About Us

For almost 40 years, we have proudly provided tax and accounting services, and for over 20 years financial services to our valued clients in Lockport and all of Western New York, as well as other areas of the country.

Our dedicated and professional staff is able to help you with all of your small business and individual needs, including payroll and bookkeeping services, taxation and other accounting services, as well as investment, retirement, insurance, and other financial services. We believe in leveraging technology and streamlined systems to offer great service, value, and quality with a small business and personal feel.

Meet our team

Your WNY source for dedicated tax professionals and financial planning!




Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.