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ASSISTING PEOPLE
Tax Planning & Preparation – mastering details to save time, money, worry
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Our tax team looks beyond preparation of tax returns to save you money through intelligent tax planning. We focus on the bigger picture—not just this year’s return, but all of your finances for many years to come.
We are at the leading edge of making the tax code work for you, not against you. We dig deep to understand the details of your life. We consider it our job to know your financial situation and proactively address the issues that will have an impact on your taxes. For instance:
- Should you be refinancing your mortgage?
- Are you planning a major transaction that should be accelerated or delayed?
- How should your charitable contributions be structured?
Our tax department members, who focus their practice solely on taxation issues, are distinguished by the depth and breadth of their expertise across a wide range of individual and business situations.
Contact any of the following partners about our tax preparation services.
Phone: 585.427.8900
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Check out our Tax
Notebook. It’s the easy, online, customized-to-you
way to compile all the information we need to prepare
your return.
We’re a tech-savvy CPA firm. Read more about
us and how our paperless office means you’ll
never hear, “Can you hold while I pull your file?”
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