Business Details
50+ Years
experience
Your Trusted Accounting Partner in Montgomery, NY
Nugent & Haeussler has been serving clients in the Hudson Valley and beyond for over 90 years. Founded in the 1920s by James E. Nugent, CPA and Gustave A. Haeussler, CPA, we are a full-service Certified Public Accounting and Business Advisory firm licensed in New York. Our team of experienced professionals holds valid New York State CPA certificates and delivers personalized solutions tailored to individual and business needs. We specialize in accounting, auditing, tax compliance, estate planning, and management advisory services, prioritizing quality and client satisfaction. With a legacy of trust and expertise, we guide clients through complex financial landscapes while maintaining affordability and approachability.Our services extend to small business accounting, part-time CFO support, forensic accounting, cash flow management, and IRS audit representation. We emphasize strategic tax planning, retirement planning, and QuickBooks solutions to help clients maximize deductions and streamline operations. Our commitment to excellence is reflected in our dedication to remaining compliant with evolving tax laws and regulations. We pride ourselves on blending personal service with technical proficiency, ensuring clients receive accurate, reliable, and actionable financial advice. For nearly a century, we have been a trusted partner for individuals, executives, and business owners seeking expert accounting guidance.
Services
Tax Preparation
Business Accounting
Financial Planning
Estate Planning
IRS Audit Representation
QuickBooks Services
Retirement Planning
Forensic Accounting
Cash Flow Management
Business Valuation
Details
- Year established: 1920
Highlights and features
- We have over 90 years of experience serving Hudson Valley clients.
- Our team consists of certified CPAs with New York State licenses.
- We offer personalized service tailored to individual and business needs.
- We provide free initial consultations for all clients.
- We specialize in navigating complex tax laws and IRS compliance.
Services
Tax Preparation
We prepare accurate individual and business tax returns while ensuring compliance with federal and state regulations. Our team identifies deductions and credits to minimize liabilities. Clients receive clear explanations of their filings for transparency.
Business Accounting
We handle small business accounting, including payroll, financial statements, and compliance reporting. Our services support cash flow management and strategic decision-making for long-term growth and stability.
IRS Audit Representation
Our CPAs represent clients during IRS audits, resolving disputes and ensuring proper documentation. We advocate for fair outcomes while protecting clients' financial interests throughout the process.
QuickBooks Services
We offer QuickBooks setup, training, and optimization to improve financial tracking. Our solutions help businesses manage transactions, generate reports, and maintain organized records efficiently.
Estate Planning
We develop customized estate plans using trusts, wills, and tax strategies. Our goal ensures clients' assets are distributed according to their wishes while minimizing estate tax burdens.
People
Peter J. Bullis
CPA
Peter J. Bullis is a licensed CPA with extensive experience in accounting and tax services. He provides expert guidance to individuals and businesses in financial planning and compliance.
Christopher E. Melley
CPA
Christopher E. Melley specializes in tax preparation and advisory services. His expertise helps clients navigate complex tax regulations while optimizing financial outcomes.
Gary C. Theodore
CPA
Gary C. Theodore offers over 30 years of accounting experience, focusing on small business needs and IRS compliance. He delivers practical solutions for tax and financial challenges.
Frank P. Kimler
MTX
Frank P. Kimler specializes in tax matters and IRS problem resolution. His technical expertise ensures clients receive strategic advice for compliance and dispute resolution.
Monica A. Waite
Manager
Monica A. Waite oversees client services and coordinates accounting solutions. Her management ensures efficient delivery of personalized support to meet client objectives.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, part-time CFO services, cash flow management, and IRS audit representation tailored to business needs.
Do you assist with personal tax planning and preparation?
Yes, we offer comprehensive tax preparation, strategic planning, and IRS compliance services for individuals.
Can you help with QuickBooks setup and training?
We provide QuickBooks setup, training, and troubleshooting to streamline your accounting processes.
What estate planning services are available?
We offer estate planning solutions including wills, trusts, and strategies to minimize tax liabilities.
Are you experienced in handling IRS tax problems?
Yes, we specialize in resolving IRS audits, liens, levies, and payment plans for individuals and businesses.
