Business Details
29 Years
experience
Your Trusted Partner for Accounting and Tax Services in Rochester, NY
Established in 1997, Yaeger Treviso & Associates has built a reputation as a trusted regional accounting firm with over 25 years of dedicated service. Our team of Certified Public Accountants, Enrolled Agents, and experienced professionals brings more than 70 years of combined expertise to clients across diverse financial needs. We prioritize personalized solutions, actively listening to individual client circumstances and goals to deliver tailored accounting, tax, and consulting services. Our firm maintains two accessible locations while upholding a commitment to proactive, client-centered support. Through rigorous compliance solutions, strategic tax planning, and comprehensive financial guidance, we empower clients to make informed decisions.Our professionals hold advanced certifications and maintain deep technical knowledge in areas ranging from corporate taxation to succession planning. With a philosophy centered on Experience, Knowledge, and Trust, we approach every engagement with the same integrity that has sustained our practice for decades. Our track record includes successful representation before tax authorities, complex financial reporting, and customized accounting system implementations. We distinguish ourselves through responsive service, transparent communication, and a genuine interest in client success. This enduring approach continues to make Yaeger Treviso & Associates a preferred partner for individuals and businesses seeking reliable financial expertise.
Services
Tax Preparation
Financial Planning
IRS Representation
QuickBooks Consulting
Succession Planning
Corporate Tax Services
Estate Tax Planning
Bookkeeping Services
Tax Compliance Solutions
Details
- Year established: 1997
Highlights and features
- Founded in 1997 with 25+ years of continuous service
- 70+ combined years of professional accounting experience
- Full-service tax and accounting firm with specialized expertise
- Personalized solutions tailored to individual client needs
- Free initial consultation with qualified professionals
Associations and certifications
- Certified Public Accountants
- Enrolled Agents
Services
Tax Preparation
We prepare individual and corporate tax returns with precision and compliance. Our certified professionals handle complex tax situations including multi-state filings and rental real estate taxation. Utilizing the latest software and decades of experience, we ensure accurate submissions while maximizing legitimate deductions and credits.
IRS Representation
Our licensed professionals represent clients during IRS audits and state tax examinations. We manage correspondence, negotiate settlements, and implement resolution strategies for tax liabilities. With expertise in penalty abatement and offer-in-compromise submissions, we advocate for favorable outcomes while maintaining compliance with tax regulations.
QuickBooks Consulting
We optimize QuickBooks systems for businesses, providing setup, training, and troubleshooting services. Our specialists ensure proper configuration for accurate financial reporting and tax preparation. From single-entry bookkeeping to complex multi-entity structures, we help clients leverage software capabilities for better financial management.
Succession Planning
We develop comprehensive succession plans for business owners and professionals. Our approach addresses tax implications, ownership transfer, and estate planning considerations. By coordinating with legal and financial partners, we create strategies that ensure smooth transitions while preserving business value and family wealth.
Bookkeeping Services
Our full-charge bookkeeping solutions include accounts payable/receivable management, payroll processing, and financial statement preparation. Certified professionals maintain accurate records using best practices for small businesses and corporations alike. We implement systems that ensure reliable financial reporting and proper tax documentation.
People
Jon I. Yaeger
CPA
Founder with 30+ years accounting experience, specializing in business valuations and tax strategy. Graduate of SUNY Brockport. Active in professional associations. Committed to client education and financial clarity.
Charles A. Treviso
CPA, CFE, PFS
25+ years tax expertise focusing on estate planning and retirement strategies. Rochester Institute of Technology graduate. Recognized for community involvement and personalized financial guidance to families and small businesses.
Lisa F. Marou
CPA
15+ years in tax preparation and consulting. St. John Fisher College graduate. Specializes in individual and business tax planning. Known for clear communication and attention to client-specific needs.
Rebecca L. Robbins
CPA
Experienced in multi-state taxation and real estate tax issues. Roberts Wesleyan graduate. Provides comprehensive tax solutions for individuals and businesses. Active community member and client advocate.
Ann Lazzaro
Enrolled Agent
32 years accounting experience with 14 years tax specialization. QuickBooks expert. Committed to simplifying tax processes and delivering practical solutions for small business owners and individual taxpayers.
Questions
What accounting services do you offer?
We provide bookkeeping, controllership services, QuickBooks consulting, financial statement preparation, and outsourced accounting solutions for businesses of all sizes.
How experienced is your tax team?
Our CPAs and Enrolled Agents have combined tax expertise exceeding 70 years, handling corporate, individual, estate, and multi-state tax matters with precision.
Do you handle IRS issues?
Yes, we offer professional representation before the IRS and state tax authorities, including penalty abatement negotiations and offer-in-compromise assistance.
What makes your firm different?
We combine technical excellence with personalized service, offering customized solutions based on individual client needs rather than standardized approaches.
Are consultations free?
We provide complimentary initial consultations to discuss your specific accounting, tax, or financial planning requirements with qualified professionals.
