Business Details
Your Trusted Partner for Accounting and Tax Services
We are a family-owned and operated accounting firm serving individuals, businesses, and nonprofit organizations in Washingtonville, NY. With over six decades of roots in Orange County, our team combines deep local knowledge with specialized expertise in tax preparation, accounting, and bookkeeping. Our professionals provide personalized support to help clients navigate complex financial environments while maintaining a commitment to community values. We offer both on-site and remote accounting services, ensuring flexibility and accessibility for all clients. Our Certified QuickBooks Pro Advisor delivers tailored training and solutions for modern financial management. Through partnerships with major payroll service providers, we extend discounted pricing on payroll, workers' compensation, and HR services to our clients.We prioritize transparency and client education, offering free initial consultations to develop customized strategies aligned with individual and business goals. Our office at 80 East Main Street serves as a hub for personalized service, while our digital tools enable seamless remote collaboration. We measure success by our clients' long-term financial prosperity and their trust in our expertise. For over 60 years, our family has invested in the local community through education, sports, and civic engagement, reinforcing our commitment to client relationships that mirror familial care.
Services
Tax Preparation
Bookkeeping Services
Payroll Processing
QuickBooks Training
Sales Tax Filing
Business Organization
Remote Accounting
Payroll Tax Filing
Highlights and features
- We offer 60+ years of local financial expertise in Orange County
- Our team includes a Certified QuickBooks Pro Advisor
- We provide flexible on-site and remote accounting solutions
- We partner with major payroll providers for discounted services
- We prioritize personalized service through free initial consultations
Associations and certifications
- QuickBooks Pro Advisor
Services
Tax Preparation
We prepare individual and business tax returns with meticulous attention to compliance and optimization. Our team stays current with evolving tax codes to maximize deductions while ensuring accurate filings. Clients receive personalized guidance through the entire tax process, from document organization to submission.
Bookkeeping Services
We maintain accurate financial records through both on-site and remote bookkeeping solutions. Our services include accounts payable/receivable management, bank reconciliations, and financial statement preparation. Real-time reporting tools provide clients with up-to-date business insights for informed decision-making.
Payroll Processing
We handle complete payroll administration including wage calculations, tax withholdings, and regulatory filings. Our integrated systems ensure timely payments while maintaining compliance with federal, state, and local employment laws. We also provide year-end W-2 and 1099 processing.
QuickBooks Training
Our Certified QuickBooks Pro Advisor offers customized training for business owners and staff. We teach efficient system navigation, reporting generation, and financial tracking techniques. Training sessions are tailored to specific business needs and software versions.
Business Organization
We guide clients through selecting appropriate business structures and completing formation requirements. Our consultation covers tax implications, liability protection, and regulatory compliance. We provide ongoing support for business registration and licensing needs.
Questions
What accounting software do you support?
We specialize in QuickBooks and have a Certified Pro Advisor on staff for training and implementation support.
Can I schedule appointments online?
Yes, our website features a self-service calendar for scheduling consultations and service appointments.
Do you offer remote accounting services?
We provide both on-site and remote bookkeeping solutions to accommodate client preferences and business needs.
What tax services do you provide?
We prepare individual, business, and nonprofit tax returns including income, payroll, and sales tax filings.
Are payroll services available?
Yes, we offer comprehensive payroll processing with discounted rates through our partner network.
Reviews (2)
Marie Moran
Nov 21, 2020
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Frank and Stephen make tax season easy. It is always a pleasant experience visiting their office. They are quick to get back to you and I wouldnt go anywhere else
Jose Villa
Oct 23, 2020
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Such a great experience. Frank walked me through the steps, explained the process, and provided useful suggestions for money management.
