(Ranked by number of local CPAs*)
1. The Bonadio Group (3)
171 Sully’s Trail, Suite 201
Pittsford, NY 14534
(585) 381-1000
www.bonadio.com
No. of CPAs Local/Outside Local(1) Area: 79/37
Total Staff Local/Outside Local(1) Area: 167/146
No. of Offices Local/Outside Local(1) Area: 1/5
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Benefit plan audits, business intelligence/profitability consulting,
cost segregation studies, enterprise risk management, estate planning, executive recruiting, financial/
wealth management, forensic/fraud investigations, human resources consulting, internal advisory services,
internal audit outsourcing, litigation support, mergers and acquisitions, payroll services, receivables
management consulting, Sarbanes-Oxley compliance, wealth advisory
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: Labor, public companies
Top Local Executive(s): Thomas Bonadio (managing partner)
Year Founded Locally: 1978
2. PricewaterhouseCoopers LLP
1100 Bausch & Lomb Place
Rochester, NY 14604
(585) 232-4000
www.pwc.com
No. of CPAs Local/Outside Local(1) Area: 65/NA
Total Staff Local/Outside Local(1) Area: 110/155,000
No. of Offices Local/Outside Local(1) Area: 1/NA
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Sarbanes-Oxley compliance, IT controls testing, initial public
offering services, international financial reporting services, mergers and acquisitions, transaction services
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: Higher education, technology, consumer products
Top Local Executive(s): Edward Kay Jr. (office managing partner)
Year Founded Locally: 1890
3. EFP Rotenberg LLP (4)
180 Canal View Blvd., Suite 100
Rochester, NY 14623
(585) 427-8900
www.efpcpa.com; www.rotenbergllp.com
No. of CPAs Local/Outside Local(1) Area: 60/8
Total Staff Local/Outside Local(1) Area: 135/25
No. of Offices Local/Outside Local(1) Area: 2/5
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): SEC and Sarbanes-Oxley compliance, mergers and acquisitions,
business valuations, litigation support, forensics, fraud and investigative services, cost
segregation studies, tax and estate planning, health care reimbursement, corporate compliance,
long-term care planning, employee benefit plans, revenue compliance
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: Y
Other Types of Clients: SEC, construction, manufacturing, education, automotive dealerships,
labor, real estate, agriculture, startups, high technology, assisted living, estates and trusts
Top Local Executive(s): Robert Porretti (chairman); Thomas Englert (CEO); Timothy McNamara (chief operating officer)
Year Founded Locally: 1960
4. Mengel, Metzger, Barr & Co. LLP
100 Chestnut St., Suite 1200
Rochester, NY 14604
(585) 423-1860
www.mengelmetzgerbarr.com
No. of CPAs Local/Outside Local(1) Area: 44/13
Total Staff Local/Outside Local(1) Area: 84/25
No. of Offices Local/Outside Local(1) Area: 1/1
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Mergers and acquisitions, Empire Zone, business valuations, SEC services,
litigation and support, forensics, cost segregation studies, estate and succession planning, bank financing
and bonded assistance, grant writing, personal cash management, cost certifications, QuickBooks training, ESOPs
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: Manufacturing, construction, wholesale distribution, professional service organizations,
investment advisers, high technology, startups, retail, real estate development, estates and trusts, employee
benefits plans, automotive dealerships, school districts
Top Local Executive(s): Thomas Wolf (managing partner)
Year Founded Locally: 1975
5. Deloitte & Touche LLP
2200 Chase Square
Rochester, NY 14604
(585) 238-3300
www.deloitte.com
No. of CPAs Local/Outside Local(1) Area: 43/8,688
Total Staff Local/Outside Local(1) Area: 75/44,357
No. of Offices Local/Outside Local(1) Area: 1/101
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Sarbanes-Oxley compliance, SEC audit services, mergers and acquisitions,
valuations and litigation, enterprise risk, human resource consulting, state and local tax, international
tax, multi-state tax, transfer pricing, tax management advisory, corporate tax compliance, actuarial services, financial advisory, business process outsourcing, enterprise resource planning and supply chain,
systems selection and implementation, corporate and executive services
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: N
Financial Inst.: N
Small Business: Y
Foundations: N
Other Types of Clients: Manufacturing, life sciences, telecommunications and technology
Top Local Executive(s): Raymond D’Agostino (office managing partner)
