Financial advisors and CPAs have different job functions by nature but often these roles can be combined into one person. CPAs typically…read more

Why You Should Hire A CPA When running a small business, sometimes it can be hard to determine what route to take…read more

When it comes to any business’s financial records, it is always necessary to make sure everything is reported accurately. Whether it’s an…read more

People don’t always like to think about it, but chances are someday you’ll be retired. Although it’s nice to think that you’ll…read more

Running a business comes with many responsibilities. It’s probably safe to say that financial bookkeeping is not one of the responsibilities that…read more

Finances can get quite complicated for people in their thirties. It is often a time when people start their families or purchase…read more

In recent news, the IRS released information that indicates an effort to help fix the student loan crisis currently burdening people across…read more

An Overview of Money Laundering by Your CPA Team in Rochester, NY Money laundering quickly catches attention in headlines and breaking news….read more

Your Rochester Wealth Care Team’s Recommendations Before Sending Your Child to School   It’s back to school time! Parents have a lot…read more

The pros and cons of Roth IRAs, which were introduced 20 years ago, are well understood. All money flowing into Roth IRAs…read more