Accountable Financial Management Corp
Tax preparation, Financial advisor, Insurance broker in New York, NY
- Address
- 524 Main St, New York, NY, 10044
- Phone
- (212) 644-8231
- Website
- afmcmoney.com
About Accountable Financial Management Corp
A Roosevelt Island firm handling tax preparation for individuals and businesses, plus resolution of tax delinquencies with the IRS and state, with tax work performed by IRS Enrolled Agents. It also offers financial planning through Certified Financial Planner professionals, investments in mutual funds, stocks and bonds via LifeMark Securities (FINRA/SIPC), and life, health, property and long-term care insurance. As a New York State registered mortgage broker, the firm arranges mortgage loans through third-party lenders. Clients can use online resources including tax forms, record retention guides, refund tracking and payment tools, and book consultations directly.
The corporation reports more than 37 years in business and over 1,000 clients served. President Seymour O. Williams is a Certified Financial Planner with more than thirty years in financial services, holding a BBA from Baruch College and an MBA in finance from Long Island University, where he taught as a Professor of Finance and Management for fifteen years. He is licensed as a stock, insurance, real estate and mortgage broker and is an IRS Enrolled Agent, with prior work as a consultant to senior bank officers, a credit and loan officer at international banks, and a business development consultant in SBA and U.S. Department of Commerce programs.
Services
- tax preparation
- irs tax resolution
- financial planning
- investment services
- insurance services
- mortgage brokering
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