ERB FINANCIAL provides personal income tax preparation and investment management services to individuals and small businesses.
Our investment services focus on a managed plan and approach to meeting your goals. We are not active traders of stocks. Our understanding of the concepts and specifics of income taxation makes a real difference when it comes to making wise investment decisions. Our investment advisors’ unique background and support in the tax aspects of financial transactions offer a holistic approach to investing. We know the products available to assist clients in asset growth and protection.
Our tax services include the preparation of individual and small business returns as well as representation before the Internal Revenue and State taxing authorities. Our tax preparers make things as easy as possible for you to file your returns accurately and hassle free. Our preparers collectively average over 25 years’ experience in tax preparation and tax compliance issues. We are not a ‘seasonal shop’. We are open year-round to assist you with your tax needs.
Our services include:
- Personal tax return preparation
- Small business (Sole Proprietors) tax return preparation
- Tax problem resolution and representation before the IRS/State tax authorities
- Investment management
- Individual Retirement Accounts
- Rollovers
- Insurance
- Retirement planning
- Tax planning strategies
- Medicare Advantage Plans
- Medicare Supplemental Plans
It all started with helping people.
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. Most of our early operations were out of storefronts not built for office use. One of our offices was above a movie theater, another shared space with a butcher, and another was started in the storage space of an out-of-business beauty supply store.
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 better reflect our wider focus. Several office locations were eventually consolidated in 2009 to our current single location in Gates. During tax-filing season staffing swells to about 20 individuals, and it is no surprise that three of Bill Erb’s nine children are currently working at Erb Financial in the roles of tax preparer or investment advisor.
Today we assist individuals and small businesses on a range of tax and investment issues. Our understanding of the concepts and application of tax law are extremely beneficial – even crucial – in many investment-related decisions.
Our customers are primarily from upstate New York, but we serve individuals living across the country, as well as in Latin America and Europe.
ERB FINANCIAL
2243 Lyell Avenue, Rochester, NY 14606
Phone: (585) 426-8190