Year Founded Locally: 1950
6. Insero & Co. CPAs P.C.
100 Chestnut St., Suite 1500
Rochester, NY 14604
(585) 454-6996
www.inserocpa.com
No. of CPAs Local/Outside Local(1) Area: 40/0
Total Staff Local/Outside Local(1) Area: 80/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): SEC services, Sarbanes-Oxley compliance, business and tax planning,
cost segregations, research and development tax credit studies, capital formation, mergers and acquisitions,
small business consulting and accounting, succession and estate planning, litigation support, wealth management,
business valuation, outsourced internal audit, large company internal audit, employee benefit plan audits
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: N
Non-Profit/Gov’t: N
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: N
Other Types of Clients: Manufacturing, distribution, construction, real estate, high technology, closely held companies
Top Local Executive(s): Frank Insero (CEO)
Year Founded Locally: 1973
7. Davie Kaplan CPA P.C.
1000 First Federal Plaza
Rochester, NY 14614
(585) 454-4161
www.daviekaplan.com
No. of CPAs Local/Outside Local(1) Area: 35/NA
Total Staff Local/Outside Local(1) Area: 80/NA
No. of Offices Local/Outside Local(1) Area: 1/NA
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Mergers and acquisitions, management advisory, small business services,
wealth management, business valuations, cost segregation studies, estate and succession planning, pension
administration, litigation support, Empire Zone, long-term care planning
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: Y
Other Types of Clients: Manufacturing, construction, wholesale distribution, retail, technology,
real estate development, franchises, estates and trusts, ESOPs, employee benefit and retirement plans,
restaurants, exporting
Top Local Executive(s): Patrick George (managing partner)
Year Founded Locally: 1970
8. Ernst & Young LLP
710 Bausch & Lomb Place
Rochester, NY 14604
(585) 987-4600
www.ey.com
No. of CPAs Local/Outside Local(1) Area: 29/NA
Total Staff Local/Outside Local(1) Area: 69/135,000
No. of Offices Local/Outside Local(1) Area: 1/130
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Transactions (diligence, valuation, merger integration), internal
audit outsourcing and teaming, business advisory (finance supply chain, customer transformation),
IT enterprise resource planning services, International Financial Reporting Standards, working capital improvement
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: Automotive, banking and capital markets, biotechnology, consumer products,
insurance, media and entertainment, mining and metals, oil and gas, pharmaceutical, power and utilities,
real estate, technology, telecommunications
Top Local Executive(s): Michael O’Leary (office managing partner)
Year Founded Locally: 2002
9. Freed Maxick & Battaglia CPAs P.C.
100 Meridian Centre, Suite 310
Rochester, NY 14618
(585) 271-2300
www.freedmaxick.com
No. of CPAs Local/Outside Local(1) Area: 18/89
Total Staff Local/Outside Local(1) Area: 32/230
No. of Offices Local/Outside Local(1) Area: 1/2
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): SEC services, business and technology risk management,
Sarbanes-Oxley compliance, internal audit, litigation support, forensic accounting,
business valuations, cost segregation, Empire Zone, mergers and acquisitions, international tax,
expatriate tax, multi-state tax, federal and state tax credits, research and development credits,
benefit plan audits, governmental audits
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: Public companies, banks, manufacturing and distribution, school districts,
long-term care, private equity groups, agribusiness, real estate, service industry
Top Local Executive(s): Michael Russo (managing director)
Year Founded Locally: 1984
10. DeJoy, Knauf & Blood LLP
39 State St., Suite 600
Rochester, NY 14614
(585) 546-1840
www.teamdkb.com
No. of CPAs Local/Outside Local(1) Area: 17/NA
Total Staff Local/Outside Local(1) Area: 52/NA
No. of Offices Local/Outside Local(1) Area: 1/NA
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Mergers and acquisitions, Sarbanes-Oxley compliance, financing assistance,
fee-based financial planning, business valuations
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: Closely held businesses, construction, high technology, real estate development,
professional investment managers, restaurants
Top Local Executive(s): David DeJoy (managing partner)
