Typical services our firm provides includes, but is not limited to the following:

 

Compliance:

  • Income Taxes – Corporate, partnerships, nonprofits, trusts, estates and individuals (including multi-state returns)
  • Retirement Plans – Annual reporting
  • Payroll and Sales Taxes Reports
  • Other Required Reporting – Worker’s comp and disability audits, personal property returns, fuel taxes, etc.


Financial Statements:

  • Audits, Reviews and Compilations
  • Agreed Upon Procedures
  • Negotiations with financing officers and compliance with debt agreements
  • Compliance with bonding companies, vendors, investors, etc.
  • Other Specialized Reporting


Write-Up Work:

  • Maintain client’s accounting records in-house
  • Summarizing, recording and reconciling accounting information to produce financial data to be used in preparing tax returns and financial statements as well as giving direction to management


Tax Consultation Services:

  • Development, implementation and review of tax planning strategies (business and individual)
  • Estate and Gift Planning
  • Cost Segregation Studies
  • Tax Credits and Tax Incentives


Business Consultation Services:

  • Business Valuations
  • Buy/Sell Analysis and Negotiations
  • Start-Up Company Support and Business Plan Development
  • Financing Options
  • Financial Analysis
  • Software Selection
  • Cash flow Management and Budget Analysis
  • Succession and Retirement Planning
  • General decision making and management support


Other Services:

  • Operations Reviews
  • QuickBooks installation, training and support
  • Accounting Personnel Selection

 

We take great pride in the quality of our work, in our Western New York roots, and in working with our clients who are such an important part of this community.