About Tax & Financial Services

Tax & Financial Services of NY is a full-service year-round tax and accounting firm, dedicated to providing clients with expertise and guidance in a wide range of financial and business needs. They offer taxation services, small business services, accounting services, and law services, including estate planning, trust planning, will planning, real estate law, and more. Clients have praised the welcoming and well-spoken staff, who are quick to address concerns with patience and simple explanations. The business is known for its direct honesty, amazing job filing, and reliable, friendly, and on-top-of-things service.

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Reviews for Tax & Financial Services

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Mar 2025
We have used Tax & Financial Services for personal and business for nearly 10 years. Everyone in the office is welcoming and well spoken. Quick to address any concerns. With patients and simple explanation. Thank you for your direct honesty!
Feb 2024
I’ve been using Tax & Financial services for over 10 years and my family also uses Bernie to do their taxes love the staff and they always do an amazing job filing for me I’d give them 10 stars if I could.
May 2023
I've been going to Barbara Roman for years, and she is honest, quick, and reliable. She explains what I don't understand and I appreciate her always. Her staff is friendly and on top of things! Thank you!!