For those of you who don't know us, my wife Debbie and I have been running an accounting and tax practice since 1998. We have several different options for delivering friendly and efficient services to our clients, and in an effort to reduce costs and save the environment, we have developed a secure client portal. You can scan, fax, or upload your tax records and we will retain them on our secure site for added protection. You can also request a client organizer, checklist, prior year return or other documents and we will upload them for your secure retrieval. Other clients drop off their records at our office and many mail their returns; whatever works best for you is fine with us. For those of you who prefer to schedule appointments, please text message me @ 315-725-4333 and I will respond as soon as possible.
I have been practicing in accounting since graduating from SUNY IT in 1985. There is no substitute for that many years of experience, so feel free to pick our brain on a large variety of issues. All client information is extremely confidential so rest assured you can share your financial information without risk.
Our tax practice is a home-based business and, because I work for a financial services firm, I try and avoid individual tax client calls during business hours. If you need to reach me, send a text message and I will respond as soon as possible. The tax season carries numerous deadlines for corporations and LLCs so the turn around time on tax returns may vary based upon the time of the year.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.