Colley Financial Services
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Since our founding in 2001, Colley Financial Services, Inc. has served our local community with an emphasis on personalized professional service. We specialize in tax planning, preparation, and filing for individuals, corporations, partnerships, and fiduciaries, in addition to providing our clients with general accounting and financial services.

Given the complexity of ever-changing tax laws, you need a tax advisor who can ensure that you've complied with the law, and can help you claim valuable deductions and credits you may never have considered. At Colley Financial Services, Inc., we continuously monitor federal, state, and local tax law changes to assess their impact on our clients, and we pledge to prepare your tax returns in the best-informed, most ethical manner possible.
Services
Since 2001, Colley Financial Services, Inc. has been providing personalized professional accounting services to the Lake Placid area, and we value the relationships we've built with our clients since that time. We go the extra mile to offer the custom-tailored insight, support, and guidance that you need.
Susan is a Certified Public Accountant. She graduated from the University of Central Florida with a Bachelor's degree in Business Administration. She went on to Nova Southeastern University for her graduate work and received a Master's degree in Accounting. Mrs. Colley has been working in accounting and finance for over 28 years.
At Colley Financial Services, Inc., we offer a broad spectrum of comprehensive and thorough year-round tax assistance for individuals and businesses, from managing sales tax compliance to business and estate tax planning to the preparation of personal and corporate returns to effective representation before taxation authorities.
Our payroll solution is accessible 24x7 on the Internet, ready for you to use anytime, anywhere, from any device. Completely automated payroll processing - you simply enter payroll data over a secure Internet connection and the solution does the rest. Most importantly, the unmatched benefit of our personal service and our trusted, professional relationship with you.
At Colley Financial Services, Inc., we recognize that accurate, well-organized financial information is critical to your corporate or personal financial health. Our detail-oriented and insightful staff is committed to providing the comprehensive reports, analysis, and services you need to manage your finances and assess your financial position.
Reviews (1)
Dennis Koontz
Dennis Koontz
Aug 15, 2020
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A very helpful and intelligent CPA who did a great job on short notice.