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Accountant & tax preparer in Montrose, PA
The county seat, about half an hour west of the office. Same service, same responsiveness, whether we ever meet in person or not.
Serving Montrose and the wider county
Montrose is roughly half an hour west of Susquehanna, and it is well within the area I serve. Some Montrose clients come in; most find it simpler to work remotely, since nothing about the work actually requires being in the same room.
As the county seat, Montrose has a broader mix of businesses than the smaller towns around it: professional practices, retail, contractors, and service operations. What they tend to have in common is that bookkeeping is nobody’s full-time job, and it shows by the time the return is due.
Monthly bookkeeping fixes that permanently, and because the tax return is included in every plan, the person who kept your books all year is the same person who files them.
- About thirty minutes from the Susquehanna office
- Remote by default; in-person available on request
- Monthly bookkeeping from $150/mo, tax return included
- Business and personal tax preparation
- IRS letters, penalties, and back taxes
What I do for Montrose clients
Monthly Bookkeeping
Transactions categorized, accounts reconciled, and financial statements delivered every month. Plans from $150/mo with your tax return included.
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Tax Preparation
Business and personal returns prepared remotely, in person, or a combination of the two. Quote-based, always before work starts.
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Tax Planning
Estimated tax planning and a real look for savings while there is still time in the year to act on them.
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Tax Resolution
IRS letters, unfiled returns, penalties, and Offers in Compromise, handled by a licensed Enrolled Agent.
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QuickBooks Setup & Cleanup
Set up properly, or cleaned up from wherever it is now, by a QuickBooks Online ProAdvisor.
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For Individuals
Personal and self-employed returns, PA and NY multi-state, explained in language that makes sense.
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What clients say
“Mike is eager to help, conscientious, respectful, and reasonable. He is a very personable young man, we enjoyed meeting him, and look forward to a long association.”
“Mike has been helping out our small waste management and junk removal business with all our bookkeeping. QuickBooks, invoicing and other financial issues that keep us organized and on track!”
“For the first time in over 25 years I chose to have someone do my taxes rather than do it myself. Mike ensured all possible deductions and tax credits were processed which resulted in a substantial refund.”
Montrose FAQs
Yes. Susquehanna, New Milford, Montrose, Hallstead, Great Bend, and the surrounding townships. Beyond the county, the firm operates remotely throughout Pennsylvania and New York.
Functionally, yes. Bank feeds connect directly to QuickBooks Online, documents move through the secure portal, and we talk on the phone. The only difference is the drive.
Transaction categorization, account reconciliation, and financial statements every month, plus preparation of your tax return, which is included in all three plans. Pricing starts at $150 a month.
Yes, and it is a straightforward process. I will get access to the existing QuickBooks file, review where things stand, and let you know if anything needs cleaning up before I take over.
Other areas I serve
Susquehanna, PA
Home base, in-person meetings any time.
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New Milford, PA
About fifteen minutes down Route 11.
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Windsor, NY
Just over the New York line, both states handled.
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Binghamton, NY
The largest place I serve, thirty minutes north.
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Looking for an accountant in Montrose?
Call and tell me what you need, or book a discovery call and we will work out whether I am the right fit.
Most calls are answered the same business day.