- Tax Planning
- Estate Taxes
- Tax ServicesSo much of financial success is based on keeping as much of your income as possible. And your biggest expense is probably what you have to share with the government. Our tax preparation services help make sure you keep as much as possible.
- Income Tax
- Investment ManagementAlicia leads the financial planning activities for the firm. She has over 15 years’ experience with Kalin & Associates. During that time she has gained expertise in operations, investment management, tax preparation and financial planning. That comprehensive background informs how she advises clients, find opportunities and solves problems.
- Accounting Services
- Payroll Services
- Financial PlanningLee got his start advising clients by preparing tax returns in 1977 and offering financial planning as early as 1985. He has degrees from Syracuse University in Accounting and a Master of Hospital Administration degree from the University of Michigan School of Public Health.
- Retirement PlanningWe have coached hundreds of clients, particularly educators in New York State, on planning and transitioning into retirement. We have deep expertise in taxes and retirement planning, the New York State teachers retirement system, and how to relocate to another state after you retire.
- Long Term Care
- College Funding