How can we help?

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Where to find us

726 Exchange Street, Suite 822
Buffalo, NY 14210
Phone: 716-854-5034
Fax: 716-854-7195
 

Tax Services

Whether you are a business owner or an individual, partnering with a professional team is beneficial to you and your business. In the end, you only have a finite amount of time and relying on the expertise and responsiveness of your tax partner will solve many of your challenges.

You need a firm with experience. You need a firm you can trust. You need a firm that is knowledgeable and efficient when preparing your taxes as well as proactive and insightful when shaping tax strategy.

Our tax services include:

Tax Preparation

  • Individual returns
  • Corporate returns (including multi-state and Nexus)
  • Non-profit (tax-exempt) organizations
  • Pension plan returns
  • Partnership and LLC
  • Estate gift tax and trust returns

Tax Strategy

  • Nexus studies for multi-state business operations
  • Estate and gift planning
  • Retirement planning
  • Pension services
  • College planning

We use a team based approach to manage your taxes and achieve your goals.

Robert Sommer
Robert Sommer
David A. Nelson
David A. Nelson
Jennifer Insalaco
Jennifer Insalaco