CPA, tax accountant and bookkeeping for Lincolndale clients, delivered remotely

Sound familiar?

• You own an S corporation or a partnership.

  The business return and each owner’s return depend on each other. Preparing them together keeps the figures consistent.

  10% of the 2022 tax returns filed from the ZIP codes 10541 and 10589 (Mahopac, Somers) that serve Lincolndale reported partnership or S corporation income (IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Lincolndale).

• Last year’s tax bill came as a surprise.

  Planning through the year gives you a view of where the year is heading before it ends, while there are still choices to make.

  32% of the 2022 tax returns filed from the ZIP codes 10541 and 10589 (Mahopac, Somers) that serve Lincolndale reported capital gains (IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Lincolndale).

• You are weighing a purchase, a hire or a change in your pay.

  Talk it through before you commit, with the tax consequences in view.

• Living or working across the state line

  Living in one state and working in another, moving during the year, or running a business with employees or customers across a state line can mean more than one state tax return.

  Lincolndale is in Westchester County, which borders Connecticut (U.S. Census Bureau county boundary files, 2023); about 2% of workers who live in Lincolndale work outside New York (American Community Survey 2019–2023 estimate; includes work in any other state).

Your situation isn’t on this list? Tell us about it — every engagement starts with a conversation.

Services and starting prices.

• 01

  Monthly Accounting

  From $400/mo

  Transaction categorization, account reconciliations, financial statements and regular accounting support.

• 02

  Tax Preparation

  From $300

  Individual returns (federal and one state) from $300; business returns from $750.

• 03

  Accounting + Tax + Planning

  From $900/mo

  Monthly accounting and reporting, business and owner tax returns, proactive tax planning and year-round CPA access.

  Founding Client Rate: $825/month for your first 12 months when you engage by March 31, 2027. Terms

• 04

  Law Firm Accounting

  From $900/mo

  For solo attorneys and small law firms: monthly accounting, financial reporting, business and owner returns, tax planning and CPA consultation.

Starting prices. Your scope and price are agreed in writing before work begins.

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Lincolndale at a glance

• 965

  business establishments with paid employees in the ZIP codes 10541 and 10589 (Mahopac, Somers) that serve Lincolndale

  Source: Census ZIP Code Business Patterns 2023

• 18,080

  tax returns filed for tax year 2022 from the ZIP codes 10541 and 10589 (Mahopac, Somers) that serve Lincolndale

  Source: IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Lincolndale

• 8

  law offices with paid employees in the ZIP codes 10541 and 10589 (Mahopac, Somers) that serve Lincolndale

  Source: Census ZIP Code Business Patterns 2023

• 15

  physician offices with paid employees in the ZIP codes 10541 and 10589 (Mahopac, Somers) that serve Lincolndale

  Source: Census ZIP Code Business Patterns 2023

These ZIP codes also cover areas outside Lincolndale, so ZIP-area figures describe a wider area than Lincolndale itself.

Tax offices in Lincolndale

• Town of Somers Assessor

  Town property assessment.

  335 Route 202, Somers, NY 10589

  Phone (914) 277-3504

  Official website

• Town of Somers Receiver of Taxes

  Town property tax collection.

  335 Route 202, Somers, NY 10589

  Phone (914) 277-3610

  Official website

• New York State Department of Taxation and Finance - Sales tax telephone assistance (businesses)

  State tax and revenue agency.

  Phone (518) 485-2889

  Official website

• IRS Taxpayer Assistance Center - Danbury

  Federal tax help in person.

  131 West St., Danbury, CT 06810

  Phone (475) 329-6099

  Official website

Lincolndale is unincorporated; the Town of Somers handles local property tax.

The ZIP codes that serve Lincolndale hold 965 business establishments and 8 law offices, and IRS Statistics of Income lists 18,080 tax returns filed from them for tax year 2022.

Lincolndale is an unincorporated community in the Town of Somers, Westchester County, New York. The Town of Somers Assessor assesses property, and the Town of Somers Receiver of Taxes collects property tax.

The New York State Department of Taxation and Finance - Sales tax telephone assistance (businesses) and the IRS Taxpayer Assistance Center - Danbury are the state and federal offices. Brent plans taxes through the year for Lincolndale business owners.

Source: each office's official website, checked October 16, 2026.

Common questions.

Sources

• Census ZIP Code Business Patterns 2023: establishments with paid employees, by ZIP code.
• IRS Statistics of Income, individual income tax statistics by ZIP code, tax year 2022; the ZIP codes extend beyond Lincolndale.
• American Community Survey 2023 5-year estimates (survey estimate for the place), for Lincolndale census-designated place, New York.
• U.S. Census Bureau, 2020 ZIP Code Tabulation Area relationship files: which ZIP codes serve the place.
• U.S. Census Bureau county boundary files, 2023; U.S. Office of Management and Budget metropolitan area definitions, July 2023.
• IRS, “State government websites”: the state tax agency link.