Our Services
From keeping more of what you earn at tax time to understanding your cash flow, we provide clarity and confidence.
Tax Preparation
Accurate tax preparation from experienced professionals who take the time to understand your situation.
Learn moreBusiness Accounting
Know exactly where your business stands financially with accounting that fits your needs.
Learn moreTrust & Estate Services
Comprehensive fiduciary services for trusts, estates, and succession planning.
Learn moreNon-Profit Services
Stay compliant and focused on your mission with experienced non-profit accounting support.
Learn moreBookkeeping
Keep your books current and accurate so you always know where you stand.
Learn moreBusiness Consulting
Get guidance from experienced professionals who have seen businesses through every challenge.
Learn moreHow We Work
When you work with us, you're not getting a one-size-fits-all package. You're getting experienced CPAs who take time to understand your specific situation before making recommendations.
We Listen
A construction company has different needs than a restaurant or a non-profit arts center. We start by understanding your specific challenges.
We Customize
Then we build an approach that fits your situation.
We Deliver
You get accurate work, clear explanations, and responsive communication.
Who We Serve
Whether you're in the Hudson Valley or Central Texas, we've helped thousands of clients like you navigate their financial challenges.
Individuals & Families
From W-2 employees with investment income to retirees managing multiple states' taxes. Bard College professors, weekend homeowners from NYC, multi-generational local families.
Businesses
Construction companies, plumbers, electricians, mechanics, restaurants, retail shops, rental property owners, professional practices, and contractors of all sizes.
Trusts & Fiduciaries
Trustees, executors, estates, community foundations, and non-profits. We handle fiduciary returns and understand the unique compliance requirements.
Ready to Discuss Your Specific Needs?
Schedule a consultation and we'll help you figure out exactly what you need. No pressure, just an honest conversation.
Get Started Today