Accounting services built around how you actually operate

Tax Preparation & Planning

We prepare and file federal, state, and local returns for individuals, partnerships, corporations, and estates — and we don't disappear after April. Ongoing planning throughout the year helps you reduce liability before it's too late to act.

• Individual, corporate, partnership & estate returns
• Multi-state and prior-year filings
• Quarterly estimated tax planning
• IRS and state notice resolution

Bookkeeping & Accounting

Monthly or quarterly bookkeeping, account reconciliation, and financial statement preparation that keeps your records audit-ready and gives you real numbers to make decisions with — not a shoebox of receipts every March.

• Monthly & quarterly bookkeeping
• Bank & credit card reconciliation
• Financial statement preparation
• QuickBooks setup & support

Nonprofit & Form 990 Compliance

Since 1977 we've worked closely with civic groups, religious institutions, community housing services, and grantmaking foundations. We handle Form 990 preparation, fund accounting, and the compliance detail that keeps exempt status intact.

• Form 990 / 990-EZ / 990-PF preparation
• Fund & grant accounting
• Board & funder-ready financial reporting
• State charity registration support

Payroll Services

We manage payroll processing, tax deposits, and year-end filings so your team gets paid accurately and your business stays compliant with federal and New York State requirements.

• Payroll processing & direct deposit
• Payroll tax deposits & filings
• W-2 & 1099 preparation
• New hire reporting

Business Advisory & Consulting

From entity selection to cash flow forecasting, we advise business owners on the financial side of running and growing a company — with the same partner-level attention whether you're a two-person shop or a fifty-person team.

• Entity structuring & selection
• Cash flow forecasting & budgeting
• Succession & transition planning
• New business formation support

Financial Statement & Audit Support

When a bank, board, or grantor needs formal financials, we prepare compilations and reviews, and coordinate with outside auditors so the process is fast and the numbers hold up.

• Compilations & reviews
• Lender & funder financial packages
• Audit coordination & support
• Internal controls guidance