Tax Preparation
Individual federal and New York State returns, prepared line by line so you claim the deductions and credits you are entitled to. Year-round questions welcome, not just in April.
Rochester & Western New York
Tax PreparationInvestmentsInsurance
Schedule
Three ways to get on the calendar
Appointments fill quickly during filing season. Pick the meeting that fits and reserve a time online.
01
Tax appointment
Sit down with a preparer to file your federal and New York State returns. Reserve your time through our online calendar.
02
Financial planning appointment
A longer conversation about retirement, savings and how your plan and your tax picture fit together. Select a convenient time using our online scheduler.
03
Online meeting
Meet by video from anywhere. Choose your advisor from the dropdown menu, then select a time.
Background
Sean P. Collins
President, S.P. Collins & Company
- EducationM.B.A., Finance — Niagara University
B.S., Economics & Finance — Niagara University - ExperienceFinancial Analyst, Institutional Sales Division, Citigroup
- CommunityRotary Club of Gates-Chili · Gates-Chili Rotary Charities Foundation · Gates-Chili Chamber of Commerce
Sean attended Niagara University, where he earned an undergraduate degree in Economics & Finance and an M.B.A. in Finance. He served as a Financial Analyst in the Institutional Sales Division of Citigroup before returning to Rochester to build a practice of his own.
He now combines that analyst background with years of work as a personal financial advisor and tax advisor, helping clients across the Rochester area design and monitor long-term financial plans and the tax strategies that support them. He is President of S.P. Collins & Company, a tax preparation service.
Mr. Collins is a member, or has served on the Board of Directors, of the Rotary Club of Gates-Chili, the Gates-Chili Rotary Charities Foundation and the Gates-Chili Chamber of Commerce.
Services
What we do
Investing
Financial planning is a personal process, so we take the time to know each client individually. That relationship is what allows us to plan for retirement, education and income with the whole picture in view.
Insurance
Coverage for individuals and families across Rochester and Western New York. We work with many of the largest carriers in the industry so the policy fits the need rather than the other way around.
Related firms
Planning and wealth management, under the same roof
S.P. Collins & Company works alongside two affiliated practices. Tax preparation, investment advisory and insurance are coordinated across the three firms, so your return, your plan and your coverage are reviewed with the same information in hand.
