For individual clients

Individual taxpayers benefit from the depth and breadth of experience we have in helping them minimize their personal tax obligations, as well as with the tax implications of gifting and estate needs.

Our licensed CPA firm, Bonadio & Co, LLP, provides tax strategies, tax planning and tax compliance services for individuals and their families. Many of our individual clients also are owners of privately held companies, and their personal and business tax obligations need a comprehensive perspective—and our full attention. We work closely with business owners to ensure consistency and integration between their personal and business tax obligations, with an eye to minimizing taxes across both areas.

The Bonadio team has earned an outstanding reputation throughout Upstate New York for our deep understanding of the fine line between you and your business. And the depth of insight we gain in working on tax-planning issues with individual clients often leads us to advise them in other financial matters, from wealth management, to succession planning, to retirement planning services.

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