Empowering Your Financial Journey
At Convery Tax and Accounting, we pride ourselves on being a trusted and reliable source for all your tax and accounting needs. Our team of experienced professionals is dedicated to providing personalized attention and expert guidance to ensure that our clients receive the best possible service.
Our Mission
Our mission is to empower small business owners and individuals navigate the complexities of the tax code, empowering them to make informed financial decisions. We strive to deliver exceptional service, accuracy, and expertise to every client we work with. Our team's core values are built on the principles of Keeping it Simple, Thinking like a Client, Doing the Right Thing, and Continuously Improving.
Tax Preparation
Our Tax Preparation services cater to both individuals and businesses, handling over 2,000 returns annually. Our team is proficient in handling complex multi-state returns and tax filings. We ensure accuracy, maximized deductions, and credits for our clients.
Tax Planning
Our Tax Planning services focus on uncovering financial opportunities and strategizing for optimal outcomes. We empower our clients with knowledge and plans that not only aim for immediate savings but also foster long-term financial growth. With significant annual savings potential, we tailor our approach to each client's unique situation.
Bookkeeping and CFO Services
Our Bookkeeping and CFO services are designed to alleviate the stress of financial management for small business owners. With accurate bookkeeping and providing strategic financial oversight, we help you focus on what you do best - running your business. Our approach simplifies finances and supports informed business growth decisions.
Our Core Values
Keeping it Simple - The simpler the better
Thinking like a Client - Communicating, understanding, and identifying what works best for clients
Doing the Right Thing - If you don't care, you're not truly helping
Continuously Improving - Striving to make things easier and better not only for our clients but for ourselves as well
Our Team
Our team consists of experienced professionals with a passion for delivering exceptional service. Meet our team members:
- Jonathan Convery, CPA - Founder and certified public accountant
- Linda Nelson, CPA - Partner and certified public accountant
- Skip Newton, CPA - Partner and certified public accountant
What Our Clients Say
At Convery Tax and Accounting, we pride ourselves on building strong relationships with our clients. Here's what some of our satisfied clients have to say:
- "I highly recommend using them for taxes or any accounting needs. Jarrod Bustaferrari"
- "Jonathan has been doing my business and personal taxes for the past 5 years and I wouldn't have it any other way! Not only does he do mine, he handles my whole family and their businesses as well. Terry Baker"
- "Convery Tax and Accounting is fabulous! They are always professional and timely. Melissa Bossardet"
Our History
Our story began with a dream to empower small business owners and individuals by providing expert accounting and tax services. We pride ourselves on being a trusted and reliable source for all your tax and accounting needs.
Professional Accounting Services
These reviews highlight the exceptional services provided by Jon's accounting firm, with all reviewers giving a 5-star rating. The reviewers praise the firm's professionalism, knowledge, and personalized approach.
Friendly and Knowledgeable Staff
The staff is described as extremely knowledgeable, friendly, and professional. The reviewers appreciate the fact that the firm is a family business and local, which adds a personal touch to the service. Jonathan, in particular, is praised for his warm smile and willingness to help with personal and business questions.
Quality Services
The firm's services are commended for being of high quality. Reviewers appreciate the efficient handling of quarterly taxes and the provision of good advice. The company's ability to go above and beyond in terms of service is also highlighted.
Highly Recommended
All reviewers highly recommend Jon's accounting firm for tax and accounting services. They appreciate the personal touch and the quality of the services provided.
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