Bonn Dioguardi & Ray

Business Details

Your Trusted Rochester Accounting Partner

At Bonn Dioguardi & Ray, we provide outstanding service grounded in professionalism, responsiveness, and quality. With decades of combined experience, we specialize in accounting, tax preparation, and financial advisory services for businesses, executives, and individuals. Our expertise spans small business accounting, audits, forensic accounting, cash flow management, and strategic tax planning tailored to industries including construction, healthcare, law, and real estate.

We prioritize client success through personalized service, affordable rates, and a free initial consultation to address unique financial needs. Our commitment to client-centric solutions and technical proficiency ensures compliance, maximizes profitability, and fosters long-term financial growth.

Services

Small Business Accounting Bookkeeping Services Tax Preparation QuickBooks Setup IRS Audit Representation Forensic Accounting Business Valuation Cryptocurrency Accounting Succession Planning Internal Controls

Highlights and features

We offer personalized accounting services tailored to your business needs
Our team has decades of combined experience in public accounting
We provide free initial consultations to assess your financial goals
Specialized expertise in industry-specific tax regulations and compliance
We deliver actionable financial insights to maximize profitability

What people say

Expert tax planning QuickBooks proficiency IRS audit support Industry-specific knowledge Responsive service

Website

Update Listing

Services

Small Business Accounting

Our Small Business Accounting service provides comprehensive financial management for local companies. We handle daily bookkeeping, payroll processing, and financial statement preparation while ensuring compliance with tax regulations. Business owners receive regular financial reports and strategic guidance to improve cash flow and profitability. Our expertise helps clients focus on operations while maintaining accurate financial records.

IRS Audit Representation

IRS Audit Representation protects clients during tax investigations. Our CPAs negotiate with the IRS, organize documentation, and advocate for favorable outcomes. We handle all communication with tax authorities and work to minimize penalties while ensuring compliance with current tax codes during audit resolution processes.

QuickBooks Setup

QuickBooks Setup service ensures optimal configuration of accounting software for business needs. We customize chart of accounts, integrate payment systems, and train staff on efficient usage. This implementation improves financial tracking accuracy and streamlines month-end closing processes for businesses transitioning to digital accounting systems.

Cryptocurrency Accounting

Cryptocurrency Accounting addresses complex digital asset tax implications. We track blockchain transactions, calculate capital gains, and ensure proper reporting on tax returns. Our service helps clients understand IRS crypto regulations while maintaining compliance with evolving cryptocurrency tax requirements for investors and businesses.

Business Valuation

Business Valuation service determines company worth for mergers, acquisitions, or succession planning. We analyze financial statements, market position, and growth potential using industry-recognized valuation methods. Our reports provide credible assessments for investors, lenders, and strategic partners evaluating business transactions.

People

Heather Bowler

CPA

Heather Bowler is a licensed CPA with 15+ years of experience in public accounting. She specializes in tax compliance, financial planning, and business advisory services for small businesses and individuals in the Rochester area.

Questions

What accounting services do you offer for small businesses?

We provide bookkeeping, cash flow management, payroll processing, financial statement preparation, and customized advisory services for small businesses in Rochester and surrounding areas.

How do you help clients with IRS tax issues?

Our firm specializes in IRS audit representation, back tax resolution, payment plan negotiation, and tax lien/levy relief with proven success in reducing penalties.

Do you offer QuickBooks setup and training?

Yes, we provide complete QuickBooks setup, customization, employee training, and ongoing support to ensure efficient financial management for businesses.

What industries do you specialize in?

We serve construction firms, dental practices, healthcare providers, hospitality businesses, law firms, manufacturers, and real estate professionals with industry-specific accounting solutions.

How does your audit process work?

We offer three assurance levels: compilations for basic reporting, reviews with limited assurance, and full audits with GAAS-compliant verification of financial statements.

Reviews (6)

Write a Review

Peter LAbbate

Mar 03, 2021 Report

Did my taxes with NFS for years who sold my account to this horrible organization. First and last dealing with Heidi, who felt it necessary to tell me she had been there 10 years, and the company was like her own, then procceded to hang up on me. That really doesnt seem to be the case as an owner would NEVER hang up on a client in this or any other business. Seems like this business wont get mine or the other 5 people that I brought to NFS. Nice job Heidi, learn to be a professional.
Horrible experience, never would I have them do tax or accounting work for my dog, let alone my personal finances

Master Reviews

Jun 26, 2020 Report

Takes them months for results, had them working on taxes for corporate and personal and they still have not finished them just a few days away from the deadline. Services are a joke!

Andrei Petrov

Dec 30, 2019 Report

Working with professionals who keep you up to date like BDR on your fiscal responsibilities and find savings is always refreshing. Working with them feels like a team effort as they have a great outlook on client service and communication. Highly recommended.

Christine Anello

Dec 15, 2019 Report

First time used - gave everything in detail needed for taxes a MONTH prior!! left messages, no return calls, finally almost deadline a phone call saying they are done pick them up! second call saying NO actually NOT ready and needed something else and filing for an extension??!!??!! Being told last min, they asked for money for services which was HIGHER than most as I asked many people( I paid) ..

Receive a bill from IRS because of being late that I am charged for ! I call to ask why I need to pay this? only to be told basically its not their problem?? And taxes were not even properly done as IRS

Steven Miller

Dec 09, 2019 Report

Absolutely amazing and attentive service . The level of communication and response time is second to none, definitely recommend!

Thomas Crouch

Oct 10, 2019 Report

Friendly and professional, Bonn, Dioguardi & Ray is a great accounting firm. I feel confident in recommending them to anyone looking to get their personal or corporate taxes prepared in a timely manner, minimizing liability and maximizing returns.