Business Details
23 Years
experience
Your Trusted Partner for Accounting Solutions in Newport, VT
Founded in 2003, S & D Accounting Service has grown from a home-based side business into a full-service accounting firm serving individuals and small businesses in Newport, VT. Our team brings over 50 years of combined experience in tax preparation, bookkeeping, and financial consulting, offering expertise tailored to both personal and business needs. We specialize in navigating complex tax laws, providing business entity selection guidance, and delivering financial analysis to support strategic decision-making. Our services extend to non-profits, sole proprietors, and expatriates, ensuring compliance with evolving regulations.With a focus on local community needs, we combine personalized service with technical proficiency to minimize tax liabilities and optimize financial health. Our commitment to continuous education keeps clients informed about annual tax changes affecting their situations. We assist with business transitions, estate planning, and multi-jurisdictional sales tax compliance, positioning ourselves as trusted advisors for long-term financial success.
Services
Bookkeeping
Tax Preparation
Business Consulting
Financial Statements
Sales Tax Services
Estate Planning
Non-Profit Services
Entity Selection
Financial Analysis
Software Training
Details
- Year established: 2003
Highlights and features
- We have over 50 years of combined tax and accounting experience on staff.
- Our team provides personalized service tailored to individual and business needs.
- We specialize in complex tax situations including expatriate and multi-jurisdictional compliance.
- Our local ownership since 2003 ensures deep understanding of Vermont business regulations.
- We offer comprehensive services covering bookkeeping, tax preparation, and business consulting.
Services
Bookkeeping
Our bookkeeping service maintains accurate financial records for businesses without in-house accountants. We manage chart of accounts and produce reliable financial documentation. Our expertise ensures your business operations run smoothly with organized financial tracking.
Tax Preparation
We handle personal and business tax preparation with expertise in evolving tax regulations. Our service minimizes liabilities while ensuring compliance for individuals, corporations, and expatriates. We provide strategic tax planning for life changes and business decisions.
Business Consulting
Our consulting service offers independent perspectives on business challenges and opportunities. We assist with decision-making, financial analysis, and strategic planning. Our experience supports business growth and operational improvements.
Financial Analysis
We analyze business financials to support strategic decision-making. Our service includes scenario planning and performance evaluation. We help businesses understand financial health and prepare for future changes.
Entity Selection
Our entity selection service guides new businesses through organizational options. We explain differences between sole proprietorships, LLCs, and corporations. We help choose optimal structures for liability protection and tax efficiency.
People
Stephen Mengel
Founder
Stephen Mengel founded S & D Accounting Service in 2003 after recognizing local businesses' accounting needs. He oversees strategic direction and maintains client relationships.
Adam Messier
Staff Accountant
Adam Messier provides accounting expertise with focus on tax preparation and business consulting. He supports clients with financial analysis and compliance matters.
Kathy Gent
Staff Accountant
Kathy Gent specializes in bookkeeping and financial statement preparation. She assists small businesses with day-to-day accounting operations and software implementation.
Laura Race
Staff Accountant
Laura Race handles tax preparation and sales tax compliance. She works with businesses across industries to maintain regulatory compliance and optimize tax positions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, tax preparation, business consulting, and sales tax services tailored to small business needs.
Do you handle tax preparation for expatriates?
Yes, we specialize in American non-resident tax preparation, helping expatriates navigate international tax codes and minimize liabilities.
Can you assist with choosing the right business structure?
We provide expert guidance on business entity selection including LLCs, corporations, and partnerships based on your specific needs.
What are your office hours for appointments?
Our office is open Monday through Friday from 8:30 AM to 4:30 PM for in-person and virtual appointments.
Do you work with non-profit organizations?
Yes, we have extensive experience providing accounting and compliance services specifically tailored to non-profit organizations' unique needs.
Reviews (2)
The Haddads
Aug 03, 2018
Report
We were extremely pleased with the tax service we received in a timely manner! Great, friendly staff!!
Sean Scott
Aug 28, 2017
Report
Steve and Adam are true professionals and experts.They've saved $1,000's of a dollars for a few business I owners I know. I highly recommend checking them out they are easy to talk to and will help facilitate your business. From payroll to accounting and taxes call to see if you're being charged too much.