Business Details
38 Years
experience
Trusted Accounting Services in Queensbury, NY
CMJ is a progressive accounting firm dedicated to providing comprehensive financial, tax, and business advisory services tailored to meet the unique needs of our clients. Since 1988, we have combined a broad range of expertise under one roof to deliver seamless solutions for corporations, partnerships, and business owners. Our team works as strategic advisors, offering informed feedback to drive growth and long-term stability while keeping clients updated on evolving accounting and tax regulations. Founded by Paul Curtis and Bill Jeffreys, we serve diverse industries across domestic, multi-state, and international markets, prioritizing deep client relationships that extend beyond traditional CPA-client interactions. Our services span accounting, tax planning, business valuations, mergers and acquisitions, and personalized financial planning, supported by a team of certified professionals committed to excellence.We specialize in business entity structuring, forensic accounting, and retirement plan administration, ensuring clients are equipped to navigate both current challenges and future opportunities. With offices in Queensbury, Saratoga Springs, and Glens Falls, our 30+ years of experience position us as trusted partners in achieving financial goals. Our approach emphasizes proactive problem-solving, QuickBooks consulting, and tailored strategies for startups to established enterprises, reflecting our dedication to client success.
Services
Tax Services
Business Advisory
Financial Planning
Mergers & Acquisitions
QuickBooks Consulting
Forensic Accounting
Retirement Plan Administration
Business Valuations
Strategic Planning
Personal Financial Planning
Details
- Year established: 1988
Highlights and features
- We offer 30+ years of experience in accounting and tax advisory services.
- Our full-service solutions cover domestic, multi-state, and international business needs.
- We provide personalized financial planning tailored to individual and business goals.
- Our team includes certified CPAs and specialists in mergers & acquisitions.
- We prioritize proactive tax planning to maximize savings and compliance.
What people say
Expert financial advice
Personalized approach
Long-term client relationships
Proactive tax planning
Knowledgeable CPAs
Services
Tax Services
CMJ offers comprehensive tax planning, business and individual tax returns, and estate/gift planning. Our CPAs ensure compliance with federal and state regulations while identifying savings opportunities. Services include strategic tax-cutting strategies and litigation support for complex tax issues.
Business Advisory
We provide strategic planning, mergers & acquisitions advisory, and succession planning. Our team reviews financials to guide growth, profitability, and leadership development, ensuring businesses are prepared for transitions and long-term success.
Financial Planning
CMJ delivers personalized financial planning for retirement, college savings, and estate planning. Advisors create tailored strategies for assets, investments, and insurance, helping clients achieve realistic short- and long-term financial goals.
Mergers & Acquisitions
Our experts guide clients through buying, selling, or merging businesses. Services include valuation, due diligence, and transaction advisory, ensuring informed decisions that align with strategic objectives and maximize value.
QuickBooks Consulting
CMJ offers QuickBooks training, troubleshooting, and bookkeeping reviews. Certified ProAdvisors help businesses optimize accounting processes, improve accuracy, and streamline financial management using QuickBooks software solutions.
People
William A. Jeffreys
Partner
Certified Public Accountant and CVA with extensive experience in tax advisory and business valuations, co-founding CMJ in 1988 to deliver comprehensive accounting solutions.
Christine M. Strazza
Manager, Tax and Advisory Services
Leads tax and advisory services with expertise in financial planning and compliance, ensuring clients receive strategic guidance aligned with evolving regulatory standards.
Pamela L. Cleveland
Senior Manager, Accounting
Senior Manager specializing in accounting, assurance, and advisory services, providing in-depth financial analysis and audit expertise to diverse clients.
Paul D. Comfort
Senior Associate
Supports accounting and advisory services with a focus on accurate financial reporting and compliance, contributing to CMJ's reputation for detailed, client-centric solutions.
Questions
What tax deductions are available for real estate losses?
Passive real estate losses can offset other income only if AGI is under $150,000 (married) or $75,000 (single), with a $25,000 deduction limit.
When should I set up a qualified retirement plan?
401(k), Profit Sharing, and Defined Benefit plans must be established by December 31; SIMPLE plans by October 1; SEPs by tax return due date.
Should I form a Corporation or an LLC?
LLCs offer flexibility for formation, operation, and sale. C or S Corporations may suit specific situations with potential advantages.
Can I deduct car payments for business use?
Business-related vehicle expenses are deductible with proper documentation of mileage, purpose, and costs.
How does CMJ support business growth?
CMJ provides strategic planning, mergers & acquisitions advisory, and financial analysis to drive profitability and long-term stability.