Business Details
31 Years
experience
Your Trusted Accounting & Financial Planning Partner in Orchard Park
Paul D. Voytovich, CPA, CFP has provided comprehensive financial services since 1995, combining over 36 years of professional expertise with personalized client care. Our firm specialized in accounting, tax preparation, and financial planning for individuals and businesses, addressing complex matters like IRS problem resolution, estate planning, and business formation. We prioritized responsiveness and tailored solutions, serving clients from Orchard Park, NY. Our team included Paul, a certified public accountant and financial planner, and Mary Lou, a QuickBooks specialist.While we operated for 28 years, we maintained a commitment to quality service and client satisfaction. Our approach integrated strategic tax planning, financial consulting, and practical home bookkeeping support. We focused on minimizing tax liabilities, resolving government audits, and creating estate plans that protected client assets. Our practice emphasized transparency, practical solutions, and long-term financial security. Though we have closed permanently, our legacy reflects dedication to financial expertise and client-centered service.
Services
Tax Preparation
Estate Planning
Financial Consulting
Payroll Services
IRS Representation
QuickBooks Setup
Tax Problem Resolution
Personal Home Bookkeeping
Financial Planning
Business Formation
Details
- Year established: 1995
Highlights and features
- We have over 36 years of experience in accounting and financial planning.
- Our team specializes in IRS and NYS tax problem resolution.
- We provide personalized estate planning services tailored to client needs.
- Our QuickBooks expertise streamlines financial management for clients.
- We combine strategic tax planning with responsive client service.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
What people say
Responsive to clients' needs
Expertise in tax matters
Personalized service
Helped with estate planning
Knowledgeable in IRS issues
Services
Tax Preparation
We provided comprehensive tax preparation services for individuals and businesses, including electronic filing and strategic payroll adjustments. Our expertise covered income tax, estate tax, and investment tax planning. Clients received personalized advice to optimize withholdings and minimize future liabilities.
Estate Planning
Our estate planning services addressed wills, trusts, probate reduction, and asset distribution strategies. We helped clients organize legal documents, minimize death taxes, and create plans for incapacitation. Services included living wills, family wealth transfers, and charitable giving strategies.
IRS Representation
We represented clients in IRS and New York State tax disputes, including audits, liens, levies, and back tax negotiations. Our services covered offer-in-compromise proposals, payment plans, and innocent spouse relief. We specialized in resolving complex tax enforcement actions.
Financial Consulting
Our financial consulting services included retirement planning, cash flow analysis, and investment portfolio monitoring. We assisted with retirement account distributions, Social Security optimization, and long-term care planning. Clients received customized strategies for asset preservation and growth.
QuickBooks Setup
We offered QuickBooks setup and training for small businesses, including chart of accounts configuration and transaction management. Our services ensured proper financial record-keeping and streamlined business accounting processes for ongoing financial clarity.
People
Paul D. Voytovich
CPA, CFP
With over 36 years of experience, Paul managed his own public accounting firm since 1995. He specialized in tax strategy, estate planning, and business financial consulting. Named a Five Star Wealth Manager in 2011, he provided expert guidance to individuals and businesses.
Mary Lou Voytovich
Personal Bookkeeping Specialist
Transitioning from a 30-year nursing career, Mary Lou managed personal bookkeeping services and administrative tasks. She specialized in QuickBooks online and supported clients with household financial management and record-keeping.
Questions
What accounting services do you offer for small businesses?
We provided small business accounting, payroll services, cash flow management, and QuickBooks setup. Our services included financial statement preparation and general ledger maintenance.
How can you help with IRS tax problems?
We offered audit representation, back tax resolution, lien/levy removal, and payment plan negotiations with the IRS and New York State Department of Taxation.
Do you provide personal financial planning services?
Yes, we offered retirement planning, estate tax strategies, and investment portfolio monitoring to help individuals achieve long-term financial security.
Is your firm still accepting new clients?
Our firm has permanently closed after 28 years of service. We no longer accept new clients or provide active services.
What estate planning documents do you help prepare?
We assisted with wills, trusts, healthcare directives, power of attorney documents, and strategies to reduce probate expenses and transfer assets effectively.