Year Founded Locally: 1990
11. Salmin, Celona, Wehrle & Flaherty LLP
1170 Chili Ave.
Rochester, NY 14624
(585) 279-0120
www.scwf-cpa.com
No. of CPAs Local/Outside Local(1) Area: 14/NA
Total Staff Local/Outside Local(1) Area: 24/NA
No. of Offices Local/Outside Local(1) Area: 1/NA
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Affordable-housing services, business valuations, bankruptcy and business
turnaround, debt and equity financing, forecasts and projections, litigation support, mergers and acquisitions,
personal financial services, estate and succession planning, computerized bookkeeping and training
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: Real estate, construction, manufacturing, retail, telephone companies, labor,
employee benefit plans, trusts
Top Local Executive(s): Timothy Flaherty (managing partner); Paul Salmin (partner); James Wehrle (partner)
Year Founded Locally: 1950
12. KPMG LLP
265 Clinton Square
Rochester, NY 14604
(585) 454-1644
www.us.kpmg.com
No. of CPAs Local/Outside Local(1) Area: 10/NA
Total Staff Local/Outside Local(1) Area: 24/137000
No. of Offices Local/Outside Local(1) Area: 1/NA
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): CFO advisory, business valuation, financial risk management,
forensics, regulatory and compliance services, IT advisory, legislative, mergers and acquisitions,
operations risk management, Sarbanes-Oxley compliance, trade and customs, transactional services
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: N
Foundations: Y
Other Types of Clients: Higher education, research, retail, technology, industrial
Top Local Executive(s): Timothy G. White (managing partner)
Year Founded Locally: 1961
13. Kasperski Owen & Dinan CPAs LLC
500 Linden Oaks
Rochester, NY 14625
(585) 641-0530
www.kodcpas.com
No. of CPAs Local/Outside Local(1) Area: 10/0
Total Staff Local/Outside Local(1) Area: 18/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Enterprise risk management, outsourced support, trusts and estate
planning, mergers and acquisitions, retirement and employee benefit plan audits, HUD audits
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: N
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: Y
Other Types of Clients: Closely held companies, manufacturing, wholesale and distribution,
real estate, retail, service organizations, employee benefit plans, law firms, construction, automotive
Top Local Executive(s): Richard Kasperski (managing partner)
Year Founded Locally: 2005
14. Thaney & Associates CPAs P.C.
2024 West Henrietta Road, Building 4B
Rochester, NY 14623
(585) 427-2410
www.thaneyca.com
No. of CPAs Local/Outside Local(1) Area: 7/6
Total Staff Local/Outside Local(1) Area: 26/10
No. of Offices Local/Outside Local(1) Area: 2/3
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Finance and estate planning, cost segregation, internal controls, forensics,
valuations, mergers and acquisitions, incorporating and planning for new business ventures, management
advisory, business development, bookkeeping
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: N
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: Manufacturers, automobile dealerships, retailers, construction companies,
agricultural, estates and trusts, real estate, law firms, professional services
Top Local Executive(s): Edward Thaney (partner)
Year Founded Locally: 1978
15. Bonn, Shortsleeve & Ray LLP
300 Linden Oaks
Rochester, NY 14625
(585) 381-9660
www.bsrllp.com
No. of CPAs Local/Outside Local(1) Area: 7/0
Total Staff Local/Outside Local(1) Area: 14/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Business valuation, estate planning, wealth preservation, forensics,
paperless document management
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: Real estate development, construction, manufacturing, professional sports,
estates and trusts
Top Local Executive(s): Kenneth Bonn Jr. (managing partner)
