Welcome! Talk to our experts today.

With over 30 years experience, I specialize in:

 

  • Tax return filing and tax planning for individuals and small businesses
  • Bookkeeping and financial statements for small businesses
  • Corporate  & Partnership tax return filing
  • Nonprofit & Trust tax return filings
  • US Tax Returns for International Individuals and Entities


Office Phone (585) 248-8884 or Cell Phone (585) 314-8323

 

Use the Financial Calculators to assist you in budgeting, financial planning, or determining loan payments.

Stay Alert to tax and accounting news by reviewing the client newsletter.

Review Tax and Financial Topics of Interest in the Additional Pages section of our site

Please browse the pages of this site and feel free to e-mail any questions, suggestions or other feedback. Visit often as current news impacting your financial situation will be outlined here.

Our Services

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Estate & Trust Income Tax Returns

Estate & Trust returns to fit your needs

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Individuals Returns & Planning

Tax returns and filing instructions have been prepared for 100's of individual clients each year.

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Controller/Chief Financial Officer

Need a little more than a tax return or financial statement. My Controller/Chief Financial Officer services adds additional financial tools to help you make your business decisions.Use this firm as a sounding board for ideas and decisions.

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Consulting

New Business Consulting & Setup

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Business Valuations

Establishing the proper value of a small business.

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Financial Statements

Financial Statement preparation for small business clients is a long-standing service of this firm.

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Business Tax Returns & Planning

Small business tax return preparation and filing offered to our clients.

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NEWSLETTERS

Client Update Newsletter: June 2024

No matter what season of life you find yourself in, the IRS will probably find a way to tax it. In this month’s newsletter, read through several situations where a tax planning session might make sense to help you try and cut your 2024 tax bill.Also learn how to prepare yourself financially when purchasing a vehicle, several ideas to unplug during this year’s summer season, and why every impression matters in the world of business.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more

Client Update Newsletter: May 2024

Having a low tax bill doesn’t happen by accident. The best way to keep as much of your hard-earned money away from Uncle Sam as possible is by having a tax planning strategy that you revisit throughout the year.In this month’s newsletter, we’ve got some tax planning ideas to consider as you head into summer. Also learn several tips to help you change your money habits, ideas to teach your kids about money and banking, and how to protect your digital footprint.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more

Client Update Newsletter: April 2024

If it seems like our tax code is complicated and confusing, well, it’s sort of true.And Congress keeps adding to this complexity with what seems like an ever-growing list of what is and is not taxable. With the April filing deadline right around the corner, this month’s newsletter has a fun quiz to test your knowledge about what our tax code says is subject to income taxes.There are also some great tips to help keep your plethora of passwords under control, ideas to help steer clear of common household accidents, and digital skills for today’s kids.As always, feel free to pass this information on to anyone that may find it useful and call if you have any questions or concerns. Read more

Client Update Newsletter: March 2024

Missing tax documents can mean missing the date you're hoping to get your tax refund. In this month’s newsletter, read about common tax items that if missing, could cause a delay in filing your return.Also read through several ideas for building an emergency fund when money is scarce, ideas to consider when interest rates change, and the perils of too much social media.Please enjoy the information and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help. Read more

Client Update Newsletter: February 2024

Tax surprises are never fun, especially when they occur when you’re preparing a tax return. In this month’s newsletter, read about six surprising items that you may not know are taxed. Also read through several tips for improving your credit score, avoiding penalties when withdrawing from retirement accounts, and giving your brand a personal boost.Please enjoy the information, and pass along articles of interest to all your family and friends. And as always, please call if you have questions or need help. Read more