Business Details
Your Trusted Partner for Accounting & Tax Services in Brockport, NY
Upstate Tax Services is a full-service tax preparation and bookkeeping company serving individuals and businesses across the Rochester, NY region. Established with a commitment to quality services at reasonable prices, we offer year-round accounting support, quarterly tax filings, and notary services through three convenient locations in Brockport, Greece, and Henrietta. Our local team prioritizes client flexibility, providing personalized financial solutions tailored to evolving needs. Specializing in individual and business tax returns, QuickBooks implementation, and strategic tax planning, we help clients navigate complex tax laws while optimizing financial outcomes.With expertise in corporate tax filings, estate planning, and payroll services, we empower small businesses to focus on growth while we handle compliance. Our services extend to remote tax preparation via video conferencing, ensuring accessibility for all clients. By combining technical proficiency with community-focused service, we aim to build long-term partnerships that support financial success across generations.
Services
Tax Preparation
Bookkeeping
QuickBooks Services
Business Accounting
Notary Services
Quarterly Tax Filings
Corporate Tax Returns
Estate Tax Returns
Payroll Services
Financial Consulting
Highlights and features
- We offer year-round tax and accounting services, not limited to tax season.
- Our team provides customized QuickBooks setup and training for small businesses.
- We specialize in strategic tax planning to minimize liabilities across life changes.
- Our local offices serve multiple communities with flexible drop-off/email options.
- We combine technical expertise with personalized service for individual and business clients.
Services
Tax Preparation
We provide comprehensive tax preparation for individuals and businesses, including federal and state returns. Our experts handle complex scenarios like home purchases, education expenses, and retirement planning. Services cover income tax, estate tax, and amended returns with electronic filing options.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and ongoing support for small businesses. We help implement cloud-based solutions and integrate financial management tools. Services include file maintenance, payroll processing, and cash flow projections tailored to business needs.
Bookkeeping
We maintain accurate financial records through monthly or quarterly bookkeeping. Services include bank reconciliation, income statement generation, and general ledger management. Our system ensures precise profit/loss tracking for businesses of all sizes.
Business Accounting
We specialize in business tax returns for corporations, LLCs, and non-profits. Our services include quarterly sales tax filings, payroll management, and financial analysis. We create customized accounting systems aligned with business structures and growth goals.
Strategic Tax Planning
Our tax planning services address life changes affecting tax liability. We optimize deductions for education, homeownership, and retirement. Services include energy credit assessments and intergenerational financial planning to minimize future tax burdens.
Questions
What tax services do you offer for individuals?
We prepare individual income tax returns, handle life event-related tax implications, and optimize deductions for education, homeownership, and retirement planning.
Do you support small business accounting needs?
Yes, we provide business tax returns, QuickBooks setup, payroll services, and financial analysis tailored to corporations, LLCs, and non-profits.
Can I file taxes remotely?
Yes, we offer remote tax preparation via video conferencing and accept electronic document submissions for convenient filing.
What areas do you serve?
We serve Brockport, Greece, Henrietta, and surrounding New York communities including Rochester, Fairport, and Canandaigua.
Are your services available year-round?
Yes, unlike seasonal tax providers, we offer year-round accounting, bookkeeping, and tax consultation services.
