Business Details
21 Years
experience
Trusted Accounting Services in Rochester, NY
At George Peter Klee CPA, we are dedicated to delivering personalized, high-quality accounting services tailored to meet the unique needs of individuals and small businesses. Established in 2005, our firm combines over 55 years of collective experience to provide timely, knowledgeable, and proactive solutions in tax preparation, bookkeeping, payroll services, and financial planning. Our team prioritizes client success through personalized attention, leveraging expertise in accounting software like Excel and QuickBooks to streamline processes and optimize financial outcomes. With a focus on minimizing tax liabilities and maximizing asset growth, we serve Rochester, NY, and surrounding areas, including Livingston, Orleans, Ontario, and Wayne County. Our commitment to excellence is reflected in our long-standing client relationships, with many clients having trusted us for over 15 years.We pride ourselves on maintaining a neighborhood accountant feel while operating at the highest professional standards, ensuring transparency, reliability, and exceptional service. Our team includes certified professionals with specialized expertise in corporate tax planning, IRS resolutions, and small business accounting, supported by a dedicated office manager and administrative staff. We actively engage in community service through board memberships and volunteer work, reinforcing our dedication to both professional and local impact. By merging decades of experience with modern accounting practices, we aim to simplify financial management for our clients, allowing them to focus on achieving their personal and business goals.
Services
Tax Preparation
Bookkeeping
Payroll Services
Accounting Services
Tax Planning
Details
- Year established: 2005
Highlights and features
- We combine over 55 years of combined experience in accounting and tax services.
- Our team includes certified professionals with expertise in corporate tax planning and IRS resolutions.
- We offer comprehensive services under one roof, including payroll, bookkeeping, and tax preparation.
- We prioritize personalized attention and proactive strategies for client success.
- Our staff maintains a neighborhood accountant feel while adhering to the highest professional standards.
What people say
Handled my taxes with professionalism
Knowledgeable staff
Prompt and professional
Highly recommend for accounting needs
Excellent service for 15 years
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including federal, state, and estate tax filings. Our team identifies deductions to minimize liabilities while ensuring compliance with regulations. Clients benefit from year-round support for IRS resolutions and tax planning strategies tailored to their financial goals.
Bookkeeping
Our bookkeeping services include bank reconciliations, income statement generation, and financial statement reviews. We ensure accurate recordkeeping to support informed business decisions, helping clients maintain organized finances and steady cash flow for long-term growth and stability.
Payroll Services
We offer full-service payroll solutions, including direct deposit, certified payroll reports, and federal/state tax filings. Our services streamline payroll processes for businesses of all sizes, reducing administrative burdens and ensuring compliance with labor and tax regulations.
Accounting Services
We deliver personalized accounting solutions for small businesses and individuals, covering financial goal-setting, spreadsheet balancing, and software expertise (QuickBooks, Excel). Our proactive approach helps clients optimize operations and achieve sustainable financial success.
Tax Planning
Our tax planning services focus on minimizing liabilities through strategic deductions and compliance with evolving regulations. We assist clients year-round with proactive planning for individuals, corporations, and estates, ensuring optimal financial outcomes during tax season.
People
Christopher Klee
Owner/Senior Tax Manager
Christopher Klee has served as Senior Tax Manager since 2003, specializing in corporate tax planning and IRS resolutions. He focuses on minimizing client tax liabilities while maximizing asset growth through proactive strategies. With expertise in advising on acquisitions and tax issues, he maintains a strong client-centric approach.
Mary Lippa
Office Manager
Mary Lippa joined the team in 2009, managing office operations and client relations. Prior to this role, she held leadership positions in nonprofit organizations and serves on multiple community boards. Her organizational skills ensure smooth day-to-day operations and client satisfaction.
Julie Bauman
Tax Manager
Julie Bauman brings over 18 years of public accounting experience, specializing in corporate and individual tax preparation. She also provides bookkeeping services for small to mid-sized companies, combining technical expertise with personalized client support to deliver accurate and timely financial solutions.
Brian Chauvin
Staff Accountant
Brian Chauvin supports the Tax Division with expertise in corporate and personal tax preparation. He helps clients manage tax burdens and long-term planning, leveraging his MBA in Accounting and MS in Finance to provide data-driven insights and strategic recommendations.
Questions
What accounting services do you offer?
We provide tax preparation, bookkeeping, payroll services, financial planning, and IRS resolution support for individuals and small businesses.
Do you serve areas outside Rochester, NY?
Yes, we serve Livingston, Orleans, Ontario, and Wayne Counties, offering both in-person and remote accounting solutions.
What are your office hours?
Our office is open Monday through Friday from 9:00 AM to 5:00 PM. We are closed on weekends.
What tax deadlines should I be aware of?
Key deadlines include January 15th for 4th quarter estimates, January 31st for 1099s, March 15th for S Corps, and April 15th for income tax returns.
