Services

Capital Region CPA Services - Accounting, Tax Preparation

Capital Region CPA offers a variety of services that are tailored to your specific needs. Our comprehensive approach to tax preparation and accounting goes beyond the transaction level. We look forward to being your trusted partner.

Capital Region CPA is invested in your information security by providing access to a 24/7 client portal that requires a two-step authentication for login. Within the client portal, you can upload and download sensitive documents, review and electronically sign your tax returns, and complete your digital tax organizer knowing your information is protected.

We are constantly researching and staying up-to-date on current tax policies, as well as monitoring potential new federal and state laws how they may affect your taxes.

Individual Services

Capital Region CPA provides tax return preparation and planning strategies to help individuals minimize their tax liabilities, which may include year-round tax planning, and identifying tax deductions and credits.

Our individual tax services include but are not limited to:

  • Federal and State tax return preparation
  • Tax planning and projections
  • Estimated tax payments
  • Representation before Federal & State Tax Agencies

Schedule your free consultation.

Business Services

Capital Region CPA provides a variety of services to sole proprietors, partnerships, and S-corporations, including the review and optimization of the Qualified Business Income Deduction. We can also review and make informed decisions on whether the PTE Election makes sense for clients with pass-through entities.

Our business services include but are not limited to:

  • Federal and State tax return preparation
  • Tax planning and projections
  • PTET Pass-through entity tax
  • Election
  • Estimated tax payments
  • Filing
  • Estimated tax payments
  • Year-end reconciliations
  • Representation before Federal & State Tax Agencies

Schedule your free consultation.

Other Services

Outsourced Accounting: Whether on a temporary or part-time basis, we offer your business many efficiencies and advantages to support you while you focus on your operations. Services are based on the needs of each client and include but are not limited to::

  • Month-End Closing and Reconciliation
  • Budget Forecasting and Preparation
  • Accounts Payable and Receivable Processing

Gift tax filing

Trust & Estate tax filing

Schedule your free consultation.