Business Details
34 Years
experience
Trusted Tax and Accounting Services in Western New York
Established in 1992, our firm has dedicated over three decades to delivering exceptional tax and accounting solutions tailored to businesses and individuals across Western New York. Our commitment to personalized service and proactive tax planning has fostered long-term client relationships, ensuring we address both immediate needs and long-term financial goals. With expertise in corporate and personal tax preparation, compliance, and IRS representation, we combine technical proficiency with strategic foresight to minimize liabilities and maximize resources. Our team stays current with evolving tax laws through continuous education, offering clients actionable insights and value-added feedback.As an educator and interim executive with experience in business turnarounds, I bring a unique perspective to each client engagement. We prioritize accessibility, offering flexible appointments and year-round support to ensure clients never face tax challenges alone. Our dedication to excellence has earned us recognition from satisfied clients who rely on our expertise to scale businesses and navigate complex financial landscapes.
Services
Personal Tax Preparation
Business Tax Preparation
IRS Representation
QuickBooks Training
Tax Planning
Details
- Year established: 1992
Highlights and features
- We offer 25+ years of experience in tax and accounting services tailored to Western New York businesses.
- Our team provides year-round support, not just seasonal tax preparation.
- We specialize in IRS representation and resolving complex tax controversies.
- Our CPA has taught accounting principles at the university level.
- We combine strategic tax planning with personalized service for every client.
What people say
Personal attention
Knowledgeable guidance
Reliable support
Trustworthy expertise
Minimize tax liability
Services
Personal Tax Preparation
We provide customized federal and state tax return preparation for individuals, focusing on minimizing liabilities through strategic planning. Our services include year-round tax advice, quarterly updates, and convenient appointment options. With over 25 years of experience, we ensure accurate filings while maximizing deductions and credits tailored to each client's unique financial situation.
Business Tax Preparation
Our firm prepares federal and state tax returns for corporations, S corporations, partnerships, and LLCs. We conduct on-site analyses to identify tax-saving opportunities and provide industry-specific solutions. Services include compliance reporting, strategic tax planning, and operational consulting to help businesses in manufacturing, construction, real estate, and professional services sectors optimize their financial outcomes.
IRS Representation
We specialize in resolving tax controversies with the IRS and state authorities, including audits, payment plans, penalty abatements, and unfiled returns. Our team handles complex cases involving payroll tax issues, sales tax problems, and offers in compromise. With extensive experience in tax law, we negotiate favorable resolutions while addressing underlying financial challenges impacting clients' tax situations.
QuickBooks Training
Our affiliate provides QuickBooks setup and training to help businesses manage financial operations efficiently. Training covers financial reporting, account management, payroll processing, and reconciliation. We teach clients to create accurate financial records and streamline accounting processes through customized QuickBooks implementation, ensuring businesses maintain organized books year-round.
Tax Planning
We offer proactive tax planning services to minimize current and future liabilities through research-driven strategies. Our approach includes analyzing business structures, investment decisions, and retirement planning to optimize tax outcomes. Clients receive ongoing guidance to adapt to changing tax laws and implement solutions that align with both personal and business financial objectives.
People
Kevin L. Pohle
CPA
Kevin L. Pohle, CPA, has over 25 years of experience in tax planning, accounting, and IRS representation. He holds an MBA from the University at Buffalo and previously taught accounting and tax courses. His expertise includes business turnarounds, compliance, and strategic financial consulting for diverse industries.
Questions
What accounting services do you offer for small businesses?
We provide business tax preparation, compliance reporting, strategic tax planning, and operational consulting tailored to manufacturers, construction firms, real estate companies, and professional service providers.
How does your IRS representation service work?
We handle tax controversies including audits, payment plans, penalty abatements, and offers in compromise. Our team negotiates with the IRS on your behalf using specialized knowledge of tax codes and procedural requirements.
Can you help with QuickBooks setup and training?
Yes, our affiliate offers QuickBooks setup and customized training to help businesses manage financial operations, process payments, and generate accurate financial reports year-round.
Do you provide year-round tax planning support?
We offer ongoing tax planning services, quarterly updates, and year-end organizers to help clients adapt to changing tax laws and implement strategies that minimize liabilities throughout the year.
What experience do you have with complex tax situations?
Our CPA has 25+ years of experience resolving complex cases involving unfiled returns, payroll tax issues, business turnarounds, and multi-jurisdictional tax planning for diverse industries.
