Our Services

Our commitment to client service and satisfaction is implemented through a variety of general and specialized financial services. Click on the below services to learn more:

We take a proactive approach to traditional auditing and accounting services enabling us to offer creative solutions to maximize revenue while controlling costs. We will work with you to understand your business to maintain a consistent level awareness of issues.                  


Tax Services
Our firm has a wide range of experience in providing a variety of tax services. We have in-depth experience in the areas of executive compensation issues, multi-state tax planning, entity selection, international tax planning, and general and corporate and individual transactional planning.                                       

Business Process Reviews
Business Process Reviews gives a fresh perspective on the internal accounting control structure of the organization. We evaluate the performance measurement systems and business risks utilizing the COSO requirements developed by the Treadway Commission.


Business Valuation
Our team of Certified Valuation Analysts are experienced in performing credible business valuations for closely-held business. During our process, we will review and analyze your business to deliver a valuation that is thorough and accurate in an understandable detailed report.

Construction and Developers' Service Group
We serve numerous construction companies, developers, and contractors in WNY and beyond. Because of our breadth of experience, our team is very familiar with the most common and complex financial tax and accounting matters concerning this industry.


Cost Segregation Studies
Whether you are constructing a new building, expanding an existing one, purchasing real estate, rehabilitating an old facility or relocating with leasehold improvements, we can show you how your property can generate a bigger tax savings by reducing your income tax liability and increasing your cash flow.

Employee Benefit Plans
Our dedicated Employee Benefit Plan team has been trained to assist with 401(k), 403(b), defined benefit, health and welfare, and employee stock ownership plans. We audit over 50 defined contribution plans, both limited and full-scope audit services, many with complex issues.


Estate Tax Planning Services
We have dedicated resources to assist with your estate planning needs. Whether planning for an individual or for a business, our knowledge and experience can help you define areas where tax savings may be accomplished.  In most situations, the cost of estate taxes can be minimized or completely eliminated. 

Fiduciary Accounting Services
We can assist Executors and Trustees in preparation of an accounting. An accounting, whether judicial or informal, is often needed at the death of a beneficiary or due to a change in trustee. We can provide fiduciaries with the assistance to administer the estate or trust properly.


Forensic Accounting / Fraud Examination Services
Our experienced professionals have developed proven techniques for forensic accounting or investigating occurrences of fraud. We will work closely with you or your attorneys to understand the nature of the case and the purpose of our engagement to ensure an appropriate result.

Governmental Agencies
Whether you are a component unit of a local town or village, an Authority or Commission of a State or Federal Agency, we have the resources and personnel to assist you in the complex reporting and compliance requirements of today's governmental entities. 


Litigation Support Services
Our team provides a broad range of services when litigation is contemplated or in process. We have experience in the areas of computation of damages, contract dispute investigation and analysis, insurable loss claims, bankruptcy and insolvency, lost earnings and profits, and expert witness testimony.

Mergers & Acquisitions
Buying or selling a business can be the most important transaction an owner makes. Creating an effective strategy for the sale or purchase of a business is critical for a smooth transition. We can provide you with expert advice on valuation and negotiation to ensure a successful deal.


Non-Profit Services
We work closely with our non-profit clients and offer hands-on service by our most experienced professionals who, as members of various non-profit board of directors, understand the challenges that face non-profit organizations in today's ever-changing charitable giving climate.

SOC Reports for Service Organizations
We performs System and Organization Controls (SOC) Reports for organizations of various sizes and in a number of industries. We are experts at delivering SOC audits that meet the highest levels of user scrutiny that will satisfy all service organization, user organization, and user auditor requirements.


IT Assessment
We have collaborated with Lighthouse Technology Services to offer our clients a Technology Risk Assessment and Compliance Testing service.  The assessment will cover hardware, software, configuration, accessibility, and security risks.