Bookkeepers in Newburgh, NY

At Scale CPA, we provide tax planning, tax compliance, bookkeeping, and CFO services to small businesses. We pride ourselves on providing a service level that most traditional accounting firms simply do not. This includes providing a detailed, formal tax plan with over twenty strategies to slash your effective tax rate, and ongoing industry-specific KPI analysis and benchmarking for your business. Most accountants just focus on checking boxes and putting numbers on forms. They are only compliance focused. At Scale CPA, our goal is to move beyond the compliance, and to ensure we are your strategic partner – providing key tax strategies to reduce your taxes, and offering detailed financial analysis to help you make better decisions for your business. For any prospective clients that may be a good fit for our services, we are happy to offer a complimentary “gap analysis” prior to officially beginning an engagement. In this gap analysis, you can receive a tangible preview of what working with Scale CPA is like. We will review your historical financials and tax filings, and outline any gaps in the process and specific areas for tax savings. Often, in this exercise, we are able to identify significant tax saving opportunities or risk mitigation strategies.

Our mission is to provide quality tax services to individuals and small businesses at an affordable price. With over 5 years of experience, we are experts in all aspects of tax preparation, accounting, tax resolution, and PPP/ERC forgiveness calculations. Our team of knowledgeable professionals is dedicated to saving you as much money as possible while guaranteeing the best quality services. We believe that quality shouldn't come at a high cost, and we strive to deliver exceptional service that fits within your budget. Let us help you navigate the complexities of the tax system, so you can focus on what matters most to you. Contact us today to schedule a consultation.

We take emotional ownership with our clients and genuinely care about the success of their businesses and the bottom line of their personal and business tax returns. We take pride in always being available for our clients and at minimum always a text away.

You are my number one priority. I take the utmost pride in guaranteeing your utmost satisfaction and trust. Integrity? It’s a character trait that I can’t live without. It’s woven into the fibers of my very being.