SY Associates
1408 Sweet Home Rd Suite 6, Amherst, 14228
4.9
34 reviews
SY Associates
1408 Sweet Home Rd Suite 6, Amherst, 14228
Entrepreneur
Services
Default Category
5 servicesAppointment
-2hTax Prep
Preparation of individual Federal and NY income tax returns with e-filing-2hFinancial Aid Prep
Preparation and filing of college aid applications (FAFSA, CSS Profile, Institution-specific forms) and supplements (CSS Non-Custodial Parent Supplement, CSS Business/Farm Supplement, Federal Verification Form) and linking with tax returns-2hEstate Planning
Planning and execution of estate disposition plans including drafting of wills, power of attorney, health care proxy, trusts and other related legal services-2hConsulting Services
General consulting including multiple or specialized topics and needs-2h
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Reviews
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4.9/5
Based on 34 reviews
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Tax Prep
by
Anthony Scalise
Our consultant Anthony is very informative. He takes the time to explain things to us to help us understand a bit of what makes the stock mArket work....
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Consulting Services
by
Steven Yeh
Provided a very detailed (and understandable) outlook on the current markets and financial trends both nationally and globally. Didn't try to fast-tal...
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Tax Prep
by
Anthony Scalise
Anthony knows his business. He takes the time to explain anything I don't understand, which is just about everything! He takes an interest in family ...
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Tax Prep
by
Anthony Scalise
Anthony and I seem to be on the same page. I like his thoroughness and attention to detail. He tends to get carried way with his presentations
Tax Prep
by
Anthony Scalise
My wife and I have been working with Anthony for a few years, on retirement/investment planning. He is amazingly personable, in our visits we feel as ...
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AMEDF Session 2
by
Mark Beardi
Planning for college is a huge, anxiety-filled process, and it was a great relief to get the facts about funding from well-informed professionals. We...
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Tax Prep
by
Anthony Scalise
Anthony has always been so helpful when it comes to guiding us with our financial planning. We have worked with him for over ten years and appreciate...
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AMEDF Session 2
by
Steven Yeh
Steven was very helpful. His knowledge of the entire college planning process is vast.
He genuinely wants to help families.
AMEDF Subsidized Counseling
by
Steven Yeh
My wife and I met with Mr. Yeh concerning two financial packages sent to us by two colleges our son is interested in attending.
Mr. Yeh reviewed the ...
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Tax Prep
by
Steven Yeh
I am retiring in 18 months. I was referred to SY Associates by a friend. I have contacted Mr. Yeh and he is now assisting me. I find him to be very, v...
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AMEDF Session 2
by
Steven Yeh
I was able to ask any questions and Steven was able to help me better understand some important next steps. I really appreciate the time spent and I p...
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AMEDF Session 2
by
Mark Beardi
I liked I was able to be questions answered about how to prepare for each child senior to sixth grade. now I have a plan for all of them and each is d...
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AMEDF Subsidized Counseling
by
Steven Yeh
Very satisfied. They are very informative and answered all my questions. We started this preparation while our daughter was a Junior. We have the i...
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Tax Prep
by
Steven Yeh
I am consistently impressed with the knowledge and perspective Steve brings to our meetings. His knowledge of economic forces, global markets and the ...
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Tax Prep
by
Steven Yeh
I always receive excellent assistance with what I need at the time Steve yea is a caring , honest, helpful person.
Tax Prep
by
Steven Yeh
I have been working with Steve Yea or a few years now. He cares about his clients and is always honest and wise in his advise. He does his homework an...
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Tax Prep
by
Steven Yeh
I have met with Steve a few times for discounted counseling and have found him to be very responsive, helpful, and keeps me organized with a game pla...
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Tax Prep
by
Anthony Scalise
We started our relationship with SY via AMEDF educational sessions, and without any real solicitation by SY, we agreed to take advantage of the indivi...
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Tax Prep
by
Anthony Scalise
When we went to Anthony scalise we went to get help with college planning.
What we ended up getting was so much more. Wears now planning our financia...
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Tax Prep
by
Steven Yeh
We have been working with Steven Yeh for more than 15 years, and will continue to work with him throughout our retirement years. We first met him at a...
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