At Newsholme Financial Services, Inc., we coordinate the legal, tax, and financial aspects of your business and personal goals with the appropriate professionals all under one roof; offering two convenient locations at 2326 Crompond Road in Yorktown Heights, NY and 1325 Sixth Avenue in New York City (by appointment only). We combine our expertise, experience and the team focus of our staff to ensure that every client receives the close analysis and attention they deserve.
Our dedication to high standards and our never ending work ethic is the reason our client base returns year after year. We assist individual tax clients by providing personalized tax planning and preparation services, accounting and bookkeeping services to manage household finances, college education planning, retirement and estate planning solutions, and guidance on life insurance needs.
We work with corporate tax clients by offering solutions to maximize profits, improve management of receivables and payables (i.e., cash flow), address accounting and bookkeeping needs through Quickbooks training, and manage the same tax planning and preparation, financial and insurance issues with which we help our individual clients.
Our dedication to high standards and our never ending work ethic is the reason our client base returns year after year. We assist individual tax clients by providing personalized tax planning and preparation services, accounting and bookkeeping services to manage household finances, college education planning, retirement and estate planning solutions, and guidance on life insurance needs.
We work with corporate tax clients by offering solutions to maximize profits, improve management of receivables and payables (i.e., cash flow), address accounting and bookkeeping needs through Quickbooks training, and manage the same tax planning and preparation, financial and insurance issues with which we help our individual clients.
Services
Don is the founder of our Firm which began as a startup tax business in New York City.
The firm grew over time and embraced an Investment Advisory business in the late 1980's.
In 1997, Janet joined Don and the company operating in Yorktown Heights, NY and New York City.
In 2006 the Firm built the present office building on Route 202 in Yorktown Heights, NY which now serves all of Westchester County.
Don is an Enrolled Agent with the Internal Revenue Service, a Certified Financial Planner, and an insurance broker for life, accident and health insurance.
The firm grew over time and embraced an Investment Advisory business in the late 1980's.
In 1997, Janet joined Don and the company operating in Yorktown Heights, NY and New York City.
In 2006 the Firm built the present office building on Route 202 in Yorktown Heights, NY which now serves all of Westchester County.
Don is an Enrolled Agent with the Internal Revenue Service, a Certified Financial Planner, and an insurance broker for life, accident and health insurance.
Newsholme Financial Services is an accounting firm headquartered in Yorktown Heights, NY, that strives to provide sound financial accounting and tax planning services to individuals and small businesses within the New York, New Jersey and Connecitcut Tri-state region.
Our goal is to deliver comprehensive Tax Preparation, Accounting, Business and Insurance Services with a high level of character and professionalism in order to help clients achieve their long term financial goals.
We have built a Tax and Accounting Firm that offers Individual and Business Tax Preparation Services, Tax Planning Services, Bookkeeping Services, Insurance Services and Retirement Plans in Yorktown Heights, NY and other surrounding towns as well as our satellite office at 1325 Sixth Avenue in New York City.
Our goal is to deliver comprehensive Tax Preparation, Accounting, Business and Insurance Services with a high level of character and professionalism in order to help clients achieve their long term financial goals.
We have built a Tax and Accounting Firm that offers Individual and Business Tax Preparation Services, Tax Planning Services, Bookkeeping Services, Insurance Services and Retirement Plans in Yorktown Heights, NY and other surrounding towns as well as our satellite office at 1325 Sixth Avenue in New York City.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff showcase the difference between our outstanding performance as compared with other firms.
We make sure that every client is served by the expertise of our whole firm.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff showcase the difference between our outstanding performance as compared with other firms.
We make sure that every client is served by the expertise of our whole firm.
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Whether you're already retired, close to it, or just getting started in your career, it's never too early to start thinking about retirement planning.
Unfortunately, for many people life gets in the way and retirement planning is put on the back burner, until suddenly, retirement is right around the corner.
Tax-free contributions - Pre-tax contributions are subject to income tax only after withdrawal, typically when you retire.
Selection of retirement plans (IRAs, SIMPLE Plans, SEP plans, Keogh plans, and 401(K) plans to name a few) to meet everyone's needs.
Unfortunately, for many people life gets in the way and retirement planning is put on the back burner, until suddenly, retirement is right around the corner.
Tax-free contributions - Pre-tax contributions are subject to income tax only after withdrawal, typically when you retire.
Selection of retirement plans (IRAs, SIMPLE Plans, SEP plans, Keogh plans, and 401(K) plans to name a few) to meet everyone's needs.
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