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Client Services

Tax Services

T.L. Roe, P.C. offers a full range of tax compliance and related services for businesses and individuals. These services include:

  • Income Tax filings related to corporations, partnerships, individuals, estates and trusts
  • Tax Planning: We will work with you through tax planning, in order to minimize your tax liability.
  • Sales Tax Return preparation

Financial Statement Services (Business or Not-For-Profit)

Accounting services offered include preparation of financial statements in accordance with Generally Accepted Accounting Principles (GAAP) for use by third parties. This may be through any level of attestation: Compilation, Review, or Audit. We also provide OMB-A133 audits (Single Audits) for non profit organizations expending federal funds.


Our firm provides full-charge bookkeeping services, including general journal and subsidiary ledger maintenance and bank statement reconciliation.

QuickBooks® Consulting

We provide accounting assistance with QuickBooks software. Do you need a complete new accounting set-up, training, or just need assistance? We will help you be proficient and get the most from QuickBooks.

Small Business Start-Up

We offer specialized services to small business start-ups. Starting your business can be very complicated and stressful. We can assist you in:

  • Selecting the type of entity (Sole-Proprietor, LLC, Partnership, C-Corporation, or S-Corporation).
  • Set up accounting software and procedures.
  • Structuring of internal control systems
  • Bookkeeping services
  • Income tax preparation
  • Sales tax preparation
  • Financial statements

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449 Delaware Ave., Delmar, NY 12054
(518) 439-1517

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