Business Details
19 Years
experience
Professional Tax & Accounting Services in Newburgh
L. Bakker, CPA, P.C. is a small Certified Public Accounting firm located in Newburgh, New York, dedicated to providing personalized, high-quality tax and accounting services. Our philosophy centers on combining professional expertise with attentive service, ensuring customized solutions tailored to each client's unique needs. With over 20 years of experience in public accounting, our principal, Leonard J. Bakker, serves both businesses and individuals across diverse industries, including retail, manufacturing, and construction. We specialize in bookkeeping, payroll tax returns, sales tax filings, year-end tax planning, and preparation of federal and state tax returns for businesses and individuals. Our commitment to understanding local market dynamics enables us to deliver actionable financial insights that support long-term client success.By maintaining a small-firm approach, we prioritize direct client relationships and timely responsiveness, ensuring clients receive dedicated attention throughout the year. Our services extend to retirement account guidance, education tax credits, and business structure consultation, addressing both immediate and strategic financial needs. As a New York licensed CPA, we adhere to rigorous professional standards while maintaining the flexibility to adapt to evolving client requirements. Our track record includes working with small businesses ranging from professionals and restaurants to construction companies, as well as providing personalized tax solutions for individuals. This combination of technical proficiency and client-focused service positions us as a trusted financial partner for clients in Newburgh and surrounding areas.
Services
Business Accounting
Individual Tax Services
Bookkeeping
Payroll Tax Returns
Sales Tax Filings
Tax Planning
Retirement Account Guidance
Education Credits
Business Structure Consultation
Financial Statements
Details
- Year established: 2007
Highlights and features
- We offer 20+ years of experience in public accounting across diverse industries.
- Our services are customized to meet each client's unique financial needs.
- We specialize in business and individual tax planning with local market knowledge.
- Our New York licensed CPA provides direct, hands-on client engagement.
- We maintain rigorous professional standards while offering flexible, personalized solutions.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Business Accounting
We provide comprehensive accounting solutions for businesses, including bookkeeping, financial statement preparation, and payroll tax return filings. Our services help companies maintain accurate financial records while ensuring compliance with federal and state regulations. With expertise in multiple industries, we offer tailored solutions that support informed business decision-making.
Individual Tax Services
Our individual tax services include preparation of federal and state tax returns, retirement account guidance, and education tax credit analysis. We help clients optimize their tax positions through strategic year-end planning and personalized advice on deductions and credits available to New York residents.
Tax Planning
We offer year-round tax planning to minimize liabilities and maximize savings for businesses and individuals. Our approach considers changing regulations and client-specific circumstances, providing actionable recommendations for retirement contributions, business structure optimization, and educational expense planning.
Payroll Tax Returns
Our payroll services ensure accurate calculation of employee withholdings and timely filing of quarterly and annual tax returns, including W-2 and 1099 forms. We help businesses maintain compliance with complex payroll tax requirements while reducing administrative burdens.
Business Structure Consultation
We advise entrepreneurs on choosing optimal business structures, analyzing tax implications of sole proprietorships, partnerships, corporations, and LLCs. Our consultation includes preparation of necessary formation documents and ongoing guidance to adapt structures as businesses grow.
People
Leonard J. Bakker
Certified Public Accountant
Leonard J. Bakker is a New York licensed CPA with over 20 years of experience in public accounting. He specializes in business and individual tax services, having worked with firms in New York and New Jersey before establishing L. Bakker, CPA, P.C. in 2007.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping, financial statement preparation, payroll tax returns, sales tax filings, and business tax planning tailored to industries like retail, construction, and professional services.
Do you handle both business and individual tax returns?
Yes, we prepare federal and state tax returns for businesses and individuals, including specialized services for retirement accounts, education credits, and new business formations.
How does your tax planning process work?
We conduct year-round tax analysis to identify savings opportunities, focusing on retirement contributions, business structure optimization, and education-related deductions specific to New York taxpayers.
Can you help with starting a new business?
We provide consultation on selecting appropriate business structures and prepare required formation documents for corporations, LLCs, and partnerships operating in New York State.
What areas do you serve?
We primarily serve Newburgh, Cornwall, Westchester County, and Orange County, offering personalized accounting services to local businesses and residents.
