Business Details
29 Years
experience
Trusted CPA Services in Rochester, NY
Since our founding in 1997, Young and Company and Company CPAs, LLP has built a reputation as a trusted advisor to the highly successful. As a veteran-owned and family-operated firm, we combine over three decades of experience with personalized service that larger firms cannot replicate. Our team of certified professionals delivers tailored accounting, tax planning, and financial management solutions while maintaining a commitment to client-centric values. We distinguish ourselves through a unique bundled service approach that evaluates the holistic financial picture rather than isolated transactions. Our expertise extends to specialized areas including minister taxation, nonprofit organizations, and complex personal income tax returns.As active members of the New York State Society of CPAs and partners in a global accounting network, we provide access to international resources while maintaining local accessibility. Our military service and humanitarian work in Haiti demonstrate a commitment to integrity that transcends accounting. We walk alongside clients through their business and financial life-cycles, ensuring compliance while minimizing tax liabilities with our Peace of Mind Guarantee.
Services
Tax Planning & Preparation
Bookkeeping Services
Financial Statement Preparation
Payroll Tax Returns
Business Consulting
Entity Formation
Virtual CFO Services
Sales Tax Returns
Strategic Financial Management
Nonprofit Tax Services
Details
- Year established: 1997
Highlights and features
- We offer over 30 years of accounting expertise with veteran-owned business values
- Our personalized service includes specialists in minister taxation and nonprofit organizations
- We provide 24/7 client document access through ShareFile portal
- Our military experience in financial audits translates to exceptional tax compliance
- We guarantee personalized attention as a small firm partner rather than a corporate number
Associations and certifications
- New York State Society of CPAs
What people say
Expert professional service
Exceptional advice and service
Courteous conscientious work
Knowledge inside tax code
Trusted advisor relationship
Services
Tax Planning & Preparation
Comprehensive tax planning and preparation covering individual, corporate, partnership, and trust returns. Our expertise includes nonprofit organization returns, sales tax returns, and specialist minister taxation. We ensure compliance while minimizing liabilities through strategic planning and Peace of Mind Guarantee. Our services cover both routine filings and complex situations requiring specialized knowledge.
Bookkeeping Services
Professional bookkeeping maintaining accurate financial records for businesses. We handle daily transactions, balance sheets, profit and loss statements, and general ledger management. Our services support informed business decisions through precise financial tracking and reporting tailored to each client's specific operational needs.
Financial Statement Preparation
Preparation of audited financial statements including balance sheets, income statements, and cash flow analyses. We offer compilation and review services meeting regulatory requirements while providing clear financial insights. Our team ensures timely delivery of accurate reports that reflect business performance and support stakeholder communications.
Strategic Financial Management
Strategic advisory services covering cash flow analysis, business entity formation, and financial projections. We provide virtual controller and CFO services for growing businesses, offering expert guidance on financial planning and operational strategy. Our consulting helps clients achieve long-term financial objectives through data-driven recommendations.
Payroll Tax Returns
Specialized payroll tax processing and regulatory compliance services. We handle quarterly returns, W-2/W-3 preparation, and tax deposit requirements. Our system ensures accurate employee compensation reporting while maintaining compliance with federal and state regulations to prevent costly penalties.
People
David G. Young
Partner, CPA
Founder with over 30 years experience. Military veteran with Bronze Star Medal. Regular WROC TV contributor and board member of NYSSCPAs. Executive Director of Heart of God Haiti.
Julie A. Young
Partner, CPA
Active CPA with extensive experience in financial statement preparation and business consulting. Key contact for client services and audit compliance.
Sean Sherman
CPA
Experienced accountant specializing in corporate tax compliance and financial reporting. Provides strategic tax planning for business clients.
Joseph Arena
EA
Enrolled Agent with expertise in individual tax preparation and audit defense. Specializes in maximizing deductions and tax credits.
Alexander L. Miller
Staff Accountant
Supports tax preparation and bookkeeping services. Focuses on small business accounting and payroll tax compliance.
Questions
What sets your tax preparation apart from other firms?
Our personalized service combines military-grade precision with decades of tax expertise, offering strategic planning that meets today's challenges while anticipating future needs.
Do you specialize in any particular business types?
We excel working with nonprofits, professionals in transition, and business owners requiring specialized tax strategies and financial consulting.
How do you handle urgent tax issues?
Our Peace of Mind Guarantee includes priority support for audit defense and resolution of complex tax matters through our experienced professionals.
What accounting software do you support?
We work with QuickBooks and other major platforms, providing full integration for bookkeeping, payroll, and financial reporting needs.
Can you help with business entity formation?
Yes, our strategic financial management services include entity selection and formation guidance tailored to long-term business objectives.
What payment options do you offer?
We provide flexible billing arrangements for accounting services, with payment methods discussed during your initial consultation.
