Marshall Associates is a seasoned accounting and financial consulting firm based in Clifton Park, New York. The firm specializes in providing tailored financial services, including tax planning, preparation, and consulting for individuals and small to mid-sized businesses. With a client-focused approach, Marshall Associates emphasizes trust, transparency, and long-term relationships, making financial guidance accessible and personalized.

Their professionals are known for their in-depth understanding of current tax laws and accounting standards, ensuring clients stay compliant while optimizing financial performance. The firm supports a wide range of industries, but specializes in closely held businesses, family-owned enterprises, and independent professionals. Marshall Associates offers proactive advice to help clients navigate complex financial landscapes and achieve their goals.

Community engagement and a commitment to delivering timely, responsive service are central to their business philosophy. Their website offers secure client portals for easy access to financial documents and resources, reflecting their focus on modern, efficient service delivery.

Website: https://www.marassoc.com/

Key Services:

– Individual and business tax preparation
– Tax planning and consulting
– Financial statement preparation and analysis
– Accounting and bookkeeping services
– Business advisory services
– IRS representation and audit assistance
– Payroll setup and support
– QuickBooks consulting and training