Upstate CPAs offers a wide range of professional accounting, tax and consulting services to meet your needs and further tailor them to provide you with a solution that fits. We are committed to building lasting client relationships and strive to cater our services to your ever changing needs. Our goal is to find innovative ways to help you discover - and make the most of - all opportunities for growth and success.
Nothing is more important than our clients' peace of mind. We use one of the most secure systems - Sharefile by Citrix - available for transporting your sensitive financial documents. Never worry about transferring your documents via email or unsecured systems. A growing business needs to communicate accurate financial information on which investors, lenders and other stakeholders can rely.
Nothing is more important than our clients' peace of mind. We use one of the most secure systems - Sharefile by Citrix - available for transporting your sensitive financial documents. Never worry about transferring your documents via email or unsecured systems. A growing business needs to communicate accurate financial information on which investors, lenders and other stakeholders can rely.
Services
About Us
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Bharti Mathur is the principal and managing partner of Upstate CPAs. She has over 20 years of experience serving a diverse clientele of family-owned businesses, commercial entities, non-profit organizations and individuals in the areas of strategic business planning, Tax Planning, Preparation and Compliance, financial accounting, consulting as well as audit and attestation services.
Assurance Services
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For over 10 years, Upstate CPAs has been providing financial reporting and assurance service to small and medium sized businesses. We approach your audit with a deep and broad understanding of your business, the industry in which you operate, and the latest regulatory standards. Our comprehensive assurance services will ensure you are able to communicate accurate and reliable financial information about your business.
Tax Services
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At Upstate CPAs, we take pride in our tax expertise and knowledge. The complex nature of the United States' tax policy is an ever-changing and evolving problem for many individuals and businesses. Our tax accountants are constantly training to keep up to date with the newest tax laws. Through professional development, we are constantly learning, helping you limit your tax liability.
Small Business Services
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As a business owner, you have a clear picture of where you are going and when you want to get there. However, without accurate, timely and relevant financial information, you will not have the proper insights to navigate your path. Upstate CPAs is a full-service accounting firm and we cater our services to your needs and requirements.
New Business Formation
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Opening your own business is both an exciting and terrifying moment. At Upstate CPAs, we can help you set a plan of action to implement and guide you as you start and manage your business. Our expertise will ensure you avoid the most common pitfalls that plague small business owners. As a new business, you may encounter many challenges along the way.
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