← Back to directory

Upstate Business Consultants

We don't vet or endorse listed businesses.

Accountants & CPAs

Liverpool, NY

Own this business? Claim it free to unlock:

  • Manage your photos
  • Update hours & business info
Claim This Listing
🧮

No photos available

Additional Information

Syracuse Wealth Management is a financial organization specializing in investments, retirement planning, estate planning, tax preparation, tax planning, and college planning. They have been serving customers for over 30 years with a team of experienced financial consultants and accountants.

LPL Financial registered investment advisorFINRA memberSIPC member

Specializes in

retirement planningtax planninginvestment managementestate planning

Services

investmentsretirement planningestate planningtax preparationtax planningcollege planning401k planningROTH IRA planningtraditional IRA planninginsurance

Established over 30 years ago · Serving Liverpool, Syracuse, New York

Additional information extracted from the firm's public website. Last updated: August 7, 2026

Contact Information

Phone: 3154476481

Website: www.syracusewealth.com

Optional

Confirm your Google profile

This step is optional. Find your Google Maps profile, then continue with the normal claim process.

Find on Google Maps

Open your profile, choose Share, and copy the Google Maps link back here.

We only check whether the link identifies a Google profile. It is not saved or connected.

Ready to manage this business?

Claim This Listing

Frequently Asked Questions

How much does an accountant cost in Liverpool?

Personal tax returns: $150-$400 depending on complexity. Small business bookkeeping: $300-$800/month. Corporate tax returns: $1,000-$3,000+. Many accountants offer free initial consultations to discuss your needs and pricing.

What's the difference between a CPA and a bookkeeper?

CPAs (Certified Public Accountants) are state-licensed, can audit, provide tax advice, and represent you before the IRS. Enrolled agents are credentialed by the IRS itself and specialise in tax filing and IRS representation. Bookkeepers handle day-to-day transaction recording and basic financial reports. For audits and complex planning you want a CPA; for tax filing and IRS representation an enrolled agent is often the better value.

When should I hire an accountant?

Consider an accountant if you're self-employed, own rental property, have investment income, run a business, received an IRS notice, or your tax situation is more complex than a simple W-2. The cost of an accountant often pays for itself in tax savings.

Can an accountant help if I'm behind on taxes?

Yes. Accountants regularly help clients catch up on unfiled returns. They can also help with IRS voluntary disclosure, negotiate installment agreements or an offer in compromise, and handle notices, amended returns and audits.

Is it worth paying for tax preparation vs doing it myself?

If you have straightforward W-2 income and take the standard deduction, free software works fine. But if you have self-employment income, rental properties, investments, or business expenses, a professional accountant typically finds deductions that more than cover their fee.