Owner-operated · Capital Region, New York
Bookkeeping and Tax Prep for Capital Region Small Businesses
Running a small business in the Capital Region means plenty of moving parts. Shane Panas, based in Clifton Park, provides owner-operated bookkeeping and tax prep for businesses and self-employed people in Albany, Schenectady, Rensselaer and Saratoga counties. You stay with the same person from your first conversation onward. Phone calls, video meetings and the secure client portal keep everything fully remote, without an office visit or a drive.
Certified QuickBooks ProAdvisor (Level 2) · IRS PTIN holder · Authorized IRS e-file Provider
Towns we work with
- Albany
- Schenectady
- Troy
- Latham
- Cohoes
- Colonie
- Niskayuna
- Guilderland
- Rensselaer
- Saratoga County
Serving Albany, Schenectady, Rensselaer and Saratoga counties, with remote support that fits around your working day.
What we do
Monthly bookkeeping
Monthly books in QuickBooks Online, with reconciled accounts and clear financial statements.
Catch-up and cleanup bookkeeping
Bring overdue books up to date and put disorganized records in order.
Business tax returns
Tax preparation for partnerships, S corporations and C corporations.
Individual and self-employed tax returns
Personal and self-employed returns prepared with attention to your income and expenses.
Prior-year and unfiled returns
Get outstanding tax years filed and move forward with a clearer picture.
NY sales tax filing
New York sales tax returns prepared and filed on time.
Books that keep pace with your business
Whether you run a trade business in Troy, a shop in Albany, a salon in Schenectady or a restaurant nearby, the essentials stay the same: monthly books in QuickBooks Online, New York sales tax on time, and year-end numbers ready for your tax return.
Frequently asked questions
Do I need to come to an office?
No office appointment is needed. We work entirely remotely. Upload documents from your phone through the secure client portal and talk with Shane by phone or video.
Do you work with businesses outside the Capital Region?
Yes. Remote service is available nationwide, and Shane also works with businesses throughout Saratoga County. See our Saratoga County bookkeeping and tax prep services.
How much does it cost?
Our pricing page lists minimum fees. Before work begins, Shane provides a written quote for your needs. See pricing and client rights.
Can I meet with you in person?
All of our work is done remotely, but you won't be on your own. We schedule a video or phone call and go through your documents and your return together, screen by screen, before you sign anything. If you'd rather not upload, you can mail copies of your documents to PO Box 198, Round Lake, NY 12151, and we'll scan them into your secure client portal.