Firm Profile > Meet Our Teams > Tax-Exempt

Tax-Exempt Team

We know that tax-exempt organizations have unique needs. In upstate New York, we maintain one of the largest teams of accountants and consultants serving the tax-exempt market, dedicated to understanding and developing practical, innovative and proactive solutions to addressing these highly specialized needs. Ten partners supported by over one hundred professionals deliver services ranging from audits to forensic accounting in this sector, for entities ranging from colleges and universities, to nursing facilities, to Medicaid funded mental health and developmental disability agencies, and MORE.

We invite you to discover why The Bonadio Group is “More Than a Typical CPA Firm”, through our partners serving the tax-exempt market:

Fulfilling Our Mission

To fulfill our mission of being our clients’ most trusted business advisor and continually exceeding their expectations, our partners on the Tax-Exempt Team are joined by the dedicated professionals from the following:

We invite you to click on any of these links to discover more about their extraordinary people, products and services.


The Bonadio Group (TBG) is the largest independent CPA firm in upstate New York, providing accounting, tax, business advisory and financial services. With offices in Rochester, Buffalo, Albany, Syracuse, Geneva and Perry, we serve the needs of commercial, small business, public, tax-exempt and individual clients.