CPAs
and
Advisors
About Us

  Our practice began in 1977 on a part-time basis with a few good clients. Over the years, we have grown to become a leading firm because we take the time to listen to our clients, anticipate problems and develop effective solutions. It's that simple.

  We pledge these service tenets to our valued clients and recognize that mutual success is the result of a team effort.

 
As a Client



  • Your decision to choose us is never taken for granted. We appreciate your business - always.


  • Your perception of our service is reality. If, in your view, our service ever fails to meet your expectations, we will make adjustments to your satisfaction.


  • Your commitment to keep us informed about your business or personal financial matters allows us to give you the advice you expect and deserve.


  • Together we work as a team. Working together helps us provide you with better service and reduce cost.


  • You discover we are more than an accounting firm for you. We are counselors on a wide range of financial and management issues resulting in better decision making and more confidence in your own success.

 

 

CANASTOTA
3264 Seneca Turnpike
Canastota, NY 13032
Tel: (315) 697-2345
Fax: (315) 697-8427
UTICA
2249 State Route 5
Utica, NY 13502
Tel: (315) 735-0705
Fax: (315) 735-4594

 

 

The Scope of Our Services

  Our clients represent a broad range of business and industry, individuals, government and nonprofit organizations. As such, they call on us for a wide variety of financial services and advice, including:

 

  • Tax Planning and Compliance

    For individuals, corporations, trusts and estates that are seeking effective strategies to keep more of what they've earned. We also prepare all types of tax returns, including gifts, estates and foundations.


  • Accounting, Auditing and Planning

    For businesses and individuals needing certified audit, review and compilation of financial statements, compliance studies and more.


  • Business Financial Management

    For assistance with financial forecasts, projections and analyses relating to budgets, working capital needs and cash flow projections.


  • Estate Planning and Administration

    For individuals who want to develop a sound financial plan to retain assets in the family or transfer a business to the next generation as economically as possible.


  • Systems and Training

    For companies that want complete, efficient and cost-effective information systems. We help you design simple accounting systems to control your business and teach you to use them.


Exploring Beyond the Numbers

  As your primary business adviser your accountant can perform many functions for you... prepare your tax return... audit your financial statements... alert you to potential problems... help you plan your financial future.
  But a good accountant offers you much more. A good accountant is also a sounding board, a business consultant, a forecaster and a friend.
  Our firm explores beyond the numbers.
We care.
  We care about you and we care about your business. As your business grows and develops new challenges, you can count on us to be there for you.
  Our personalized service - backed by years of experience and education - ensures that every aspect of your business and personal accounting needs will be met. We are here to help you run your business more effectively and profitably.
  You can always count on us to be there ready to listen to your concerns and goals.

 
A Worldwide Network at Your Disposal

  Today's entrepreneurs face diverse challenges. You need to have sophisticated problem-solving capabilities and planning opportunities available to you.
  Through our firm's membership in CPAConnect, we are positioned to give you the personal attention, loyalty and market knowledge that come with a local firm, while offering you the broad knowledge base and access to resources that come with a national firm.
  

 
A Partner in Your Business

  Our structure is built on teamwork. When it comes to your needs, our partners and team professionals are ready to roll up their shirtsleeves to work together to solve your problems and create new opportunities for you and your business.
  We'll look for ways to improve existing operations and suggest new business strategies - as if we were partners in your business. Our philosophy is to ask ourselves what we would do if we were in your place.
  That's because, in the long run, your success is our success.

 

 

  
 
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