Business Details
50+ Years
experience
Your Trusted Accounting Partner in Rochester, NY
Founded in 1972, Heveron & Company CPAs & Company CPAs has built a legacy of delivering expert accounting, tax, and audit services with a personal touch. Our firm, certified as a women-owned business by New York State, combines over 50 years of experience with continuous professional development to meet evolving client needs. We specialize in serving nonprofits, affordable housing providers, small businesses, and individuals, offering tailored solutions grounded in care, competence, and common sense. Our commitment to confidentiality, clear communication, and proactive financial guidance ensures clients receive actionable insights to secure assets, improve efficiency, and unlock opportunities.Recognized as a top workplace and industry leader, we prioritize client satisfaction through personalized service and a deep understanding of regulatory landscapes. Our membership in AGN International and AICPA quality centers underscores our dedication to global standards and local expertise.
Services
Tax Planning
Financial Audits
Nonprofit Compliance
QuickBooks Services
Affordable Housing Audits
Business Succession Planning
Charter School Audits
Internal Audits
Government Compliance Audits
CPA Continuing Education
Details
- Year established: 1972
Highlights and features
- We offer 50+ years of experience in accounting and audit services.
- Our team includes certified QuickBooks advisors and AICPA members.
- We provide personalized service with a focus on client confidentiality.
- Our firm is recognized as a top workplace in New York State.
- We specialize in nonprofit and affordable housing compliance expertise.
Associations and certifications
- New York State Women-Owned Business Certification
What people say
Expert accounting services
Client-focused approach
Top workplace culture
Nonprofit compliance experts
50+ years experience
Services
Tax Planning & Preparation
Our tax planning and preparation services help individuals and businesses optimize financial outcomes through strategic compliance with current tax laws. We develop customized strategies to minimize liabilities while ensuring adherence to federal and state regulations. Our team stays updated on legislative changes to provide proactive guidance for long-term financial success.
Financial Statement Audits
We conduct comprehensive financial statement audits to provide third-party assurance for businesses and nonprofits. Our process includes detailed examination of account balances, transactions, and internal controls to ensure accuracy and compliance. This service helps organizations build trust with stakeholders through transparent financial reporting.
Nonprofit Compliance Audits
Specialized compliance audits for nonprofits spending over $750,000 in federal awards ensure adherence to Governmental Auditing Standards. We help organizations meet regulatory requirements while identifying efficiency improvements. Our team provides training and resources to strengthen financial management practices for nonprofit clients.
QuickBooks Services
Certified QuickBooks Pro Advisors assist with software selection, system setup, and customized training to streamline financial operations. We help businesses implement efficient accounting processes and provide ongoing support to maximize software capabilities for improved financial management and reporting accuracy.
Affordable Housing Audits
We perform financial and compliance audits for affordable housing providers funded through HUD, tax credits, and state programs. Our services include cost certifications and agreed-upon procedure engagements to meet regulatory requirements. This ensures housing organizations maintain compliance while optimizing financial performance.
People
Stephanie Annunziata
Partner
With 24 years as a partner, Stephanie leads nonprofit audit teams while prioritizing staff work-life balance. She advocates for public accounting careers and contributes to Rochester's cultural institutions.
John Heveron, Jr.
CPA
As a founding partner, John established the firm's commitment to care and competence. He continues to guide strategic direction while mentoring staff in audit and tax excellence.
Michael D. Desmond
CPA
Michael specializes in nonprofit and affordable housing audits. He contributes to industry training programs and ensures compliance with evolving regulatory standards for housing organizations.
Jeanne Beutner
CPA
Jeanne focuses on business tax strategies and succession planning. She helps clients transition operations while maintaining financial stability and regulatory compliance.
Brenda Smith
CPA, CIA
Brenda leads internal audit services and risk assessment programs. Her expertise in compliance ensures clients maintain robust financial controls across multiple industries.
Questions
What accounting services do you offer for nonprofits?
We provide audits, compliance reviews, internal controls assessments, and tax filings specifically tailored to nonprofit organizations' regulatory requirements.
Do you handle affordable housing compliance audits?
Yes, we perform financial audits and cost certifications for HUD, tax credit, and state-funded affordable housing providers.
How do you support small businesses with tax planning?
We develop customized tax strategies to minimize liabilities while ensuring compliance with federal and state regulations through proactive planning.
Are you available for QuickBooks setup and training?
Our certified QuickBooks Pro Advisors offer software selection, system setup, customized training, and ongoing support services.
What makes your firm a best place to work?
We offer flexible schedules, professional development, mentorship programs, and a collaborative culture recognized in statewide awards.
How does your firm handle electronic payments?
We comply with federal requirements for electronic transactions and assist clients in transitioning from paper-based payment systems.
