Pragmatic Advisors, LLC

Pragmatic Advisors, LLC is a Homer, NY financial planning and accounting firm serving individuals and small businesses. Its individual services include personal financial planning, retirement planning, estate planning, elder care, and wealth management.

For business clients, the firm provides small business accounting, bookkeeping, payroll, tax planning, business tax preparation, sales tax support, and help with IRS notices and audits.

Pragmatic Advisors, LLC is a Homer, NY financial planning and accounting firm serving individuals and small businesses. Its individual services include personal financial planning, retirement planning, estate planning, elder care, and wealth management.

For business clients, the firm provides small business accounting, bookkeeping, payroll, tax planning, business tax preparation, sales tax support, and help with IRS notices and audits. It also offers part-time CFO services, cash flow management, bank financing support, business valuation, succession planning, and new business formation.

The firm works with small businesses and industry groups including construction, dentists, healthcare, hospitality, law firms, manufacturers, and real estate. Services are listed as available in person and remotely.