White Plains & Westchester Law Firm Bookkeeping: IOLTA Compliance

Built for Westchester Attorneys

Solo and small-firm attorneys from White Plains, Yonkers, New Rochelle, Mount Vernon, Scarsdale, Rye, Harrison, Mamaroneck, Bronxville, and Tarrytown trust us with their IOLTA accounts. One missed three-way reconciliation can mean a grievance committee referral.

What We Do

• Monthly three-way IOLTA reconciliation (bank, ledger, client list)
• Operating account bookkeeping in QuickBooks or Clio Accounting
• 1099-MISC for expert witnesses and co-counsel referral fees
• NY CT-3 / IT-204 prep coordination with your CPA
• Westchester County 8.375% sales tax on taxable services

Pricing

Solo attorney from $425/month including IOLTA reconciliation. Multi-attorney firms quoted per matter volume.