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Accounting * Taxation * Financial Planning


About our Company

SZM Financial, headquartered in Shirley, New York, is not your ordinary accounting and tax preparation service.


After 17 years of working in the Finance & Treasury departments of the National Football League, I decided to dedicate my talents to helping individuals meet their financial goals. It takes a team effort to preserve wealth for future generations.


At SZM Financial, we like to think of ourselves as an extended family and support system for our clients.


                    Sara Windley- CEO & Founder