Would you like one-on-one accounting, tax and financial advice from an experienced accountant that cares?
The U.S. Small Business Administration, in consultation with the Treasury Department, released a simpler loan forgiveness application for Paycheck Protection Program (PPP) loans of $50,000 or less. This action streamlines the PPP forgiveness process to provide financial and administrative relief to America’s smallest businesses while also ensuring sound stewardship of taxpayer dollars.
Our accounting firm was established to provide efficient, expert solutions for businesses and individuals. Our primary services include accounting, taxation and business consulting. We also offer a host of specialty services to cater to the unique needs of our clients. Our partners and staff accountants serve a wide range of individuals, corporations, partnerships and non-profit organizations and are experts in the accounting issues and tax laws that impact our clients.
Elena M Bernardi CPA - Managing Partner
Elena has been practicing public accounting in the Rochester area since 1987. She is a member of the AICPA and NYSSCPA. She is on various boards and committees and is part of the NYSSCPA Mentor Program.
Michelle M Nelson CPA- Partner
Michelle is a graduate of Rensselaer Polytechnic Institue and is a member of the AICPA and NYSSCPA. She is the Treasurer of a local church and is active in many school and community events including Autism Speaks.
David R Osterhout - Supervisor
David is a graduate of Rochester Institute of Technology.
The IRS requires that you withdraw at least a minimum amount from your retirement accounts annually starting in the year you turn 72. Determining how much you must withdraw is an important issue in retirement planning. Use this calculator to determine your RMD.
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Our firm offers a complete range of accounting services, including preparation of financial statements in accordance with GAAP, Bookkeeping services and Cash flow/Budgeting assistance.
Our firm offers a full range of tax planning and compliance services. We work with you year-round if necessary in order to minimize your total tax burden. We also prepare federal, state and local tax returns for individuals, businesses and non-profit organizations.
We developed strategies for both business and individual clients. And we work hard and long hours when they need us—even after tax season. So let us tackle your most pressing financial issues.
We know that the accounting needs for each business or family are unique. Use our form to tell us more about your needs, and concerns, and we will give you a free quote on regular or one-time accounting services.
40 Barrett Drive, Webster, New York 14580, United States