Broker Check

320 Fayette St
Manlius, NY 13104

Gregory F. Wilt, CPA, CFP®

(315) 692-2300

 

Products & Services

At Gregory F. Wilt, CPA, we provide assistance in the following areas: 

Investments*
  • Bonds
  • Common Stock
  • Educational IRA
  • Brokerage Accounts
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Treasury Bills
  • Government Securities
  • Treasury Notes

Financial Planning*
  • Retirement Plans
  • 401 (k) Planning
  • 403 (b) Planning
  • College Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

*Gregory F. Wilt offers these services through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM 

Tax Planning
  • Relocation Tax Issues
  • State Tax Return Preparation
  • Representation Before the IRS
  • Tax Return Preparation
  • Individual Tax Preparation and Planning
  • Business Start Up, Counsel and Corporate Taxes
  • Small Business Accounting Services
  • IRS and State Tax Audits
  • Income, Gift and Estate Tax Returns

Accounting
  • Accounting
  • Bookkeeping
  • Financial Statements
  • Payroll