Business Details
Your Trusted Partner for Accounting & Tax Solutions in Poughkeepsie
At Mehl & Associates CPAs & Co., our mission is to provide proactive planning and communication to maximize after-tax net wealth for our clients. We believe your accounting firm should do more than file returnswe help business owners and individuals make informed financial decisions through strategic tax planning, monthly accounting, and advisory-first services. With over two decades of combined experience, our team specializes in delivering clear, actionable financial insights tailored to each client's unique needs, whether you're a small business owner or planning for personal wealth.We emphasize transparency, responsiveness, and structured systems to eliminate surprises, ensuring our clients stay informed and in control year-round. Our Hudson Valley-based team is dedicated to building long-term partnerships grounded in trust, professionalism, and a commitment to exceptional service.
Services
Tax Planning
Monthly Accounting
Bookkeeping
Business Advisory
QuickBooks Services
Highlights and features
- We provide strategic tax planning and structured financial systems for business growth.
- Our team offers dedicated points of contact for timely, personalized service.
- We deliver clear, actionable financial reporting tailored to your business needs.
- Our client-first approach emphasizes transparency and no hidden fees.
- We combine CPA expertise with proactive advisory services for long-term success.
What people say
Highly recommend
Amazing service
Thorough and kind
Professional and efficient
Tax planning expertise
Services
Tax Planning
Our strategic tax planning ensures clients minimize liabilities while aligning financial decisions with long-term goals. We provide multi-year projections, retirement planning, and business tax strategies tailored to your unique situation. With expertise in federal and state tax codes, we deliver solutions that maximize savings and reduce surprises.
Monthly Accounting
Monthly accounting services offer timely, structured reporting to keep business owners informed. We manage reconciliations, cash flow tracking, and performance dashboards, providing actionable insights to improve decision-making. This service ensures financial clarity and supports proactive management for sustainable growth.
Bookkeeping
Our bookkeeping services maintain accurate, organized financial records to streamline operations. We handle reconciliations, payroll, and reporting, allowing business owners to focus on growth. By implementing efficient systems, we ensure your books are audit-ready and provide a clear foundation for strategic planning.
Business Advisory
Business advisory services combine financial expertise with strategic guidance to support growth. We assist with profitability analysis, systems implementation, and cash flow management, acting as an outsourced CFO. Our goal is to strengthen financial foundations and align operations with long-term business objectives.
QuickBooks Services
QuickBooks services include setup, cleanup, and ongoing support to optimize financial management. We train clients, resolve data issues, and integrate systems for seamless operations. By leveraging QuickBooks capabilities, we help businesses improve accuracy, efficiency, and reporting capabilities for better financial control.
People
David Zastenchik
Founder & CPA
David Mehl & Associates CPAs & Co. is a Hudson Valley-based CPA and CFP with over two decades of accounting and financial planning experience. He founded Mehl & Associates CPAs & Co. to bridge the gap between generic tax services and strategic financial partnership, focusing on personalized solutions for businesses and individuals.
Sherry Scholz
Senior Accountant
Sherry Scholz is a senior accountant known for her exceptional client service and expertise in tax preparation. With years of experience, she provides thorough, personalized guidance to individuals and families, earning consistent praise for her attention to detail and friendly approach.
Questions
What services does Mehl & Associates CPAs & Co. & Co. CPAs offer?
We specialize in tax planning, monthly accounting, bookkeeping, business advisory, and QuickBooks services for businesses and individuals.
How does Mehl & Associates CPAs & Co. & Co. differ from other accounting firms?
We focus on proactive advisory-first services, structured financial systems, and personalized strategies to help clients grow and avoid surprises.
Do you work with both businesses and individuals?
Yes. Our services are tailored for small businesses and individuals seeking clarity in tax planning or retirement strategies.
Are consultations available?
Yes. We offer free initial consultations to discuss your financial goals and how we can support them.
What areas do you serve?
We primarily serve the Hudson Valley region, including Poughkeepsie, NY, with virtual support available nationwide.
Reviews (4)
Anthony Serino
Feb 20, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
Ive used multiple CPAs over the years and my only regret is that I didnt find Dave Z at Mehl & Associates sooner. Service is unparalleled and Ive saved so much money personally and in my business after switching.
Ive used multiple CPAs over the years and my only regret is that I didnt find Dave Z at Mehl & Associates sooner. Service is unparalleled and Ive saved so much money personally and in my business after switching.
Christine & Patrick Manning
Feb 16, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
I cant say enough about how Mehl & Associates have helped us over the past two years. From the trivial to the traumatic, our primary accountant, Dave Zastenchik, treats us like family and always has time for us and our small business. Cant recommend them enough!
I cant say enough about how Mehl & Associates have helped us over the past two years. From the trivial to the traumatic, our primary accountant, Dave Zastenchik, treats us like family and always has time for us and our small business. Cant recommend them enough!
Dave Stewart
Oct 03, 2020
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True professionals all around!! Mehl and associates are full of class act people who I would feel comfortable referring or using without hesitation. I've known Phil and his family since I've started my business and the Mehl family are some of the best people i know. I became introduced to David Z about a year ago and he is of similar quality. All top notch people and they do great work! You can't go wrong hiring these guys!.
JoAnne Gawan
Aug 31, 2020
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I would highly recommend this company Mel & Associates for anyone looking for reliable accountants. I have worked with Dave Zastenchik he came highly recommended. I have used him for my personal taxes he was very thorough and explained everything in detail. I will continue to use this accounting firm in the future.
