Weinstein Kenneth M CPA

Welcome to Kenneth M. Weinstein, CPA, CFP, a leading financial services firm dedicated to helping our clients minimize their taxes and pursue their financial goals. Based in Buffalo, New York, we serve a diverse clientele across the United States, spanning from individual taxpayers to property owners and small to medium-size business owners.

Our firm believes that preparation is the key to retirement, and the simplest ideas can make a massive difference over time. We offer a wide range of services that help our clients save money on personal, corporate, and sales taxes, run their businesses more effectively, and plan for their long-term security. We provide reliable professional help, including that of a Certified Public Accountant who is also a Certified Financial Planner and Personal Financial Specialist.

Our Services

Our services cater to our clients' diverse financial planning needs. Here are the key services we offer:

• Tax Preparation - Our tax preparation services help clients save money on personal, corporate, and sales taxes while ensuring compliance with state and federal tax laws.
• Financial Services - Our financial services include asset management, retirement planning, estate planning, insurance planning, and college savings planning. We help our clients optimize their investments, manage risk, and achieve their long-term financial goals.
• Business Services - We provide comprehensive business services, including start-up and acquisition consulting, business operations consulting, and exit planning. We help our clients start, grow, and exit their businesses successfully.
• Educational Content - We offer a wealth of helpful educational content, including articles, calculators, and videos, that help our clients make informed financial decisions.

Useful Links and Resources

To help our clients access relevant and helpful resources, we provide a curated list of links and resources. These resources cover various topics, including retirement, estate planning, investment, insurance, taxes, and lifestyle. Our resources help clients stay informed about the latest financial trends, regulations, and strategies.

Retirement, Estate, Investment, Insurance, Taxes, and Lifestyle

Our resources include articles, calculators, and videos that provide comprehensive information on various topics, including retirement, estate planning, investment, insurance, taxes, and lifestyle. We help our clients access the information they need to make informed financial decisions.

Glossary and Tax Resources

We offer a comprehensive glossary and tax resources section that defines key financial and tax terms and provides helpful tax-related information. Our clients can use these resources to better understand financial concepts and navigate the complex world of taxes.

Contact Us

While we do not have a contact section on this page, we encourage our clients and prospective clients to reach out to us through our website or by phone to inquire about our services and how we can help them achieve their financial goals.

At Kenneth M. Weinstein, CPA, CFP, we believe that getting the most for your money and planning effectively is the proven way to success, regardless of what profession you are in. We look forward to serving you and helping you achieve your financial goals.