Weinstein Kenneth M CPA

At Avantax, we believe that everyone deserves access to professional financial planning services. Our mission is to help individuals, property owners, and small to medium-size business owners across the United States with high-quality accounting, financial services, and income tax preparation. We strive to provide personalized solutions that cater to each client's unique needs, helping them save money on personal, corporate, and sales taxes, run their business more effectively, and plan for their long-term security.

Our Services

Our comprehensive services include but are not limited to tax planning and preparation, business consulting, estate planning, retirement planning, insurance planning, and more. We understand that each client has distinct goals and objectives, which is why we take the time to understand their needs before offering tailored solutions. Whether you're looking to start or acquire a business, sell your business for top dollar, or simply plan for your retirement, we're here to help.

Expertise

Our team consists of experienced professionals, including a Certified Public Accountant (CPA), a Certified Financial Planner (CFP), and a Personal Financial Specialist. This expertise allows us to provide in-depth analysis and guidance on all aspects of financial planning, ensuring that our clients receive the most effective solutions for their situation.

Reach

We serve clients across the Western New York area, including Buffalo, Williamsville, Amherst, Tonawanda, Grand Island, Wheatfield, Niagara Falls, Cheektowaga, Clarence, Lockport, and Lancaster, as well as all 50 states. This broad reach enables us to assist individuals and businesses from diverse backgrounds and locations.

Your Success, Our Priority

At Avantax, we're dedicated to helping our clients achieve their financial goals. Whether you're looking to minimize taxes, grow your wealth, or ensure a secure retirement, we're here to guide you every step of the way. Let's work together to secure your financial future.