Gilman & Ciocia provides federal, state and local tax preparation and financial planning services to individuals predominantly in the middle-and upper-income brackets. To compliment its tax preparation services, the firm also provides financial planning services, such as securities brokerage, insurance and mortgage services, to its tax preparation clients and others. The company s broker/dealer subsidiary, Prime Capital Services, provides regulatory oversight and products and sales support to its brokers. Gilman & Ciocia maintains more than 30 offices in six states, including one in Poughkeepsie, N.Y. Founded in 1981, the company is traded on the Over the Counter Bulletin Board exchange.
Bookkeeping + Tax Accounting you can trust. We also provide life, health, property & casualty insurance, plus payroll services and more. Personalized service with honesty, respect, and real solutions. Disclaimer: I am not a CPA.
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From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.
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