Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Brockport, NY
Thaney & Associates CPAs, PC has served clients for over 50 years with a commitment to personalized service and professional excellence. Our approach combines deep industry knowledge with a focus on understanding each client's unique needs, delivering tailored solutions in audit, tax, and consulting services. We maintain a partner-to-staff ratio that ensures senior-level involvement throughout every project, prioritizing continuity and expertise. Our team's dedication to proactive planning and compliance helps clients navigate complex financial landscapes while building long-term trust.With five regional offices, we serve over 700 businesses across diverse industries, maintaining a reputation for timely, high-quality service. Our professionals hold certifications including CPA and CVA, reflecting our commitment to specialized expertise. We emphasize staff development and client relationships, ensuring our services align with evolving business goals and regulatory environments.
Services
Tax Services
Business Valuations
Forensic Accounting
Audit Compliance
Estate Planning
Payroll Services
QuickBooks Hosting
Business Brokering
Mergers & Acquisitions
Details
- Year established: 1975
Highlights and features
- We offer 50+ years of combined experience in accounting and tax planning
- Our team includes Certified Valuation Analysts for specialized business services
- We guarantee proactive tax planning to maximize client savings
- Our partner-led approach ensures senior-level expertise on every project
- We maintain continuity through dedicated staff assignments and long-term relationships
Associations and certifications
- CPA
- CVA
Services
Tax Services & Planning
Our tax professionals provide proactive planning for individuals and businesses. We coordinate with attorneys and financial advisors to maximize tax advantages while ensuring compliance. Services include corporate tax returns, estate planning, retirement strategies, and IRS representation. With continuous updates on tax law changes, we help clients achieve long-term savings through strategic planning.
Business Valuations
Certified Valuation Analysts conduct comprehensive business assessments for mergers, acquisitions, and succession planning. We analyze industry trends, competitive landscapes, and growth potential to determine optimal timing for transactions. Our services help owners maximize selling prices and buyers identify valuable opportunities through detailed market analysis.
Forensic Accounting
We investigate financial discrepancies including employee theft, securities fraud, and insurance fraud. Our team identifies vulnerabilities in internal controls and provides recommendations to minimize risk. Services include evidence collection, litigation support, and implementing preventive measures to protect business assets and maintain financial integrity.
Audit Compliance
We offer compilation, review, and audit services that go beyond compliance. Our approach helps clients understand financial statements to improve business decisions. Services include balance sheet analysis, cash flow forecasting, and implementing accounting best practices to enhance financial reporting accuracy and operational efficiency.
Estate Planning
Our experts create customized estate plans to protect assets and ensure proper distribution. Services address wills, trusts, tax implications, and guardianship arrangements. We help clients update plans for life changes like marriages, births, and business transitions while navigating evolving tax regulations to preserve family wealth.
People
Edward F. Thaney
Partner, Business Therapist
With over 30 years of experience, Edward leads tax strategy initiatives and client relationship development. He specializes in complex tax planning for high-net-worth individuals and closely-held businesses.
John A. Gillette, Jr.
Partner, Business Therapist
Certified public accountant with MBA focusing on business valuation and merger strategies. He advises mid-sized companies on succession planning and transaction structuring.
Morgan Alexander
Director of Business Development
Manages client acquisition and market expansion efforts. Specializes in connecting businesses with tailored financial solutions and strategic growth opportunities.
Walter A. MacLaren
CPA, Business Therapist
Provides audit compliance services and financial consulting for corporate clients. Focuses on improving internal controls and financial reporting processes.
Susan Jensen
Senior Bookkeeping Manager
Oversees bookkeeping operations and QuickBooks implementation. Specializes in virtual accounting systems and month-end closing processes for small businesses.
Questions
What accounting services does Thaney & Associates offer?
We provide audit compliance, tax planning, business valuations, forensic accounting, and consulting services tailored to individual and corporate clients.
Do you specialize in specific industries?
Our team serves diverse sectors including not-for-profits, estates, trusts, and closely-held businesses across New York and Florida.
How do you handle business succession planning?
Our Certified Valuation Analysts offer specialized services in mergers, acquisitions, and business brokering with strategic timing analysis.
What makes your tax planning different?
We focus on proactive planning using current tax law knowledge to maximize savings while coordinating with your financial advisors.
Can you assist with new business formation?
Yes, we help establish business entities, develop plans, and connect clients with financing and payroll service providers.
Reviews (4)
Julie Abdella
Feb 28, 2022
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Business way over charges clients for everything, from phone calls to tax services and everything. They finish their work late very dissatisfied with their lack of professionalism.
Wisner Wisner Pllc
May 22, 2021
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Critical: Professionalism, Responsiveness, Value AWFUL. Not responsive to telephone calls when we needed them. Billing is cryptic and in excess of competitive CPA firms. Would not recommend. Wish them the best with their Florida offices.
Anne C.
May 09, 2021
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It's tough to run a business and stay on top of the latest rules and regulations in the industry. It's even more challenging to find a trusted partner to help navigate through volatile markets in an ever-changing global economy. Thaney & Associates deliver a first class service in the most virtuous manner. Make the call, it'll be the last CPA you'll ever need.
Wfp Ha
Apr 03, 2021
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We had some tax questions for our business that were answered promptly and professionally. I would highly recommend them to any business. Plus, the girl at the front desk is a very welcoming and helpful.
