Tax Services

At Upstate, we take pride in our tax expertise and knowledge. The complex nature of the United States’ tax policy is an ever-changing and evolving problem for many individuals and businesses. Our tax accountants are constantly training to keep up to date with the newest tax laws. Through professional development, we are constantly learning, helping you limit your tax liability. By keeping current on the latest tax laws and legislation, we are able to identify and take advantage of key tax code opportunities.

Tax Preparation

We believe in a proactive vs. reactive approach to tax preparation. Are you or your business taking full advantage of government sponsored tax programs? Our tax experts will guide you through the tax code allowing you to maximize your tax benefits through tax planning, preparation, and strategizing. We offer tax planning and preparation for the following:

  • Individuals
  • Corporations
  • LLC’s/LLP’s
  • Nonprofit Organizations

IRS & State Audit Representation

IRS notices and audits are stressful and take significant time away from your business and family. The financial consequences of an IRS audit can be especially taxing. We are committed to you and your business, guiding you through this process, ensuring a successful operation through planning and communication. We are able to communicate with the IRS on your behalf, letting you focus on your business and avoiding the bureaucratic hassle. Our audit services include:

  • Audit, review and compilation of financial statements
  • Internal control evaluations and risk assessments
  • Internal audit assistance
  • Support for mergers, acquisitions, and other transactions