Statement
Essentials
$150per return, sample
- Personal return preparation
- Document checklist
- Review call
- Secure upload
Accountants and tax advisors in Midtown Manhattan, NY
Hartwell & Pierce Accounting helps individuals, freelancers, small businesses and nonprofits keep their finances accurate, organized and in good order, year after year.
- No cost first meeting
- Fixed, agreed fees
- Remote or in person
Margaret HartwellLicensed professional (sample)
Ledger snapshotSample figures
- Income$48,200
- Expenses($31,750)
- Net$16,450
Services
Everything your finances need, in order
- 100
Tax preparation
Personal and business returns prepared carefully, reviewed twice and explained in plain language before anything is filed.
- 200
Bookkeeping
Monthly records kept current and reconciled, so you always know where the business stands.
- 300
Payroll
Reliable payroll setup and processing for small teams, with clear records for every pay period.
- 400
Business advisory
Budgets, forecasts and practical guidance for the decisions that shape the year ahead.
Who we help
Clients of every size, one standard of care
Individuals and families
Straightforward household returns and steady planning.
Freelancers
Organized income, expenses and quarterly estimates.
Small businesses
Books, payroll and advice from one familiar team.
Nonprofits
Careful records and reports that boards can follow.
How it works
Four steps, no guesswork
From the first call to a finished result, you always know what comes next.
Book your free consultation- 1
Free consultation
We talk through your situation, your goals and what you have on hand. No cost and no obligation.
- 2
Send your documents
Upload everything through the secure panel. We confirm what we received and what is still missing.
- 3
We do the work
Your accountant prepares, reviews and checks the work, and reaches out if anything needs your input.
- 4
Review and ongoing care
We walk through the results with you, then stay available through the year for questions.
Pricing
Fixed fees, agreed in advance
Sample packages. Your firm sets the real prices.
Statement
Steady Books
$320per month, sample
- Monthly bookkeeping
- Bank reconciliation
- Monthly summary report
- Year end handoff
- Email and phone support
Statement
Full Service
$690per month, sample
- Bookkeeping and payroll
- Tax preparation included
- Quarterly advisory meeting
- Priority response
Client upload
Send documents the safe and simple way
Existing and new clients can drop in statements, receipts and prior returns in one place. We confirm what we received and tell you what is still needed.
- One place for every file
- A clear list of what is missing
- No sensitive files by regular email
Secure document uploadSample panel. Nothing is sent from this page.
SampleDrop files here
PDF, JPG or PNG- Bank statements3 filesReady
- Receipts and expenses12 filesReady
- Prior year return1 fileAdd
Your accountant
A personal note from Margaret Hartwell
Good accounting is mostly about being careful and being honest. When you work with Hartwell & Pierce Accounting, you deal with the same person every time, and you always hear what we found, what it means and what we recommend.
I started this practice so that clients in Midtown Manhattan, NY could get the attention of a small firm with the discipline of a large one.
Margaret HartwellLicensed professional (sample)
Client reviews
Trusted by people who value accuracy
“Everything finally made sense. I get a clear answer every time I ask a question, and nothing is a surprise anymore.”
“I used to dread my paperwork. Now I upload a few files and it is handled. Friendly, fast and easy to reach.”
“Monthly books done on time and explained in plain words. It feels like having a partner who actually cares.”
Questions
Things clients often ask
Not seeing yours? Call and we will answer it directly.
How does the free consultation work?
It is a short call or visit with no cost and no obligation. We listen, look at what you have, and tell you what we would do and what it would cost before anything starts.
What should I upload?
Whatever you have. Statements, receipts, last year's return, payroll reports. We tell you what is missing so you never have to guess what we need.
Is the upload panel secure?
The panel on this page is a sample. On your live site it links to the secure client portal your firm uses. Sensitive documents should never travel by regular email.
Do you work with clients outside Midtown Manhattan, NY?
Yes. Most work happens remotely by phone, video and secure upload, and we meet in person in Midtown Manhattan, NY whenever it helps.
How is pricing set?
Packages carry a fixed monthly or yearly fee that we agree before work starts. Anything outside a package is quoted first, so there are no surprise invoices.
Can you fix books that are behind?
Yes. Catch-up work is scoped after we see the state of your records and is quoted as a one time project.
Free consultation
Let us look at your numbers together
Call Hartwell & Pierce Accounting for a no cost conversation. We serve clients in Midtown Manhattan, NY and remotely.
(212) 555-0147- 1 Call or request a time
- 2 Tell us what you need
- 3 Receive a clear plan and fee