Business Details
38 Years
experience
Trusted Accounting & Tax Services in Rochester, NY
De Mott & Smith has been a trusted partner for high net-worth individuals and closely-held businesses in the Rochester, New York area for over 30 years. Our approach combines technical expertise with a deep understanding of clients' personal and professional needs, focusing on non-compliance services that address complex family and business dynamics. Our team of certified professionals maintains rigorous continuing education standards, completing 40+ hours annually, and adheres to a comprehensive quality control policy featuring triennial peer reviews.We specialize in tailored financial planning, tax strategies, and business consulting while maintaining active memberships in the American Institute of CPAs and New York State Society of CPAs. Our commitment to accessibility ensures partners remain directly engaged with clients throughout every engagement, fostering relationships that often span decades.
Services
Tax Preparation
Financial Planning
Accounting Services
Estate Planning
Business Consulting
Audit Support
Payroll Services
Bookkeeping
Tax Controversy Representation
Succession Planning
Details
- Year established: 1988
Highlights and features
- We offer 30+ years of experience serving Rochester's business community
- Our focus on non-compliance services addresses complex family business dynamics
- Each CPA completes 40+ hours of continuing professional education annually
- We maintain rigorous quality control through triennial peer reviews
- Partners remain directly accessible to clients throughout all engagements
Services
Tax Preparation
Our tax preparation services cover individual and business needs with meticulous attention to compliance and optimization. We handle federal, state, and local tax filings while identifying legitimate deductions and credits. Our team stays current with evolving tax codes to ensure accurate, timely submissions for both simple and complex returns.
Financial Planning
We develop customized financial plans addressing retirement strategies, estate preservation, and wealth transfer. Our approach considers tax implications, investment allocation, and long-term care planning. We collaborate with external advisors to create holistic strategies that align with clients' personal and business objectives.
Business Consulting
Our consulting services focus on business succession planning, entity selection, and operational efficiency. We assist with mergers and acquisitions, cash flow analysis, and tax-efficient transaction structuring. Our advisors bring decades of experience working with closely-held businesses across multiple industries.
Audit Support
We provide comprehensive audit, review, and compilation services tailored to financial reporting needs. Our team ensures compliance with accounting standards while delivering actionable insights. We specialize in non-profit assistance and agreed-upon procedures engagements for specific business requirements.
Tax Controversy
Our tax controversy practice handles audits and disputes with federal and state agencies. We represent clients in income, sales, and employment tax matters, leveraging our expertise to resolve issues efficiently. Our approach focuses on minimizing exposure while protecting clients' rights throughout the process.
People
Jason A. DeLaurentiis
Managing Partner
Managing Partner with 20 years of experience serving diverse industries including construction, healthcare, and technology. Specializes in business consulting and tax planning while maintaining active involvement in local non-profit organizations.
Benjamin F. Dobrzynski
Partner
Partner with expertise in tax advisory services for startups and established businesses. Brings Big Four accounting firm experience to our Rochester-based practice while emphasizing client accessibility and responsiveness.
Cara E. Lang
Manager
Tax services manager providing strategic planning and consulting to individuals and closely-held businesses. Focuses on building client relationships and delivering actionable financial insights through personalized service.
Anthony Lenzi
Tax Manager
Tax specialist with expertise in forensic accounting and business taxation. Member of the Rochester NYSSCPA chapter, serving both individual and corporate clients with comprehensive tax compliance and planning solutions.
Laura Putorti
Office Manager
Office Manager with 20+ years of service, overseeing daily operations and client interactions. Combines technical expertise with notary public credentials to support the firm's administrative and client service needs.
Questions
What accounting services do you offer?
We provide auditing, financial statement preparation, bookkeeping, payroll processing, and business advisory services tailored to both individuals and corporations.
How do you approach tax planning?
Our proactive tax planning focuses on minimizing liabilities while maximizing cash flow through strategic timing of payments and benefit optimization.
Do you handle complex tax situations?
Yes, we specialize in multi-state tax compliance, international tax matters, and resolving IRS/state tax controversies.
What financial planning services are available?
We offer comprehensive financial planning covering retirement strategies, estate tax planning, and business succession frameworks.
How do you maintain professional standards?
Our CPAs complete 40+ hours of continuing education annually and undergo triennial peer reviews to ensure compliance with industry standards.
Reviews (4)
Arvid Y.
May 12, 2021
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I've been TurboTax-ing for years now, but my accounts have been pretty straightforward, so filing isn't bad However 2020 was a doozy. Not only did the pandemic happen, but I also bought a house and got married. So with filing taxes jointly and also with the new mortgage, I wanted it done correctly. Jason DeLaurentiis came recommended by a friend. He was pleasant and extremely knowledgeable.
He made my wife and I feel at ease. He also discussed strategies to maximize tax deductions. Even though the service is more expensive than TurboTax, having the peace of mind of an actual CPA looking over my numbers was worth it. The tax savings he provided me by reminding me that I could still retroactively contribute to my HSA in 2020, easily made up for the extra filing costs In addition, Jason seems like an expert when it come to business consulting, acquisition and transition. So that may come in handy in the future.
He made my wife and I feel at ease. He also discussed strategies to maximize tax deductions. Even though the service is more expensive than TurboTax, having the peace of mind of an actual CPA looking over my numbers was worth it. The tax savings he provided me by reminding me that I could still retroactively contribute to my HSA in 2020, easily made up for the extra filing costs In addition, Jason seems like an expert when it come to business consulting, acquisition and transition. So that may come in handy in the future.
Sarah J. Smith
Jan 04, 2020
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I have been in Business for 20 years and have had poor experiences with all the accountants that I have had. I have finally found the accountant that I always needed. My accountant is Jason DiLaurentiis, he is professional, knowledgable, experienced and very patient in explaining things so that I may understand. He is also very acssesible if I have any questions or concerns. I am very happy with the services provided to me at this firm. I finally found a great accountant!
Pam M.
Oct 26, 2019
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I have worked with all of the professionals at this firm for many years, including Jason and Ben, the current principals, and they are extremely knowledgeable, professional and I can highly recommend them for any type of small business tax and review/audit work.
Gail P.
Mar 26, 2016
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Jason d., a cpa at demott and smith requested my social security number for taxes from a trust that he is apparently working on. I do not know him from Adam and asked questions about EXACTLY what he needed my ssn for. He was extremely rude and acted as though I had no right to be inquiring about this. Unprofessional at best, people DO not give out their ssn's when they do not know why. Really.put yourself in my shoes Jason. Maybe you should brush up on your people skills and become a bit more professional Or get out of the business that deals with people.
