fbpx

BLOOM Tax Partners

Contact Us

Why Bloom?

 

Bloom Tax Partner’s mission is to help clients save money over their entire lifetime by providing affordable and proactive income tax planning and preparation services.

Who works for Bloom?

 

Kimberly S. Chidester, EATax Specialist

Theresa YajkoTax Specialist

Kristina West – Office Manager, Bookkeeping and Payroll Specialist

Amy BeckBookkeeping and Payroll Specialist

Christina LynchOffice Administrator

Katelyn McDonaldOffice Adminstrator

What to expect?

Z

Tax Planning

Z

Income Tax Preparation

Z

Bookkeeping

Z

Payroll

Z

On-Site Services

What is the cost to get my taxes filed through Bloom? 

Basic tax returns start at $175. (Special pricing for Lakeside Bookkeeping & Tax Service clients.) Additional charges apply depending on what you have going on, but as with all of our services, Bloom’s fees are always disclosed and transparent. No surprises!

How else can Bloom help me?  

Because Bloom is a part of S.E.E.D. and our Tax Team works together with our Financial Planning Team, we will be able to bring you timely feedback, advice, and strategies when there are opportunities available to improve your overall tax situation.

How do I get started?  

Call Bloom at 607-692-7600 to schedule your initial meeting. Tell them you are a S.E.E.D. client and they will help you get set up. This includes going over everything that you will need to bring to your first appointment and coordinating the appointment location (either in Binghamton or Whitney Point based on availability).

Can Bloom help me even if I currently do not work with S.E.E.D.?

Yes, please call the Bloom team 607-692-7600 and they will help get you set up.

DISCLOSURE

S.E.E.D. Planning Group, LLC ("S.E.E.D.") is a Registered Investment Advisor ("RIA"), registered with the U.S. Securities and Exchange Commission (“SEC”). S.E.E.D. provides financial planning and investment management services for clients in New York and other states across the country. S.E.E.D. will notice, file, and maintain all applicable licenses as required by the various states in which S.E.E.D. conducts business, as applicable. S.E.E.D. renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about S.E.E.D. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies, and to be able to contact us for further information.

Market data, articles, and other content on this web site are based on generally-available information and are believed to be reliable. S.E.E.D. does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

S.E.E.D. will provide all prospective clients with a copy of our current Form ADV, Part 2A ("Disclosure Brochure") and the Brochure Supplement for each advisory person supporting a particular client. The Disclosure Brochure and Supplement are updated at least annually and are available on the SEC website at: You may also contact S.E.E.D. to request a copy.

If you have any questions regarding Compliance and Regulatory information contact us.