Business Details
Your Trusted Accounting Partner in Syracuse, NY
Sandra Spencer CPA is a Syracuse, NY-based accounting firm with decades of combined experience in tax preparation, financial planning, and business advisory services. Our team of certified professionals delivers personalized solutions to individuals and businesses, prioritizing accuracy, compliance, and client education. We specialize in navigating complex tax codes, optimizing financial strategies, and providing actionable insights for long-term success. Our commitment to professionalism, responsiveness, and quality has established us as a trusted partner for clients across diverse industries. We emphasize transparency in all communications, ensuring clients understand their financial obligations and opportunities.With expertise in IRS audit representation, cryptocurrency accounting, and QuickBooks integration, we address modern financial challenges with tailored approaches. Our services extend to estate planning, business valuations, and internal controls, reflecting our comprehensive understanding of financial ecosystems. We serve local, regional, and national clients, adapting our expertise to meet varied needs while maintaining consistent service excellence. Our track record of resolving tax disputes and improving business financial health underscores our dedication to client success. Through continuous education and adherence to industry standards, we ensure our clients receive forward-thinking, reliable guidance.
Services
Tax Preparation
IRS Audit Representation
QuickBooks Setup
Business Valuation
Estate Planning
Payroll Services
Cryptocurrency Accounting
Forensic Accounting
Succession Planning
Internal Controls
Highlights and features
- We offer 20+ years of experience in tax and accounting services.
- Our team provides personalized attention to every client's unique needs.
- We specialize in resolving complex IRS tax issues and audits.
- Our QuickBooks experts ensure seamless accounting software integration.
- We serve diverse industries with tailored financial strategies.
What people say
Leading firm
Personal attention
Professional
Quality service
Services
Tax Preparation
We prepare individual and business tax returns while identifying deductions and credits. Our team stays current with evolving tax laws to ensure compliance and maximize refunds. Clients receive clear explanations of their filings to prevent future issues with tax authorities.
IRS Audit Representation
Our experts represent clients during IRS audits, providing documentation and advocacy. We develop strategies to resolve discrepancies while minimizing penalties. This service includes post-audit compliance guidance to prevent recurring issues.
QuickBooks Setup
We implement and customize QuickBooks systems for small businesses. This includes chart of accounts setup, payroll integration, and workflow optimization. Training ensures clients maximize software capabilities for daily operations.
Business Valuation
We determine business worth through comprehensive financial analysis. This service supports mergers, acquisitions, and succession planning. Our valuations consider market conditions, asset values, and future earnings potential.
Estate Planning
We assist with tax-efficient estate planning strategies. Our services include trust administration and inheritance tax guidance. We help clients navigate complex regulations to protect assets for future generations.
People
Sandra Spencer
CPA
Sandra Spencer founded the firm with over 25 years of accounting experience. She specializes in tax strategy and business advisory services, focusing on client education and compliance. Her expertise spans multiple industries including healthcare and legal sectors.
Shaun Fahey
CPA
Shaun Fahey brings 15 years of public accounting experience to the team. He focuses on business valuations and forensic accounting, helping clients resolve complex financial disputes. His industry knowledge includes manufacturing and real estate.
Stephanie Bean
CPA
Stephanie Bean specializes in individual tax planning and cryptocurrency accounting. With 10 years of experience, she helps clients navigate evolving digital asset tax regulations while maintaining compliance with traditional tax obligations.
Zandra Baugh
Accountant
Zandra Baugh manages QuickBooks integrations and payroll services. She has 8 years of experience implementing accounting systems for small businesses, focusing on construction and hospitality industry clients.
Brittany D'Alonzo
Office Administrator
Brittany D'Alonzo oversees client communications and document management. With 5 years in the role, she ensures smooth operations and timely client support for the firm's accounting professionals.
Questions
What tax services do you offer for individuals?
We provide individual tax preparation, retirement planning, estate planning, and tax relief services.
Do you specialize in business accounting solutions?
Yes, we offer bookkeeping, payroll, CFO services, and industry-specific accounting for businesses.
Can you help with IRS tax problems?
We specialize in IRS audit representation, tax lien resolution, and payment plan negotiations.
Do you support QuickBooks users?
Yes, we offer QuickBooks setup, training, troubleshooting, and integration services.
What industries do you serve?
We work with construction, healthcare, legal, manufacturing, and real estate industries.
Reviews (4)
Elizabeth Megna
Apr 18, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Sandra is wonderful with everything she does We highly recommend her A++++++++++
Sandra is wonderful with everything she does We highly recommend her A++++++++++
Queen Colbert
Oct 25, 2018
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I was a referral from a Family friend who did business with this company. Was told that they are professional, and I should give them a shot. I would soon regret that decision when 5 months later I am notified that a refund will not be issued due to a error on the 1040. The company blamed the "Very Expensive" software and that if I would have given them POA they would have fixed the problem. I had to reach out to the IRS not once but twice in order to find out what I needed to do to correct the error. I reached out to the office on several occasions to get this error fixed but it seemed as if everyone
Don Bennett
Sep 03, 2018
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I have been using Sandra for over 10 years and have been really happy with her and her staff. They are responsive to my questions by email and phone even the week before tax day. I highly recommend them.
Robin Casper
May 06, 2017
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A great group of people to do business with. Very knowledgeable and professional. I've been getting my taxes done here for 3 years.
