Reliable Accounting and Tax Preparation

Accounting Firm in Middletown, NY

ABOUT US

Your Trusted Business Advisors & Innovative Solutions

At Reliable Accounting & Tax Preparation, we pride ourselves on being more than just an accounting firm. We are your trusted business advisors. Our foundation is built on personal integrity and a steadfast commitment to our clients. We offer innovative solutions tailored to meet each client’s unique needs, ensuring that every financial challenge is addressed with the most effective and efficient strategy. Our team’s extensive expertise across various financial domains allows us to tackle any financial obstacle, providing solutions that are both practical and innovative.

Meet Our Team

Warren Shelley

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

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.

SERVICES

Your Trusted Business Advisors & Innovative Solutions

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.

1

Accounting Services

Reliable Accounting and Tax Preparation’s suite of accounting services is meticulously designed to cater to the diverse needs of our clientele, encompassing businesses of all sizes and individuals alike

2

Tax Services

Our comprehensive tax services are designed to navigate these complexities, offering peace of mind and financial optimization for both individuals and businesses.

3

Immigration Applications

Our immigration application services are specifically designed to ease this journey, providing comprehensive support and guidance every step of the way.

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.

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.

REVIEWS

Appreciated by Our Customer

Taliah Cousar
Taliah Cousar
2024-01-24
I had a great experience with Reliable Accounting Tax Preparation, they were very thorough, patient and knowledgeable. They took the time needed to get me back the greatest tax return allowed to me. I highly recommend giving them a try!
Cynthia Pennmckay
Cynthia Pennmckay
2024-01-16
Mr Shelley and Natalie are amazing! I was treated with the utmost respect, courtesy, and professionalism. My taxes are done efficiently and carefully. I highly recommend this accounting and tax service.
Michael B
Michael B
2024-01-10
Amazing , reliable and a great team to work with. ⭐️⭐️⭐️⭐️⭐️⭐️
Jameika Foster
Jameika Foster
2023-04-15
The tax preparers make sure I received the max return. I’m very pleased with their service. Will be returning next tax season.
Brian Fitzsimmons
Brian Fitzsimmons
2023-04-12
Profesional, and prompt
Terri “Me” Merone
Terri “Me” Merone
2023-02-09
Our son recommended this business to have our taxes prepared. So glad he did!! Warren was so professional and friendly. Quick and efficient. Highly recommend.
Shane Merone
Shane Merone
2023-02-02
Quick, excellent and professional tax services provided. Natalie & Warren are knowledgeable and helpful throughout the process!

Our Blog

The pen and notebook is lies on the tax form 1040 U.S. Individua

Applying for an ITIN: Essential Steps and Tips for Success

June 11, 2024 | Accounting

Navigating the application process for an Individual Taxpayer Identification Number (ITIN) can seem daunting. However, with the right guidance and…
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The Role of Bookkeeping in Financial Decision Making

June 10, 2024 | Accounting

Bookkeeping, often perceived as the mundane recording of financial transactions, holds unparalleled significance in the realm of business. It is…
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Streamlining Your Payroll Process: Tips for Efficiency and Compliance

June 5, 2024 | Accounting

Ensuring your payroll process is both efficient and compliant is crucial for any business. Not only does it impact your…
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How Tax Services Can Transform Your Financial Strategy

June 4, 2024 | Accounting

In today's complex financial landscape, navigating taxes can be one of the most daunting tasks for individuals and businesses alike.…
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A neatly organized stack of financial documents on a desk, ready for audit.

Preparing for Your First Financial Audit: What You Need to Know

June 4, 2024 | Accounting

Undergoing your first financial audit can seem daunting, but with the right preparation, it can be a smooth and insightful…
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Closeup of immigration application form.

The Immigration Handbook: Essential Tips for a Successful Application

June 3, 2024 | Immigration

Embarking on the journey of immigration can be one of life's most significant milestones. Whether seeking new opportunities, reuniting with…
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Comprehensive Accounting Firm Services in Middletown, NY

Located in Middletown, NY, our firm offers a wide range of accounting services to cater to all your financial needs. From tax preparation to assistance with immigration applications, we have the skills and resources to handle your accounting requirements. Our comprehensive service offering makes us a one-stop destination for all your financial needs, providing peace of mind and convenience.