Rochester, New York

Firm Services

Tax Preparation
Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for various types of entities including individuals, corporations, partnerships, trusts, estates, and not-for-profit organizations. Tax returns are electronically filed and we can prepare returns for practically any taxing authority in the world.

Tax Planning
Planning and preparation form a winning combination for clients. Whether you are an individual with a straight forward return or a business with complex multi-state issues, our experienced staff can develop tax strategies that take advantage of new tax laws and pending legislation.

IRS Representation
Our partners have extensive experience in dealing with the many taxing authorities. Our unique and results oriented approach allows us to work closely with the tax agencies to get your tax issues resolved in a timely and fair manner.

Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.

Business Consulting and Financial Planning
Whether you are staring up, expanding or getting ready to retire, we’re here to help you. We offer planning and consultations to our clients on a personal level. Our approach is direct and concise. Our membership in CPA Connect allows us access to planning strategies for any business situation.

On a personal level, we can help you and your business plan for any financial challenge that may present itself at each stage of your life.