Tax and accounting services for the Hudson Valley region.

Achieve your financial goals throughout the year.

Orange County Tax has proudly served the Hudson Valley region since 1971. We are here throughout the year as your on-call team offering accounting, bookkeeping, business formation, tax management, payroll services, and financial planning.

We will help limit your tax liability and maximize your savings.

The team is lead by Robin Heubach, who moved to the area 30 years ago. In 2014 Robin acquired Orange County Tax Inc. She and her experienced and efficient professionals work with individuals and small business owners to assess your needs and create a customized plan.

• RTRP Registered Tax Return Preparer (IRS)
  
• Notary Public
  
• MEMBER: National Association of Professional Women (NAPW)
  
• MEMBER: Business Council of Greater Montgomery (BCGM)
  

Tax Services

Individual

Whether you own your own business or work for others, our specialists are well-versed in federal and state laws to ensure optimal financial benefits at income tax time and all year long.

Individual Tax Services:

• Comprehensive assessment of all tax and related documents
• Rapid electronic filing and prompt refunds
• Estate and trust planning
• Informed application of any pertinent personal income exemption
• Risk management and the minimization of federal or state income tax audit
• IRS representation
• Current and long-range planning
• Personal retirement planning
• Gift tax planning and reporting
  

Business

Our team of professionals structures tax and financial services geared toward small or medium sized business owners to maximize tax savings and the financial security of your commercial enterprise.

Business Tax Services:

• Federal and State Income Tax
  
• Sales Tax
  
• Electronic filing
  

Financial Services:

• Bookkeeping system set-up
  
• Accounting services (QuickBooks)
  
• Financial statements
  
• Payroll services and deductions
  
• Business valuation
  
• Estate and trust planning and tax preparation
  
• Cash flow and budgeting analysis
  

Non-filed Tax Returns

If you have non-filed tax returns from past years you are not alone and it isn’t too late. By voluntarily submitting your non-filed returns equitable settlements can be more readily negotiated and tax penalties and interest payments can be substantially reduced.

Delaying the handling of your non-filed taxes will result in the IRS filing on your behalf with little or no consideration for deductions to which you are rightfully entitled. Managing your own non-filed returns is not recommended. Successful resolution of tax arrears requires professional guidance and representation.

Accounting Services

New Business Formation

There is nothing like being your own boss, making your own hours, and being in control of your brand. We’ll help you from the start with choosing how to incorporate your business and avoid pitfalls many new businesses make. We can also prepare and file all necessary paperwork, including applying for your Federal Employer Identification Number and all required state and local licenses and permits. When you team up with Orange County Tax you are protecting your business and ensuring compliance in your business transactions.

• Monthly & Quarterly Write-ups
  
• Payroll Tax Returns
  
• Sales Tax Returns
  
• Financial Statements
  
• Business Income Tax Returns
  
• QuickBooks Training & Setup
  

Business Accounting

With an experienced staff that is dedicated to the efficient and exact management of your business’s finances, you can rest easy knowing that the accounting aspects of your business are being taken care of by trained professionals.

• Balance Sheet: Know the financial state of your business at any time or show potential investors
  
• Income Statements: A profit and loss statement is essential to learn if your company is making a profit or is spending more than it earns.
  
• Ledger Review: Monthly reviews make sure all your books are in order.
• Consultation: We are here to advise you on all your accounting questions.

Payroll

Free yourself of payroll tasks so you can focus on other key aspects of your business.

Hiring Orange County Tax to perform the task for you will cost significantly less than a permanent staff member. What’s more, accuracy is imperative and laws governing payroll and its execution change often necessitating additional time and research.

Take advantage of financial savings with assured accuracy by outsourcing payroll to our experienced staff.

Contact Us

Obtain a free consultation or tax preparation appointment by calling:

(845) 457-3348