Business Details
6 Years
experience
Trusted Accounting and Financial Services in East Syracuse
Grandjean, Wagner, Beiter & Co & Co is a boutique accounting firm dedicated to delivering personalized financial solutions for individuals and businesses. With decades of combined experience, our team specializes in tax preparation, accounting, and financial planning tailored to each client's unique needs. We serve over 4,000 clients annually, including 3,500+ individual tax returns and 625+ corporate entities. Our approach combines technical expertise with a family-like commitment to accessibility, ensuring clients receive proactive guidance through all stages of their financial journey.We offer specialized services such as IRS tax resolution, business advisory, and Virtual CFO support while maintaining strict compliance with regulatory standards. Our professionals hold registrations with Lincoln Investment and Capital Analysts, providing expanded capabilities in investment advisory services. Client testimonials consistently highlight our responsiveness, expertise, and the peace of mind our services deliver.
Services
Tax Preparation
Accounting
Retirement Planning
Financial Services
IRS Tax Resolution
Virtual CFO
Business Advisory
Details
- Year established: 2020
Highlights and features
- We offer personalized tax resolution services for complex IRS issues
- Our team provides Virtual CFO support for business growth strategy
- Boutique firm approach with 4,145+ clients served annually
- Registered investment advisors with FINRA-compliant securities expertise
- Specialized QuickBooks support for businesses of all sizes
What people say
Professional service
Feels like family
Accessible when needed
Peace of mind
Support business growth
Services
Tax Preparation
We prepare income tax returns for individuals, businesses, trusts, and estates. Our experts handle complex filings for sole proprietors, partnerships, and corporations while ensuring compliance with federal and state regulations. Clients benefit from proactive tax planning strategies that minimize liabilities and maximize refunds.
Accounting
Our accounting services range from QuickBooks setup to ongoing financial support. We provide tailored solutions for businesses of all sizes, maintaining accurate records and generating financial reports that support informed decision-making for growing organizations.
Retirement Planning
We create customized retirement strategies based on individual financial situations and life stages. Our planners analyze investment options, risk tolerance, and income needs to develop sustainable retirement income streams while considering tax implications.
IRS Tax Resolution
Our specialists negotiate with the IRS to resolve tax debt issues through installment agreements, offers in compromise, and penalty abatements. We represent clients during audits and provide strategic solutions for back tax liabilities.
Virtual CFO
We offer outsourced chief financial officer services for strategic business growth. Our experts provide financial forecasting, cash flow management, and operational analysis to help businesses make data-driven financial decisions.
People
Nicholas Beiter
Registered Representative
Nicholas Beiter serves as a Registered Representative with FINRA licensing, providing investment advisory services through Lincoln Investment. He specializes in creating comprehensive financial strategies for business owners and high-net-worth individuals.
Brett Grandjean
Registered Representative
Brett Grandjean offers investment advisory services as a FINRA-licensed professional. With extensive experience in financial planning, he helps clients achieve long-term wealth management goals through personalized investment strategies.
Reginald Grandjean
Registered Representative
Reginald Grandjean provides investment advisory services with a focus on retirement planning and tax-efficient investment strategies. His expertise supports clients in navigating complex financial decisions with confidence.
Questions
What accounting services do you offer for small businesses?
We provide QuickBooks setup, ongoing bookkeeping, financial reporting, and business advisory services tailored to small businesses' specific needs and budgets.
How do you handle complex tax situations?
Our team specializes in resolving complex tax issues through strategic planning, IRS representation, and state tax resolution services for individuals and businesses.
Are you available for urgent accounting questions?
We maintain regular business hours Monday-Friday 8:30am-4pm and offer emergency contact options for urgent client needs outside standard hours.
What investment advisory services do you provide?
Through our FINRA-registered partners, we offer portfolio management, retirement planning, and wealth preservation strategies tailored to individual financial goals.
How do you support business growth through financial planning?
Our Virtual CFO services provide strategic financial analysis, cash flow management, and growth planning to help businesses make informed operational decisions.
What makes your firm different from other accounting services?
We combine technical expertise with personalized service, offering both accounting and investment advisory services under one roof for comprehensive financial solutions.
Reviews (2)
Josiah Ludovico
Jun 08, 2021
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Grandjean Wagner Beiter & Company are truly good, friendly, kind, knowledgable, sincere people. Co-Founder Reg Grandjean did an amazing job helping me file my taxes for years. Reg was genuinely interested in my success as a small business owner. He saved me lots of money and spared me the aggravation of navigating through the optimization of my my financial situation. A couple years after working with Reg, I started working with Brett Grandjean. Brett was even more helpful and friendly.
He has taken a personal interest in my success and financial well-being and I am so grateful to have him in my corner. Later on, I started working with Nick as well. Nick has once again proved that there is a real culture of expertise, care and attentiveness to client interests at Grandjean Wagner Beiter & Company. I enthusiastically recommend working with this on-the-rise firm. Their company culture is truly unique in that everyone has a can-do and positive attitude. They will not let you down.
He has taken a personal interest in my success and financial well-being and I am so grateful to have him in my corner. Later on, I started working with Nick as well. Nick has once again proved that there is a real culture of expertise, care and attentiveness to client interests at Grandjean Wagner Beiter & Company. I enthusiastically recommend working with this on-the-rise firm. Their company culture is truly unique in that everyone has a can-do and positive attitude. They will not let you down.
Michael Mintier
Mar 15, 2021
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These guys and gals are the bees knees! Their accounting has saved me thousands as a small business owner. Ask for Brett, he's one of the smartest accountants I know (and as a MBA I know a few). Also, look into ChoicePay, their sister payroll service, great bunch of people on that side of the house as well.
