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

May 2022

With tax season now in the rear view mirror for most of us, it's time to start thinking about how to minimize your taxes on next year's tax return.In this month's newsletter, get a start on your tax planning by learning about the tax consequences of different types of virtual transactions, from cryptocurrency and non-fungible tokens to internet marketplaces and online courses.Also read about maximizing your working-from-home opportunity, avoiding surprising fees while on vacation, and a great article explaining how taxes work for those picking up a summer job.Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have. Read more

April 2022

Welcome to tax month! Perhaps welcome is not quite the right word, but to help lighten the mood, included in this month's newsletter is a fun state tax quiz plus answers to the most common questions taxpayers ask during the month.Also read about ideas to manage your emergency fund while in our new inflationary environment and a dozen money topics every young person should understand prior to leaving the nest.Enjoy! Please feel free to forward the information to someone who may be interested in a topic and call with any questions you may have. Read more

March 2022

Tax season is now underway! In this month's newsletter, we share the secret to getting a quick tax refund.Also read about tax saving tips for parents and grandparents, why you should consider reading the fine print, and several financial tips about how to navigate rising interest rates.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

February 2022

With tax season now officially underway, you'll start seeing more and more tax documents show up in your inbox or mailbox. And this year, there are some unusual ones arriving, so outlined here is what to expect. Plus there is a great article discussing common areas of tax surprises plus a great set of ideas to help you protect yourself while online and minimize your digital footprint.All this and some great ideas for you if you have a home-based hobby or business.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

January 2022

The new year is upon us and so is another tax filing season.With all the late breaking tax law changes, advance payments of the child tax credit, and several stimulus payments, this year's tax return may be a bit chaotic. But your situation does not have to be. Included in this month's newsletter are some tips to help your tax journey be a smooth one.Also included is a great reminder for all of us to be prepared in case of fire. With the busy nature of our lives, this is an area that can be easily overlooked. There are also timely updates to retirement plan contribution limits for 2022 and a great list of ideas to help your small business prepare for the upcoming tax season.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