SERVICES
Welcome to Consolidated Financial Management & Tax Service. We invite you to visit our site where we hope to enlighten you with a thorough array of wealth preservation ideas through our tax savings and investment services.
Consolidated Financial Management & Tax Service is a full service, financial planning company serving the Tri-Rochester community providing retirement and estate planning to individuals and small businesses. Our mission is to offer our clients innovative financial strategies, in an effort to provide financial clarity, solutions, and improve their quality of life.
Making strong commitments as a Fiduciary to our clients, and building life-long relationships is the key to our success.
INCOME TAX PREPARATION
INSURANCE QUOTES
Select one of the following to request more information
Newsletters
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HOT TOPIC: Rescuing America’s Safety Net
This article looks at the current fiscal outlook for the Social Security and Medicare programs and presents some potential changes that might help to strengthen them.
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Breaking Down Clean Vehicle Tax Credits for Business Owners
Business owners may be able to claim one of two new federal tax credits to help offset the cost to purchase certain clean vehicles.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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LTCI Cost of Waiting
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.