Our Services
From keeping more of what you earn at tax time to understanding your cash flow, we provide clarity and confidence—not just compliance.
Tax Preparation
Accurate tax preparation that finds every deduction you're entitled to—without the stress.
Learn moreSmall Business Accounting
Know exactly where your business stands financially—every single month.
Learn moreNon-Profit Services
Stay compliant and focused on your mission—not drowning in IRS paperwork.
Learn moreBookkeeping
Always know where you stand financially—no more guessing about cash flow.
Learn moreAuditing & Review
Independent verification that lenders, grantors, and board members can trust.
Learn moreManagement Advisory
Make confident business decisions with a trusted advisor who's seen it all before.
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 tech startup has different needs than a Hudson Valley farm or a non-profit arts center. We start by understanding your specific challenges.
We Customize
Then we build an approach that fits your situation—not force you into a pre-packaged service.
We Deliver
You get accurate work, clear explanations in plain English, and calls returned the same day.
Who We Serve
Whether you're in the Hudson Valley or Central Texas, we've helped hundreds 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.
Small Businesses
Hudson Valley farms and vineyards, Austin tech startups, Main Street retail shops, professional practices, contractors, restaurants—we've helped them all.
Non-Profits
Community foundations, museums, educational programs, social service organizations, arts centers—we understand the unique compliance challenges facing charitable organizations.
Ready to Discuss Your Specific Needs?
Schedule a free consultation and we'll help you figure out exactly what you need—no pressure to buy services you don't.
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