Upstate CPAs offers a wide range of professional accounting, tax and consulting services to meet your needs and further tailor them to provide you with a solution that fits.

We are committed to building lasting client relationships and strive to cater our services to your ever changing needs. Our goal is to find innovative ways to help you discover – and make the most of – all opportunities for growth and success.

Learn more about our business and personal services including: 

  • Individual and Business Tax Planning  
  • Tax Preparation
  • Audits, Reviews and Compilations     
  • Monthly Bookkeeping/Write Up                     
  • Payroll and Payroll Tax Processing    
  • Management and Advisory Services                  
  • IRS and State Audit Representation
  • QuickBooks Set Up, Support and Training
  • Business Entity Selection and Set Up

Client Portal

Nothing is more important than our clients' peace of mind. So we use one of the most secure systems - Sharefile by Citrix - available for transporting your sensitive financial documents. Never worry about transferring your documents via email or unsecured systems.


Business Services

We're a lot more than your tax team. We are also business partners. We can help you set budgets, establish goals and track performance.

And when April 15 comes, it should be what it is: Just another day on the calendar.

Learn about Business Services >  


Personal Services


We assist our clients with their short and long-term planning decisions. Our approach focuses on developing a personal relationship with our clients to learn and understand where they are and where they want to go financially. We work hand in hand with a network of other professionals, such as attorneys, bankers and investment advisors to help our clients make the best financial decisions for their future. Our priority is to help you meet your financial goals.

Explore Personal Services >

We work with industries like yours

  • Service Industries
  • Business professionals
  • Retail/Wholesale
  • Real Estate
  • Construction
  • Non-Profit