Business Details
11 Years
experience
Your Trusted Accounting Partner in Valhalla, NY
Founded by Felecia Sternbach and Ellen Rose, our firm operates on the principle of providing transparent, client-focused accounting services without unnecessary charges for inquiries. With over 25 years of combined experience, we specialize in tailored tax strategies, business advisory services, and comprehensive accounting solutions for individuals and businesses across the Tri-State area. Our commitment to personalized attention ensures clients receive clear communication, competitive pricing, and proactive guidance year-round. Services
Tax Resolution
Bookkeeping
Payroll Processing
QuickBooks Training
Tax Planning
Financial Reporting
Business Advisory
Foreign Reporting
Estate Tax Preparation
Startup Consulting
Details
- Year established: 2015
Highlights and features
- We treat every client as our only client with dedicated attention.
- Free communications via phone, email, or text for client questions.
- No hidden fees - all service costs are agreed upon upfront.
- Co-founders have 25+ years of combined experience in public accounting.
- We provide written engagement letters detailing all agreed services and fees.
What people say
Dedicated attention
Timely resolution success
Expert tax guidance
Business growth support
Reliable advisors
Services
Tax Resolution
Our specialized team negotiates with federal and state tax authorities to resolve back taxes, penalties, and interest. With decades of experience, we develop strategic payment plans and settlements to minimize tax debt burdens for individuals and businesses facing complex IRS or state tax issues.
Bookkeeping
We establish customized bookkeeping systems aligned with your business operations. Our QuickBooks-certified professionals implement organized accounting processes, ensuring accurate income tracking, expense categorization, and month-end financial reporting to support informed business decisions.
Payroll Processing
Our integrated payroll solutions handle tax withholdings, employee payments, and regulatory filings. Partnering with CPAPAY, Inc., we ensure compliance with changing labor laws while providing retirement plan options and insurance coordination for businesses with diverse payroll schedules.
QuickBooks Training
Certified ProAdvisor Christine Marks provides tailored QuickBooks instruction for business owners and employees. Through hands-on training, we optimize software usage for daily accounting needs, including invoicing, expense tracking, and financial statement generation.
Business Advisory
Leveraging diverse industry expertise, we deliver strategic guidance for business development. Services include entity selection, operational planning, and financial forecasting to support startup ventures and established companies seeking structured growth frameworks.
People
Felecia Sternbach
CPA & Co-Founder
With 25+ years in public accounting, Felecia specializes in business tax preparation and audits. Former Managing Partner at a White Plains CPA firm, she focuses on income tax strategies and financial compliance for corporations and non-profits.
Ellen Rose
CPA & Co-Founder
Combining banking risk consultancy and public accounting experience, Ellen offers tax planning and resolution expertise. She previously served as CFO for a construction company and leads IRS negotiation cases for business and individual clients.
Christine Marks
Operations Manager
A certified QuickBooks ProAdvisor with 20 years of accounting experience, Christine manages client bookkeeping systems. She specializes in training businesses to use accounting software efficiently while overseeing firm financial operations.
Questions
Do you specialize in business or individual tax services?
We offer equal expertise in both areas, with dedicated solutions for corporate tax compliance and personal tax planning.
Can you help with overdue tax filings?
Yes, our tax resolution specialists specialize in resolving back tax issues with the IRS and state agencies.
Do you provide QuickBooks support?
Yes, we offer software training and customized bookkeeping system implementation for businesses of all sizes.
What accounting certifications do you hold?
Both co-founders are Certified Public Accountants with 25+ years of combined experience in public accounting.
How do you handle international tax reporting?
Our team is experienced in foreign asset reporting requirements for expatriates and international business operations.
Do you work with nonprofit organizations?
Yes, we prepare tax returns and provide compliance guidance for nonprofit entities and grant-funded organizations.
