Tax Preparation & Financial Planning Assistance

Daniel C. Ertel CPA, P.C. provides a wide range of accounting services and tax-related tasks, including asset protection planning and estate tax preparation. We also provide tax preparation services for individuals and businesses, as well as representation before the IRS if needed. Our general financial services include preparation of financial statements and assistance with retirement planning and 401K contributions. We can take the stress out of tax season and ensure your finances are on the right track for the future. 

Filling Out Tax Forms

Income, Gift, & Estate Tax Return Preparation

Our tax preparation services are open to residents of all 50 states, though we are based in Schenectady, New York. We prepare tax returns electronically and E-file them for you. Every year, more than 500 tax returns are completed at our office. Our experience extends to individuals, partnerships, corporations, S-corporations, and estates. When you choose us, you'll receive the benefit of more than 50 years of professional experience. Mr. Ertel was also an IRS agent for five years has the advantage of knowing how the IRS operates and what they expect. Using that information, we are able to better prepare returns for a variety of clients and circumstances.

Tax Representation Before IRS

When you have to go before the IRS, we can help. We can represent you for an IRS audit or investigation at the office level, the appellate level, or at the tax court level. Come to us when you have problem with your taxes. We'll help you figure out the best solution available for your situation. Mr. Ertel is admitted to practice before the U.S. Tax Court.

Design, Installation, & Administration Of Defined Contribution, 401k, & Cafeteria Plans

Plan well now so you can enjoy security and comfort in your later years. At Daniel C. Ertel CPA, P.C., we can help you set up a retirement plan that will work for you. There are many options and a variety of plans available. Let us help you choose the best one. We can also help businesses select the best retirement plan options for their employees.

Income & Estate Tax Planning

When planning for your income or estate taxes, we can help structure your transactions for maximum tax efficiency. Get the most favorable tax results with our assistance. The more you know, the more prepared you can be. With more than 70 years of combined experience, our CPAs know the tax laws and how best to turn them to your advantage. 

Asset Protection Planning

Protecting your investments is vital for long-term financial health. We can help you structure your investments to provide maximum creditor protection.

Accountant Advising an Older Couple

Compilation Of Financial Statements

Financial statements are an effective way to get a broader picture of the trends in your business or personal investments. There are several classes of financial statements available. Speak with us about the information you need, and we'll take your figures to come up with a compilation of your records.


The prices range from $200 and up, depending on the details and difficulty of your return. We can give you an initial estimate after a discussion. Once we have reviewed your returns from prior years, we will be able to give you an accurate quote and discuss the elements of the return in more detail.