Business Details
32 Years
experience
Trusted Accounting & Tax Services in Albany, NY
I am a dedicated accounting professional serving clients in Albany, NY, with over two decades of experience in accounting, auditing, and taxation. My practice, established in November 1994, specializes in supporting small businesses and nonprofit organizations through comprehensive financial solutions. Holding a BBA in Accounting from Siena College (1988), I bring specialized expertise in financial statement preparation, tax planning, and business consulting. As a Certified Public Accountant and member of the New York State Society of CPAs, I prioritize precision and personalized service. My commitment to affordable fees and free consultations ensures accessibility for clients seeking expert guidance.I focus on building long-term relationships to help clients meet and exceed their financial goals. My services include bookkeeping, payroll management, cash flow analysis, and compliance reporting tailored to individual business needs. Active participation in the Albany County Chamber of Commerce reflects my dedication to local business growth. This combination of technical proficiency, community engagement, and client-centric approach defines my practice's reputation for reliability and excellence.
Services
Accounting & Bookkeeping
Tax Planning & Preparation
Business Consulting
Payroll Services
Financial Statement Review
Details
- Year established: 1994
Highlights and features
- Certified Public Accountant with 20+ years of experience in small business and nonprofit accounting
- Specialized expertise in financial statement preparation and tax compliance for diverse business structures
- Comprehensive service offerings covering bookkeeping, payroll, and strategic financial consulting
- Free initial consultation to address client-specific financial challenges
- Active member of New York State Society of CPAs and Albany County business community
Services
Accounting & Bookkeeping
Comprehensive accounting and bookkeeping services ensure accurate financial tracking for businesses. We manage general ledger setup, payroll processing, fixed asset depreciation, and bank reconciliations. Our systematic approach helps maintain compliance while providing clear financial insights for informed decision-making.
Tax Planning & Preparation
Specialized tax solutions for individuals and businesses across various structures. We handle federal and state tax filings, sales tax reporting, and strategic tax planning to minimize liabilities. Our expertise includes nonprofit 990 filings and compliance with New York State fiscal requirements.
Business Consulting
Strategic financial consulting for business growth and operational efficiency. Services include cash flow management, budget forecasting, financial statement analysis, and startup planning. We provide actionable insights to improve financial performance and long-term sustainability.
Payroll Services
Complete payroll processing solutions ensure timely and accurate employee payments. We handle tax withholdings, compliance reporting, and year-end W-2 processing. Our system integrates with accounting records to maintain consistent financial documentation.
Financial Statement Review
Detailed financial statement preparation and review services support business decision-making. We create balance sheets, income statements, and cash flow analyses while ensuring GAAP compliance. Our reviews identify trends and opportunities for financial improvement.
People
David Phillip
Certified Public Accountant
CPA with 20+ years of experience in small business and nonprofit accounting. BBA graduate from Siena College (1988) specializing in tax compliance, financial reporting, and business strategy. Active member of NY State Society of CPAs.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, financial statement preparation, payroll processing, and tax compliance for small businesses in Albany, NY.
Do you offer free initial consultations?
Yes, we provide free initial consultations to discuss your specific accounting needs and determine how we can best support your financial goals.
What tax services do you specialize in?
We specialize in individual and business tax preparation for C-Corps, S-Corps, LLCs, and sole proprietors, including New York State sales tax filings and nonprofit 990 returns.
How do you handle nonprofit organization accounting?
We have specialized experience with nonprofit accounting requirements including 990 filings, grant compliance, and New York State consolidated fiscal reporting.
What are your office hours?
Our office is open Monday-Wednesday 8:00am-5:00pm, Thursday-Saturday 10:00am-5:00pm, and closed on Sundays.
