Business Details
Your Trusted CPAs in Queensbury, NY
Whittemore Dowen Ricciardelli was founded by multiple accountants with diverse expertise to address the comprehensive financial needs of businesses and individuals. Our team delivers tailored accounting, tax, and advisory services across Queensbury, Saratoga, Glens Falls, Malta, and surrounding communities. With a focus on strategic business planning, trust and estate management, and forensic accounting, we provide precise solutions to optimize financial outcomes. Our Certified Public Accountants hold valid New York State CPA certifications, ensuring compliance and technical excellence. We specialize in audits for nonprofits, elder care financial management, and IRS tax problem resolution, combining decades of experience with a client-centric approach.Our services extend to cash flow management, business valuations, and QuickBooks support, empowering clients to navigate financial complexities with confidence. By maintaining rigorous internal controls and offering part-time CFO services, we help businesses strengthen profitability and operational efficiency. Our commitment to continuous improvement and transparent communication has established us as a trusted partner for entities ranging from small businesses to trusts and estates.
Services
Audits
Tax Preparation
Business Valuation
Forensic Accounting
Cash Flow Management
Trust Planning
IRS Audit Representation
Elder Care Services
QuickBooks Support
Internal Controls
Highlights and features
- Our team includes a certified financial planner with over a decade of trust planning expertise.
- We provide strategic business planning for financing and operational growth.
- We conduct forensic accounting investigations to resolve fraud and financial disputes.
- Our audit services comply with NY State CPA standards for nonprofits and businesses.
- We offer part-time CFO services at a fraction of the cost of full-time employment.
Associations and certifications
- New York State CPA Certificate
Services
Tax Preparation
Our tax preparation services cover individual, business, and fiduciary returns with precision and compliance. We optimize deductions for high-net-worth individuals and complex entities while ensuring adherence to IRS and state regulations. Our team stays updated on tax law changes to minimize liabilities and maximize refunds.
Business Valuation
We provide defensible business valuations for mergers, acquisitions, and legal disputes. Our analysis incorporates financial data, market conditions, and operational metrics to determine accurate valuations. Clients receive documented reports suitable for court proceedings or financing negotiations.
Forensic Accounting
Our forensic accounting services identify financial discrepancies in cases of suspected fraud or misconduct. We analyze records, interview stakeholders, and collaborate with legal experts to produce evidence for civil or criminal proceedings. This service supports shareholder disputes, insurance claims, and matrimonial cases.
Trust Planning
Certified financial planner Dale Mullin leads our trust and estate planning services. We design customized protection systems to manage asset distribution according to client wishes. Our approach balances tax efficiency with intergenerational wealth transfer strategies for long-term family financial security.
Cash Flow Management
We develop short- and long-term cash flow projections to prevent liquidity crises. Our services include credit policy development, collection acceleration techniques, and line-of-credit negotiations. Historical cash flow analysis helps businesses understand spending patterns and improve financial decision-making.
People
Dale Mullin
Partner
Certified financial planner with over a decade of experience in trust planning. Specializes in creating customized estate solutions and guiding clients through complex financial decisions.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, strategic planning, cash flow management, payroll tax compliance, and part-time CFO services tailored to local needs.
How do you assist with IRS tax problems?
Our team handles IRS audit representation, back taxes owed, wage garnishments, and offers in compromise to resolve tax debt issues efficiently.
Can you help with trust and estate planning?
Yes, partner Dale Mullin specializes in trust establishment, asset protection, and intergenerational wealth transfer strategies with personalized guidance.
Do you offer forensic accounting services?
We conduct forensic audits to investigate fraud, financial misconduct, and disputes for businesses, shareholders, and legal proceedings.
What sets your firm apart from other CPAs?
Our multidisciplinary team combines CPA expertise with certified financial planning and industry-specific knowledge to deliver comprehensive, client-focused solutions.
Reviews (1)
John C.
May 10, 2021
Report
I called the Queensbury office for a consultation using the phone number provided on the website. The phone rang 6 times. A woman answered, "Hello?". No name, no thank you for calling, no business identification. I said I was calling for a consultation. "For what?". I told her, and she says, "No, " and she hung up.
