Business Details
Expert Accounting & Tax Services in Rochester, NY
Daitz & Burke is a dedicated accounting firm committed to delivering personalized financial solutions to small businesses, medical practices, and individuals. Our team of certified professionals prioritizes proactive tax planning, strategic wealth management, and year-round client relationships built on trust and transparency. With expertise in tax consulting, business entity selection, and cash flow optimization, we empower clients to navigate financial complexities with confidence. Our collaborative approach integrates accounting support, QuickBooks implementation, and tailored business consulting to ensure long-term success.By maintaining open communication and leveraging decades of combined experience, we provide actionable insights that align with each client's unique goals. Our focus on precision and client-centric service positions us as a reliable partner for managing tax obligations, operational challenges, and growth opportunities in a dynamic economic landscape.
Services
Individual Tax Preparation
Business Tax Consulting
Entity Selection Guidance
Accounting Support
QuickBooks Training
Cash Flow Planning
Business Sale Consulting
Highlights and features
- We offer personalized tax planning strategies to avoid year-end surprises.
- Our collaborative approach integrates financial advisors and payroll specialists.
- We provide QuickBooks setup and training tailored to business needs.
- Our team has decades of experience in business acquisition consulting.
- We prioritize proactive cash flow management for sustainable growth.
Services
Individual Tax Preparation
We provide proactive tax planning and preparation for individuals, focusing on long-term strategies to minimize liabilities. Our services include estate and gift planning, IRS communication support, and family wealth management. By maintaining year-round client engagement, we ensure clients avoid unexpected tax burdens while optimizing financial outcomes.
Business Tax Consulting
Our business tax consulting offers year-round support to manage liabilities and operational challenges. We collaborate with financial advisors and payroll specialists to deliver tailored strategies. Services include entity selection, quarterly reviews, and proactive planning to align tax efficiency with business growth objectives for small enterprises and medical practices.
QuickBooks Support
We assist businesses in selecting, implementing, and training staff on QuickBooks solutions. Our support ensures accurate financial tracking and streamlined operations. From initial setup to ongoing troubleshooting, we tailor QuickBooks integration to meet specific business needs, reducing administrative burdens and improving accounting efficiency for small business owners.
Cash Flow Planning
Our cash flow planning analyzes business operations to identify cost reductions and efficiency improvements. We provide actionable advice on debt refinancing and liquidity management. By focusing on sustainable financial practices, we help businesses maintain stability and allocate resources effectively to support growth and operational resilience.
Business Sale Consulting
We offer expert guidance during business acquisitions or sales, leveraging years of experience in deal structuring and due diligence. Our services include tax implication analysis, valuation support, and negotiation strategies. By providing objective insights, we help clients navigate complex transactions while ensuring alignment with long-term financial goals and operational continuity.
People
Robert A. Daitz
CPA, Senior Counsel
Founder with decades of experience assisting high-net-worth individuals and small businesses. Specializes in tax strategy, business acquisitions, and succession planning. Committed to personalized client support and financial optimization.
Katherine Burke
CPA
Seasoned accountant skilled in tax preparation, audit assistance, and QuickBooks support. Focuses on high-net-worth individual planning and business financial management. Provides expertise in monthly closes and quarterly reviews.
Kathleen Harrison
CPA
Partner with 15+ years in tax and accounting across diverse industries. Specializes in supporting closely-held businesses with strategic tax solutions and operational consulting. Prior experience with regional accounting firms enhances client service depth.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, cash flow planning, QuickBooks support, entity selection, and business consulting tailored to small businesses and medical practices.
Do you assist with personal tax planning?
Yes, we offer individual tax preparation, estate planning, and proactive strategies to minimize liabilities while supporting long-term wealth growth.
Can you help with QuickBooks implementation?
We offer full QuickBooks support, including software selection, setup, staff training, and ongoing troubleshooting customized to your business needs.
What expertise do you have in business sales?
Our team provides deal structuring advice, due diligence support, and tax analysis for business acquisitions or sales, leveraging decades of combined experience.
How do you support client relationships?
We maintain year-round communication to proactively address financial challenges, ensuring personalized service and strategies aligned with client goals.
