Business Details
Trusted Accounting Services in Poughkeepsie, NY
At Zastenchik & Co. CPAs & Co. CPAs, we believe your accounting firm should help you look forward. Our mission is proactive planning and communication to maximize after-tax net wealth for clients. Founded by David Zastenchik & Co. CPAs & Co. CPAs, a licensed CPA and Hudson Valley native, we bridge the gap between generic accounting services and strategic financial partnership. Our team delivers tailored tax planning, monthly accounting, and business advisory services designed for both business owners and individuals. We prioritize clarity, responsiveness, and proactive support, ensuring clients understand the story behind their numbers. With expertise in QuickBooks systems, strategic tax projections, and performance reporting, we serve as a long-term partner for financial growth.Our values of strategic alignment, responsiveness, and professionalism guide every client interaction. We specialize in serving small businesses across construction, professional services, and trades, helping them build smarter financial structures. Our Hudson Valley-based team combines local market knowledge with national regulatory expertise. By focusing on structured planning and transparent communication, we eliminate surprises and align financial strategies with long-term goals.
Services
Tax Planning
Monthly Accounting
Business Advisory
QuickBooks Services
Bookkeeping
Highlights and features
- We offer 20+ years of combined CPA expertise in tax and financial planning
- Our team provides dedicated point-of-contact service for personalized support
- We implement structured quarterly planning meetings for strategic alignment
- Our dashboards deliver real-time financial performance insights
- We guarantee responsive communication with no delayed email responses
Associations and certifications
- CPA
- CFP
What people say
Exceptional service
Thorough explanations
Stress-free tax process
Reliable financial guidance
Personalized attention
Services
Tax Planning
Our proactive tax planning service helps individuals and businesses optimize their financial position year-round. We develop multi-year strategies to minimize liabilities while aligning with long-term goals. Clients receive personalized guidance through complex tax regulations with clear explanations of all planning options.
Monthly Accounting
This service provides ongoing financial visibility through structured monthly reporting. Business owners gain actionable insights into cash flow, profitability, and operational efficiency with timely, easy-to-understand financial statements and performance metrics.
Business Advisory
Our advisory service offers strategic guidance for business growth and operational improvement. We help owners make informed decisions about financial structures, tax implications, and long-term planning with customized solutions tailored to specific industry needs.
QuickBooks Services
We provide comprehensive QuickBooks implementation, training, and optimization services. Our experts help businesses establish efficient accounting systems, troubleshoot existing setups, and maximize software capabilities for better financial management.
Bookkeeping
This foundational service maintains accurate, up-to-date financial records through systematic transaction tracking and reconciliation. Clients receive organized documentation that simplifies tax preparation and supports informed business decision-making throughout the year.
People
David Zastenchik
Founder & CPA
Licensed CPA and CFP with extensive experience in both large firms and business finance roles. Specializes in strategic tax planning and business advisory services for small businesses across multiple industries.
Sherry Scholz
Tax Preparer
Experienced tax professional known for thoroughness and client-focused service. Specializes in personal tax returns and family financial planning with exceptional attention to detail and client communication.
Johnathon Sawaged
Financial Advisor
Dedicated financial advisor and tax preparer with expertise in business and personal financial planning. Recognized for clear explanations and personalized approach to client financial needs.
Joseph Fontana
Accountant
Skilled accountant providing personalized tax solutions with exceptional client care. Known for detailed explanations and compassionate approach to family financial matters.
Coleen M.
Accountant
Experienced tax professional receiving consistent client praise for exceptional service. Specializes in personal tax returns with a focus on maximizing client savings and financial clarity.
Questions
What accounting services do you offer for small businesses?
We provide monthly accounting, business advisory, tax planning, QuickBooks support, and bookkeeping services tailored to small business needs.
Do you specialize in any particular industries?
We work extensively with construction companies, professional services firms, and trade businesses throughout the Hudson Valley region.
How do you handle tax planning for individuals?
Our tax planning focuses on multi-year strategies that align with personal financial goals while maximizing legal tax savings opportunities.
What makes your firm different from other CPAs?
We combine proactive planning, dedicated point-of-contact service, and business owner perspective to deliver strategic financial partnerships.
Are your services available outside the Hudson Valley?
While based in Poughkeepsie, we serve clients throughout New York State and beyond through virtual consultations and remote support.
