To provide accounting services to individuals and small businesses in the Greater Hudson Valley with excellence, honesty and integrity.- Our Mission
At Joel Cymrot, CPA P.C., our services include tax planning and preparation, tax representation, bookkeeping, sales and payroll tax preparation, and management advisory services. We have experience in the use of accounting software, POS software, financial and budgeting tools. Our whole team takes a minimum of 24 CPE (Continuing Professional Education) hours each year.
We prepare individual, corporate, partnership, not-for-profit, estate, and trust tax returns. We also work with a team of financial advisors and attorneys to ensure comprehensive solutions for our clients.
We make tax services easy with in-person meetings at our main office in Kingston, or virtual meetings via Zoom. We strive for professional excellence by providing high quality services and offering Value That Adds Up.
Joel Cymrot, CPA
Joel has been tax planning and preparing tax returns for over 30 years. He has represented his clients for IRS and NYS audits of their personal and business tax returns.
Part of being CPA has given him experience in managing clients for audits, reviews, compilations, and special engagements. He has prepared financial statements and tax returns for individuals, partnerships, and corporations. In addition to being a CPA, Joel also works as a financial advisor to his clients and has over ten years of experience as a Director of Finance in the private sector. This combination enables Joel to bring the firm’s clients a broad perspective on accounting, tax, financial and investment matters.
Along with his extensive experience in tax preparation and providing valuable financial insight to individuals and businesses, Joel works closely with his clients on tax, financial, and business matters such as entity selection and software tools to help the firm’s clients. He works closely with a team of real estate and elder care attorneys and investment specialists to provide his clients with cost effective short-and long-term financial strategies.
He has a diverse professional background obtained in a wide range of industries including gift-ware, travel, education, wholesale/distribution, construction, and professional practices. He was an instructor at a local Business and Technical Institute where he taught business classes in mathematics, career achievement, tax and accounting. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Joel is a graduate of the City University of New York, Brooklyn College campus, where he graduated earning his Bachelor of Science Degree in Accounting. Joel and his family reside in Wurtsboro, New York.
John Soltes, Enrolled Agent
John has extensive experience in tax preparation, tax representation and accounting services. He specializes in tax preparation for individuals and businesses along with the accounting services required by small to medium size businesses. His expertise includes bookkeeping, client write up, payroll, payroll tax returns and sales tax requirements. John also has extensive knowledge of computerized accounting and tax software, including QuickBooks and Drake.
John has a professional background in manufacturing, retail management, and sales and sales management obtained in a variety of industries. This extensive background, combined with his expertise in tax preparation and accounting, brings a broad perspective to meeting our clients financial and accounting requirements.
John holds a Bachelor of Arts Degree in Economics from Claremont Men’s College along with a diploma in Managerial Accounting. He also holds an Enrolled Agent certification with the Internal Revenue Service. John currently resides in Saugerties, NY.