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Accounting & Auditing
An audit is about more than just attestation on financial statements.
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Business Advisory
Focused enterprise solutions, suited to your needs to yield real results.
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Tax Planning & Compliance
Sometimes the answer to a given tax question just isn't enough.
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Welcome
We focus every day on two guiding principles: our purpose and our promise for our clients, to our employees, and to our community. Over the past 40 years, we have evolved from a CPA firm into a multidimensional accounting, IT, consulting and financial services organization. Whether you’re here to learn about our people or services, or thinking about joining our team, I invite you to learn more about our firm.
Managing Partner and CEO
News & Articles
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Jan 20Article
What the SECURE Act may mean for your tax, retirement and estate plans
The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law on December 20, 2019, with significant changes to IRAs, Roth IRAs and qualified retirement plans (401(k), 403(b), government 457 plans, etc.).
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Jan 14News
THE BONADIO GROUP PROMOTES FIVE TO PARTNER AND TWO TO EVP
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Jan 10Article
BEACON SOLUTIONS GROUP NAMES ANDREA HAGEN CHIEF OPERATING OFFICER
Rochester, N.Y., January 14, 2020—Effective January 1, 2020, Andrea Hagen has been named Chief Operating Officer (COO) at Beacon Solutions Group, a subsidiary of nationally ranked top 50 CPA firm The Bonadio Group. A consulting firm helping healthcare organizations optimize their business operations, Beacon provides services such as cash recovery, diagnostics and operational reviews, interim management, training and more.
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Jan 10Article
Final regs issued preventing clawback on gifts made prior to 2026
The IRS recently released final regs clarifying that gifts made before 2026 using the higher lifetime exemption amounts available under the Tax Cuts and Jobs Act (TCJA) will not be harmful to estates after 2025. The final regs also specify that a deceased spouse’s higher unused exemption will be locked in and not reduced as a result of sunset provisions.