As you focus on managing and growing your business, our experienced team of professionals can offer assistance far beyond most traditional accounting and tax providers.

Our Business Owner Services team provides annual accounting and tax services, and can help you realize new business and personal financial opportunities through our integrated solutions within Tompkins Financial Services.

Tompkins helps businesses and individuals achieve their financial goals through planning, investment management, tax services and insurance solutions. With our assistance, you will have more time to spend actually running your business - bringing you another step closer to success.

Annual Services

Tax planning

Tax preparation

Year-end accounting

Bookkeeping and write-up

IRS and state audit representation

Additional Services

Owner/Executive financial planning

Business succession planning

Life insurance audit

Estate planning and survivor needs analysis

Buying or selling a business

Benefits consulting

Financial forecasts/business plans

Facilitating bank financing

Consulting on company finances and operations

Retirement plan review or start-up

IRA accounts and rollovers

Choice of business entity

Bookkeeping set-up and consultation, primarily with Quickbooks®

Tompkins Financial Advisors is the brand name used by Tompkins Financial Corporation for the wealth management services offered by its separate subsidiaries Tompkins Trust Company and AM&M Financial Services, Inc. Tompkins Trust Company provides bank trust and asset management services.  Tompkins Financial subsidiary AM&M Financial Services, a registered investment advisor (RIA), offers financial planning, investment, tax, and risk management services. Securities are offered through AM&M subsidiary Ensemble Financial Services, Member FINRA, SIPC. 

Investments are not FDIC insured, not Bank guaranteed, and may lose value.