Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Tax Services in Amherst, NY
Established in 1948, our firm has built a legacy of excellence in accounting and tax services. With decades of combined experience, our certified professionals specialize in delivering tailored financial solutions for small businesses, non-profits, and individuals. We prioritize proactive tax planning, IRS audit representation, and comprehensive accounting support, leveraging our deep understanding of evolving tax regulations.Our commitment to personalized service ensures clients receive strategic guidance that minimizes liabilities and maximizes long-term financial success. Serving Western New York communities, we combine technical expertise with a client-centric approach to build lasting partnerships grounded in trust and transparency.
Services
Tax Preparation
IRS Audit Representation
QuickBooks Setup
Tax Planning
Financial Strategy
Details
- Year established: 1948
Highlights and features
- We offer 75+ years of combined experience in tax and accounting services.
- Our team provides personalized IRS audit representation and compliance solutions.
- We specialize in small business tax planning and entity formation strategies.
- Our QuickBooks setup and training services streamline financial operations.
- We serve multiple Western New York communities with localized expertise.
Services
Tax Preparation
Our comprehensive tax preparation services cover personal and business returns, ensuring compliance with federal and state regulations. We specialize in minimizing liabilities through strategic planning while addressing complex scenarios like back taxes and IRS audits. Clients benefit from our expertise in maximizing deductions and navigating tax code changes.
IRS Audit Representation
We provide expert IRS audit representation to protect your interests during tax examinations. Our team handles communication with tax authorities, resolves discrepancies, and negotiates settlements when needed. This service ensures compliance while safeguarding clients from potential penalties through proactive documentation and strategic defense.
QuickBooks Setup
Our QuickBooks setup service includes software configuration, chart of accounts creation, and staff training. We optimize financial tracking systems for small businesses, ensuring accurate bookkeeping and streamlined reporting. Ongoing support helps clients maintain organized financial records that facilitate informed business decisions.
Tax Planning
We develop customized tax planning strategies to reduce future liabilities for individuals and businesses. Services include entity selection, retirement planning, and timing of income/expenses. Our proactive approach leverages current tax laws to create efficient financial roadmaps aligned with long-term goals.
Financial Strategy
Our financial strategy services integrate tax planning with overall wealth management. We assist clients in structuring assets, optimizing cash flow, and preparing for business succession. This holistic approach ensures financial decisions align with both immediate needs and long-term objectives while maintaining regulatory compliance.
People
Joseph Armenia III
CPA
Joseph Armenia III brings decades of accounting expertise to our firm, specializing in small business tax solutions and financial strategy. He focuses on delivering personalized service while maintaining the high standards established through our firm's multi-generational legacy in Western New York.
Jim Dolce
CPA
Jim Dolce contributes extensive experience in tax compliance and accounting, having joined our team through the Dolce & Dolce merger. He specializes in IRS audit resolution and provides critical support for complex tax preparation needs across our client base.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, financial planning, IRS audit representation, QuickBooks setup, and strategic tax planning tailored to small businesses in Western New York.
Do you serve clients outside Western New York?
While our physical office serves Amherst, NY, we offer virtual consultations and support for clients throughout New York State and select neighboring regions.
How do you handle IRS audit situations?
Our team provides comprehensive audit representation, handling all communications with the IRS and developing strategic defenses to resolve discrepancies efficiently and favorably.
What tax planning strategies do you recommend?
We focus on entity selection, retirement planning, and timing strategies to minimize liabilities while aligning with clients' long-term financial goals and regulatory requirements.
Can you help with QuickBooks implementation?
Yes, we offer complete QuickBooks setup, staff training, and ongoing support to ensure accurate financial tracking and reporting for small businesses.
