Business Details
Trusted Accounting & Tax Services in Malta, NY
Roback Kumlander & Pehl CPAs LLP has served businesses and individuals since 1989, providing comprehensive accounting, tax, and financial planning services. Our team of certified public accountants and advisors combines decades of experience with industry-specific expertise to deliver tailored solutions for small businesses, professionals, and families. We specialize in tax optimization, forensic accounting, business valuations, and QuickBooks support, ensuring clients maximize deductions while maintaining compliance. Our commitment to personalized service is reflected in our one-on-one client approach, with professionals like Sharon Nichols (30+ years in tax services) and Sandra Ernst (25+ years in accounting) leading engagements.We maintain rigorous professional standards through memberships in the AICPA and NYSSCPA, while our forensic accounting team employs advanced methodologies to resolve fraud investigations and litigation support cases. Our Malta, NY-based firm prioritizes accessibility, offering free consultations and secure digital file transfers to streamline client interactions.
Services
Tax Preparation
Business Valuation
Forensic Accounting
Bookkeeping Services
Audits & Reviews
Bank Financing
Succession Planning
Cryptocurrency Accounting
Personal Financial Planning
QuickBooks Support
Highlights and features
- We offer 30+ years of tax expertise with certified professionals
- Our forensic accounting team resolves complex fraud investigations
- Specialized QuickBooks setup and training for small businesses
- Personalized financial planning with risk management focus
- Free initial consultations with experienced CPAs
Services
Tax Preparation
Our comprehensive tax preparation services maximize deductions while ensuring compliance with federal, state, and local regulations. We handle individual returns, business tax filings, and specialized cryptocurrency reporting for clients in Malta and surrounding areas. Our CPAs stay current with evolving tax laws to optimize client outcomes through strategic planning and accurate submissions.
Business Valuation
We provide certified business valuations using recognized methodologies for mergers, acquisitions, and succession planning. Our analysis includes financial history review, market position assessment, and intangible asset evaluation to determine accurate business worth. Clients receive detailed reports with actionable insights for strategic decision-making in divorce proceedings or investor reporting.
Forensic Accounting
Our forensic accounting team specializes in fraud detection, embezzlement investigations, and litigation support. We examine financial records, identify system weaknesses, and quantify losses through meticulous analysis. Services include court testimony preparation and procedural recommendations to prevent future financial misconduct for businesses facing suspected internal fraud.
Bookkeeping Services
We manage complete bookkeeping solutions from accounts payable/receivable to payroll processing for small and mid-sized businesses. Our services include system setup, cleanup of existing records, and implementation of internal controls. Clients receive accurate financial statements and tax-ready documentation while focusing on core business operations.
Personal Financial Planning
Our financial planning services create customized strategies for retirement, education funding, and investment growth. We analyze current assets, project future needs, and develop risk management plans tailored to individual circumstances. The service integrates tax-efficient strategies with estate planning considerations to preserve wealth across generations for high-net-worth clients.
People
Sharon H. Nichols
Senior Tax Manager
CPA with 30+ years in tax services, holding MS in Accountancy from SUNY Polytechnic. Leads tax planning initiatives and serves on NYSSCPA committees. Former board member of community organizations.
Sandra Ernst
Associate
25+ years in accounting with MST from Bentley University. Specializes in tax compliance and financial reporting. Provides expertise in individual and business tax preparation.
Thomas I. Eastwood IV
Senior Staff Accountant
Auditing specialist with BS in Accounting from Siena College. Manages assurance engagements and compliance reviews. Focuses on construction and healthcare industry clients.
Kathy Vanpelt
Staff Accountant
35-year accounting veteran with QuickBooks Online certification. Handles business client accounting needs and internal financial operations. Expertise in veterinary and private sector accounting.
Melissa Benidt
Office Manager
25+ years in office management with experience preparing financial statements and tax returns. Coordinates audit and tax engagement logistics while managing compliance documentation.
Questions
What accounting services do you offer for small businesses?
We provide complete small business accounting including bookkeeping, payroll processing, financial statement preparation, tax planning, and QuickBooks support tailored to Malta-area businesses.
How can forensic accounting help my business?
Our forensic services detect fraud, investigate financial discrepancies, and provide litigation support through detailed record analysis and internal control recommendations.
Do you handle cryptocurrency tax reporting?
Yes, we specialize in cryptocurrency accounting and tax reporting, helping clients comply with complex IRS cryptocurrency regulations and reporting requirements.
What financial planning services are available?
We offer retirement planning, estate planning, and investment strategy services with personalized guidance to manage wealth across generations.
Can you assist with business succession planning?
Our succession planning services help family businesses transition ownership while minimizing tax implications and ensuring long-term operational continuity.
How do I schedule a consultation?
Contact us at (518) 899-5544 or through our website to schedule a free initial consultation with our Malta-based accounting professionals.
