Business Details
38 Years
experience
Trusted Accounting & Tax Services in Queensbury, NY
CMJ is a progressive accounting firm established in 1988, dedicated to providing comprehensive financial, tax, and business advisory services. Our team of certified professionals combines decades of experience with a personalized approach to serve corporations, partnerships, and business owners across domestic, multi-state, and international markets. We specialize in strategic planning, mergers and acquisitions, forensic accounting, and retirement plan administration, ensuring tailored solutions that align with both business and personal objectives.With a focus on continuous client education and proactive financial guidance, we empower clients in Queensbury, Saratoga Springs, and Upstate New York to achieve long-term stability and growth. Our commitment to excellence is reflected in our 30+ year track record of building trust through transparent communication and results-driven expertise.
Services
Tax Services
Business Advisory
Financial Planning
Mergers & Acquisitions
QuickBooks Consulting
Forensic Accounting
Retirement Plan Administration
Business Valuations
Strategic Planning
Estate & Gift Planning
Details
- Year established: 1988
Highlights and features
- We have over 30 years of experience in accounting and tax advisory services.
- Our team provides personalized solutions tailored to business and personal objectives.
- We specialize in multi-state and international financial matters.
- Our certified professionals offer proactive tax planning and compliance expertise.
- We maintain close client relationships through transparent communication and education.
What people say
Expert financial advice
Personalized approach
Proactive tax planning
Trusted advisors
Decades of experience
Services
Tax Services
CMJ provides comprehensive tax planning, business, and individual tax return preparation. Our experts ensure compliance with federal and state regulations while identifying money-saving strategies. We specialize in estate and gift planning to minimize tax liabilities for future generations.
Business Advisory
Our advisory services include mergers and acquisitions, succession planning, and business valuations. We act as strategic partners to guide business transitions, enhance profitability, and develop leadership frameworks tailored to client goals.
Financial Planning
CMJ offers personalized financial planning for retirement, college savings, and asset management. We review clients' financial situations to create actionable strategies that align with long-term personal and business objectives.
Forensic Accounting
Our forensic accounting team investigates financial misconduct, provides litigation support, and ensures accurate record-keeping. We deliver detailed analysis for legal proceedings and corporate compliance needs.
QuickBooks Consulting
CMJ's ProAdvisors offer QuickBooks training, bookkeeping reviews, and software optimization. We help businesses streamline financial processes and maintain accurate records for improved operational efficiency.
People
William A. Jeffreys
Partner
William A. Jeffreys, CPA and CVA, co-founded CMJ in 1988. He specializes in business valuations and tax advisory, bringing decades of expertise in guiding clients through complex financial decisions.
Christine M. Strazza
Manager, Tax and Advisory Services
Christine M. Strazza leads tax and advisory services at CMJ. With extensive experience in tax compliance and strategic planning, she ensures clients receive actionable insights tailored to evolving regulatory landscapes.
Pamela L. Cleveland
Senior Manager
Pamela L. Cleveland, CPA and MAFF, oversees accounting and assurance services. Her expertise in financial reporting and advisory supports businesses in achieving compliance and operational excellence.
Paul D. Comfort
Senior Associate
Paul D. Comfort provides specialized accounting and advisory support. His focus on accurate financial reporting and client-centric solutions strengthens CMJ's commitment to delivering precise, reliable services.
Questions
What tax services does CMJ offer?
CMJ provides tax planning, business and individual tax returns, and estate/gift planning to minimize liabilities.
How can CMJ assist with business transitions?
We offer mergers and acquisitions advisory, succession planning, and business valuations for smooth transitions.
Do you provide financial planning for retirement?
Yes, we create personalized retirement strategies aligned with your long-term financial goals.
What areas do you serve?
We serve Queensbury, Saratoga Springs, Glens Falls, and Upstate New York clients.
Are your accountants certified?
Yes, our team includes CPAs and specialists with industry-recognized certifications.
Can you help with QuickBooks accounting software?
Our ProAdvisors offer training, troubleshooting, and optimization for QuickBooks users.
