Individuals

Supplying Peace of Mind

Building a Stronger Financial Future— Together

At Buffalo Tax Strategies, we know that financial peace of mind doesn’t come from a single tax return — it comes from understanding how all the pieces of your financial life fit together. Whether you’re an employee, self-employed, or somewhere in between, we’re here to help you take control of your finances and plan with confidence.

What's in it for you?

  • Pay less in taxes.
  • Plan for the future.
  • Get out of the rat race.
  • Free up time.
  • Create more flexibility.

What Makes Us Different

Most tax preparers just look backward — we help you look forward.
Our approach blends expert tax preparation with strategic financial guidance. We don’t just file your return; we explain what it means, how to improve it, and how to make next year’s return even better.

We take the time to educate you on the best tax and financial strategies for your situation — helping you reduce stress, minimize taxes, and make informed choices for your future.

Understanding Real Life

We’ve been there.

We know what it’s like to juggle bills, balance priorities, and work toward financial independence. That’s why we go beyond forms and numbers — our mission is to give you clarity, confidence, and a plan.

Whether you’re focused on paying down debt, saving for retirement, or preparing for life’s next big milestone, our team is here to guide you every step of the way.

Our Commitment

At Buffalo Tax Strategies, you’re not just a client — you’re a partner.

We’ll be your strategic advisor, your financial educator, and your trusted guide through every stage of your financial journey. Our goal is simple:

To help you get ahead — and stay ahead.

Other Service Areas

Personalized Tax & Financial Solutions for Real Life

At Buffalo Tax Strategies, our mission is simple — to help you keep more of what you earn and make smarter financial decisions that last a lifetime. Whether you’re focused on paying down debt, saving for retirement, or just trying to stay ahead of the IRS, we’re here to guide you every step of the way.

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Budgeting & Debt Reduction

Financial freedom starts with clarity. We’ll help you build a realistic budget, manage debt effectively, and create a plan to move from surviving to thriving — one step at a time.

College & Education Savings

Whether you’re planning for your children or going back to school yourself, we’ll help you navigate 529 plans, education credits, and savings strategies that make higher education more affordable.

Estate & Legacy Planning

It’s never too early to plan for the future. Our team will help you protect your assets, reduce estate taxes, and ensure your loved ones are provided for according to your wishes.

Individual Tax Returns

From W-2 employees to self-employed professionals, we don’t just prepare your return — we analyze it. Our process is built on accuracy, education, and strategy, helping you identify deductions, minimize taxes, and plan for what’s ahead.

IRS & State Tax Notices

If you’ve received a letter from the IRS or New York State, don’t panic. We’ll review the notice, explain what it means, and work directly with the agency on your behalf to resolve the issue quickly and professionally.

Retirement & Investment Planning

True wealth is built with intention. We’ll help you design a personalized plan to grow and protect your money — aligning your retirement, investments, and taxes so your future feels secure, not uncertain.
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