Accounting Firm in Middletown, NY

Your Trusted Business Advisors & Innovative Solutions

At Reliable Accounting & Tax Preparation, our commitment is to guide you through every financial decision with expert insight and tailored strategies that foster growth and long-term stability.

Trusted Business Advisors

Proven Expertise

Years of Industry Experience

Reliable Service

Comprehensive Services

Full Scale Support

Exterior view of the Reliable Accounting & Tax Preparation and State Farm Agent Cassie Gleeson office building with visible business signage and a paved walkway.
Our Competitive Edge

Ensuring High-Quality Service & Stress-Free Financial Management

Our mission is to simplify the complex world of finance for you. From filing taxes with our dependable tax services to managing payroll, we are dedicated to delivering services that not only meet but exceed your expectations. Our approach involves meticulous planning and management of finances, aiming to relieve the stress associated with financial decision-making. With years of industry experience, our experts are adept at helping clients meet their financial goals and increase their personal wealth, ensuring a stress-free financial management experience.

Meet Our Team

Dedicated professionals committed to providing reliable accounting and tax preparation services for Middletown and the surrounding community.

Warren Shelly bio

Warren Shelley

Senior Accounting Advisor

My name is Warren Shelley, and I am excited to announce the opening of my office Reliable Accounting and Tax Preparation located at 246 Rt. 211 East, Middletown, NY 10940. As an accounting major from Dominican College, I have been in the accounting industry for over 20 years. As an auditor, operations manager, tax preparer, business owner, and senior accounting advisor, I am knowledgeable in various aspects of the industry.

Natalie Capo bio

Natalie Capo

Licensed Tax Preparer

My name is Natalie Capo and have worked with Warren the past seven years. I am a licensed tax preparer and am responsible for handling day to day operations. With customer service and managerial skills, I’m here to get things done. Our Spanish speaking clients can rely on me to help them with their taxes and any of our other services. Call the office today and let us assist with your personal or business needs.

Personalized Service with Professionalism

Our unwavering professionalism and commitment to personalized service sets us apart from other firms. We understand that our clients are more than just numbers and balance sheets; they are individuals with unique financial situations. This understanding drives us to offer services that are specifically tailored to each client's needs and circumstances, ensuring a personalized approach that truly makes a difference.

Our Working Process

01

Understanding your financial situation

02

Strategic planning and management

03

Ongoing support and compliance

04

Achieving financial clarity and success

Tailored Solutions

Comprehensive Accounting Services in Middletown, NY

Accounting Services

Accurate daily records and financial statements to help you maintain complete control over your business health.

Tax Services

Expert tax planning and preparation to minimize liabilities and ensure timely compliance with federal and state regulations.

Immigration Applications

Professional guidance on documentation and requirements for immigration-related financial verification.

testimonials

Why Our Clients Trust Us