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← Back to Top 37 Bookkeepers in the New York Area, NY (2026)Guardian Tax Service
Evidence Score 61/100 at 84% evidence coverage 5 of 37 on the New York area list How the score works
What we could verify
- Registered business?
- Not found in the state registry search
- CPA license or firm permit?
- Not verified
- Publishes prices?
- Quote only (stated)
- Local or remote?
- Local + remote
- Software?
- QuickBooks
Who they say they serve: startups, real estate, healthcare, retail, manufacturing (self-reported, from the firm's own website)
3 of 5 answered from a dated source.
Documents 5 of 5 core services; IRS preparer record found for a named person; states it prices by quote.
Score breakdown
Dark bar: points earned. Grey bar: the weight we could check.
Evidence
| Claim | What the source shows | Source | Points |
|---|---|---|---|
| Business name | Guardian Tax Service | home page | |
| Website | https://guardiantaxation.com/ | home page | |
| Office locality | Brooklyn, NY | home page | |
| Service area | United States (stated by the firm) | /bookkeeping-services-in-south-carolina | |
| Phone | +18432845550 | home page | |
| Offers bookkeeping | Documented: Home - Guardian Tax Services Skip to content Best Taxation and Bookkeeping Services in New York, USA TaxCity provides excellent taxation and bookkeeping services... | home page | |
| Monthly bookkeeping | Documented: ...work together in the most effective way to manage their finances. Our offerings include monthly bookkeeping and financial reporting, tax preparation and advisory services, and... | home page | 8 pts (max 8) |
| Catch-up / cleanup | Documented: ...and compliance. We also specialize in QuickBooks bookkeeping and cleanup, as well as catch-up bookkeeping and cleanup, to ensure your financial records are always up to date and... | home page | 5 pts (max 5) |
| AP / AR | Documented: ...related to inventory, utilities, or operational costs. Invoice Management: We manage accounts receivable and payable, ensuring that invoices are issued and payments are received... | /bookkeeping-services-areas | 4 pts (max 4) |
| Payroll coordination | Documented: ...monthly bookkeeping and financial reporting, tax preparation and advisory services, and payroll services and compliance. We also specialize in QuickBooks bookkeeping and cleanup... | home page | 4 pts (max 4) |
| Month-end close + reporting | Documented: ...small businesses in South Carolina, USA, ensuring accuracy in critical documents like balance sheets and income statements. Their services provide real-time access, cost... | home page | 6 pts (max 6) |
| Industries served (documented) | startups, real estate, healthcare, retail, manufacturing | home page | 5 pts (max 5) |
| Software supported | QuickBooks | home page | 5 pts (max 5) |
| Local / remote model stated | Local + remote | home page | 3 pts (max 3) |
| Bookkeeping designation (AIPB/NACPB) or IRS preparer record | IRS preparer record for Valerie Shannon · Attorney (on the IRS record) · business name on the record: Guardian Tax Service | IRS preparer records Third-party Sep 27, 2026 | 6 pts (max 6) |
| Pricing approach published | Quote only (stated): "Free Quote" | /financial-planning-services-in-united-states | 6 pts (max 6) |
| What is included / excluded | Documented: ...is crucial for maintaining up-to-date financial records. Our bookkeeping services include: Transaction Recording: We record all business transactions, including sales, purchases... | /bookkeeping-services-areas | 5 pts (max 5) |
| Reporting cadence stated | Documented: ...for SC businesses that want consistent oversight while focusing on operations. Monthly reporting helps track trends, control costs, and support profit margin analysis. Monthly... | /bookkeeping-services-in-south-carolina | 4 pts (max 4) |
Checked and not found
- Not documented. Checked 8 pages of the firm's own site on 2026-09-26 (Firm's own website): Onboarding described (0 pts, max 4); Named contact / team (0 pts, max 3); Communication channel / process (0 pts, max 3); Privacy / data-handling page (0 pts, max 2).
- Not verified. Searched New York Department of State active corporations (data.ny.gov n9v6-gdp6) for 'charlestontaxcity' on 2026-09-26: no matching record (State business registry): Entity found in the state business registry (0 pts, max 6); Operating 1+ year (registry formation date) (0 pts, max 5).
Searches that find nothing are not a mark against a firm. How we search.
Not verified (not checked yet, so each scores 0 and counts against coverage): Active CPA firm or individual license (state board) (0 pts, max 8); Current QuickBooks ProAdvisor or Xero advisor listing (0 pts, max 6); Working contact route verified (0 pts, max 2).
Check it yourself on the state's own records: New York State Education Department, Office of the Professions, State Board for Public Accountancy license search and business registry search.
- Bookkeeping designation (AIPB/NACPB) or IRS preparer record: The IRS's public file of active tax preparers (PTIN holders, updated 2026-02-23) lists Valerie Shannon under the business name 'Guardian Tax Service' in Brooklyn, NY. The record lists: Attorney. It is one individual's IRS preparer record, not a firm license or a directory listing. It does not prove service quality.
Data limitations
- 21 of 24 evidenced items come from Guardian Tax Service's own website and are labelled self-reported.
- No ratings or review counts are published here. Why.
Is this your firm?
Claim this listing to correct a field with evidence, or report a correction. Claiming confirms ownership only; it does not change the score.