Our goal is to provide you with the most hassle-free, straightforward, and honest path through taxes and investing.
Roots at ERB FINANCIAL go back to 1953, when founder Bill Erb began preparing income taxes for neighbors, co-workers, and family members. ‘Erb’s Income Tax’ grew out of that initial experience, at one time operating six locations throughout the Rochester, NY area.
A lot has happened since the 50’s. Insurance and investment products were introduced in the ‘60’s and 70’s as people sought financial advice and counsel. Erb’s Income Tax became Erb Financial in 2000 to reflect our wider focus. Several office locations were eventually consolidated in 2009 to our current single location in the town of Gates, NY.
Erb Financial employs 25 individuals to provide in-depth services through the busy tax season and beyond. Most of our investment representatives and tax preparers have been with us for well over 20 years.