Daley, LaCombe & Charette, PC

Daley, LaCombe & Charette P.C. is a trusted name in accounting and financial advisory services, dedicated to providing comprehensive solutions for individuals, businesses, and families in the Central New York region. Founded on principles of integrity, professionalism, and personalized attention, our firm has built a solid reputation for delivering exceptional service and insightful financial guidance.

We believe in fostering enduring relationships with our clients, built on a foundation of trust and mutual understanding. Our team of experienced Certified Public Accountants (CPAs) and financial professionals takes the time to truly understand your unique needs and goals, working collaboratively with you to develop tailored strategies that drive financial success.

Our Commitment to Client Service

We are deeply committed to providing our clients with the highest quality service and support. Our dedicated and experienced team is always available to answer your questions, address your concerns, and provide guidance every step of the way.

We understand that navigating the complexities of finance and tax can be overwhelming. That's why we strive to make the process as seamless and transparent as possible. We communicate clearly and concisely, ensuring that you have a thorough understanding of your financial situation and the options available to you.

Comprehensive Services to Meet Your Needs

Daley, LaCombe & Charette P.C. offers a wide range of services designed to address all facets of your financial well-being:

Tax Preparation and Planning: We go beyond simply preparing your tax returns. Our team of tax experts stays abreast of the ever-changing tax laws and regulations to develop sophisticated tax planning strategies that minimize your tax liability while optimizing your financial position. We handle individual, corporate, partnership, estate, gift, and trust tax returns with precision and expertise.

Financial Statement Preparation: We provide a full spectrum of financial statement services, including audited, reviewed, and compiled statements. Whether you need financial statements for internal management, investor reporting, or loan applications, we ensure they are accurate, reliable, and comply with the highest accounting standards.

Business Consulting: From start-up guidance to ongoing advisory services, we support businesses at every stage of their growth. Our experienced consultants assist with entity selection, business plan development, financial forecasting, and operational efficiency improvements.

Estate Planning: Navigating estate planning can be complex and emotionally challenging. Our team of professionals works closely with you to develop a comprehensive estate plan that reflects your wishes, protects your assets, and minimizes estate taxes. We guide you through the process of creating wills, trusts, and other estate planning documents, ensuring your legacy is preserved.

Retirement Planning: Securing your financial future in retirement is paramount. We partner with you to develop a personalized retirement plan tailored to your goals, risk tolerance, and time horizon. Our services encompass retirement income analysis, investment strategy development, and tax-efficient retirement savings strategies.

Personal Financial Planning: We help individuals achieve their personal financial goals through comprehensive financial planning. This includes debt management, savings and investment strategies, college savings planning, and insurance needs assessment.