Business Details
We have over 30 years of experience providing professional accounting services throughout New York State. Our firm was established on July 1, 2011, building upon a legacy that began with David R. Loiacono's career in 1979. David Loiacono, a Summa Cum Laude graduate, brings over 32 years of expertise as a Certified Public Accountant and member of both the AICPA and NYSSCPA. Joshua D. Loiacono, a Magna Cum Laude graduate and CPA since 2009, joined as an owner in 2011, adding a new generation of leadership. We are BBB accredited and maintain high client ratings on both Facebook and Google, reflecting our commitment to excellence. Our team holds licensure in New York State and adheres to the highest professional standards set by national and state accounting bodies. We specialize in comprehensive bookkeeping, tax preparation for individuals and trusts, payroll management, and business valuation services.
Our problem-solving approach helps clients navigate complex financial challenges while focusing on their core business operations. We operate from two convenient locations in Rome and Camden, ensuring accessible, personalized service for every client. Our dedicated staff, including Michelle Eyncher and administrative professionals, supports seamless delivery of all accounting solutions. We prioritize client satisfaction through transparent communication, timely filing, and secure online portal access for account management. Let us put our public accounting expertise to work for you, delivering reliable results backed by decades of trusted service.
Our problem-solving approach helps clients navigate complex financial challenges while focusing on their core business operations. We operate from two convenient locations in Rome and Camden, ensuring accessible, personalized service for every client. Our dedicated staff, including Michelle Eyncher and administrative professionals, supports seamless delivery of all accounting solutions. We prioritize client satisfaction through transparent communication, timely filing, and secure online portal access for account management. Let us put our public accounting expertise to work for you, delivering reliable results backed by decades of trusted service.
Highlights and features
- We offer over 30 years of continuous public accounting experience.
- Our principals hold CPA licenses and AICPA memberships in NY.
- We are BBB accredited with top ratings on Google.
- Our firm provides secure online portal for real-time account management.
- We serve clients from two offices in Rome and Camden.
Services
Bookkeeping
Our certified professionals manage all bookkeeping tasks, allowing business owners to focus on core operations. We handle daily financial recording, reconciliation, and reporting tailored to small and mid-sized companies in Central New York. Clients receive accurate, up-to-date records that ensure compliance and support informed decision-making throughout the year.
Tax Preparation
Our CPAs prepare and file tax returns for individuals, trusts, and businesses with precision and up-to-date regulatory knowledge. We identify eligible deductions and credits to minimize liability while ensuring full compliance with federal and New York State laws. Clients benefit from proactive tax planning strategies that reduce surprises and optimize financial outcomes year after year.
Payroll Services
We manage complete payroll processing, including direct deposit setup, tax withholdings, and regulatory filings for employers of all sizes. Our system ensures timely, accurate payments while reducing administrative burden and eliminating costly compliance errors for local businesses. Employees gain secure access to pay stubs and tax documents through our online portal, enhancing transparency and satisfaction.
Business Valuation
Our valuation experts provide certified business appraisals for sales, acquisitions, estate planning, and litigation support across diverse industries. We apply recognized methodologies and market data to deliver defensible reports that meet IRS, banking, and legal standards in New York. Clients receive clear, actionable insights into enterprise value, enabling confident negotiations and strategic financial decisions.
New Business Assistance
We guide entrepreneurs through entity selection, registration, and initial tax compliance to establish a solid financial foundation from day one. Our advisors customize accounting systems, payroll setup, and bookkeeping frameworks tailored to the unique needs of each startup venture. This proactive support minimizes risk, ensures regulatory adherence, and positions new businesses for sustainable growth in the Central New York market.
