Business Details
21 Years
experience
Expert Accounting & Tax Services in Rochester, NY
At George Peter Klee CPA, we are dedicated to delivering personalized, high-quality accounting services tailored to meet the unique needs of individuals and small businesses. Established in 2005, our firm builds on over 55 years of combined experience, offering expertise in tax preparation, bookkeeping, payroll services, and financial planning. Our commitment to timely, personable service ensures clients receive meaningful support that aligns with their financial goals. With roots tracing back to 1984, we have evolved from a small accounting practice to a trusted partner for businesses across Rochester, NY, and surrounding areas. Our team specializes in proactive tax strategies, IRS resolution services, and customized accounting solutions, leveraging advanced tools like QuickBooks and Excel.We prioritize client success through transparent communication, minimizing tax liabilities, and maximizing asset growth. Our community involvement and professional affiliations underscore our dedication to excellence. With offices conveniently located in Rochester, we serve clients in Livingston, Orleans, Ontario, and Wayne County, providing reliable, responsive support. Our philosophy centers on building long-term relationships by delivering exceptional service that adapts to changing financial landscapes. Whether managing personal taxes or complex business accounting, we strive to simplify financial processes while ensuring compliance and strategic growth.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Planning
IRS Tax Resolutions
Details
- Year established: 2005
Highlights and features
- We combine over 55 years of collective experience in accounting and tax services.
- Our team offers personalized, proactive strategies to minimize tax liabilities.
- We provide comprehensive services including payroll, bookkeeping, and IRS resolutions.
- Our certified professionals specialize in QuickBooks, Excel, and advanced accounting software.
- We serve Rochester and surrounding counties with localized expertise and responsiveness.
What people say
Utmost professionalism
Knowledgeable staff
Prompt, professional service
Highly recommend
Proactive strategies
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our team identifies deductions to minimize liabilities while maximizing returns. Clients receive year-round support for tax planning and IRS resolution needs.
Bookkeeping
Our bookkeeping services maintain accurate financial records, including bank reconciliations, income statements, and cash flow management. We help businesses streamline operations through organized accounting practices tailored to their specific industry requirements.
Payroll Services
We handle payroll processing, direct deposits, and tax filings for businesses of all sizes. Services include certified payroll reports, workers' compensation payments, and compliance with federal and state regulations to ensure timely, error-free payroll management.
Tax Planning
Our proactive tax planning services develop strategies to reduce liabilities and optimize financial growth. We advise on deductions, credits, and compliance measures tailored to individual and business client needs throughout the year.
IRS Tax Resolutions
We assist clients in resolving IRS disputes, including audits, liens, and payment plans. Our experts negotiate with tax authorities to achieve favorable outcomes while ensuring compliance with current tax laws and regulations.
People
Christopher Klee
Owner/Senior Tax Manager
Christopher Klee leads tax strategy and planning with expertise in corporate and individual tax compliance. He focuses on minimizing liabilities while maximizing client growth through proactive financial solutions.
Mary Lippa
Office Manager
Mary Lippa oversees office operations and client relations, bringing extensive experience in nonprofit and healthcare administration to ensure efficient service delivery and client satisfaction.
Julie Bauman
Tax Manager
Julie Bauman specializes in corporate and individual tax preparation, offering over 18 years of public accounting experience to deliver accurate, compliance-focused solutions for small to mid-sized businesses.
Brian Chauvin
Staff Accountant
Brian Chauvin provides tax and accounting support for diverse clients, leveraging expertise in corporate and personal tax management to optimize financial outcomes through strategic planning.
Monica
Staff Accountant
Monica contributes to tax and accounting services with a focus on accuracy and client-specific solutions, though detailed background information remains pending.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, payroll services, tax planning, and IRS resolution services for individuals and small businesses.
How experienced is your team?
Our team combines over 55 years of experience in accounting, with certified professionals specializing in tax strategy and financial planning.
Can you help with IRS tax issues?
Yes, we offer IRS resolution services, including audit support, payment plans, and compliance guidance to resolve tax disputes.
Do you serve businesses outside Rochester?
We serve clients in Livingston, Orleans, Ontario, and Wayne Counties, providing localized accounting solutions tailored to regional needs.
Reviews (6)
Dianna Sanford
Feb 17, 2021
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This is the 3rd year of getting our taxes done here. I will not go anywhere else ever again. The CPA's are all super knowledgeable and friendly. We have never had any issues with our tax returns. Also, their secretary at the front desk is one of the sweetest ladies. She always greets us with a smile and treats us like we're family.
Kenneth Yaeger
Jan 18, 2021
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Positive:Professionalism,Quality,Value
I have been a client for years. Always answers my questions. Gets back to me as soon as possible. Very affordable!!
I have been a client for years. Always answers my questions. Gets back to me as soon as possible. Very affordable!!
Maura Rickart
Nov 08, 2020
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I live out of state and was in need of help completing tax documents in regard to my mother's estate/sale of her home. I received a return call from Chris Klee within one hour. He was professional and knowledgeable. I had the entire form completed and emailed to me within minutes of our conversation. I was extremely happy and relieved to have this taken care of. Also, I had completed the form incorrectly and was planning to pay thousands in taxes. Chris corrected my information and saved me a great deal of money.
Joseph Rinere
Sep 29, 2020
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Chris Klee is honest intelligent and responsive. He gives high quality practical financial advice and outstanding service. He is not only a trusted business advisor but has also become a key business partner for my business and has become a close personal friend as well ! I recommend working with Chris and would encourage anyone who needs high quality tax accounting or payroll services to contact him.
Oktay Kocaoglu
Sep 02, 2020
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Chris was simply amazing combing through everything over the past year and coming back and keeping me on the positive side. The guy is brilliant and anyone who has ever considered switching accountants should do it now! Best accountant that Ive ever had. Ive had 4 accountants in the past 36 years and I will only have ONE for the remainder of my tax filing days. He is truly amazing.
Stephanie Reh
Aug 25, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
This is my second year with this business. They are personable, credible, responsive, and reasonably priced. Very happy to recommend to others!
This is my second year with this business. They are personable, credible, responsive, and reasonably priced. Very happy to recommend to others!
