Business Details
50+ Years
experience
Your Trusted Accounting Partner in Kingston, NY
Founded in 1967, Gagnon CPA has served Ulster County and the Hudson Valley for over five decades, providing comprehensive accounting solutions tailored to individuals and businesses. Our team, led by CPA Dan Gagnon and his son David Gagnon, combines generational expertise with a commitment to evolving industry standards. We specialize in financial statements, tax planning, and strategic consulting, serving corporations, partnerships, municipalities, and financial institutions. Our approach emphasizes personalized service, leveraging decades of experience to deliver accurate, reliable financial guidance. We prioritize client education, ensuring clients understand GAAP principles and how they impact their unique operations.With a focus on cost-effective solutions, we assist with audits, reviews, and compilations, adapting to management needs. Our payroll and bookkeeping services streamline administrative burdens, while our QuickBooks expertise enhances financial efficiency. As trusted advisors, we integrate tax planning with business strategies, helping clients capitalize on credits like solar energy incentives. Our team's military and community leadership backgrounds underscore our dedication to integrity and service excellence. We remain committed to advancing client success through customized financial planning and proactive compliance support.
Services
Accounting Services
Tax Preparation
Financial Consulting
QuickBooks Support
Payroll Processing
Details
- Year established: 1967
Highlights and features
- We offer over 50 years of combined accounting expertise in Ulster County.
- Our team provides personalized financial planning and strategic business advice.
- We specialize in QuickBooks consulting and customized payroll solutions.
- Our auditors meet NYS Comptroller's Office requirements for fire districts.
- We combine military-grade discipline with community-focused service values.
Services
Accounting Services
We prepare GAAP-compliant financial statements, audits, reviews, and compilations for Hudson Valley businesses. Our team works directly with management to ensure accurate reporting for decision-making. Services include monthly, quarterly, and annual statements tailored to corporate, nonprofit, and individual client needs.
Tax Preparation
Our tax experts handle federal and state returns for individuals, businesses, and trusts. We focus on maximizing deductions while ensuring compliance with evolving tax codes. Services include income tax strategies and representation during IRS or NYS audits for existing or new clients.
QuickBooks Support
We provide QuickBooks selection, setup, and training for Hudson Valley businesses. Our specialists help clients implement systems for payroll, financial reporting, and cash flow management. We ensure proper configuration to match business operations and growth requirements.
Payroll Processing
Our payroll services handle tax compliance, direct deposits, and reporting requirements for local businesses. We manage healthcare reform compliance, workers' compensation audits, and time-tracking systems to reduce administrative burdens while maintaining regulatory adherence.
Financial Consulting
We offer strategic planning, entity selection, and cash flow management services. Our consultants help businesses develop budgets, secure financing, and implement tax-efficient structures. Services include business forecasting and loan coordination with local financial institutions.
People
Daniel D. Gagnon
Founder
B.A. in Accounting from Siena College, retired Army LTC, and AICPA member. Founded the firm in 1967, specializing in tax and financial planning before transitioning to SCORE mentorship in 2013.
David Gagnon
Managing Partner
CPA/PFS with 30+ years experience, Army War College graduate, and NY Army National Guard Colonel. Specializes in audits, financial planning, and business strategy. Leads firm operations since 2013.
Eleanor Ryan
Office Manager
SUNY Ulster graduate and Ulster County Leadership Development alumnus. Manages office operations since 2009, serving as firm Treasurer and Licensed Notary Public with community service background.
Paul Conte
Financial Adviser
MBA in Finance from Marist College, former military officer. Provides financial planning and accounting services since 2015, combining corporate expertise with small business advisory experience.
Questions
What accounting services do you offer for local businesses?
We provide financial statement preparation, audits, reviews, and compilations tailored to Hudson Valley businesses, ensuring GAAP compliance and management-ready insights.
How do you assist with tax planning and compliance?
Our tax services include strategic planning to minimize liabilities, preparation for individuals and businesses, and representation during IRS or NYS audits.
Can you help with QuickBooks setup and training?
Yes, we offer QuickBooks selection, configuration, and customized training to streamline financial operations for small businesses and individuals.
What experience do you have with municipal financial audits?
We conduct audits for fire districts and not-for-profits meeting NYS Comptroller requirements, led by CPA David Gagnon's specialized expertise.
Do you provide payroll and bookkeeping services?
We offer comprehensive payroll processing and bookkeeping services, including tax compliance and financial reporting for Hudson Valley businesses.
