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
|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
- Your commitment to keep us informed about
your business or personal financial matters
allows us to give you the advice you expect and
- Together we work as a team. Working together
helps us provide you with better service and
- 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.
|3264 Seneca Turnpike
Canastota, NY 13032
Tel: (315) 697-2345
Fax: (315) 697-8427
|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
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
Accounting, Auditing and Planning
For businesses and individuals needing
certified audit, review and compilation of
financial statements, compliance studies and
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
|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 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
|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
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.