Welcome to Upstate Tax Group!

Helping small businesses, their families and loved ones, build wealth by reducing unnecessary taxation costs; with long term Family Tax Planning!

Upstate Tax Group was established with the vision to serve our clients' needs with a holistic approach to their current tax preparation needs and planning their own tax outcomes long term.

Our firm prepares all forms of tax returns: 1040 personal, Corporate S and C, Partnerships, Trust returns and all other federal forms as well as State,
Multi-State, City, RITA, even local.

Our firm offers superior client services and consulting to individuals, professionals, and small/mid-size businesses in:

• Tax Preparation
• Tax Planning Services
• Roth IRA Conversion Strategies
• Social Security Taxation Reduction Strategies
• Charitable Tax Planning Strategies
• Small Business Strategy Development

Please contact us for tax preparation and tax planning services.

If you just want tax preparation and nothing more, that's ok... give us a call. We will be careful, accurate, and we will provide a good price for great work!

If you want preparation and then to start learning and planning your own tax outcomes, that's where we shine the brightest!

Call (518) 621-5765 or e-mail us at info@upstatetaxgroup.com to get started.