CPA Firms in Mount Vernon, NY

At Tax Genius, we're dedicated to our clients and staying current on confusing new tax laws. Over 25 years of experience in individual and small business income tax preparation. Authorized IRS E-file Provider, Itemized Deductions, W-2, Self-Employed-1099. Rapid Refund- $1,500 Cash Advance option available. Appointment required for office visits. Also can prepare returns remotely by uploading documents through Tax Genius app or secure email portal.

I've been in Accounting for 10+yrs, through those years I've specialized in Payroll and Bookkeeping. I've worked with very diverse clients from all different fields from Solar, Construction, Law Firms, Non-Profits, etc. I offer Tax Preparation, Bookkeeping and Audit Support Services. I'm passionate about teaching small business owners how to better understand their own financial statements . If you're interested in learning about your own finances or your business, I will be more than happy to provide you with my services.

I have been working with QuickBooks Desktop and Enterprise for over 15 years. I opened my own bookkeeping service in 2019 and use QuickBooks Online as my primary platform. I love bookkeeping and find it rewarding to solve problems for my clients. I started my business because I truly love what I do. True story - I once spent almost two months trying to fix misallocated items in a client's QuickBooks files. I worked as a general manager for that client for many years and he is still a client of my new business.

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.