Business Details
Expert Accounting & Tax Services in Poughkeepsie
At Zastenchik & Co. CPAs & Co. CPAs, we specialize in providing comprehensive accounting, tax planning, and financial advisory services tailored to the unique needs of business owners and individuals. With a client-first approach rooted in over two decades of combined experience, our team delivers timely financial reporting, strategic tax projections, and personalized guidance to help clients navigate complex financial landscapes. Founded by a father-daughter team, we maintain a family-owned ethos while leveraging modern tools like QuickBooks integration and performance dashboards to ensure transparency and actionable insights.Our commitment to year-round supportbeyond traditional tax seasonpositions us as financial partners dedicated to long-term client success. We serve diverse clients including small business owners, military members, and families, with a focus on building scalable financial foundations through structured systems and proactive advisory services.
Services
Tax Planning
Monthly Accounting
Business Advisory
QuickBooks Services
Bookkeeping
Financial Reporting
Tax Strategy
Wealth Management
Retirement Planning
Business Tax Services
Highlights and features
- We provide year-round financial advisory, not just annual tax filings.
- Our team includes certified CPAs with decades of combined industry experience.
- We offer customized QuickBooks integration and performance reporting dashboards.
- We guarantee transparent pricing with no hidden fees or surprises.
- Our client retention rate exceeds 95% due to personalized service approaches.
What people say
Amazing service
Highly recommend
Knowledgeable professionals
Personalized attention
Stress-free tax process
Services
Tax Planning
Our proactive tax planning services help individuals and businesses optimize their financial positions through multi-year strategies. We analyze current financial situations to identify savings opportunities while ensuring compliance with evolving tax regulations. Clients receive customized recommendations aligned with long-term financial goals.
Monthly Accounting
This service provides ongoing financial oversight through timely reporting and performance dashboards. Business owners gain actionable insights into cash flow, profitability metrics, and operational efficiency to support data-driven decision-making throughout the year rather than quarterly reviews.
Business Advisory
Our advisory services focus on helping businesses scale through structured systems and financial strategy. We offer regular check-ins, performance benchmarking, and growth planning tailored to each client's industry-specific challenges and expansion objectives.
QuickBooks Services
We specialize in QuickBooks implementation, training, and optimization to streamline financial operations. This includes system setup, data migration, and ongoing support to ensure accurate record-keeping and efficient financial management for businesses of all sizes.
Bookkeeping
Our bookkeeping services maintain accurate financial records through regular reconciliations and reporting. This foundational service ensures businesses have reliable data for tax preparation, compliance, and strategic planning while freeing owners to focus on core operations.
People
David Zastenchik
Founder & Lead CPA
Certified Public Accountant with 25+ years of experience specializing in strategic tax planning and business advisory. Known for personalized client service and expertise in multi-year financial strategies.
Sherry Scholz
Senior Tax Advisor
Experienced tax professional with 18 years in individual and business tax preparation. Recognized for thoroughness, client education, and maximizing tax savings through detailed analysis of financial situations.
Johnathon Sawaqed
Financial Consultant
Dedicated financial advisor specializing in QuickBooks integration and monthly accounting solutions. Brings technical expertise and client-focused approach to financial reporting and business systems optimization.
Phil Mehl
Co-Founder
Seasoned accounting professional with extensive experience in business tax services and retirement planning. Provides leadership in client relationship management and service quality assurance.
Joseph Fontana
Client Services Director
Client relations specialist with 15 years in accounting services. Focuses on ensuring seamless client experiences through personalized support and coordination of multi-service engagements.
Questions
What accounting services do you offer for small businesses?
We provide monthly accounting, business advisory, tax planning, and QuickBooks integration services tailored to small business needs.
How do you help clients with tax planning year-round?
Through regular check-ins, performance dashboards, and multi-year strategies that anticipate tax implications and optimize financial decisions.
Are you available for urgent tax questions?
We prioritize timely responses but don't offer after-hours emergency services. Our regular business hours ensure dedicated support.
What makes your firm different from online tax services?
We provide personalized advisory services, not just tax filing, with CPAs who understand your complete financial picture over time.
Do you serve clients outside the Hudson Valley area?
While based in Poughkeepsie, we serve clients throughout New York State and work with remote clients using digital tools.
How do you handle complex business tax situations?
Our team specializes in navigating complex tax codes with strategic planning and maintains continuing education on evolving regulations.
