Business Details
Trusted Accounting & Tax Services in New Hartford, NY
Christopher R Lambert & Associates is a licensed accounting firm based in New York, dedicated to providing comprehensive financial solutions for individuals, business owners, executives, and independent professionals. With decades of combined experience, our team specializes in tax preparation, financial planning, estate planning, and business accounting services. We prioritize personalized attention, ensuring clients receive tailored strategies to navigate complex tax laws and achieve financial clarity. Our expertise extends to resolving IRS-related challenges, including audit representation, back taxes, and wage garnishment. We leverage advanced tools like QuickBooks to streamline accounting processes, offering setup, training, and optimization services for small businesses.Our commitment to affordability, professionalism, and client education has established us as a trusted partner in financial management. We emphasize proactive tax planning to maximize deductions and credits while minimizing liabilities. Our services also include business valuation, succession planning, and new business formation to support entrepreneurial growth. By combining technical expertise with a client-centric approach, we aim to simplify financial complexities and deliver reliable, long-term solutions.
Services
Tax Preparation
Financial Planning
QuickBooks Services
Estate Planning
IRS Audit Representation
Business Valuation
Succession Planning
New Business Formation
Payroll Services
Tax Problem Resolution
Highlights and features
- We offer decades of experience in New York accounting and tax services.
- Our team provides personalized attention to every client's financial needs.
- Specialized expertise in resolving IRS audits, liens, and tax debt issues.
- We deliver tailored QuickBooks solutions for small business accounting efficiency.
- Proven track record in strategic tax planning and financial optimization.
What people say
Leading firms in the area
Close personal attention
Professional and responsive
Quality service
Trusted partner
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We specialize in maximizing deductions and credits while navigating complex tax codes. Clients receive strategic guidance to minimize liabilities and optimize financial outcomes.
IRS Audit Representation
We provide expert representation during IRS audits, protecting client interests with thorough documentation and professional advocacy. Our team negotiates resolutions for tax debt, liens, and wage garnishment while ensuring compliance with federal regulations.
QuickBooks Services
Our QuickBooks solutions include setup, training, and system optimization for small businesses. We streamline financial operations through customized configurations, ensuring accurate bookkeeping and efficient payroll management for long-term business growth.
Business Valuation
We deliver precise business valuations for mergers, acquisitions, or succession planning. Our analysis considers financial health, market position, and growth potential to determine accurate valuations that support strategic decision-making for business owners.
Estate Planning
Our estate planning services create comprehensive strategies for asset distribution and tax efficiency. We help clients establish trusts, wills, and legacy plans that align with personal goals while minimizing probate complexities for beneficiaries.
People
Christopher R. Lambert
Principal Accountant
Christopher R. Lambert leads the firm with over 30 years of accounting experience in New York. He specializes in tax strategy, IRS problem resolution, and business financial planning, focusing on client education and long-term financial success.
Frank M. Broadbent
Senior Tax Advisor
Frank M. Broadbent provides expert tax planning and compliance solutions. With extensive experience in individual and corporate taxation, he helps clients navigate complex regulations while optimizing financial outcomes through strategic advisory services.
Erin Lopiccolo
Financial Planner
Erin Lopiccolo specializes in personal financial planning and estate strategies. She works closely with clients to develop customized plans that address wealth preservation, retirement goals, and intergenerational asset transfer with a client-first approach.
Victoria K. Lambert
Business Services Director
Victoria K. Lambert oversees business accounting solutions, including QuickBooks implementation and payroll services. Her expertise in small business operations helps entrepreneurs streamline financial processes and achieve sustainable growth through technology-driven accounting practices.
Questions
What accounting services do you offer for small businesses?
We provide QuickBooks setup and training, payroll processing, business valuation, succession planning, and financial statement preparation tailored to small business needs.
How can you help with IRS tax problems?
Our firm offers IRS audit representation, back tax resolution, lien and levy removal, and payment plan negotiations to resolve tax debt issues effectively.
Do you provide personal financial planning services?
Yes, we offer estate planning, retirement strategies, and tax-efficient wealth management solutions for individuals and families.
What makes your firm different from online tax services?
We provide personalized, in-person expertise with proactive tax planning and long-term financial guidance that automated services cannot match.
How do I schedule a consultation?
Call us at (315) 732-6036 or use our online scheduling tool to discuss your accounting needs with a licensed professional.
Are you available for urgent tax issues?
While we don't offer 24/7 emergency services, we prioritize urgent tax matters and typically provide same-day consultation for critical IRS problems.
