Personal tax preparation and planning for individuals and families across the Capital Region of New York — the same commitment to care and accuracy since 1937.
Why Choose Us
Our family has been preparing taxes in the Capital Region for four generations. That continuity means deep expertise, consistent standards, and clients who come back year after year — and send their children, too.
We know our clients by name, not by file number. Every return is reviewed with care by one of our four partners. You'll always speak with someone who knows your situation and has time for your questions.
We live and work here too. We understand the financial landscape facing families, retirees, and self-employed individuals in the Capital Region — and we're here year-round when you need us.
What We Do
We specialize in personal tax services — we don't handle partnerships or corporations, which means you get focused, expert attention on exactly what you need.
Accurate federal and New York State returns for employees, retirees, and individuals with investment or rental income.
Schedule C preparation, estimated tax planning, and deduction guidance for freelancers, sole proprietors, and independent contractors.
Year-round strategies to minimize your tax liability, plan for life changes, and build long-term financial peace of mind.
Mistakes happen. We'll review and correct previously filed returns to ensure you're not leaving money on the table or carrying forward errors.
Received a letter from the IRS or New York State? We'll help you understand it, respond correctly, and resolve the matter with confidence.
We prepare Form 1041 fiduciary returns for estates and trusts, helping executors and trustees meet their filing obligations accurately and on time.
Call us to schedule an appointment or ask a question. We're happy to help.
(518) 355-2394 Send Us a Message