Business Details
Your Trusted Partner for Accounting & Tax Solutions
Martin R. Egre CPA & Associates has provided quality financial guidance to individuals and businesses for over 50 years. Our expertise spans tax management, accounting services, audits, financial statements, and strategic planning. As a leading firm in the region, we combine deep industry knowledge with a team-oriented approach to deliver personalized attention to every client. Our mission focuses on maintaining clients' financial viability today while proactively addressing future goals through transparent communication and rigorous analysis.With decades of combined experience, our certified professionals uphold high standards of excellence, earning enduring trust from the business community. We specialize in adapting to evolving financial landscapes while prioritizing client needs through tailored solutions.
Services
Tax Management
Accounting Services
Assurance Advisory
Estate Planning
Financial Projections
QuickBooks Assistance
IRS Representation
Payroll Services
Business Valuation
International Taxation
Highlights and features
- We offer 50+ years of experience in accounting and tax services.
- Our team includes certified public accountants and financial planners.
- We provide personalized service tailored to individual client needs.
- Our expertise spans comprehensive financial planning and business advisory.
- We maintain long-term client relationships through consistent reliability.
Associations and certifications
- AICPA
- NYS Society of CPAs
Services
Tax Management Services
Our tax management services optimize financial opportunities through strategic planning and compliance with evolving tax laws. We minimize liabilities while maximizing cash flow for individuals and businesses. Our team ensures accurate preparation and filing of all tax documents.
Accounting Services
We provide comprehensive accounting solutions including bookkeeping, financial statement preparation, and system setup. Our services ensure accurate record-keeping and support informed business decision-making for startups and established enterprises.
Assurance and Advisory
Our assurance services enhance financial transparency through audits, reviews, and business process evaluations. We deliver strategic recommendations to improve efficiency, control costs, and implement effective accounting systems tailored to client needs.
Estate and Trust Planning
We specialize in estate tax planning to facilitate smooth asset transfer while minimizing tax burdens. Our services ensure compliance with complex regulations and create customized plans for family financial security and business succession.
Financial Projections
Our financial forecasting services help businesses anticipate market changes and plan strategically. We develop detailed models to guide budgeting decisions and long-term growth strategies based on current economic trends and business performance metrics.
People
Marty R. Egre
Certified Public Accountant
Marty R. Egre has served as a CPA since 1983 with expertise in accounting and tax compliance. He maintains active membership in professional organizations including the AICPA and New York State Society of CPAs.
Garry A. Egre
Certified Public Accountant
Garry A. Egre holds CPA, CFP, and PFS certifications with specialized knowledge in financial planning. He has been a practicing accountant since 1998 and serves on professional associations including the Financial Planning Association.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and accounting system implementation tailored to small business needs.
Do you handle international tax compliance?
Yes, we assist with cross-border tax issues for US companies operating abroad and foreign entities conducting business in the United States.
Can you help with QuickBooks setup and training?
We offer comprehensive QuickBooks solutions including installation, customized setup, staff training, and ongoing support for efficient financial management.
What estate planning services are available?
Our estate planning services include tax strategy development, trust creation, and asset transfer planning to minimize tax liabilities and ensure client wishes are fulfilled.
Do you provide IRS audit representation?
Yes, we offer professional representation during IRS audits with experienced CPAs who handle documentation and communication with tax authorities.
