Stevens & Sweet Financial
Accounting for Legal Practices · New York, United States · 11-50 Employees
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Overview
Headquarters
9 Store Rd, Tuxedo Park, New York, 10987...Phone Number
(845) 351-5657Website
www.stsw.comRevenue
$5.1 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Stevens & Sweet Financial
Stevens and Sweet Financial is a veteran-owned financial planning and accounting firm based in Tuxedo, NY. They specialize in building investment plans, performing accounting and tax preparation, and managing tax-efficient investments. The firm is led by Bill, a Certified Financial Planner TM practitioner, who focuses on providing tailored financial solutions. Their intended clients include individuals and businesses seeking comprehensive financial management and tax services.Explore more
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Founded In
Stevens & Sweet Financial
$5.1M
11-50
Private
-
2011
N/A
<$5M
1-10
Private
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1998
VM
Varish ModiCertified Public Accountant, Certified Tax Coach, Enrolled Agent, NTPI Fellow, Certified Acceptance Agent, Chartered Accountant
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2020
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Company Profile Activity
Activity Insights
Stevens & Sweet Financial is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Stevens & Sweet Financial is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Stevens & Sweet Financial.
Stevens & Sweet Financial Tech Stack
A closer look at the technologies used by Stevens & Sweet Financial
Most Recent Scoops
Event
Person-Based
Events, Podcast
Event
Person-Based
Events, Podcast
Event
Person-Based
Events, Financial Planning, Consumer Finance, Finance, Podcast
Event
Person-Based
Events, Podcast
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Frequently Asked Questions Regarding Stevens & Sweet Financial
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Stevens and Sweet Financial is a veteran-owned financial planning and accounting firm based in Tuxedo, NY. They specialize in building investment plans, performing accounting and tax preparation, and managing tax-efficient investments. The firm is led by Bill, a Certified Financial Planner TM practitioner, who focuses on providing tailored financia... Read More
