Business Details
Expert Accounting and Tax Services in Syracuse, NY
Sandra L Spencer CPA is a Syracuse, NY-based full-service accounting firm serving local, regional, and national clients. With decades of combined experience, our team of certified professionals specializes in tax preparation, financial planning, IRS representation, and business advisory services. We prioritize personalized attention, leveraging expertise in complex tax laws, forensic accounting, and QuickBooks solutions to address individual and corporate financial needs.Our commitment to professionalism is reflected in our client-centric approach, offering tailored strategies for retirement planning, estate management, and business succession. Backed by affiliations with the American Institute of CPAs and New York Society of CPAs, we deliver reliable, transparent services designed to simplify financial challenges and foster long-term client success.
Services
Tax Preparation
IRS Representation
QuickBooks Support
Retirement Planning
Forensic Accounting
Bookkeeping Services
Estate Planning
Business Advisory
Payroll Processing
Cryptocurrency Accounting
Highlights and features
- We offer decades of experience in tax law and IRS compliance.
- Our team includes QuickBooks Online ProAdvisors with technical expertise.
- We provide personalized financial strategies for retirement and estate planning.
- Our forensic accounting services address complex business and legal challenges.
- We maintain transparency in all client interactions with no hidden fees.
Associations and certifications
- American Institute of Certified Public Accountants
- New York Society of Certified Public Accountants
What people say
Leading firms in the area
Close personal attention
Professional and responsive
Quality service
Trusted financial advisor
Services
Tax Preparation
Our tax preparation services ensure accurate and compliant filings for individuals and businesses. We specialize in navigating complex tax codes, maximizing deductions, and minimizing liabilities. With expertise in cryptocurrency accounting and international tax compliance, we provide tailored solutions to meet diverse client needs.
IRS Representation
We advocate for clients facing IRS audits, tax liens, or wage garnishments. Our team negotiates payment plans, resolves back taxes, and provides audit defense strategies. With experience in innocent spouse relief and offer-in-compromise cases, we deliver actionable solutions to resolve tax disputes.
QuickBooks Support
Our QuickBooks-certified professionals offer setup, training, and troubleshooting services for small businesses. We optimize software configurations for cash flow management, payroll processing, and financial reporting. This service streamlines accounting operations while ensuring compliance with tax regulations.
Retirement Planning
We develop customized retirement strategies considering Social Security optimization, tax implications, and investment growth. Our analysis includes risk assessment and budgeting to ensure financial security during retirement years, tailored to individual client circumstances.
Forensic Accounting
This service addresses fraud detection, business valuations, and litigation support. We analyze financial discrepancies, calculate asset divisions during divorces, and provide expert testimony. Our forensic work combines accounting expertise with investigative rigor for legal and corporate clients.
People
Sandra Spencer
Founding Partner, CPA
Sandra Spencer founded the firm after working at Coopers & Lybrand. She specializes in small business accounting, IRS representation, and forensic accounting. A graduate of Le Moyne College, she holds CPA and CFF certifications and serves on professional associations including AICPA.
Shaun Fahey
Senior Accountant, CPA
Shaun Fahey joined in 2008, specializing in corporate taxation and international tax compliance. He assists with QuickBooks implementations and financial statement preparation. He holds an MBA in small business development and works with clients across multiple states.
Stephanie Bean
Tax Specialist, CPA
Stephanie Bean focuses on tax research and compliance, leading QuickBooks engagements as a ProAdvisor. She specializes in corporate taxation and financial reporting, leveraging her Master of Taxation degree to resolve complex tax issues for business clients.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll tax compliance, IRS audit defense, and strategic tax planning tailored to small business needs.
Can you help with IRS tax debt issues?
Yes, we specialize in resolving back taxes, setting up payment plans, handling liens/levies, and negotiating offers-in-compromise with the IRS.
Do you offer QuickBooks training for businesses?
Yes, our QuickBooks-certified professionals provide software setup, customized training, and ongoing support for small business accounting needs.
What estate planning services do you provide?
We assist with asset allocation, gift tax strategies, trust administration, and creating comprehensive estate plans to protect client legacies.
Are your accounting services available remotely?
Yes, we serve clients nationwide through secure online portals for document sharing, consultations, and financial reporting.
