The DePaulo Agency, Inc.

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management experience to help you develop strategies and solutions for pursuing financial security, no matter where you are in life.

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Our firm serves a variety of clients, individual, business and not-for-profit. Our partners and professionals are ready to assist you with many areas of your business including: accounting services including audit, review and compilation, bookkeeping and write-up services, financial forecasts and projections, cash flow and budgeting analysis, tax services and IRS representation including estate and trust tax preparation and management advisory services. We strive to use innovative approaches to serving our clients. You are invited to phone us for additional information and to visit our office in Albany, New York, which was established to provide a convenient location and a professional environment with the latest technology. We will be delighted to tell you more about how our certified public accounting firm might be able to help you meet your business and personal financial management needs.