DiLeo & Charles Tax and Consulting Services

DiLeo & Charles Tax and Consulting Services is an Accountant in Rye, NY, located at 80 Theodore Fremd Ave. The women-owned firm provides bookkeeping, tax strategy, and consulting services to clients in New York, Boston, and Manchester, NH. They offer smart tax planning, forward-looking forecasts, and performance metrics, utilizing AI-assisted analytics, KPI dashboards, and real-time reporting to provide visibility into revenue trends, cash-flow health, and expense insights. The business holds a 4.70 rating based on customer reviews.

The practice emphasizes a client-centered approach, aiming to empower businesses through clarity and forward-looking strategy rather than just balancing books. They maintain open communication, explaining complex topics in plain language to build long-term relationships. The team includes Sabrina, the President and founder, who has been in the management and bookkeeping profession since 1995 and became the sole owner of her contracted bookkeeping business in 2005. She joined the QuickBooks ProAdvisor program in 2007. Sarah, a CPA and George Washington University alumna, brings over 17 years of experience in tax and accounting, including time as a Managing Director at BDO. She specializes in business and individual tax matters, both foreign and domestic. Scott, a Senior Accountant since 2021, contributes 22 years of experience teaching accounting and business law, leveraging his degree in Secondary Education with an emphasis in Business.

The firm’s strong reputation is anchored in its high customer rating, which signals consistent satisfaction and trust among its clients. This positive feedback reflects the firm’s dedication to meeting individual client needs and maintaining deep, loyal relationships. The combination of seasoned expertise from its leadership and a commitment to clear, honest guidance establishes it as a reliable partner for businesses seeking strategic financial support.

DiLeo & Charles Tax and Consulting Services brings deep financial expertise and modern analytical tools to Rye, helping local businesses thrive through clear, proactive accounting and tax strategy.

The firm is situated on Theodore Fremd Ave, just a tenth of a mile from the Blind Brook and the New England Thruway. It is also within a few minutes walk of East Purchase Street, Rye City Hall, and Boston Post Road.

BizScoreAI awarded a technical score of 97 out of 100, which ensures the website is secure and easily read by search engines without errors. The business also received a discoverability score of 75 out of 100, confirming that AI crawlers can access every page to support potential recommendations.