Business Details
Trusted CPA Services in Malone, NY
As a leading accounting firm, we are committed to helping clients maintain financial viability in the present while taking a proactive approach to achieve future goals. Our success stems from open communication, research, and sound analysis to understand client needs. With decades of combined experience, our team of certified public accountants and dedicated professionals delivers personalized accounting, tax, and advisory services. We specialize in cross-border U.S./Canadian business solutions, serving clients locally in the North Country and globally. Our reputation for excellence is built on a foundation of integrity, responsiveness, and a deep understanding of complex financial landscapes.Our focus remains steadfast on providing timely, competent advice to individuals, businesses, and nonprofit organizations. Our community involvement and industry leadership reflect our commitment to both professional excellence and local impact. Through continued education and adherence to evolving standards, we ensure our clients receive forward-thinking solutions tailored to their unique circumstances. Our legacy of trust and expertise positions us as trusted advisors for both personal and corporate financial success.
Services
Tax Planning
Auditing
International Taxation
Estate Planning
Accounting Systems
Debt Management
Financial Forecasting
Cross-Border Services
Controllership Functions
Nonprofit Accounting
Highlights and features
- We specialize in U.S./Canadian cross-border tax and financial planning.
- Our team includes CPAs with decades of combined public and private sector experience.
- We provide personalized service for businesses, individuals, and nonprofit organizations.
- Our expertise includes audits, tax research, and complex international transactions.
- We maintain active involvement in professional organizations and continuing education.
Associations and certifications
- Peer Review
Services
International Taxation
Our U.S./Canadian tax specialists help businesses navigate complex international tax regulations and financial planning requirements. We assist Canadian companies establishing U.S. operations with strategic advice on entity structure, profit repatriation, and compliance. With over 25 years of experience, we provide tailored solutions for cross-border transactions while coordinating with Canadian tax advisors to ensure comprehensive compliance.
Auditing Services
We conduct comprehensive audits, reviews, and compilations for corporations, nonprofits, and governmental agencies. Our services include financial statement preparation, compliance testing, and internal control evaluations. Our team maintains specialized expertise in pension plans, multi-state operations, and regulatory reporting requirements. We ensure adherence to professional standards while delivering actionable insights for business improvement.
Tax Planning
Our tax experts provide strategic planning for individuals, businesses, and estates across multiple jurisdictions. Services include entity structure optimization, trust planning, and multi-state tax compliance. We focus on minimizing tax liabilities while maintaining compliance with evolving regulations. Our approach combines technical expertise with personalized recommendations to create effective tax strategies for complex financial situations.
Business Consulting
We offer advisory services covering cash flow analysis, financial forecasting, and business valuation. Our consultants assist with debt management, financing options, and operational improvements. We help businesses with computer system implementation, buy-sell agreements, and succession planning. Our strategic guidance supports clients through all stages of business development and transition.
Controllership Functions
We provide comprehensive accounting support including bookkeeping, payroll processing, and compliance reporting. Our services cover sales tax, payroll tax, and financial statement preparation. Designed for businesses needing reliable financial operations support, this service ensures accurate records and regulatory compliance while allowing business owners to focus on core operations.
People
Nicholas P. Eells
Managing Partner
Nick Eells, CPA with over 20 years in public accounting and private sector CFO experience, specializes in business consulting and tax planning. He contributes to local boards and holds leadership positions at Daxia and Citizen Advocates.
Douglas L. Hoffman
Advisory Partner
Doug Hoffman, CPA with 35+ years experience, focuses on estate and business planning. Former Olympic Games controller and Price Waterhouse alumnus, he provides expertise in family business transitions and financial management across multiple enterprises.
Kristina M. Bennett
Partner
Kristina Bennett, CPA, specializes in cross-border services for Canadian companies and U.S. citizens abroad. Certified in both Vermont and New York, she provides auditing expertise and tax solutions for international clients.
Lucy W. Carroll
Partner
Lucy Carroll, CPA with 30+ years experience, focuses on taxation for corporations, trusts, and estates. Active in local nonprofits, she brings deep technical expertise in complex tax compliance and reporting requirements.
Holly A. Morrow
Partner
Holly Morrow, CPA, oversees audit operations with specialization in compliance audits for governmental and nonprofit organizations. She maintains 40+ annual CPE hours and serves on museum and assisted living boards.
Questions
Do you specialize in Canadian-U.S. cross-border tax services?
Yes, we specialize in U.S./Canadian tax planning for businesses and individuals with cross-border needs.
What accounting services do you offer?
We provide audits, reviews, compilations, controllership functions, and financial statement preparation for diverse clients.
Are you a CPA firm or accounting agency?
We are a certified public accounting firm with multiple licensed CPAs across New York and Canada.
What business tax services are available?
We handle business tax returns, multi-state filings, entity structure planning, and international tax compliance.
Do you offer succession planning assistance?
Yes, our consultants provide business valuation, buy-sell agreements, and succession planning services.