Year Founded Locally: 1991
16. Heveron & Heveron CPAs P.C.
260 S. Plymouth Ave.
Rochester, NY 14608
(585) 232-2956
www.heveroncpa.com
No. of CPAs Local/Outside Local(1) Area: 6/0
Total Staff Local/Outside Local(1) Area: 16/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Compliance audits, internal audits, QuickBooks training, cost certifications,
non-profit registrations, bookkeeping
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: N
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: Y
Other Types of Clients: Affordable housing, religious organizations
Top Local Executive(s): John Heveron Jr. (president)
Year Founded Locally: 1972
17. Richard Gray & Company, CPA P.C.
2401 Monroe Ave.
Rochester, NY 14618
(585) 244-8080
www.richardgraycpa.com
No. of CPAs Local/Outside Local(1) Area: 6/0
Total Staff Local/Outside Local(1) Area: 11/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Business and tax planning, small business services, financial planning,
retirement and estate planning, employee benefit plan audits
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: N
Other Types of Clients: Closely held businesses
Top Local Executive(s): Richard Gray (managing partner)
Year Founded Locally: 2005
Robinson & Gordon CPAs P.C.
95 Allen’s Creek Road, Building 1, Suite 202
Rochester, NY 14618
(585) 244-9590
www.mrgp.com
No. of CPAs Local/Outside Local(1) Area: 6/0
Total Staff Local/Outside Local(1) Area: 11/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Estate and succession planning for closely held businesses, business
valuations, mergers and acquisitions, financial planning, computerized bookkeeping and training,
banking and bonding assistance
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: Y
Other Types of Clients: Auto dealerships, construction, estates and trusts, manufacturing,
startups, wholesale distribution, retail, real estate development, fire districts
Top Local Executive(s): Mark Robinson (managing partner)
Year Founded Locally: 1992
19. Raymond F. Wager CPA P.C.
1020 Lehigh Station Road, Suite 2
Henrietta, NY 14467
(585) 321-5643
No. of CPAs Local/Outside Local(1) Area: 5/0
Total Staff Local/Outside Local(1) Area: 23/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Municipal services, fiscal planning, non-profit accounting
Types of Clients-
Commercial Business: N
Individuals: Y
Health Care: N
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: Y
Other Types of Clients: NA
Top Local Executive(s): Raymond Wager (president )
Year Founded Locally: 1988
20. Viele, Solimano & Swagler CPA P.C.
1 E. Main St., Suite 200
Rochester, NY 14614
(585) 232-2670
www.vsscpa.com
No. of CPAs Local/Outside Local(1) Area: 5/0
Total Staff Local/Outside Local(1) Area: 13/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Estate and retirement planning, pension and profit-sharing plans,
IRS representation, accounting software selection and implementation, bookkeeping, financial forecasts
and projections, management advisory, business entity selection, cash flow and budgeting analysis
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: Y
Other Types of Clients: Trusts and estates
Top Local Executive(s): Steven Solimano (president)
Year Founded Locally: 1972
21. Gordon & Chodak CPAs P.C.
40 Office Park Way
Pittsford, NY 14534
(585) 586-6210
www.gordonandchodak.com
No. of CPAs Local/Outside Local(1) Area: 5/0
Total Staff Local/Outside Local(1) Area: 8/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Valuations, estates, elder care, financial planning, bookkeeping
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care:
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: Y
Small Business: Y
Foundations: Y
Other Types of Clients: NA
Top Local Executive(s): Steven Gordon (founding member); Alan Chodak (partner)
