Trusted Tax & Accounting Solutions in New Windsor, NY
Strategic Tax and Accounting Services Built for Real People in New Windsor, NY
Over 20 years helping individuals and businesses maximize savings, stay compliant, and grow with confidence.
Running a business, managing personal finances, or dealing with tax issues can feel overwhelming, especially when the rules keep changing and mistakes can be costly. That’s where Tax Maven comes in. Based in New Windsor, NY, Tax Maven provides professional tax and accounting services designed to simplify complex financial situations while helping individuals and businesses make confident, informed decisions year-round.
Founded in 2022 and backed by over 20 years of hands-on industry experience, Tax Maven was built on a simple belief: clients deserve honest guidance, clear communication, and a tax professional who is truly invested in their financial success. Whether you need accurate tax preparation, proactive tax planning, bookkeeping support, or representation before the IRS, you’ll work directly with an experienced professional who understands your goals—not a call center or a rotating team.
If you’re looking for dependable tax and accounting services in New Windsor, NY, Tax Maven is here to help. Call (845) 210-9320 to get started with a free consultation.
A Personalized Approach to Tax and Accounting Services
No two financial situations are exactly the same. At Tax Maven, every service begins with listening. Clients are not pushed into one-size-fits-all solutions or rushed through generic processes. Instead, each engagement is tailored to your specific needs—whether you’re an individual filing a return, a business owner managing payroll and sales tax, or someone facing an IRS issue that needs immediate attention.
Tax Maven proudly serves clients throughout New Windsor, NY, Orange County, Dutchess County, and beyond. With secure remote services available, clients can work comfortably from anywhere while still receiving one-on-one support.
Why Choose Tax Maven for Your Financial Needs
Choosing the right tax professional can make a significant difference—not just during tax season, but throughout the entire year. Clients work with Tax Maven because they value experience, transparency, and consistency.
- Over 20 years of tax and accounting experience
- IRS Enrolled Agent (EA) representation
- Locally owned and operated in New Windsor, NY
- Personalized, one-on-one service
- Free consultations and free quotes
- Military discounts available
- Secure client portal for document uploads
- Year-round support—not seasonal service
When you call (845) 210-9320, you’re speaking directly with a knowledgeable professional who understands both the technical details and the real-life impact of financial decisions.
Comprehensive Tax and Accounting Services Under One Roof
Tax Maven offers a full range of services to support individuals and businesses at every stage. Whether you need help staying compliant, planning ahead, or resolving past issues, expert guidance is always available.
Our Core Services Include
- Individual and business tax preparation
- Strategic tax planning and savings strategies
- Bookkeeping services (monthly, quarterly, and annual)
- Payroll processing and payroll tax filings
- Sales tax preparation and quarterly filings
- IRS audit representation and dispute resolution
- Back tax assistance and payment plans
- Business formation and consulting services
Each service is designed to reduce stress, minimize risk, and keep your finances organized and compliant.
Tax Preparation and Planning That Works for You
Tax preparation isn’t just about filing forms—it’s about understanding how today’s decisions affect tomorrow’s outcomes. Tax Maven focuses on accurate, compliant tax preparation while helping clients uncover opportunities to improve their financial position.
Clients are encouraged to take advantage of free second-look reviews on prior tax returns. This service helps identify missed deductions, potential corrections, or planning opportunities that may have been overlooked in the past.
From individuals to growing businesses, Tax Maven helps clients stay prepared—not surprised—when tax time arrives.
Bookkeeping and Payroll Services for Growing Businesses
Accurate financial records are essential for long-term success. Tax Maven provides dependable bookkeeping and payroll services that give business owners clarity and confidence.
Services include financial statement preparation, payroll processing, tax deposits, and sales tax filings. Whether you need QuickBooks setup, cleanup, or ongoing support, your books are handled with care and precision.
Business owners benefit from consistent reporting, better cash-flow visibility, and fewer surprises at tax time.
IRS Representation and Problem Resolution
Dealing with the IRS can be stressful—but you don’t have to face it alone. As an IRS Enrolled Agent, Tax Maven is authorized to represent clients before the IRS in audits, disputes, and collections matters.
Services include penalty abatement, payment plans, and resolution strategies designed to protect your rights and reduce financial strain. Clients receive calm, confident guidance through every step of the process.
A Simple, Secure, and Transparent Process
Step 2: Personalized Review and Quote
Your needs are assessed, and a clear quote is provided upfront.
Step 3: Secure Client Portal Access
Upload documents safely through a secure online portal.
Step 4: Professional Preparation and Review
Your work is completed accurately and reviewed thoroughly.
Step 5: Final Delivery and Ongoing Support
Documents are finalized, filed, and supported year-round.
Proudly Serving New Windsor, NY, and Beyond
Tax Maven is proud to serve individuals and businesses in New Windsor, NY, as well as surrounding communities. With flexible scheduling, appointment-based service, and remote availability, expert help is always within reach.
If you’re ready to work with a tax professional who values integrity, clarity, and long-term success, Tax Maven is ready to help.
Call (845) 210-9320 today to schedule your free consultation.
