Business Details
Your Trusted CPAs in Queensbury, Saratoga & Glens Falls
Whittemore Dowen Ricciardelli is a full-service accounting firm dedicated to providing tailored financial solutions for businesses, trusts, and estates. Founded by experienced accountants with diverse expertise, we specialize in small business accounting, tax planning, audits, and advisory services. Our team is committed to helping clients navigate financial complexities while maintaining compliance and fostering growth. With offices in Queensbury, Saratoga, and Glens Falls, we serve local communities with personalized attention. Our services include strategic business planning, forensic accounting, QuickBooks support, and tax resolution.We prioritize client success through transparent communication and a deep understanding of industry-specific challenges. Our professionals hold certifications such as Certified Public Accountant (CPA) and QuickBooks certifications, ensuring technical excellence. We emphasize proactive financial management, including cash flow analysis, business valuations, and estate planning. Our firms approach combines technical expertise with a client-focused philosophy to deliver lasting value.
Services
Audits
Tax Preparation
Business Valuation
Cash Flow Management
QuickBooks Support
Forensic Accounting
Estate Planning
IRS Representation
Payroll Services
Nonprofit Accounting
Details
- Year established: 2025
Highlights and features
- We offer tailored accounting solutions for small businesses, trusts, and estates.
- Our team includes CPAs and QuickBooks-certified professionals with industry-specific expertise.
- We provide strategic financial planning and tax resolution services to minimize liabilities.
- We prioritize transparent communication and proactive financial management.
- We serve local communities with a client-focused approach to long-term success.
Services
Audits
Our audit services provide the highest level of assurance for financial statements, including internal control reviews, third-party verification, and compliance checks. We ensure accuracy and transparency for stakeholders, banks, and regulatory bodies, supporting informed decision-making and risk mitigation.
Tax Preparation
We offer comprehensive tax preparation for individuals, businesses, and nonprofits, optimizing returns while ensuring compliance with federal and state regulations. Our expertise includes resolving tax disputes, filing back taxes, and strategic planning to minimize liabilities.
Business Valuation
Our business valuation services assess company worth for mergers, acquisitions, or estate planning. We analyze financial data and market conditions to deliver defensible valuations, supporting strategic decisions and dispute resolutions with precision and clarity.
Cash Flow Management
We develop cash flow projections and management strategies to prevent liquidity crises. Our services include credit optimization, collection policies, and investment advice, ensuring businesses maintain financial stability and growth potential through proactive planning.
QuickBooks Support
We provide QuickBooks setup, training, and troubleshooting for businesses. Our certified experts ensure accurate financial tracking, streamlined reporting, and efficient day-to-day accounting operations tailored to small business needs.
People
Frank P. Battiste
CPA
Frank specializes in audits, financial statements, and tax services for individuals and businesses, with expertise in banking, manufacturing, and construction industries. He mentors staff and ensures compliance across multi-entity clients.
Janet M. Burns
CPA
Janet focuses on complex tax planning, IRS resolution, and staff mentorship. With over 35 years of experience, she advises clients on compliance and volunteers with tax assistance programs for underserved communities.
Karen A. Carpenter
CPA
Karen provides consulting, accounting, and tax services for construction firms. She develops operational efficiencies and holds QuickBooks certifications, combining technical expertise with industry-specific insights to enhance client profitability.
Megan E. Nelson
Tax Manager
Megan oversees tax compliance, planning, and advisory services. She specializes in S-corporation taxation and leads staff training, ensuring accurate filings and strategic tax-saving opportunities for individuals and businesses.
Scott R. Hartung
CPA, CGMA
Scott focuses on nonprofit audits, financial statements, and tax returns. His experience includes nonprofit leadership and teaching accounting, blending academic and practical expertise to support organizational transparency and sustainability.
Questions
What services does Whittemore, Dowen & Ricciardelli offer?
We provide audits, tax preparation, business valuation, cash flow management, QuickBooks support, forensic accounting, and IRS representation for businesses and individuals.
How can your firm help small businesses?
We offer strategic planning, tax optimization, and financial advisory services tailored to small businesses, ensuring compliance and sustainable growth.
Do you serve clients outside Queensbury?
Yes, we serve clients in Saratoga, Glens Falls, Malta, and surrounding areas of New York.
What certifications do your accountants hold?
Our team includes Certified Public Accountants (CPAs) and professionals with QuickBooks certifications and specialized tax expertise.
