Business Details
Expert Tax & Accounting Services in East Aurora, NY
At Philipps & Brooks, we have dedicated over four decades to providing expert tax and accounting services to individuals and small businesses across Western New York. Our firm combines deep technical expertise with personalized attention, ensuring every client receives strategies tailored to their unique financial circumstances. We specialize in navigating complex tax codes, offering IRS and NYS representation, and delivering strategic planning solutions to optimize financial outcomes. Our team of certified professionals prioritizes transparency, ethical practices, and proactive communication, building long-term trust with clients. With flexible service options including secure digital submissions and in-person consultations, we make tax and accounting management accessible and efficient.Our commitment to continuous education ensures we remain at the forefront of industry changes, enabling us to provide actionable insights that empower clients. Whether you require business start-up guidance or resolution of delinquent tax matters, our goal is to simplify complexities and deliver results. Clients benefit from our local market knowledge and a service model centered on accessibility and reliability. We measure success through client satisfaction and the tangible financial progress they achieve. By blending tradition with innovation, we remain a trusted partner for all tax and accounting needs.
Services
Tax Return Preparation
IRS Representation
Bookkeeping Services
Small Business Start-up
Tax Planning
Audit Representation
Payroll Services
Sales Tax Registration
Retirement Planning
Business Valuation
Highlights and features
- We have over 40 years of experience in Western New York's tax and accounting landscape.
- Our team includes CPAs with specialized expertise in IRS and NYS tax representation.
- We provide personalized solutions for individuals and businesses of all sizes.
- Transparent pricing with upfront estimates for all services.
- We simplify complex tax codes to maximize savings and minimize liabilities.
Associations and certifications
- CPA - Certified Public Accountant
Services
Tax Return Preparation
We prepare accurate and timely federal, state, and local tax returns for individuals and businesses. Our team identifies deductions and credits to ensure compliance while minimizing liabilities. Clients receive clear explanations of their filings and proactive advice to optimize future returns.
IRS Representation
Our CPAs advocate for clients during IRS audits, collections, and appeals. We handle communication, submit documentation, and negotiate resolutions like installments or offers in compromise. Our goal is to reduce penalties and streamline complex processes for stress-free compliance.
Bookkeeping Services
We maintain precise financial records, including general ledgers, payroll, and sales tax filings. Services include bank reconciliations, accounts payable/receivable tracking, and monthly/quarterly reporting to support data-driven business decisions and tax readiness.
Small Business Start-up
We guide entrepreneurs through entity selection, EIN acquisition, and tax registration. Our services include business structure recommendations, initial tax planning, and ongoing accounting systems setup to ensure new businesses launch with financial clarity and compliance.
Tax Planning
We analyze clients' financial situations to develop proactive tax strategies. This includes retirement planning, business sale/purchase guidance, and cash flow management to reduce future liabilities while aligning with long-term goals and evolving regulations.
Questions
Can I file tax extensions without paying my liability by April 15?
No. Extensions only delay filing; tax payments must be submitted by April 15 to avoid penalties and interest.
How does a name change affect tax refunds?
The IRS may withhold refunds if Social Security records don't match. Update your name with SSA before filing.
What should I do if I receive an IRS letter?
Forward the notice to us immediately. We will review it and recommend steps, such as corrections or appeals.
Do you offer remote tax preparation options?
Yes. Most clients use our secure client portal for document transfer, but in-person and drop-off options are available.
Are your fees competitive?
Our rates are comparable to local firms and often lower than national chains. We provide estimates before starting any work.
