Erb Financial is a dedicated financial services and tax preparation firm serving clients in Rochester, New York, and surrounding areas. Specializing in individual and small business tax preparation, the firm offers dependable, personalized services grounded in decades of industry expertise. Erb Financial takes pride in helping clients navigate ever-changing tax laws, ensuring maximum refund potential and full IRS compliance. Beyond basic tax prep, the company provides strategic advising to help clients plan ahead and optimize financial outcomes.

Known for its long-standing relationships within the local community, Erb Financial combines a personal touch with thorough, professional guidance. The firm distinguishes itself through its commitment to year-round support, not just during tax season. Clients appreciate the friendly, approachable atmosphere and the team’s careful attention to detail. Whether it’s managing quarterly filings for a small business or preparing annual individual returns, Erb Financial stands out for its integrity and reliability in the financial services industry.

Website: http://erbfinancial.com/

Key Services:

– Individual tax return preparation
– Business tax preparation (including partnerships, sole proprietors, and LLCs)
– Tax planning and advisory
– IRS correspondence assistance
– Year-round tax support
– Small business consulting
– Electronic filing (e-filing)
– Amended returns and back-tax filing