Business Details
31 Years
experience
Trusted Accountants in Orchard Park, NY
Paul D. Voytovich, CPA, CFP has dedicated over three decades to providing comprehensive accounting, tax, and financial planning services to individuals and businesses. Founded in 1995, our firm built upon decades of combined experience from our lead professionals, offering expertise in IRS and NYS problem resolution, estate planning, business formation, and real estate transactions. Our team, led by Paul D. Voytovich, CPA and CFP, prioritized personalized service, ensuring clients received tailored solutions for their unique financial challenges.We maintained a commitment to transparency, ethical standards, and client education, reflected in our complimentary initial consultations and detailed guidance on tax optimization and estate management. Though we have closed our doors after 28 years of service, our legacy of quality and client-focused support remains central to our identity.
Services
Tax Preparation
Estate Planning
IRS Audit Representation
QuickBooks Setup
Financial Consulting
Details
- Year established: 1995
Highlights and features
- We have over 36 years of combined experience in accounting and financial planning.
- Our team provides personalized solutions for complex tax and estate planning needs.
- We offer comprehensive IRS and NYS audit representation and problem resolution.
- Our QuickBooks setup and training services streamline business financial management.
- We prioritize transparent communication and client education in all consultations.
Associations and certifications
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP)
Services
Tax Preparation
Paul D. Voytovich, CPA, CFP provided accurate tax preparation for individuals and businesses, including electronic filing and strategic advice on payroll adjustments. Their expertise covered income tax, estate tax, and investment tax planning to minimize liabilities. Clients received personalized consultations to optimize withholdings and identify deductions for future tax savings.
Estate Planning
The firm offered comprehensive estate planning services, including wills, trusts, and probate guidance. They helped clients organize legal documents, reduce estate taxes, and create plans for asset distribution. Their approach addressed healthcare directives, guardianship, and charitable giving to ensure clients' financial legacies aligned with their intentions.
IRS Audit Representation
Paul D. Voytovich, CPA, CFP represented clients during IRS and NYS audits, resolving back taxes, liens, and wage garnishments. Their services included negotiating payment plans and offers in compromise. They specialized in minimizing penalties and restoring compliance for individuals and businesses facing tax enforcement actions.
QuickBooks Setup
The firm provided QuickBooks setup and training for small businesses, ensuring accurate financial tracking. Services included chart of accounts configuration, transaction reconciliation, and staff training. This helped clients maintain organized records for payroll, tax reporting, and financial decision-making.
Financial Consulting
Paul D. Voytovich, CPA, CFP offered strategic financial consulting for business owners and individuals. Their services covered cash flow management, retirement planning, and business succession strategies. They integrated tax-efficient solutions with long-term financial goals to help clients achieve stability and growth.
People
Paul D. Voytovich
CPA, CFP
Paul Voytovich has over 36 years of experience in accounting and financial planning. He managed his own public accounting firm since 1995, specializing in tax strategy and estate planning. Recognized as a Five Star Wealth Manager in 2011, he focused on personalized client solutions for complex financial challenges.
Mary Lou Voytovich
Home Bookkeeping Specialist
Mary Lou Voytovich transitioned from a 30-year nursing career to manage personal and home bookkeeping services. She specialized in QuickBooks Online and handled administrative tasks, budgeting, and retirement account management to support clients' daily financial needs.
Questions
What accounting services do you offer for small businesses?
We provide bank reconciliations, income statements, balance sheets, payroll processing, and QuickBooks setup to help small businesses manage financial operations effectively.
How can you assist with estate planning?
We help organize wills, trusts, healthcare directives, and tax strategies to ensure your assets are distributed according to your wishes while minimizing probate costs.
Do you handle IRS tax problems?
Yes, we represent clients in IRS audits, negotiate payment plans, resolve back taxes, and address wage garnishments or liens to restore tax compliance.
What financial planning services are available?
We offer retirement planning, cash flow analysis, investment portfolio reviews, and tax-efficient wealth transfer strategies tailored to individual and business needs.
Is your firm still accepting new clients?
Unfortunately, we have closed our doors after 28 years of service and are no longer accepting new clients.
