Merck Cpa's & Consultants

About Our Firm

David R. Dolan, CPA, P.C. has been providing quality, personalized financial guidance to local individuals and businesses for over two decades. Led by founder and principal David R. Dolan, CPA, the firm combines expertise, experience, and a team mentality to deliver exceptional client service. Our dedication to high standards, hiring seasoned tax professionals, and maintaining open communication has solidified our position as a trusted advisor in the Saugerties, NY community.

Our Vision

Our mission is to empower clients to achieve financial success through personalized guidance and proactive planning. We believe in open communication, thorough research, and sound analysis to understand and fulfill your unique financial goals. We want to be your trusted partner in navigating the complexities of today's financial landscape.

Our Team

David R. Dolan, CPA, P.C. is fortunate to have a dedicated team of experienced professionals with diverse expertise. From seasoned accountants and tax specialists to skilled administrative staff, each member plays a vital role in ensuring our clients receive comprehensive and personalized service.

Our Services

We offer a comprehensive range of services to meet all your financial needs, including:

• Tax Planning and Compliance: Individual and business tax preparation, consulting, and planning services to minimize taxes and maximize returns.
• Accounting and Bookkeeping: Comprehensive accounting services for businesses, including bookkeeping, payroll processing, and financial statement preparation.
• Financial Planning: Individual and business planning services to achieve financial goals through investments, retirement planning, and estate planning.
• Auditing and Reviews: Comprehensive audits and reviews to ensure financial accuracy and compliance.
• Consulting: Expert guidance on financial matters, risk management, and business planning.

Our Commitment

At David R. Dolan, CPA, P.C., we are committed to building lasting client relationships based on trust, open communication, and personalized service. We believe in exceeding expectations and delivering exceptional value to our clients.