Business Details
50+ Years
experience
Trusted CPA Services in Rochester, NY
Founded in 1972, Heveron & Company & Company CPAs has built a legacy of delivering expert tax strategies, business planning, and accounting services with a personal touch. As a certified women-owned business and a New York State Department of Education licensed provider of continuing education for CPAs, we combine decades of experience with ongoing professional development to serve nonprofits, affordable housing providers, businesses, and individuals. Our approach centers on three core values: care, competence, and common sense. We prioritize client needs by securing assets, improving efficiency, and identifying opportunities through tailored financial guidance. With a team of certified professionals, including CPAs, a certified internal auditor, and QuickBooks advisors, we offer comprehensive audit, compliance, and advisory services aligned with evolving industry standards.Our membership in AGN International enhances our global reach while maintaining local expertise. Recognized as the #1 Small Company in the 2024 Best Companies to Work for in New York, we foster a supportive workplace culture that values work-life balance, mentorship, and community engagement. Our commitment to confidentiality, clear communication, and innovative solutions ensures clients receive reliable, forward-thinking financial counsel.
Services
Tax Planning & Preparation
Compliance Audits
Nonprofit Consulting
Affordable Housing Audits
QuickBooks Services
Retirement Plan Audits
Business Succession Planning
Charter School Audits
Internal Audit Support
Government Compliance Reporting
Details
- Year established: 1972
Highlights and features
- We offer 50+ years of specialized accounting experience for nonprofits and affordable housing.
- Our team includes certified CPAs, internal auditors, and QuickBooks advisors.
- We prioritize client confidentiality and transparent communication practices.
- Recognized as #1 Small Company in Best Companies to Work for in New York.
- We provide tailored compliance solutions for federal, state, and grant requirements.
What people say
Expert nonprofit support
Proactive compliance guidance
Top workplace culture
Community-focused firm
Technical expertise
Services
Tax Planning & Preparation
Our tax planning and preparation services help individuals and businesses optimize financial outcomes through strategic compliance with current tax laws. We specialize in complex partnership structures and multi-tiered entities, ensuring accurate filings while identifying tax-saving opportunities. With continuous staff training and software updates, we deliver efficient, up-to-date solutions for federal, state, and local tax requirements.
Compliance Audits
We conduct comprehensive compliance audits for organizations receiving federal awards exceeding $750,000 annually. Our AICPA Governmental Audit Quality Center members follow strict standards to verify adherence to Uniform Guidance, HUD regulations, and state-specific requirements. Our audits include risk assessments, internal control evaluations, and actionable recommendations to maintain funding eligibility and operational integrity.
Nonprofit Consulting
Our nonprofit consulting services address financial reporting, compliance, and operational efficiency needs. With over 100 combined years of experience, we assist with IRS Form 990 filings, indirect cost rate applications, and IT security assessments. We provide customized training programs and resources to help nonprofit organizations strengthen governance and achieve mission-driven goals through sound financial management.
Affordable Housing Audits
We specialize in audits for affordable housing providers receiving funding from HUD, USDA Rural Development, and state agencies. Our services include financial statement audits, cost certification reviews, and compliance examinations for tax credit programs. Our team understands the unique regulatory challenges in this sector and delivers audit solutions that ensure compliance while supporting sustainable housing initiatives.
QuickBooks Services
As certified QuickBooks Pro Advisors, we help clients implement and optimize accounting systems tailored to their business needs. We provide software selection guidance, chart of accounts setup, customized report design, and staff training. Our services ensure accurate financial tracking and streamlined operations, with support available for both new implementations and troubleshooting existing systems.
People
Stephanie L. Annunziata
Partner
CPA with 24 years of leadership experience specializing in nonprofit audits. Focuses on staff development and work-life balance. Active in Rochester's nonprofit community through board roles and volunteer work.
John F. Heveron Jr.
Principal
CPA since 1969 with expertise in nonprofit tax matters. Author of quarterly Nonprofit GPS newsletter for 25+ years. Inducted into NYSSCPA Hall of Fame. Served on St. John Fisher College advisory board.
Michael D. Desmond
Partner
CPA specializing in affordable housing audits and tax credit research. Former president of Rochester NYSSCPA chapter. Oversees firm's technology systems and audit methodology for compliance engagements.
Brenda J. Smith
Principal
CPA and Certified Internal Auditor with 20+ years of nonprofit experience. Manages firm's quality control processes. Develops continuing education programs for staff and clients while leading community fundraising initiatives.
Jeanne M. Beutner
Partner
CPA with expertise in charter school audits and educational institution compliance. Contributed to NY State Charter School Audit Guide. Active in Girl Scouts and church community while maintaining technical audit standards.
Questions
What specialized services do you offer for nonprofit organizations?
We provide audits, compliance reviews, IRS Form 990 filings, indirect cost rate applications, and IT security assessments tailored to nonprofit needs.
How do you support affordable housing providers?
We offer financial audits, cost certification reviews, and compliance examinations for HUD, USDA, and state-funded housing projects with specialized expertise.
Are you prepared for the federal government's electronic payment mandate?
Yes, we transitioned to electronic payments and can assist clients with adapting to the new requirements for tax filings and government transactions.
What makes your firm a top workplace?
Our culture emphasizes work-life balance, professional development, flexible scheduling, and community involvement that earned recognition as NY's #1 Small Company.
Do you offer QuickBooks support for small businesses?
Yes, our certified QuickBooks Pro Advisor provides software selection, setup, training, and troubleshooting services for small business clients.
How do you maintain technical expertise?
We require continuous education through in-house training, external seminars, and practice updates to maintain certifications and stay current with regulations.
