Business Details
Your Trusted Accounting Partner in East Aurora, NY
Philipps & Brooks CPAs PC has served the Western New York community for over 40 years, providing comprehensive tax and accounting solutions tailored to individual and small business needs. Our team of certified professionals prioritizes personalized service, leveraging deep expertise in tax code navigation, strategic financial planning, and IRS/NYS representation. We specialize in simplifying complex tax matters while maintaining accessibility for clients with straightforward requirements, ensuring all customers receive customized support aligned with evolving regulatory standards. 
Services
Tax Returns
Tax Planning
IRS Representation
Bookkeeping
Business Start-up Services
Payroll Processing
Audit Representation
Estate Tax Services
Sales Tax Registration
Financial Consulting
Highlights and features
- We offer 40+ years of Western New York tax expertise
- Our team provides personalized service for all tax complexities
- Specialized IRS/NYS representation and audit support
- Competitive rates with transparent fee estimates
- Secure digital client portal for document management
Associations and certifications
- CPA
Services
Tax Return Preparation
We prepare federal, state, and local tax returns for individuals and businesses with precision and compliance. Our team stays current with tax code changes to maximize deductions while minimizing liabilities. Clients receive thorough explanations of their returns and proactive planning opportunities.
IRS Representation
Our CPAs advocate for clients during IRS and NYS tax disputes, audits, and collection matters. We analyze notices, negotiate settlements, and implement resolution strategies. With decades of experience, we protect clients' interests while maintaining regulatory compliance.
Bookkeeping Services
We manage complete bookkeeping solutions including general ledger maintenance, bank reconciliations, and payroll processing. Our systems ensure accurate financial reporting for small businesses, enabling informed decision-making and smooth tax season preparation.
Business Start-up Services
We guide entrepreneurs through entity selection, EIN acquisition, and tax registration processes. Our services include S-corporation elections, sales tax setup, and payroll system implementation to establish proper financial foundations for new businesses.
Tax Planning Consultation
We develop customized tax reduction strategies for individuals and businesses throughout the year. Our planning services address income timing, deduction optimization, and retirement contributions to minimize future tax liabilities while supporting financial goals.
People
Richard A. Brooks
CPA, Principal
Richard Brooks leads our firm with over 40 years of Western New York tax expertise. He specializes in complex tax resolution and strategic planning for individuals and small businesses.
Karen Kellogg
CPA, Tax Manager
Karen Kellogg oversees tax operations with specialized knowledge in business taxation and IRS compliance. She ensures accurate, timely filings while maintaining client-focused service standards.
Cara L. Sheehan
CPA
Cara Sheehan provides comprehensive accounting services with expertise in individual tax preparation and small business consulting. She focuses on personalized solutions for long-term financial success.
Theo Fadel
CPA
Theo Fadel specializes in audit representation and tax controversy resolution. His technical proficiency helps clients navigate complex IRS/NYS challenges with confidence and clarity.
Lisa Polinski
Director of Operations
Lisa Polinski manages daily operations and client relations. With extensive experience in accounting systems, she ensures efficient service delivery and client portal functionality.
Questions
What tax services do you offer for individuals?
We provide complete individual tax services including return preparation, audit representation, and strategic planning for retirement, home purchases, and life changes.
Can you help small businesses with accounting setup?
Yes, we assist with business formation, payroll systems, bookkeeping, and tax registration. Our start-up services help establish proper financial foundations for new companies.
How do you handle IRS notices or audits?
Our CPAs analyze notices, communicate with agencies, and develop resolution strategies. We represent clients during audits to ensure fair treatment and compliance.
What are your office hours during tax season?
We're open Monday-Thursday 9:00 AM - 5:00 PM from April 18th through August 29th. Document drop-off is available outside regular hours.
Do you offer digital document submission?
Yes, our secure TaxDome portal allows safe document sharing and communication. Most clients prefer this convenient, encrypted submission method.
How do your fees compare to other firms?
Our rates are competitive with other local accounting firms. We provide cost estimates before work begins and often offer more personalized service than national chains.
