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Services available:

Tax preparation:

  • Personal
  • Self- Employed and Small Business
  • Corporations
  • Partnerships
  • Not for profits
  • Estates and Trusts
  • All states in the US serviced
  • Personal return fees start at $500 for new clients and business/rental property returns start at $850 for new clients

Bookkeeping services using Quick Books:

  • Initial set up
  • Assistance with your existing accounting program
  • We can do all your bookkeeping for you, what a treat!

Other Services:

  • Financial Aid Form filing assistance
  • Consulting on a potential business purchase
  • Not for Profit assistance and reviews
  • Payroll return filing
  • Sales Tax filing
  • Previous years returns: we assist with the filing of past tax returns.

If you would like to drop off your information you are welcome to do so at any time.  During office hours you can leave information at reception and just fill out the required Annual Information sheet on the clipboard at the front desk.  If you happen to come by while the office is closed, you can also leave information in the large white secure drop off bin to the left of the front door.

If you are unable to find anytime that works for you please call our office so we can find a custom appointment for you. Or email office@baertaxgroup.com with some dates that work for you. It is normal that appointments are booked out 2-3 weeks during tax time.

Appointments will be for information gathering, verification and any questions you may have. The return will not be prepared or filed at the time of the appointment.  It can take up to 2-3 weeks for us to complete your return. As part of quality control, all returns will be double-checked to ensure the utmost accuracy before filing.

    Online Scheduling

    Select a service to schedule an appointment.

    • Tax Appointment business or personal

      • Tax Appointment- with STAFF (20 MIN)
        A tax return can be dropped off at anytime in the office or secure drop box without the need for an appointment. A 20 min scheduled appointment with a staff member is a brief appointment to drop off your tax information and review that all is in order. 
      • Tax Appointment-with SUE(20 MIN)
        A tax return can be dropped off at anytime in the office or secure drop box without the need for an appointment. A 20 min scheduled appointment is a brief appointment to drop off your tax information and review that all is in order. This 20 minute appointment covers a few quick questions or explanation. Please don't book more time than is necessary, as this limits other clients from getting an appointment  with the limited number of appointments available during tax season. 

      • Tax Appointment with SUE(40 MIN)
        These appointments are for clients with tax returns that have a cost of $500 or more. This appointment is for a semi complicated return with more complex information. Please don't book more time than necessary, as it limits the other clients from getting an appointment with only a limited number of appointments available during tax season.
      • Tax Appointment with SUE (60 MIN)
        These appointments are for clients with a complex tax return or alot of consulting is needed and the tax prep fee will be $750 or more. Please don't book more time than is necessary, as this limits other clients from getting an appointment with the limited number of appointments available during tax season.

    • Consultation

      • Client Consultation (30 MIN) $150
        This appointment is for tax notices, a quick consultation about taxes or business planning or as a meeting to discuss how the accounting and tax services or Susan G Baer CPA PC can assist you or your business. This first 15 minutes is free for new clients.

      • Client Consultation (60 MIN) $300
        This appointment is for complex/multiple tax notices, an in depth consultation about taxes or business planning or as an in depth meeting about business structure and how the accounting services of Susan G Baer CPA PC can assist you or your business.
      • Phone Consultation (15 MIN) $75
        This appointment is for a few questions that will be discussed in the 15 minutes of time. If your question is brief or can be sent via email then no appointment is needed and the fee is only $15 for a question or two. If you are a new client this 15 minute call is free of charge and assist with us getting to know each other.
      • Phone Consultation (30 MIN) $150
        This appointment is for a complex tax situation or multiple questions that can only be handled by phone and are unable to be addressed in an email or in person. 
      • Client Consultation with STAFF (30 MIN) $75

    Contact

    Location

    60 Garage Place Road, Ghent, NY, 12075
    directions

    Hours

    Mon9:00 AM-1:00 PM
    5:00 PM-8:00 PM
    Wed9:00 AM-1:00 PM
    5:00 PM-8:00 PM
    Fri9:00 AM-1:00 PM
    Sat9:30 AM-5:00 PM