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Accountant & tax preparer in Windsor, NY
Just over the state line, and squarely in the area where people live on one side and work on the other. Both states, handled properly.
New York and Pennsylvania, both done right
Windsor is a short drive north of the office, and the clients I work with there frequently have income that touches both states, living in New York and working in Pennsylvania, or the reverse. That is exactly the situation where returns get filed wrong, usually by missing a resident credit and quietly paying tax on the same income twice.
Multi-state returns are routine work here, not a special case. I will make sure both state returns are correct, that any local filings are picked up, and that you are not paying more than you owe because of where the state line happens to fall.
Beyond returns, everything else is available too: monthly bookkeeping for Windsor businesses, QuickBooks setup and cleanup, planning, and IRS resolution work.
- New York and Pennsylvania returns both handled
- Multi-state and resident credit issues are routine here
- Monthly bookkeeping from $150/mo, tax return included
- Remote by default, in person if you would rather
- Enrolled Agent, licensed to represent you before the IRS
What I do for Windsor 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 a reliable, honest, and highly skilled tax professional. He made filing my individual tax return completely stress free and easy to understand.”
“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.”
“We contacted Mike when our previous accountant had to go out on medical leave. We needed someone to prepare and file the return for our LLC. Mike worked quickly and stayed in touch throughout.”
Windsor FAQs
Generally a New York resident return and a Pennsylvania non-resident return, with a credit so the same income is not taxed by both. Getting that credit right is where these returns most often go wrong.
Yes. As an Enrolled Agent I am licensed federally, which is not restricted by state, and I am registered as required to prepare New York returns.
No. Most Windsor clients work with me entirely remotely: secure portal, phone calls, electronic signature. If you would rather come to the office in Susquehanna, it is a short drive, but nothing requires it.
Yes. I handle state notices as well as federal ones. Bring it to me before the response deadline passes, because options narrow considerably once it does.
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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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 Windsor?
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.