• Skip to primary navigation
  • Skip to content
  • Skip to footer
Buffalo First Wealth Management

Buffalo First Wealth Management

Fee Based Financial Advisors

  • About Us
    • Your Financial Team
    • Why Choose Us
    • Events
    • Fiduciary Oath
    • Mission/Vision Statement
    • Careers
  • Services
    • Comprehensive Financial Planning
    • Estate Planning and Philanthropy
    • Family CFO Services
    • Institutional Consulting
    • Financial Education
    • Investments
    • Proactive Tax Planning
    • Insurance
    • For Teachers
  • Blog
  • Client Login
  • Contact Us
  • Facebook
  • LinkedIn
  • Twitter
  • YouTube

Proactive Tax Planning

Will Uncle Sam undo all of my plans?

Tax planningSeemingly changes in the tax code can significantly impact many areas of personal finance, including how much you keep in your pocket. That’s why Buffalo First Wealth Management, LLC has established tax strategies, a dedicated team of tax professional whose job it is to keep abreast of changing tax law and how it impacts your financial future. These experts provide proactive tax planning solutions and preparation services through innovative ideas and expert, timely advice.

The Buffalo First Wealth Management, LLC team are available year-round to provide seamless tax service through proactive tax planning. Taxes are at the heart of every personal financial plan, affecting everything from estate planning and investments to cash management and executive benefits.

Contact us today to help prepare you federal and state income taxes by one of our tax professionals at taxprep@buffalofirstllc.com to schedule your appointment.

Download our handy checklist to help make tax preparation easier.

Footer

We live Buffalo Through Our Work!

 

CLIENT LOGIN

 

DISCLOSURES

 

EVENTS

 

RESOURCES

 

GLOSSARY

Our Mission

Buffalo First Wealth Management, LLC’s aim is to be the most respected financial services organization by providing clients with proficiency and strategic vision that meets their financial goals and dreams through comprehensive financial planning.

 

Our Vision

Buffalo First Wealth Management, LLC exists to attract and maintain clients by offering the best, value added, financially healthy solutions to meet their life plans.

Connect With Us

7606 Transit Rd. Suite 100
Buffalo, NY 14221

Satellite Office:
3411 Delaware Ave., Suite 100
Buffalo, NY 14217

(716) 204 -8369

Schedule an Appointment

  • Facebook
  • LinkedIn
  • Twitter
  • YouTube