Business Details
21 Years
experience
Your Trusted Accounting Partner in Rochester, NY
At George Peter Klee CPA, we are dedicated to delivering personalized, high-quality accounting services tailored to meet the unique needs of individuals and small businesses. Established in 2005, our firm combines over 55 years of collective experience to provide timely, knowledgeable, and proactive solutions in tax preparation, bookkeeping, and payroll services. Our team of certified professionals is committed to minimizing tax liabilities, optimizing financial growth, and fostering long-term client relationships through transparency and expertise.With a focus on client success, we offer year-round support, IRS tax resolution assistance, and customized financial planning. Our dedication to excellence is reflected in our decades of service to Rochester, NY, and surrounding areas, ensuring clients receive both technical proficiency and a personalized, neighborhood-focused approach.
Services
Tax Preparation
Bookkeeping
Payroll Services
Tax Planning
IRS Tax Resolutions
Details
- Year established: 2005
Highlights and features
- We combine over 55 years of combined experience in accounting and tax services.
- Our team offers personalized, neighborhood-focused client support.
- We provide comprehensive services under one roof: tax, bookkeeping, and payroll.
- Our professionals specialize in IRS tax resolution and compliance.
- We prioritize proactive strategies to minimize tax liabilities and maximize growth.
What people say
Handled taxes professionally
Knowledgeable staff
Prompt and professional
Client-focused approach
Excellent service for 15 years
Services
Tax Preparation
We offer comprehensive personal, corporate, and estate tax preparation services across New York State. Our certified professionals minimize legal tax liabilities, optimize returns, and ensure compliance with federal and state regulations. Clients receive year-round support for tax planning and IRS resolution.
Bookkeeping
Our bookkeeping services include bank reconciliations, financial statement reviews, and recordkeeping to maintain accurate business finances. We help small businesses reduce obligations, build cash flow, and resolve financial challenges with precision and clarity.
Payroll Services
Through PayIt Payroll, we provide full-service payroll solutions, including direct deposit, certified reports, and federal/state tax filings. Our services streamline payroll processes for businesses in diverse industries, ensuring compliance and operational efficiency.
Tax Planning
We specialize in proactive tax planning to minimize liabilities and maximize asset growth for individuals and businesses. Our strategies focus on state and federal compliance, deductions optimization, and long-term financial success aligned with client goals.
IRS Tax Resolutions
Our team assists clients with IRS tax issues, including audits, collections, and compliance challenges. We develop tailored solutions to resolve disputes, negotiate settlements, and restore financial stability while ensuring adherence to tax laws.
People
Christopher Klee
Owner/Senior Tax Manager
With 20+ years of experience, Chris specializes in tax planning and preparation for small businesses and individuals. He focuses on minimizing tax liabilities and maximizing client growth while maintaining active community involvement.
Mary Lippa
Office Manager
Mary oversees office operations and client relations, bringing prior nonprofit and healthcare management experience. She balances administrative leadership with community volunteer work and antique business ownership.
Julie Bauman
Tax Manager
Julie offers 18+ years of public accounting expertise in corporate and individual tax preparation. She combines technical proficiency with community service involvement, including church and volunteer ambulance organization roles.
Brian Chauvin
Staff Accountant
Brian provides tax services for clients of all sizes, focusing on compliance and future planning. He balances professional expertise with family life and personal interests in gaming and traditional tabletop activities.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, tax preparation, financial planning, and IRS resolution services tailored to small businesses in Rochester and surrounding areas.
How can you help reduce my tax liabilities?
Our certified professionals identify deductions, optimize tax strategies, and ensure compliance to legally minimize tax burdens for individuals and businesses.
Do you offer year-round tax support?
Yes, we provide ongoing tax planning and preparation services throughout the year, not just during tax season.
What areas do you serve?
We serve Rochester, NY, and surrounding counties including Livingston, Orleans, Ontario, and Wayne County.
Can you assist with IRS tax issues?
Yes, we specialize in resolving IRS audits, collections, and compliance challenges with tailored solutions for individuals and businesses.
