To ascertain the needs of our clients and focus on fulfilling those needs through highly professional services. We are committed to enhancing the profitability of our clients through services that add value to their personal and business well-being. We measure our success by our clients’ success.
To consistently exceed the expectations of our clients.
Our clients include a variety of enterprises such as retailers, manufacturers, restaurants, auto dealers, construction and housing, service organizations, hotels and motels, information technology, estates, trusts, scrap processors, professional practices, nonprofit organizations, investment managers, employee benefit plans and many others.
Partners and staff of the firm have presented seminars and educational programs for the public. We have sponsored programs in taxation and financial planning for hospitals, educational institutions and various other entities. We have appeared on radio and television talk shows and spoken about new tax laws, charitable contributions and other related subjects.
Members of our firm are active in industrial development groups, community foundations and other nonprofit organizations. A major local hospital named one of our employees as “Humanitarian of the Year” for his long years of service to the hospital. We feel that these activities enhance the firm’s reputation, as well as provide vital community service. Every member of our team is encouraged to not only support but become actively involved in various organizations. We are proud of the leadership roles such as presidents; treasurers, committee chairs and board of directors our team members commit to on a daily basis. Some of those memberships have included:
- ARC Oneida Lewis Chapter
- Center for Family Life and Recovery
- Community Foundation of Oneida & Herkimer Counties
- Family Services
- Mohawk Valley Council on Alcoholism and Addictions
- Multicultural Assoc. of Medical Interpreters
- Northeastern District of the Christian & Missionary Alliance
- Oneida County Industrial Development Agency
- Rescue Mission of Utica
- Resource Center for Independent Living
- Samaritan Counseling Center
- Toys for Tots
- Utica Industrial Development Agency
- United Way