Profile
David Vanderzee
ListedClifton Park Tax Planning and Preparation Provider
About
About
David Vanderzee is a Clifton Park, NY tax and financial services provider associated with Vanderzee Finanical & Ins Agency LLC.
The practice serves clients who want help forming and monitoring plans for preserving wealth while addressing tax responsibilities.
David Vanderzee is a Clifton Park, NY tax and financial services provider associated with Vanderzee Finanical & Ins Agency LLC. His profile identifies him as an RTRP, and the source materials describe work in tax planning and preparation, tax coaching, financial and estate planning, business planning, and insurance needs.
The practice serves clients who want help forming and monitoring plans for preserving wealth while addressing tax responsibilities. Available service formats include in-person support, and the site also references phone meetings for people who want to get to know Dave before scheduling further assistance.
- Tax preparation and tax planning
- Tax coaching focused on liability strategies
- Financial, estate, and business planning
- Insurance-related planning needs
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Clifton Park, NY
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