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Accountant & tax preparer in New Milford, PA
About fifteen minutes down Route 11 from the office. Close enough to meet in person whenever it suits you, and set up to work entirely remotely when it does not.
Close enough to meet, set up to work remotely
New Milford sits a short drive down Route 11 from the office in Susquehanna, which puts it comfortably inside the in-person range. Plenty of clients there have never needed to come in. Documents go through the secure portal and we talk on the phone.
The businesses I work with around New Milford tend to be the same shape as elsewhere in the county: contractors, service operations, and small shops where one person carries most of the administrative weight.
If you have been handling your own books in QuickBooks and are no longer sure the numbers are right, a cleanup is often the fastest way to get back on solid ground.
- Roughly fifteen minutes from the Susquehanna office
- In-person or fully remote, whichever you prefer
- Monthly bookkeeping from $150/mo, tax return included
- QuickBooks Online setup and cleanup projects
- Personal, self-employed, and business returns
What I do for New Milford 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
“He asked all the right questions and was able to resolve the issues that we were having with tax rates. He also recommended reducing our level of QuickBooks that saved us $60.00 a month.”
“10/10 recommend. I am self employed, and Mike made the entire process so seamless. He was very prompt, informative, and available whenever I had a question!”
“Mike’s always there when I need him, super supportive, and totally on the ball with my finances. Definitely give them a try!”
New Milford FAQs
About fifteen minutes up Route 11. Close enough that in-person meetings are easy for either of us, though most work happens remotely regardless of distance.
Yes. Documents go through the secure client portal, we talk on the phone, and returns are signed electronically. Plenty of clients nearby work this way purely because it is faster.
With a cleanup, quoted as its own fixed-price project after I look at the QuickBooks file. Once it is current, a monthly plan keeps it that way. You will not get a lecture about how it got there.
Yes, and doing both for the same client is common, particularly for owner-operators where the two are closely connected.
Other areas I serve
Susquehanna, PA
Home base, in-person meetings any time.
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Windsor, NY
Just over the New York line, both states handled.
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Montrose, PA
The county seat, roughly half an hour west.
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Binghamton, NY
The largest place I serve, thirty minutes north.
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Looking for an accountant in New Milford?
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.