Personal / Individual Tax Strategies, Planning and Compliance

Through our licensed CPA firm, Bonadio & Co, LLP, The Bonadio Group provides tax strategies, tax planning, and tax compliance services for individuals and their families. We work the owners of many closely or privately held companies, using the talents and skills of our tax staff to ensure consistency and integration between their personal and business tax obligations, with an eye to minimizing taxes across both arenas.

With over 35 partners – many of whom have Big 4 tax credentials – a staff of tax CPAs and accountants, and a one-of-a-kind Professional Excellence team that reviews all returns for accuracy, no CPA firm from Buffalo to Albany brings the depth and breadth of tax strategy, tax planning and tax compliance services to the table that Bonadio can bring.

And, Bonadio is second to none when it comes to employing state of the art tax research tools, or the extent of training we require of our tax professionals.

We have earned an outstanding reputation throughout upstate New York for our thought leadership, and the ability to understand the fine line that integrates you and your business, and the myriad of tax, business planning, and financing issues that lurk at this crossroad. That’s why also we deliver a wide range of personal financial and wealth management services including succession planning, estate planning and retirement planning services.