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We Listen. We Advise. We Perform.

Empowering Financial Health Across Upstate New York

Upstate Tax Services stands as a trusted partner, guiding individuals and businesses towards financial success across the greater Upstate New York region. With convenient locations in Brockport, Greece, and Henrietta, we provide personalized services guided by expertise and genuine care.

Individual Expertise for Personal Finances

We understand the unique challenges faced by individuals in managing their finances. Our experienced tax professionals will guide you through the process of filing your taxes efficiently and effectively. Services include:

  • Individual Income Tax Preparation: Thorough preparation and filing of state and federal taxes.
  • Small Business Tax Return Preparation: Comprehensive assistance with maximizing your business deductions and avoiding unnecessary taxes.
  • Partnership, Corporate, and Estate Tax Return Preparation: Expert guidance for complex business structures.
  • Gift and Non-Profit Tax Return Preparation: Professional handling of non-profit and gifting transactions.
  • Prior Year & Amended Return Preparation: Rectification of past tax filings.

Beyond Tax Season: Comprehensive Financial Support

Our commitment extends far beyond tax preparation. We offer:

  • Year-round Accounting & Bookkeeping Services: Comprehensive solutions to streamline your financial operations.
  • Quarterly Tax Filings: Ensure compliance with ongoing tax obligations.
  • Notary Services: Securely notarize important documents for added peace of mind.

Tailored Solutions for Your Individual Needs

Recognizing that every client is unique, we prioritize personalized attention and flexible service options. We offer:

  • Free Review of Outside Prepared Returns: Comprehensive analysis and correction of previous tax filings.
  • Free Review of Self-Prepared Returns: Expert recommendations to optimize your tax situation.
  • Remote Tax Preparation Services: Convenient and secure filing options via video conferencing or online platforms.

Choose Upstate Tax Services for

  • Personalized attention and customized solutions
  • Experienced professionals with extensive knowledge
  • Competitive fees and transparent pricing
  • Convenient location options across Upstate New York
  • Commitment to building lasting client relationships
Empower your financial wellbeing with Upstate Tax Services. Contact us today and discover the peace of mind that comes with financial clarity and security.
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