Paul D. Voytovich, CPA, CFP offers a broad range of services for business owners, executives, independent professionals, and taxpayers at all income levels. Our services encompass nearly every aspect of financial life. We are experienced in all matters of accounting and taxation, IRS and NYS problem resolution, estates and trusts, business formation, financial services, real estate transactions, and business sales.
Since our beginning in 1995, our firm's reputation for providing quality service reflects the high standards we demand of ourselves. We pride ourselves on being responsive to the needs of our clients. The taxpayer - that's someone who works for the federal government but doesn't have to take the civil service examination.
Since our beginning in 1995, our firm's reputation for providing quality service reflects the high standards we demand of ourselves. We pride ourselves on being responsive to the needs of our clients. The taxpayer - that's someone who works for the federal government but doesn't have to take the civil service examination.
Services
Paul D. Voytovich, CPA, CFP: Paul has over 36 years of experience as an accountant, manager, and executive in both private industry and public accounting firms.
Paul's unique combination of experience qualifies him to provide his clients with the accounting, tax and financial consulting services necessary to meet today's challenges and prepare for tomorrow.
Paul was named a FIVE STAR Wealth Manager in 2011 and a finalist for that honor in 2012 by Buffalo Spree magazine.
Mary Lou Voytovich: Mary Lou has transitioned from a 30 year career as an operating room nurse to become our personal and home bookkeeping specialist.
Paul's unique combination of experience qualifies him to provide his clients with the accounting, tax and financial consulting services necessary to meet today's challenges and prepare for tomorrow.
Paul was named a FIVE STAR Wealth Manager in 2011 and a finalist for that honor in 2012 by Buffalo Spree magazine.
Mary Lou Voytovich: Mary Lou has transitioned from a 30 year career as an operating room nurse to become our personal and home bookkeeping specialist.
Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
Whether you are no longer entirely independent or simply need extra help to enjoy your life, we can assist you in any of the following areas.
Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
Whether you are no longer entirely independent or simply need extra help to enjoy your life, we can assist you in any of the following areas.
Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
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