Year Founded Locally: 1988
22. Yaeger, Treviso & Associates Inc.
661 Ridge Road
Webster, NY 14580
(585) 671-1130
www.yt-a.com
No. of CPAs Local/Outside Local(1) Area: 4/0
Total Staff Local/Outside Local(1) Area: 9/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Cost segregation studies, cash flow and treasury services,
preparation and submission of minority business applications, personal and business income tax
planning, IRS representation, offers-in-compromise negotiations, succession planning, budgets,
forecasts and projections, financing, startups, multi-state tax, bookkeeping, computerized
training and accounting system implementation
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: Y
Other Types of Clients: Manufacturing, auto dealerships, homebuilders, convenience stores,
real estate development, construction, specific trade contractors, wholesale, retail business
establishments, estates and trusts
Top Local Executive(s): Jon Yaeger (founder); Charles Treviso (partner)
Year Founded Locally: 1997
23. Bailey, Carr & Co. CPAs
2565 Brighton Henrietta Townline Road
Rochester, NY 14623
(585) 272-9870
www.baileycarrcpa.com
No. of CPAs Local/Outside Local(1) Area: 4/1
Total Staff Local/Outside Local(1) Area: 8/2
No. of Offices Local/Outside Local(1) Area: 1/1
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Forensic accounting, valuation services, estate planning,
pension plan audits, management advisory services
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: N
Other Types of Clients: Contractors, manufacturing, professional services, farms, retail
Top Local Executive(s): Christopher Bailey (president)
Year Founded Locally: 1976
Greendyke Jencik & Associates PLLC
110 C Linden Oaks
Rochester, NY 14625
(585) 899-3470
No. of CPAs Local/Outside Local(1) Area: 4/0
Total Staff Local/Outside Local(1) Area: 8/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: N
Tax Services: Y
Accounting:
Consulting: Y
Other Services/Specialties (2): Mergers and acquisitions, FAS 109 and FIN 48 services
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care:
Non-Profit/Gov’t:
Professional Corp.: Y
Financial Inst.:
Small Business: Y
Foundations: Y
Other Types of Clients: Trusts and estates
Top Local Executive(s): Peter Greendyke; Barry Jencik; Tricia Oaks; Casey Murphy (partners)
Year Founded Locally: 2004
25. Sardone, Robinson & Associates CPAs LLP
115 Metro Park
Rochester, NY 14623
(585) 232-8550
www.cpasrs.com
No. of CPAs Local/Outside Local(1) Area: 4/0
Total Staff Local/Outside Local(1) Area: 7/0
No. of Offices Local/Outside Local(1) Area: 1/0
Services Offered-
Auditing: Y
Tax Services: Y
Accounting: Y
Consulting: Y
Other Services/Specialties (2): Bookkeeping, business entity selection, business succession planning,
estate and trust tax preparation, estate planning, financial planning, IRS representation, mergers and
acquisitions, payroll services, retirement planning, sales tax services
Types of Clients-
Commercial Business: Y
Individuals: Y
Health Care: Y
Non-Profit/Gov’t: Y
Professional Corp.: Y
Financial Inst.: N
Small Business: Y
Foundations: N
Other Types of Clients: NA
Top Local Executive(s): Christopher Sardone; George Robinson
Year Founded Locally: 2004
*In case of ties, firms are ranked by total local staff.
Notes: Information was provided by individual CPA firms that
responded to an e-mail survey. The survey was limited to firms with at least one office in Monroe County.
(1)Local area is Monroe County.
(2)May not include all available services. Please contact individual firms for details.
(3)The Bonadio Group is the dba for Bonadio & Co. LLP
(4)Eldredge, Fox & Porretti LLP and Rotenberg & Co. LLP merged to form EFP Rotenberg LLP in Jaunary 2009.
NA – Not available
Researched by Julia Dickinson
If you would like your company to be considered for next year’s list, or if there are any corrections or additions, please write to: Research, Rochester Business Journal, 45 East Ave., Suite 500, Rochester, N.Y. 14604; fax (585) 546-3398; or e-mail [email protected]
09/11/09 (C) Rochester Business Journal