Business Details
50+ Years
experience
Trusted Certified Public Accountants in Manlius, NY
Founded in 1946, Daley, LaCombe & Charette, PC is a locally rooted accounting firm dedicated to empowering small and medium-sized businesses, professional practices, and individuals. Our team of certified public accountants brings decades of collective experience, combining technical expertise with personalized service to address both immediate needs and long-term financial goals. As members of the American Institute of Certified Public Accountants and the New York State Society of CPAs, we uphold rigorous professional standards while staying current with evolving accounting and tax regulations through continuous education.Our diverse client base allows us to draw on a broad spectrum of industry insights, enabling tailored solutions that prioritize accuracy, compliance, and strategic financial planning. We are committed to building trusted advisory relationships, ensuring clients receive timely, actionable guidance that fosters financial stability and growth.
Services
Individual Taxation
Business Taxation
Financial Statements
Retirement Planning
Estate Planning
Consulting Services
Details
- Year established: 1946
Highlights and features
- We have over 75 years of experience serving local businesses and individuals.
- Our CPAs are active members of AICPA and NYSSCPA professional organizations.
- We prioritize timely service and personalized financial advisory relationships.
- Continuous education ensures compliance with the latest accounting standards.
- Diverse client experience enables tailored solutions for complex financial needs.
Associations and certifications
- American Institute of Certified Public Accountants
- New York State Society of Certified Public Accountants
Services
Individual Taxation
We provide comprehensive individual tax preparation and planning, ensuring compliance with evolving tax laws while maximizing deductions and credits. Our team helps clients navigate complex tax scenarios, offering strategies to minimize liabilities and optimize financial outcomes. With personalized attention, we address both immediate filing needs and long-term tax efficiency.
Business Taxation
Our business tax services focus on strategic planning and compliance for corporations, partnerships, and sole proprietorships. We analyze financial operations to identify tax-saving opportunities and ensure accurate reporting. By aligning tax strategies with business goals, we help organizations reduce burdens and maintain regulatory compliance throughout the year.
Retirement Planning
We develop customized retirement plans that address income needs, tax efficiency, and risk management. Our approach includes evaluating savings vehicles like IRAs and 401(k)s, projecting future expenses, and creating contingency plans for unforeseen events. Clients receive actionable steps to achieve financial security and peace of mind in retirement.
Estate Planning
Our estate planning services integrate legal and financial strategies to preserve assets and facilitate smooth wealth transfer. We collaborate with attorneys and advisors to create wills, trusts, and tax-efficient plans that align with clients' wishes. The goal is to minimize estate taxes and ensure legacy protection for future generations.
Consulting Services
We offer tailored consulting for accounting system setup, internal controls, and business projections. Our team assists with entity selection, software implementation, and procedural reviews to enhance financial management. By addressing operational inefficiencies, we help businesses improve accuracy, compliance, and long-term sustainability.
People
Ben Tavolaro
Principal
Ben Tavolaro leads the firm with expertise in accounting and client advisory services. He focuses on delivering strategic financial solutions tailored to business and individual needs.
Mike Burt
Senior Manager
Mike Burt, a CPA, oversees complex accounting projects and client relationships. His experience ensures high-quality service in tax compliance and financial reporting.
Michelle Burgess
Manager
Michelle Burgess specializes in tax planning and consulting, providing clients with actionable strategies to optimize financial outcomes and regulatory compliance.
Mitchell Smith
Senior Accountant
Mitchell Smith handles detailed accounting tasks and client support, ensuring accuracy in financial statements and tax filings for diverse clients.
Dede Harris
Accountant
Dede Harris provides precise accounting services, focusing on client needs in tax preparation and financial reporting with a commitment to excellence.
Questions
What accounting services do you offer?
We provide tax preparation, financial statements, retirement planning, estate planning, and business consulting tailored to individual and corporate needs.
How can you help with tax planning?
We analyze your financial situation to identify tax-saving opportunities, ensure compliance, and develop strategies to minimize liabilities throughout the year.
Do you work with small businesses?
Yes, we specialize in supporting small and medium-sized businesses with accounting, tax, and financial advisory services since 1946.
What is your approach to retirement planning?
We create personalized plans using tax-efficient tools like IRAs and 401(k)s, ensuring financial security and addressing potential risks in retirement.
How do you handle estate planning?
We collaborate with legal and financial professionals to design tax-efficient estate plans that preserve assets and align with your legacy goals.
