Business Details
Certified Public Accountants in Saugerties, NY
David R. Dolan, CPA, P.C. has been delivering personalized financial guidance to individuals and businesses in Saugerties, NY, since the late 1990s. Our firm combines deep expertise in tax management, accounting, and financial planning with a commitment to understanding each clients unique needs. With a team of seasoned professionals, including CPA David R. Dolan and retired CPA Robert Cranston, we provide tailored solutions for tax compliance, estate planning, business valuations, and more. Our mission is to help clients achieve financial stability today while proactively preparing for future goals through transparent communication and rigorous analysis. We prioritize high standards of excellence, leveraging decades of combined experience to ensure clients receive accurate, actionable advice.From audits and QuickBooks support to retirement planning and IRS representation, our services are designed to simplify complex financial challenges. As active members of the New York State Society of CPAs and National Association of Tax Professionals, we stay ahead of evolving regulations to deliver reliable, forward-thinking counsel. Our dedication to community service, including roles in nonprofit organizations, reflects our commitment to both professional and civic responsibility. Clients return year after year because we consistently align our work with their long-term success.
Services
Tax Management
Accounting Services
Estate Planning
Audits
Financial Planning
QuickBooks Support
IRS Representation
Business Valuation
Payroll Services
Debt Advising
Highlights and features
- We offer over 30 years of combined experience in accounting and tax services.
- Our team includes certified professionals with expertise in audits and financial planning.
- We provide personalized QuickBooks support tailored to business needs.
- We specialize in estate and trust tax planning to minimize client liabilities.
- Our firm maintains active membership in professional organizations for regulatory expertise.
Services
Tax Management Services
Our Tax Management Services guide clients through strategic tax planning and compliance. We minimize liabilities by leveraging current tax laws and optimizing deductions for individuals and businesses. With proactive analysis of evolving regulations, we ensure clients maintain financial efficiency while meeting deadlines and avoiding penalties.
Audits, Reviews, and Compilation
We provide all assurance levels, from full audits to compilations, tailored to business needs. Our audits verify data accuracy for third parties, reviews offer limited assurance, and compilations organize internal financial records. These services enhance credibility with stakeholders and support informed decision-making.
Estate and Trust Planning
Our estate planning services help clients transfer assets efficiently while reducing tax burdens. We navigate complex inheritance laws to create customized plans for individuals and businesses, ensuring smooth succession and compliance with legal requirements.
QuickBooks Accounting Help
We optimize QuickBooks systems through setup, training, and troubleshooting. Our experts ensure accurate financial reporting by configuring software for specific business needs and conducting regular reviews to maintain data integrity and operational efficiency.
Financial and Retirement Planning
We develop retirement plans that align with long-term financial goals. By analyzing investments, tax implications, and risk management, we help clients build sustainable portfolios for post-career security while addressing current financial obligations.
People
David R. Dolan
CPA
David R. Dolan, CPA, founded the firm after a career in public accounting. He specializes in tax strategy, audits, and nonprofit financial management. A Rutgers graduate, he brings military service experience and over 30 years of accounting expertise.
Robert S. Cranston
CPA, Retired
Retired CPA Robert Cranston offers legacy expertise in individual taxation and estate planning. With 50+ years in the field, he focuses on elder-care financial strategies and trust management, serving clients from his Kingston, NY base.
Debbie Diodato
Staff Accountant
Debbie Diodato, a SUNY Ulster graduate, provides hands-on tax and accounting support. With 20+ years in the Hudson Valley, she specializes in small business financial solutions and client-focused record-keeping services.
Lynda McBride
Office Manager
Lynda McBride manages office operations with 10+ years in administrative leadership. Her background includes insurance and restaurant management, bringing organizational efficiency to client service coordination and firm logistics.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, financial statement preparation, and tax planning tailored to small businesses. Our services ensure compliance and support growth through accurate financial reporting.
How can you help with personal tax preparation?
We handle individual tax filings, optimize deductions, and ensure compliance with federal/state regulations. Our expertise minimizes liabilities while maximizing refunds through strategic tax code analysis.
Do you support QuickBooks users?
Yes, we offer QuickBooks setup, training, and troubleshooting. Our team ensures proper configuration for accurate financial tracking and reporting specific to your business needs.
What estate planning services are available?
We provide tax-efficient estate plans, trust management, and succession strategies. Our services ensure asset transfer aligns with legal requirements while minimizing tax burdens for beneficiaries.
Can you assist with IRS audit representation?
Yes, we offer professional IRS audit support. Our CPAs communicate with tax authorities, resolve discrepancies, and ensure documentation meets compliance standards to protect your interests.
