Business Details
Your Trusted Local Accounting & Tax Services in Brockport, NY
Upstate Tax Services is a full-service tax preparation and bookkeeping company serving clients through three convenient locations in Brockport, Greece, and Henrietta. Our company was founded on the principle of delivering high-quality financial services at fair prices while prioritizing client flexibility through personalized scheduling. Unlike seasonal tax businesses, we remain available year-round to address financial concerns, offering comprehensive services including tax planning, accounting, bookkeeping, and notary support. Our experienced team specializes in both individual and business tax solutions, from income tax preparation to corporate compliance, ensuring clients maintain accurate records and optimize financial outcomes. We provide free reviews of self-prepared or externally prepared returns, remote tax preparation via video conferencing, and electronic filing options to streamline the process.Our commitment to local service extends across the Finger Lakes region, serving communities like Rochester, Canandaigua, and Geneva with tailored financial expertise. By focusing on transparency and accessibility, we help individuals protect personal assets while enabling businesses to enhance efficiency and profitability. Our staff's proficiency with tools like QuickBooks ensures clients receive both technical expertise and practical training for long-term financial management. Through consistent service quality and community engagement, we aim to build lasting relationships that support clients' financial goals beyond single tax cycles.
Services
Tax Preparation
Bookkeeping
QuickBooks Services
Notary Services
Corporate Setup
Estate Tax Filing
Amended Returns
Remote Tax Prep
Business Compliance
Financial Reporting
Highlights and features
- We offer year-round availability with three convenient locations in the Finger Lakes region
- Our team provides free reviews of self-prepared or externally prepared tax returns
- We implement secure remote tax preparation via video conferencing technology
- Our staff includes QuickBooks-certified professionals for business accounting solutions
- We maintain a local focus with community expertise across 30+ New York municipalities
Services
Tax Preparation
Our tax preparation service handles individual and business returns with precision. We process income, corporate, estate, and gift tax filings while ensuring compliance with federal and state regulations. Clients benefit from our expertise in navigating complex tax scenarios and optimizing deductions.
Bookkeeping
Year-round bookkeeping services maintain accurate financial records for businesses. We manage accounts payable/receivable, payroll processing, and financial statement preparation. Our QuickBooks-certified professionals ensure organized records that support informed business decisions and audit readiness.
QuickBooks Services
QuickBooks setup and training services optimize business financial management. We implement customized accounting systems and provide staff training. This service ensures businesses maximize software capabilities for efficient bookkeeping and reporting.
Notary Services
Certified notary services authenticate important documents with proper legal formalities. We handle loan documents, affidavits, and other official paperwork. Our availability beyond standard business hours accommodates client schedules.
Corporate Setup
Corporate and LLC formation services include document preparation and filing assistance. We guide clients through entity selection and registration processes. This service ensures proper legal structure establishment for new businesses.
Questions
What tax services do you offer for individuals?
We prepare individual income tax returns, including state filings for all U.S. states, amended returns, and prior year filings. Our services also cover free reviews of self-prepared returns.
Do you provide business accounting solutions?
Yes, we offer bookkeeping, quarterly tax filings, corporate return preparation, and QuickBooks setup/training. Our services help businesses maintain compliance and optimize financial operations year-round.
Are you available outside tax season?
Unlike seasonal providers, we operate year-round to address financial questions, offering ongoing support for tax planning, accounting needs, and business compliance matters.
What locations do you serve?
We have offices in Brockport, Greece, and Henrietta, NY. Our service area includes the entire Finger Lakes region and surrounding communities across 30+ New York municipalities.
Can I file taxes remotely?
Yes, we offer remote tax preparation via SKYPE video conferencing. Clients can also utilize our convenient drop-off/email policy for document submission without visiting our offices.
Reviews (1)
Tammy Pillsbury
Jun 16, 2015
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I have known Manny for many years. He handled my taxes and helped with many questions with regards to family tax/estate questions. I was happy with the results and the prompt service!
