What We Do

At Hansen's Advisory Services, our experienced tax professionals offer reliable preparation and electronic filing of federal and state returns for our clients. We use professional, up-to-date software to handle everything from simple to complex filings.

Minimum Service Fee Federal Form 1040 + NYS Form IT-201: $290 Additional charges apply for time and complexity involving Schedule C, D, E, or other schedules.

Document Submission Options

  • Upload: Use the securefilepro.com portal to upload scanned documents or your completed fillable PDF organizer
  • Drop-Off: Visit 7067 E Genesee Street, Fayetteville, NY (Mon–Fri, 9AM–5PM) or use the secure mail slot after hours
  • Mail: Send documents to Hansen’s Advisory Services, 7067 E Genesee Street, Fayetteville, NY 13066
  • Schedule Online: Book an appointment or call (315) 637-5153

Need the Tax Organizer? Download it here

Once your documents are received, we'll prepare your return and reach out to finalize the filing. Questions? Call us at (315) 637-5153 or email [email protected].

At Hansen's Advisory Services, we begin each new client relationship with a holistic planning process that helps uncover financial needs, clarify goals, and build tailored strategies that reflect each client’s values and vision.

Budget & Goal Setting

Whether you're just starting out or preparing for retirement, we help create meaningful budgets by analyzing income and expenses, identifying savings opportunities, and aligning spending habits with life goals.

Managing Debt

From student loans to credit card balances, we offer personalized strategies to structure repayment plans, reduce financial stress, and avoid future debt. When needed, we may also refer clients to credit unions or debt counselors.

Retirement Planning

We assist clients in defining retirement objectives, evaluating current savings and contributions, and identifying income sources such as pensions and Social Security. Our process focuses on balancing retirement age, income targets, and savings strategies to build a plan that’s both achievable and aligned with your future lifestyle.

Estate Planning

Estate planning isn't just for the wealthy - it’s essential for many families and individuals. We work with your attorney to develop appropriate solutions, ranging from basic documents like wills and healthcare proxies to more complex needs involving trusts, charitable giving, and long-term care.

College Planning

Whether saving for a child or grandchild's education, we compare different vehicles - such as UGMA/UTMA accounts or 529 plans - to determine the best option. We help calculate funding goals or determine how current contributions will support future tuition needs.

Special Needs Planning

For clients or families managing a disability, we help coordinate legal and financial strategies to protect benefits and preserve assets, often in partnership with attorneys through the use of special needs trusts.

At Hansen's Advisory Services, our experienced tax professionals offer reliable preparation and electronic filing of federal and state returns for our clients. We use professional, up-to-date software to handle everything from simple to complex filings.

Minimum Service Fee Federal Form 1040 + NYS Form IT-201: $290 Additional charges apply for time and complexity involving Schedule C, D, E, or other schedules.

Document Submission Options

  • Upload: Use the securefilepro.com portal to upload scanned documents or your completed fillable PDF organizer
  • Drop-Off: Visit 7067 E Genesee Street, Fayetteville, NY (Mon–Fri, 9AM–5PM) or use the secure mail slot after hours
  • Mail: Send documents to Hansen’s Advisory Services, 7067 E Genesee Street, Fayetteville, NY 13066
  • Schedule Online: Book an appointment or call (315) 637-5153

Need the Tax Organizer? Download it here

Once your documents are received, we'll prepare your return and reach out to finalize the filing. Questions? Call us at (315) 637-5153 or email [email protected].

At Hansen's Advisory Services, we begin each new client relationship with a holistic planning process that helps uncover financial needs, clarify goals, and build tailored strategies that reflect each client’s values and vision.

Budget & Goal Setting

Whether you're just starting out or preparing for retirement, we help create meaningful budgets by analyzing income and expenses, identifying savings opportunities, and aligning spending habits with life goals.

Managing Debt

From student loans to credit card balances, we offer personalized strategies to structure repayment plans, reduce financial stress, and avoid future debt. When needed, we may also refer clients to credit unions or debt counselors.

Retirement Planning

We assist clients in defining retirement objectives, evaluating current savings and contributions, and identifying income sources such as pensions and Social Security. Our process focuses on balancing retirement age, income targets, and savings strategies to build a plan that’s both achievable and aligned with your future lifestyle.

Estate Planning

Estate planning isn't just for the wealthy - it’s essential for many families and individuals. We work with your attorney to develop appropriate solutions, ranging from basic documents like wills and healthcare proxies to more complex needs involving trusts, charitable giving, and long-term care.

College Planning

Whether saving for a child or grandchild's education, we compare different vehicles - such as UGMA/UTMA accounts or 529 plans - to determine the best option. We help calculate funding goals or determine how current contributions will support future tuition needs.

Special Needs Planning

For clients or families managing a disability, we help coordinate legal and financial strategies to protect benefits and preserve assets, often in partnership with attorneys through the use of special needs trusts.

Person sitting on dock

Fees and Commissions

At Hansen's Advisory Services, we are independent advisors working through Vanderbilt Securities, LLC, our Broker-Dealer and Registered Investment Advisor. We are compensated by Vanderbilt for the business we do with our clients and offer three primary fee structures.

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