Don't leave your tax return to online software or overpriced big box tax preparers – use a highly qualified local CPA. We maintain a virtual office that is convenient, safe, secure, and environmentally friendly.
We have been serving individuals, families, and solopreneurs with integrity and expertise for over two decades. Our commitment to excellence and personalized service has made us a trusted partner for all your tax preparation needs.
We believe in building long-term relationships with our clients, providing not just tax services, but strategic financial guidance that helps you achieve your goals.
Certified professionals with decades of experience. Our team stays current with the latest tax laws and regulations to provide you with accurate, reliable advice.
Honest, transparent, and ethical service. We build trust through clear communication and always putting your best interests first.
Dedicated attention to your unique needs. Every client receives individualized solutions tailored to their specific financial situation and goals.
We specialize in preparing tax returns for individuals, families, and solopreneurs. Our virtual office makes it convenient to get professional tax help from anywhere.
Personal tax returns prepared with care. We ensure you maximize deductions and credits while staying fully compliant with tax regulations.
Comprehensive tax preparation for families, including dependent credits, education expenses, and strategies to minimize your tax burden.
Self-employed? We handle Schedule C, quarterly estimates, home office deductions, and all the complexities of solopreneur taxes.
Get full-service tax preparation from the comfort of your home via video conference, phone, or email.
Exchange and sign documents securely through our protected online portal.
Dave has been preparing taxes for individuals, families, and solopreneurs in the Capital District of New York and across the country for more than 20 years. Dave is a Certified Public Accountant licensed in New York State and has a B.S in accounting from Siena University and a M.B.A, with a concentration in accounting, from SUNY Oswego. Dave lives in Clifton Park, NY with his wife, daughter, and cat.
Ken is a seasoned tax professional with over 30 years of experience preparing income tax returns. Ken received a Master of Science in Accounting and a Bachelor of Science in Business Management from the State University of New York; and is a Certified Public Accountant (CPA). In addition to performing tax work, he devoted much of his career to auditing, retiring as the Director of Internal Audit from the New York State Teachers' Retirement System. He is also a retired Master Sergeant from the New York Air National Guard.
Have a phone or video chat with your accountant to discuss your personal tax situation and understand your needs.
Upload your tax documents through our convenient and secure online portal. We'll review everything carefully.
Sign paperwork electronically, retrieve a copy of the tax return, and pay right in the portal. It's that simple!
Ready to get started? Reach out to discuss your tax preparation needs.
We're here to help with all your tax questions. Send us an email and we'll get back to you promptly.
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Our virtual office allows you to get professional tax preparation from the comfort of your home. We communicate via phone, video conference, or email, and you upload documents through our secure portal. The only difference from an in-person office is the convenience!
Typically you'll need W-2s, 1099s, last year's tax return, and any receipts for deductible expenses. During our initial consultation, we'll provide a personalized checklist based on your specific situation.
Absolutely. Our secure client portal keeps your sensitive financial information protected at all times.
While we're based in Clifton Park, NY, our virtual office allows us to serve clients across New York State, including Albany, Saratoga, Rensselaer, Schenectady, and Warren counties.
Yes! While tax season is our busiest time, we're available year-round for tax planning, questions about estimated payments, and any tax-related needs you may have.
We focus on providing tax services to individuals, families, and solopreneurs. We'd love to chat about how we can help you!
If you are a current client, you can access our secure portal here.
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