Business Details
49 Years
experience
Certified Public Accountants in Central New York
Established in 1977, our firm has built a reputation as a trusted CPA practice serving Central New York. With decades of combined experience across our team of certified professionals, we offer comprehensive tax compliance, auditing, financial planning, and accounting software support tailored to businesses and individuals. Our collaborative approach ensures clients receive personalized solutions backed by deep expertise in evolving tax regulations and accounting standards.By combining proactive advice, local market knowledge, and a commitment to continuous education, we empower clients to make confident financial decisions. Our open-door policy and accessibility ensure year-round support, while our focus on technology integration streamlines accounting processes for businesses of all sizes. This dedication to service quality, client education, and technical proficiency has sustained our growth through referrals and long-term relationships.
Services
Tax Preparation
Auditing
Financial Planning
Accounting Software Setup
Business Financing
Details
- Year established: 1977
Highlights and features
- We have over 40 years of experience serving Central New York businesses.
- Our team includes six certified public accountants with diverse industry expertise.
- We provide personalized service with an open-door policy for year-round support.
- Our office offers convenient online client portal access for document sharing.
- We combine technical expertise with practical solutions for real business challenges.
Associations and certifications
- Certified QuickBooks Pro Advisor
Services
Tax Preparation
We prepare all types of tax returns for individuals, corporations, trusts, and estates. Our CPAs stay current with changing tax laws to ensure compliance and optimize deductions. Clients receive electronic filing options, refund acceleration guidance, and year-round support for tax-related inquiries.
Auditing
Our GAAS-compliant audits serve businesses, nonprofits, and municipalities. We examine financial records, tangible assets, and contracts to provide assurance on financial statements. Services include grant-related audits, bank-required examinations, and regulatory compliance assessments tailored to client needs.
Financial Planning
We help clients develop retirement strategies and estate plans that align with their goals. Our services include asset distribution planning, trust administration, tax-efficient gifting programs, and coordination with attorneys to ensure legal documents reflect financial objectives.
Accounting Software Setup
Our Certified QuickBooks Pro Advisors assist with accounting software implementation. We offer on-site installation, staff training, and monthly follow-ups to ensure smooth transitions. This service includes setup optimization for tax reporting and ongoing technical support during system adoption.
Business Financing
We help businesses secure financing through strategic planning and financial forecasting. Our consultants analyze fixed costs, pricing models, and market potential to create bank-ready business plans. Services include revenue projections, profit margin analysis, and presentation preparation for financing applications.
Questions
What accounting software do you support?
We support all major accounting platforms including QuickBooks, with Certified Pro Advisors on staff for specialized assistance and training.
Do you offer electronic tax filing?
Yes, we recommend electronic filing for faster refunds and provide secure digital submission options for all tax documents.
Are accounting services available year-round?
Yes, our CPAs provide ongoing financial guidance through our open-door policy and scheduled consulting appointments.
How do you handle business tax deadlines?
We track key filing dates for federal and state returns, including quarterly estimates, extensions, and specialized corporate filing requirements.
Do you serve nonprofit organizations?
Yes, we provide audits, tax preparation, and financial reporting services specifically tailored for nonprofit entities and municipalities.
