Upstate Tax Services - Henrietta

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About

We provide tax services to the following: * Individual IRS form 1040 & 1040a * Self-Employed IRS Schedule C & E * Business LLC IRS form (1065) * S and C Corporation Tax Returns IRS form 1120 * Fiduciary Estate IRS form 706 & 1041 and Trust Tax Returns We also offer bookkeeping and accounting services through the use of QuickBooks.

Overview

Hired 8 times

3 employees

26 years in business

Business hours

This pro hasn't listed their business hours.

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Services offered

Accounting needs

Bookkeeping

Preparing tax returns

Managing AR and AP

Preparing fin. statements

Entity type

Individual or sole proprietorship

Industry

Sales & marketing

Healthcare

Technology / IT

Manufacturing

Projects and media

Reviews

Customers rated this pro highly for work quality, professionalism, and punctuality.

Excellent 4.9

20 reviews

5

90%

4

10%

3

0%

2

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1

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Read reviews that mention:

Ethan A.

Mar 2, 2017

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Hired on Thumbtack

We had 2 different states and 4 different jobs and he was able to sort through them even though one of our jobs had the form wrong and make sure is was done right. Also finished very quickly. We were very happy with their services.

Individual Tax Preparation

S. C.

Apr 13, 2021

•

Hired on Thumbtack

Very pleased with their services. Had the time and patience to work with me through texting.

Accounting

Matthew J.

Jul 29, 2015

Lisa S.

Jul 28, 2015

We had our taxes prepared by Manny at Upstate Tax service this year for the first time. As a small business owner my husband was reluctant and nervous about going to someone new. Manny instantly put him at ease. He was patient, thorough, professional and did not rush us. He made us feel like we were his number one clients. We have referred family and friends to his office and will continue to do so. Thank you Upstate Tax for your impeccable service- Lisa & John Sanchez

Peter B.

Mar 8, 2015

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Hired on Thumbtack

Individual Tax Preparation

FAQs

What education and/or training do you have that relates to your work?
Yes, we are required by the IRS to take continuing education classes on an annual basis.
Describe a recent project you are fond of. How long did it take?
I just completed an Estate 706 tax return. They are complicated but worth the effort needed to complete them. The estate total value was $4,500,000.00 and it took 2 months to complete and submit to NY State and the IRS.

Upstate Tax Services - Henrietta

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