Upstate CPAs offers a wide range of professional accounting, tax and consulting services to meet your needs and further tailor them to provide you with a solution that fits.

We are committed to building lasting client relationships and strive to cater our services to your ever changing needs. Our goal is to find innovative ways to help you discover – and make the most of – all opportunities for growth and success.

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Nothing is more important than our clients’ peace of mind. We use one of the most secure systems – Sharefile by Citrix – available for transporting your sensitive financial documents. Never worry about transferring your documents via email or unsecured systems.

Assurance Services

A growing business needs to communicate accurate financial information on which investors, lenders and other stakeholders can rely. At Upstate CPAs, we provide comprehensive audit and assurance services designed to deliver exceptional value.

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Tax Services

We’re a lot more than your tax team. We are also business partners. Our experienced and knowledgeable tax professionals allow us to work with our clients to provide a comprehensive and practical tax plan and strategy. We strive to provide you with individualized, quality tax services that best suit your goals and vision for the future.

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Small Business Services

We assist our clients with their short and long-term planning decisions. Our approach focuses on developing a personal relationship with our clients to learn and understand where they are and where they want to go. We can help you set budgets, establish goals and track performance.

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New Business Formation

As a new business, you are challenged to quickly understand how to develop and extract capabilities across the entire organization. We work with you, and a network of other professionals, such as attorneys, bankers and investment advisors to help our clients make the best financial decisions for their future.

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Industry Services

Opening your own business is both an exciting and terrifying moment. At Upstate CPAs, we can help you set a plan of action to implement and guide you as you start and manage your business. Our expertise will ensure you avoid the most common pitfalls that plague small business owners.

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