Neubert Financial Services

Neubert Financial Services is a newly formed partnership composed of people with over 30 years experience in tax preparation, financial planning, and various forms of investing.

We are located on Ridge Road in the Town of Webster, easily accessible from anywhere in Monroe County and the surrounding area. (See the map under Location.)

Neubert Financial Services has been designed to provide most of the services required to meet all your financial needs. We pride ourselves on our ability to integrate all these services in one stop. We also provide bookkeeping support, life insurance, and long term care insurance, along with full brokerage services.

Our core business is Federal and New York State Tax preparation. The goal at NFS is to make this process as efficient and "paperless" as possible. If clients come properly prepared, their return can be completed and filed in one trip. Electronic filing is broadly used and highly recommended to enhance the speed and accuracy in completing your return.

For those who desire, 24 hour refunds are available with an added bank cost. Although the bank fees for this additional service will be high, we offer this additional service at a very competitive rate for those who require it.

We are committed to providing the best customer service for all your financial needs in a friendly, relaxed atmosphere.