Business Details
Trusted Accounting & Tax Services in Saugerties, NY
David R. Dolan, CPA, CPA, P.C. has been a trusted provider of comprehensive accounting and financial services since 1991. Our firm combines deep expertise in tax management, auditing, and financial planning with personalized attention to meet the unique needs of individuals and businesses in Saugerties, NY, and beyond. With a team of seasoned professionals, including Certified Public Accountants and experienced staff, we deliver high-standard solutions tailored to optimize financial outcomes. Our mission focuses on maintaining client financial viability through proactive planning, thorough research, and clear communication. We specialize in audits, reviews, compilations, estate planning, QuickBooks assistance, and IRS representation, ensuring clients receive accurate, strategic guidance.Our commitment to excellence is demonstrated through decades of service to local nonprofits and a client retention rate built on trust and results. We stay current with evolving tax laws and technological advancements to provide forward-thinking solutions, from business valuations to international taxation. Our approach emphasizes transparency, ethical standards, and long-term client relationships, positioning us as a respected leader in the accounting profession.
Services
Tax Management
Accounting Services
Estate Planning
Audits Reviews
Financial Planning
QuickBooks Help
Payroll Services
Business Valuation
IRS Representation
International Taxation
Highlights and features
- We have over 30 years of combined experience in public accounting.
- Our team includes Certified Public Accountants with specialized expertise.
- We provide personalized financial guidance tailored to individual client needs.
- We maintain membership in professional organizations for continued education.
- We serve Saugerties and surrounding areas with local market knowledge.
Associations and certifications
- New York State Society of Certified Public Accountants
- National Association of Tax Professionals
Services
Tax Management Services
Our tax management services help individuals and businesses minimize liabilities through strategic planning and compliance. We analyze current and changing tax laws to optimize financial opportunities while ensuring accurate reporting. Clients receive personalized guidance for both short-term savings and long-term financial goals.
Audits Reviews and Compilation
We offer three assurance levels for financial reporting: audits provide highest assurance through detailed verification, reviews offer limited assurance via analytical procedures, and compilations organize management-provided data without assurance. These services ensure accurate financial records for decision-making and third-party requirements.
Financial and Retirement Planning
Our financial planning focuses on retirement strategies, investment monitoring, and tax-efficient wealth preservation. We help clients develop personalized roadmaps for financial independence, addressing college funding, insurance needs, and business succession planning to achieve long-term objectives.
QuickBooks Accounting Help
We provide QuickBooks training, setup, and ongoing support to optimize accounting efficiency. Services include system implementation, transaction reviews, and customized reporting solutions to ensure accurate financial tracking for small businesses using desktop or network environments.
Estate and Trust Planning
Our estate planning services minimize tax burdens while facilitating smooth asset transfers. We help clients create comprehensive strategies for beneficiaries, business succession, and charitable giving through trusts, wills, and tax-efficient documentation.
People
David R. Dolan
CPA
David R. Dolan, CPA, CPA, founded the firm after passing the CPA exam in 1993. He has over 30 years of experience in public accounting, specializing in tax strategy and business consulting. He serves local nonprofits and veterans organizations.
Robert S. Cranston
CPA (Retired)
Robert Cranston, retired CPA, brings 50+ years of accounting experience, focusing on individual taxation and estate planning. He worked with diverse business entities and trusts before retiring, maintaining client relationships through 2000.
Debbie Diodato
Staff Accountant
Debbie Diodato, staff accountant since 2015, has 25+ years of tax and accounting experience. She provides personalized client support for business and individual tax needs, combining technical expertise with direct client interaction.
Lynda McBride
Office Manager
Lynda McBride manages office operations with 10+ years of administrative experience. Her background includes insurance, restaurant management, and bilingual coordination, supporting efficient firm operations since 2019.
Questions
What accounting services do you offer?
We provide tax management, audits, financial statements, payroll processing, and QuickBooks assistance for individuals and businesses.
How can you help with tax planning?
Our team optimizes tax strategies to minimize liabilities while ensuring compliance with current regulations for individuals and businesses.
Are you experienced with small businesses?
Yes, we specialize in entity selection, cash flow analysis, and financial planning tailored to small business needs.
Do you handle estate and trust taxation?
We provide comprehensive estate planning and trust tax preparation services to ensure smooth asset transfers.
What credentials do your accountants hold?
Our team includes Certified Public Accountants (CPAs) with memberships in professional organizations like NYSSCPA.
