Business Details
48 Years
experience
Certified Accounting Services in Olean, NY
Proto & Loskey is a full-service accounting firm dedicated to delivering exceptional financial expertise and personalized client service. With decades of combined experience, our team of certified professionals specializes in accounting, auditing, tax planning, and management advisory services tailored to meet the unique needs of individuals, families, and businesses. Our commitment to excellence is reflected in our meticulous attention to detail, continuous professional development, and proactive approach to staying current with evolving tax regulations.We pride ourselves on building long-term relationships with clients by providing strategic financial guidance that helps preserve assets, maximize savings, and drive informed decision-making. Our firm's legacy of community leadership and professional integrity positions us as trusted advisors in western New York and northwest Pennsylvania.
Services
Tax Preparation
Financial Audits
Estate Planning
Payroll Services
Business Advisory
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of combined experience in accounting and tax services
- Our team includes Certified Public Accountants and Certified Financial Planners
- We provide personalized financial strategies for individuals and businesses
- Our staff maintains continuous education on evolving tax regulations
- We combine technical expertise with community-focused service values
Associations and certifications
- Certified Public Accountants (CPA)
What people say
Exceptional knowledge
Personalized attention
Reliable guidance
Professional team
Proven expertise
Services
Tax Preparation
Our certified professionals prepare accurate federal and state tax returns for individuals and businesses. We specialize in complex filings for S-Corporations, estates, and fiduciaries while ensuring compliance with current regulations. Our year-round tax planning helps clients maximize savings through strategic deductions and credits.
Financial Audits
We conduct comprehensive financial audits and reviews to ensure regulatory compliance and financial transparency. Our services include year-end financial statement preparation, book closing assistance, and budget forecasting to support informed business decisions for organizations of all sizes.
Estate Planning
Our experts develop customized estate plans to protect assets and minimize tax liabilities. Services include trust creation, retirement planning, and lifetime gifting strategies tailored to individual family needs and business succession requirements.
Business Advisory
We provide strategic guidance on financial operations, cash flow analysis, and business structure decisions. Our advisory services help clients optimize financial performance through cost-volume-profit analysis, pricing strategies, and operational efficiency improvements.
Payroll Services
We handle complete payroll processing including tax filings, wage reporting, and compliance with federal and state regulations. Our services ensure accurate employee payments and timely submission of payroll tax documentation for businesses of all sizes.
People
Louis J. Proto
Founding Partner
Certified Public Accountant and Financial Planner with 45+ years experience. Holds MST and Tax Certificate degrees. Served as YMCA president and hospital board chairman. Recognized for community leadership and professional excellence.
James Driscoll
Partner
CPA with Master's in Business Administration. Specializes in tax preparation and financial audits. Active community leader serving on United Way board. Joined firm in 2017 after corporate accounting career.
Eileen Proto
Partner
Certified Project Management professional with dual degrees in accounting and computer information systems. Specializes in financial planning and blockchain technology applications. Joined firm in 2017 after NYC corporate experience.
Jennifer Henton
Supervisor
MBA holder with 15+ years at the firm. Expertise in audits, reviews, and tax preparation. Holds degrees from Houghton College and St. Bonaventure University. Demonstrates commitment to client service excellence.
Jeanne M. Newburg
Senior Accountant
Certified Public Accountant with 40-year tenure. Specializes in corporate taxation and retirement planning. Active member of NY and PA CPA societies. Provides expert guidance on estate and trust matters.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including bookkeeping, payroll processing, financial statement preparation, and year-end tax filings tailored to small business needs.
Do you handle both individual and corporate tax preparation?
Yes, we prepare tax returns for individuals, S-Corporations, C-Corporations, partnerships, estates, and fiduciaries with expert compliance guidance.
What estate planning services are available?
Our services include asset protection strategies, trust creation, retirement planning, and lifetime gifting programs to minimize tax liabilities.
How do you ensure tax compliance with changing regulations?
Our team maintains continuous education on tax law changes and uses advanced software tools to ensure accurate, up-to-date filings.
What sets your firm apart from other accounting practices?
We combine technical expertise with personalized service, offering multi-generational experience and community-focused financial solutions tailored to each client's unique needs.
Are your professionals certified and licensed?
Yes, our team includes Certified Public Accountants (CPAs) and Certified Financial Planners (CFPs) licensed in New York and Pennsylvania.
