Tax Preparations near Red Hook

“Financial Services Center (Mike Levy and Sarah Grundman) have been doing my taxes ever since I moved to the Hudson Valley. Honestly, being a very distracted person, I would never have remained an upstanding citizen without them. They call me to make sure I remember to come in, they help me at the last moment, and they love my dog. One is supposed NOT to look forward to tax season, but I actually do. Thanks to Sarah, it is not only effortless and painless, but she saves us $$ and is, as her father is too, a truly wonderful person. And not to forget all the lovely people who work there (Angela has been my go-to angel!) Thanks you Financial Services!!!!“

“Lisa is exceptional. The customer service I receive is always outstanding. I recently have been having issues with IRS and receiving letters and just a whole to do. Lisa has helped me SO much. She takes care of it all and responds to every email I write her. i never feel like a bother although I'm sure I am because I'm clueless when it comes to anything tax related.
Thank you Lisa for always being such a huge help!“

“I am very grateful to be with these accountants who not only know how to handle my personal taxes but also the taxes specific to my business.“

“Tim and his team played a crucial role in establishing our non-profit 501(c)(3), ensuring compliance, and providing valuable guidance as we expanded. They are incredible professionals, and I highly recommend their services for both personal and business needs, including non-profit organizations.“

“They are professional and work with you to get what is needed. Have used them the last 4 years and have never had an issue. Great team and quick turn around.“

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