How can we help?

Where to find us

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

Personal and Business Tax Services

Whether you are a business owner or an individual, partnering with a professional team of CPAs and accountants 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.

Personal & Professional Tax Preparation and Strategy Services

Personal & Corporate 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

Personal & Business 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.

Jennifer Insalaco
Jennifer Insalaco
David Di Matteo
David Di Matteo