Hudson Valley CPA · Practicing since 2000 Call 845·778·8580  ·  Schedule appointment
E EBS Tax & Accounting
Service, Inc. · Est. 2000
Hudson Valley · Montgomery & Peekskill, NY

A steady hand on your ledgers, your taxes, and your peace of mind.

EBS Tax & Accounting Service, Inc. has provided unparalleled, personalized accounting services to clients across the Hudson Valley since 2000. Whatever your situation, I have the experience to take care of your finances — carefully, and with your best interests in mind.

Book an appointment Call 845·778·8580
24+Years serving the Valley
2Offices · Montgomery & Peekskill
1:1Personalized CPA attention
Form 1040 · Season '25 Accounting workspace with ledger, pen, and calculator
§ 01 — Services

Personalized care for
all your accounting needs.

From a single 1040 to full books for a growing business, every file gets the same careful eye.

No. 01

Individual & Business Tax Preparation

Federal, state, and multi-state returns prepared by a CPA who reads them line by line. No outsourced prep.

  • Form 1040 & schedules
  • S-corp, C-corp, partnership, LLC
  • Amended returns & prior-year cleanup
  • IRS and NYS correspondence
No. 02

Bookkeeping & Financial Statements

Monthly, quarterly, or year-end bookkeeping with financial statement analysis you can actually read and make decisions from.

  • General ledger & bank reconciliations
  • P&L, balance sheet, cash flow
  • QuickBooks setup & cleanup
  • Budget & variance review
No. 03

Payroll Services

Accurate payroll for small teams, with tax filings, direct deposit, and year-end W-2s and 1099s handled quietly in the background.

  • Weekly, bi-weekly, or monthly runs
  • 941 / 940 / NYS-45 filings
  • W-2, W-3, 1099-NEC, 1099-MISC
  • New-hire reporting
No. 04

Business Advisory

Start-up structure, entity selection, and year-round planning so April doesn't surprise you. Around-the-clock attention when you need it.

  • Entity selection (LLC, S-corp, C-corp)
  • Quarterly estimated tax planning
  • Financial resource allocation
  • Succession & exit planning
No. 05

Auditing & Review

Independent review and audit support for nonprofits, HOAs, and closely held businesses that need a clean set of eyes.

  • Compilation, review, audit
  • Internal controls assessment
  • Nonprofit Form 990
  • Grant & funder reporting
No. 06

IRS & NYS Representation

Audits, notices, back taxes, installment agreements. If the mailbox has something scary in it, bring it over.

  • Notice response & resolution
  • Installment agreements
  • Offers in compromise
  • Penalty abatement
Accountant at desk reviewing documents Depend on Me This Tax Season
§ 02 — About

Your trusted accountant, not a call-center queue.

I've been providing clients with personalized tax preparation and accounting services throughout the Hudson Valley since 2000. With years of accredited training and expertise in a wide range of fields, no financial issue is too complex for me to tackle.

Give your finances the personalized attention they deserve, with a Certified Public Accountant to guide you every step of the way. You'll have my direct number — not a ticket system.

— EBS Tax & Accounting Service, Inc.
CPA
Licensed in NY
2000
Practicing since
2×
Offices across the Valley
§ 03 — Book an appointment

Four steps from first call to filed return.

New clients are welcome year-round. Tax-season appointments in Montgomery and Peekskill book up fast — the earlier you call, the more choices of time you'll have.

1

Call or send the form

Reach me at 845-778-8580 or use the contact form below. Tell me briefly what you need — a personal return, new bookkeeping, a notice from the IRS.

2

Pick your office & time

Appointments are held at the Montgomery, NY or Peekskill, NY office. Phone and video appointments are available for returning clients.

3

Send documents securely

Use the secure upload (see the panel on the right) rather than email. I'll confirm receipt the same day.

4

Review & sign

We'll sit down (in person or over the phone) to review the return, answer questions, and e-file once you're comfortable.

Call 845·778·8580 Use the contact form
§ 04 — Two offices

Montgomery & Peekskill.

For your convenience, I keep two locations — one up in Orange County, one down along the Hudson in Westchester.

Orange County

Montgomery, NY

Serving Montgomery, Walden, Pine Bush, Newburgh, Maybrook, and the surrounding Valley towns.

Hours (tax season)Mon–Fri, by appointment
Sat, by appointment
Westchester County

Peekskill, NY

Serving Peekskill, Cortlandt, Yorktown, Croton, and the Lower Hudson Valley.

Hours (tax season)Mon–Fri, by appointment
Sat, by appointment

Street addresses confirmed at booking. Please call before stopping in — I'm often with another client.

§ 05 — Frequently asked

Tax-season questions, answered straight.

If yours isn't here, call 845-778-8580 or drop a note in the contact form.

Q.01 When should I book my tax appointment?

Earlier is always better. Most returning clients book between mid-January and early February. If you're a new client, aim for late January so we have time to gather prior-year returns and set up a secure upload for your documents.

Q.02 What documents should I bring to my first appointment?

Last year's federal and state returns, all W-2s and 1099s, any K-1s, 1098 mortgage interest, brokerage statements, receipts for deductible expenses, and a voided check if you'd like a direct-deposit refund. If you're a business, bring your P&L, balance sheet, and bank statements for the year.

Q.03 Can I send documents electronically?

Yes — please use the secure upload link rather than regular email. Standard email isn't encrypted, and your W-2s, SSN, and bank info deserve better than that. Call or message to get a link sent to you.

Q.04 Do you take on new bookkeeping or payroll clients mid-year?

Absolutely. In fact, mid-year is often the easiest time to switch — we can clean up books from January forward and have you on a clean monthly schedule well before tax season. Call to discuss scope.

Q.05 I got a scary letter from the IRS. What do I do?

Don't panic, and don't ignore it. Most notices are routine and can be resolved with a single well-written response. Call the office, bring the letter in, and we'll handle the reply together.

Q.06 Which office should I go to — Montgomery or Peekskill?

Whichever is closer. Both offices offer the same services and work from the same files. Returning clients can also do phone or video appointments if driving in isn't practical.

Q.07 How are fees set?

Fees are quoted up front based on the complexity of your return or the scope of the bookkeeping/payroll work. No surprise line items, no per-minute billing during your appointment.

§ 06 — From the journal

Notes & advisories.

Short reads on filing, refunds, and staying a step ahead of tax-season scams.

Tax preparation tips
Tax Season · Prep

Tax Season Has Begun. 7 Prep Tips to Ensure a Bigger Refund.

The IRS began processing returns on Jan. 22. A little preparation now can meaningfully change what lands in your account in April.

Ask about this →
Choosing a tax preparer
Advisory · Due Diligence

Ten Tips for Choosing a Tax Preparer.

Credentials, PTINs, IRS directory listings, and red flags to watch for before you hand anyone your SSN.

Ask about this →
Tax scam warning
Advisory · Fraud

Lookout for Tax Scammers.

New variations of tax-related scams hit every year — including a fresh one involving Social Security. Here's what legitimate IRS contact looks like.

Ask about this →
§ 07 — Contact

Let's get your books in order.

Call, send a note, or stop by the office. For secure document transfer, don't email attachments — ask for a secure upload link.

Phone845·778·8580
OfficesMontgomery, NY · Peekskill, NY
HoursMon–Fri, by appointment · Sat during tax season
Best contactPhone during business hours, or the form — I reply personally.