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Tax Planning
and Preparation

An Optimized and Proactive Approach to Tax Planning

Tax planning, optimization and available preparation services stand as cornerstone offerings at John G. Ullman & Associates. We understand that tax planning is crucial for financial health and security. Our in-house tax and financial advisor teams strive to identify opportunities that optimize our clients’ current and future tax needs.

Your In-House Tax Team

Certified Public Accountants (CPA’s)

IRS Enrolled Agents (EA’s)

Tax Preparers

Tax Specialists

Certified Financial Planners™ (CFP’s ®)

Tax Strategies & Services
To Help You Reach Your Financial Goals

  • Tax Planning
  • Retirement Income Strategies
  • Income Tax Preparation
  • Family Gifting
  • Trust Tax Matters
  • Estate Tax Matters
  • Charitable Gifting Plans

Tax Optimization

Income taxes play an integral role in our daily lives and the implementation of a tax plan will assist you in reaching your financial goals. Our Advisors work very closely with our in-house tax professionals to ensure that tax optimization is a key element of your financial plan.

It’s always a good time to review your taxes
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Business Hours

  • Monday - Friday
  • 7:30 a.m. to 5:30 p.m.

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Locations

  • JGUA Headquarters
  • 343 Daniel Zenker Drive Horseheads, NY 14845
  • 800-936-3785
  • 607-936-8361
  • Rhinebeck, NY Branch Office
  • 20 East Market Street, Rhinebeck, NY 12572
  • 866-819-5046
  • Charlotte, NC Branch Office
  • 5955 Carnegie Blvd., Suite 100 Charlotte, NC 28209
  • 800-936-3785
  • Corning, NY Office
  • 51 E. Market St. Corning, NY 14830
  • 607-936-3785

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