Your Success is Our Priority
At Merck & Shumen CPAs, we believe in meticulous financial management and personalized client relationships. Founded on the belief that successful finances start with careful planning and informed guidance, we proudly serve businesses and individuals across the Hudson Valley.
Our Team of Experienced Professionals
Our team combines the expertise of a large firm with the personalized attention that only a small firm can provide. Led by Founding Partner Richard J. Merck, CPA, ABV, PFS, we have extensive experience in accounting, tax planning, consulting, and business valuation. Joined by Donald L. Shumen III, CPA, our dedicated staff delivers tailored solutions, ensuring your financial goals are met and exceeded.
Comprehensive Services for Every Need
We offer a comprehensive range of services to empower you to reach your financial and business objectives. Our broad portfolio includes:
Tax Services
- Comprehensive tax planning and preparation
- Compliance assistance for individuals, corporations, partnerships, and non-profit organizations
- Specialized tax consulting to minimize your liability and maximize your returns
Accounting Services
- Accurate and reliable bookkeeping services
- Financial statement preparation and analysis
- Consulting on accounting systems and procedures
Consulting Services
- Business valuation services for mergers & acquisitions, estate planning, and litigation support
- Performance analysis and profitability improvement strategies
- Risk management assessments and mitigation strategies
Our Commitment to You
We believe in building strong relationships built on trust and open communication. We take the time to understand your unique needs and goals, ensuring our recommendations are tailored to your circumstances. Our open-door policy and ongoing communication ensure you are informed and empowered throughout the process.
More Than Just Numbers
At Merck & Shumen CPAs, we strive to turn the often mundane aspects of finance into positive experiences. We utilize humor, creativity, and a personal touch to make the financial planning process enjoyable and stress-free. We believe finance should be accessible and engaging, not a confusing and intimidating ordeal.
Firm Recommendation
The reviewers have expressed mixed opinions about this firm, with one reviewer highly recommending the service and two others having a more negative experience.
Attention to Detail
Tony L. highly recommends the firm, praising their attention to detail, knowledge, and experience. He trusts them completely with his rentals and has multiple properties under their management.
Disappointing Experience
Steve Dock had a disappointing experience with the firm, citing reduced communication and a lack of expertise in short-term rentals. He claims that their error led to a significant tax bill and that they refused to amend the return.
Professional and Approachable
Megan F. had a positive experience with the firm, describing Richard and Don as professional, approachable, and knowledgeable. She appreciates their ability to explain complex tax laws and makes a point to choose them for her tax needs.
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