Business Details
29 Years
experience
Your Trusted Partner for Accounting Solutions
Founded in 1997, Yaeger Treviso & Associates has established itself as a trusted regional accounting firm dedicated to delivering comprehensive financial solutions. Our team of Certified Public Accountants, Enrolled Agents, and seasoned professionals brings decades of combined experience to serve both individual and business clients. We prioritize personalized service, actively listening to client needs while leveraging technical expertise in accounting, tax planning, and consulting. With two convenient locations and a commitment to exceeding expectations, we focus on building long-term partnerships through transparent communication and tailored strategies.Our professionals hold advanced certifications and maintain deep familiarity with industry-specific challenges, ensuring clients receive actionable insights aligned with evolving regulatory standards. By emphasizing proactive problem-solving and client education, we empower informed financial decisions that support both short-term objectives and long-term growth.
Services
Tax Preparation
Financial Consulting
Bookkeeping Services
Estate Tax Planning
IRS Representation
QuickBooks Consulting
Business Valuations
Succession Planning
Details
- Year established: 1997
Highlights and features
- Certified Public Accountants with 25+ years of combined experience
- Personalized service tailored to individual client needs
- 70+ years of combined team expertise in accounting and taxation
- Proactive approach to tax planning and financial strategy
- Commitment to transparent communication and client education
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, including federal, state, and local tax returns. Our experts stay current with changing regulations to ensure compliance while maximizing deductions. Specializing in multi-state taxation and complex returns, we offer accurate filings for all business structures and personal situations.
Financial Consulting
Our consulting services focus on strategic financial planning, budgeting, and forecasting. We help businesses develop effective financial policies and individuals create retirement and education plans. With expertise in entity structure optimization and succession planning, we deliver actionable insights to support long-term financial goals.
IRS Representation
We offer professional representation before the IRS and state tax authorities for audits, collections, and penalty abatement. Our team negotiates offers in compromise and resolves tax disputes while maintaining compliance. This service ensures clients receive expert advocacy during complex tax-related proceedings.
Bookkeeping Services
We provide complete bookkeeping and controllership services, including financial statement preparation and month-end closing. Our QuickBooks consulting helps businesses optimize accounting processes. This service supports accurate financial reporting and informed business decision-making through organized financial records.
Estate Tax Planning
Our estate tax planning services include trust administration, gift tax filings, and succession strategies. We help clients minimize tax liabilities while ensuring smooth asset transfer. Specializing in complex estate matters, we provide customized solutions that align with individual family and business needs.
People
Jon I. Yaeger
CPA
With 30+ years in accounting and 27 in taxation, Jon specializes in business valuations, financial statements, and tax planning. He graduated from SUNY Brockport and enjoys outdoor activities in the Adirondacks.
Charles A. Treviso
CPA, CFE, PFS
Offering 25+ years of experience, Chuck focuses on estate planning, retirement strategies, and small business taxation. A RIT graduate, he balances work with family time and community involvement in Fairport.
Lisa F. Marou
CPA
Lisa brings 15+ years of expertise in tax preparation and consulting. A St. John Fisher College graduate, she specializes in individual and business tax strategies while enjoying family time in Ontario, NY.
Rebecca L. Robbins
CPA
Specializing in multi-state and real estate taxation, Rebecca has 15+ years of experience. A Roberts Wesleyan College graduate from Bergen, NY, she enjoys sports and family activities.
Carl Gangarosa
CPA
With 30+ years in accounting, Carl excels at financial policy development and controllership. A SUNY Geneseo graduate, he balances professional expertise with family life in Penfield, NY.
Questions
What accounting services do you offer?
We provide tax preparation, financial consulting, bookkeeping, IRS representation, estate planning, and QuickBooks consulting for individuals and businesses.
How are you different from other accounting firms?
Our team combines 70+ years of experience with personalized service, focusing on long-term client relationships and tailored financial solutions.
Can I schedule an appointment outside regular hours?
During tax season, we offer extended weekday hours and Saturday appointments. Off-season hours are standard business hours.
Do you work with small businesses?
Yes, we specialize in serving small businesses with tax planning, financial reporting, and advisory services tailored to their specific needs.
What certifications do your staff hold?
Our team includes Certified Public Accountants (CPAs) and Enrolled Agents (EAs) with expertise in various accounting specialties.
