Business Details
50+ Years
experience
Trusted Accounting & Audit Services in Rochester, NY
Heveron & Company CPAs & Company CPAs has been a trusted accounting and audit firm since 1972, serving individuals, businesses, nonprofits, and affordable housing organizations across Upstate New York. Our firm combines over 50 years of experience with a commitment to care, competence, and common sense, delivering personalized tax strategies, compliance audits, and business planning services. As a certified women-owned business and New York State Department of Education licensed provider of continuing education for CPAs, we prioritize ongoing professional development and client confidentiality. Our team includes CPAs, certified internal auditors, and QuickBooks Pro Advisors who leverage advanced technology and industry-specific expertise to secure client assets, improve efficiency, and identify growth opportunities.Recognized as the #1 Small Company in the 2024 Best Companies to Work for in New York, we maintain a supportive work environment that fosters mentorship, work-life balance, and community engagement. Our membership in AGN International provides global resources while maintaining local expertise, ensuring high standards and practical advice for every client interaction.
Services
Tax Planning & Preparation
Business Planning
Financial Statement Audits
Compliance Audits
Retirement Plan Audits
QuickBooks Services
Nonprofit Audits
Affordable Housing Audits
Internal Audits
Charter School Audits
Details
- Year established: 1972
Highlights and features
- 50+ years of experience serving Upstate New York clients
- Certified professionals including CPAs and QuickBooks Pro Advisors
- Specialized expertise in nonprofit and affordable housing audits
- Recognized as #1 Small Company in Best Companies to Work for in New York
- Members of AGN International for global resources and local expertise
Associations and certifications
- AICPA Governmental Audit Quality Assurance Center
- AICPA Employee Benefit Plan Audit Quality Center
- AGN International
What people say
Excellent client service
Dedicated team
Nonprofit expertise
Work-life balance
Industry recognition
Services
Tax Planning & Preparation
Our tax planning and preparation services help individuals and businesses optimize financial outcomes through strategic compliance with current tax laws. We develop customized strategies to minimize liabilities while ensuring adherence to federal and state regulations. Our team stays current with legislative changes to provide proactive advice that supports long-term financial goals.
Financial Statement Audits
We conduct comprehensive financial statement audits that provide the highest level of assurance for third-party stakeholders. Our process includes detailed examination of account balances, inventories, and transactions to verify accuracy and compliance. This service helps organizations maintain transparency and build trust with investors, regulators, and funding partners.
Nonprofit Compliance Audits
Our nonprofit compliance audits ensure organizations meet federal and state requirements, including Governmental Auditing Standards. We offer specialized expertise in indirect cost applications and compliance reviews, helping nonprofits maintain funding eligibility while improving operational efficiency through tailored recommendations and training resources.
Retirement Plan Audits
We perform audits of qualified retirement plans with a focus on preventing disqualification risks. Our services ensure compliance with ERISA regulations and Department of Labor requirements, helping organizations maintain accurate financial reporting while safeguarding employee benefit plan integrity through comprehensive testing and documentation.
QuickBooks Services
Our certified QuickBooks Pro Advisors assist clients with software selection, system setup, and report customization. We provide training and support to ensure accurate financial reporting, helping businesses streamline accounting processes and improve decision-making through properly configured accounting systems and documentation.
People
John Heveron Jr.
CPA
Semi-retired partner with decades of experience guiding the firm's strategic direction while maintaining active involvement in key client relationships and quality assurance processes.
Stephanie Annunziata
CPA
Partner with 24 years of leadership experience, specializing in nonprofit audits and staff development while maintaining the firm's #1 ranking in workplace satisfaction.
Michael D. Desmond
CPA
Experienced partner providing audit and compliance expertise to affordable housing clients, combining technical knowledge with practical solutions for complex regulatory requirements.
Jeanne Beutner
CPA
Senior accountant specializing in nonprofit and affordable housing audits, delivering compliance solutions while mentoring junior staff in best practices and regulatory standards.
Brenda Smith
CPA, CIA
Certified internal auditor providing risk management expertise, focusing on internal control assessments and compliance audits for nonprofit organizations and government entities.
Questions
What accounting services do you offer for nonprofits?
We provide audits, compliance reviews, financial reporting, and training programs tailored to nonprofit organizations' unique regulatory requirements.
Do you handle affordable housing compliance audits?
Yes, we perform federal and state compliance audits for over 80 affordable housing clients, including HUD and tax credit program requirements.
How does the firm support employee development?
We offer regular training, mentorship programs, and career development opportunities with a focus on continuous professional growth.
What tax services are available for small businesses?
We provide tax planning, preparation, and strategic business planning services to help small businesses optimize financial outcomes.
Are you certified for government compliance audits?
Yes, we're members of the AICPA Governmental Audit Quality Assurance Center and perform audits meeting Governmental Auditing Standards.
How do you handle retirement plan audits?
We conduct ERISA-compliant audits focusing on plan qualification, financial accuracy, and regulatory compliance for employee benefit plans.
