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Petrella Phillips LLP

Certified Public
Accountants

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Plan. Perform. Progress.

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Guided by a commitment to excellence and client satisfaction, we specialize in a broad spectrum of financial services at Petrella Phillips LLP. Our offerings range from advanced tax planning and preparation to comprehensive business consulting, all designed to support your financial success.

Leveraging state-of-the-art technology and in-depth industry knowledge, our seasoned professionals craft tailored solutions to your unique needs. Trust us to navigate the complexities of financial management with you, ensuring clarity, compliance, and peace of mind at every turn.

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Firm Services

At Petrella Phillips LLP, we offer a comprehensive suite of services to meet the diverse financial needs of our clients. From tax preparation and strategic planning to expert IRS representation and insightful business consulting, our experienced team is dedicated to delivering exceptional service. Explore our specialized services to see how we can support your financial goals with precision, integrity, and personalized care.

Tax Preparation

Tax Preparation

Leveraging our significant investment in advanced tax preparation and research software, Petrella Phillips LLP accurately and efficiently prepares returns for a diverse range of entities. Our electronic filing capabilities extend globally, ensuring comprehensive coverage for individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations.

Tax Planning

Tax Planning

At Petrella Phillips LLP, we blend planning with preparation to secure winning outcomes for our clients. Our seasoned team devises tax strategies that maximize benefits under current laws and pending legislation, catering to simple and complex cases for individuals and businesses alike.

IRS Representation

With extensive experience in negotiating with tax authorities, our partners at Petrella Phillips LLP adopt a unique, results-focused approach to resolving tax issues. We work diligently to ensure fair and timely solutions, offering unparalleled IRS representation services.

 

Estate & Trust Tax Preparation

Our estate and trust tax preparation services ensure a seamless transfer of assets, providing security for surviving spouses and minimizing taxes on business and asset transfers. Petrella Phillips LLP guides you through the complexities of estate planning, ensuring continuity and succession for business owners.

 

Business Consulting & Financial Planning

Petrella Phillips LLP is committed to supporting your business through all stages, from startup to expansion and retirement. Our direct, personal consultation approach, backed by CPA Connect resources, offers strategic planning for any business scenario, ensuring your financial success.

 

Who We Are

At Petrella Phillips LLP, we believe in a client-first approach, emphasizing exceptional service over sheer size. As we have expanded our firm, our goal has always been to enhance the quality of our services, not just our footprint. By integrating successful, independent accounting firms with shared values of high-quality service, impeccable ethics, and personalized client care, we've created a stronger, united Petrella Phillips. Located in a state-of-the-art facility in Brighton NY, our team of experienced CPAs, Enrolled Agents, and dedicated support staff is committed to maintaining our legacy as a leader in professional accounting services in Rochester NY, and beyond. Our modern offices are designed to ensure comfort and convenience, reinforcing our promise that your business is personal at Petrella Phillips.

Values That Define Us

Our core values serve as the compass guiding every aspect of our business and interactions with valued clients. These foundational principles shape our commitment to excellence and ethical service.

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Trust
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Integrity
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Accuracy
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Philanthropy
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Achieve Your Financial Goals with Petrella Phillips LLP

Take the first step towards securing your financial future with Petrella Phillips LLP. Our dedicated team of professionals is eager to understand your specific needs and develop a tailored strategy that aligns with your goals. From in-depth tax planning and compliance to strategic business consulting, we offer the expertise and solutions necessary to navigate today’s complex financial landscape.

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Contact us today to schedule a consultation, and let’s begin the journey towards achieving your financial objectives together.