Business Details
48 Years
experience
Certified Public Accountants in Olean, NY
Proto & Loskey, LLC has been delivering high-quality accounting, auditing, tax, and management advisory services since 1978. Our firm prioritizes client satisfaction through rigorous adherence to professional standards and personalized attention. With decades of experience serving privately-owned businesses, institutions, municipalities, and non-profits, we specialize in audits of federally funded programs, corporate taxation, and retirement planning. Our team's expertise extends to financial planning, payroll, and blockchain technologies, ensuring comprehensive solutions for evolving client needs.We maintain licenses in New York and Pennsylvania, reflecting our commitment to regional and state-specific compliance. Our leadership in local community initiatives, including major fundraising campaigns for the Olean Family YMCA and Olean General Hospital, underscores our dedication to both professional excellence and civic responsibility. Our professionals hold advanced degrees and certifications from institutions like St. Bonaventure University, Canisius College, and the University of Buffalo, ensuring technical depth across all service areas.
Services
Accounting Services
Tax Preparation
Auditing
Financial Planning
Management Advisory
Details
- Year established: 1978
Highlights and features
- We offer 45+ years of experience in accounting and tax services
- Our team holds advanced degrees from St. Bonaventure University and Canisius College
- Specialized expertise in audits of federally funded programs
- Licensed CPAs in both New York and Pennsylvania
- Active community leadership through YMCA and hospital board involvement
Services
Accounting Services
Our accounting services provide comprehensive financial record-keeping and reporting solutions for businesses of all sizes. We handle day-to-day financial transactions, payroll processing, and financial statement preparation. With expertise in QuickBooks and other accounting software, we ensure accurate and timely financial management for clients in Western New York and Northwest Pennsylvania.
Tax Preparation
We offer complete tax preparation services for individuals, businesses, and non-profit organizations. Our team stays current with evolving tax regulations to ensure compliance while maximizing deductions. Specializing in both New York and Pennsylvania state tax requirements, we provide strategic tax planning to minimize liabilities and optimize financial outcomes.
Auditing
Our auditing services include comprehensive examinations of financial statements and internal controls. We conduct audits for government agencies, non-profits, and private businesses, ensuring compliance with federal regulations. With decades of experience in federally funded program audits, we deliver accurate assessments and actionable recommendations for improved financial governance.
Financial Planning
We provide personalized financial planning services covering retirement strategies, estate planning, and investment management. Our Certified Financial Planners develop customized solutions aligned with clients' long-term goals. Utilizing advanced planning tools and industry expertise, we help individuals and businesses achieve financial security and growth.
Management Advisory
Our advisory services help businesses improve operational efficiency and strategic decision-making. We offer guidance on financial systems implementation, compliance frameworks, and organizational development. With deep local market knowledge, we provide actionable insights to enhance profitability and sustainable growth for clients across multiple industry sectors.
People
Louis J. Proto
Founding Partner
Certified Public Accountant and Certified Financial Planner with 40+ years of experience. Holds MST from Canisius College and serves on multiple community boards. Established Proto & Loskey in 1978 after working with national accounting firms.
James Driscoll
Partner
CPA with MBA from St. Bonaventure University. Specializes in tax preparation and financial reporting. Serves on United Way board and completed Leadership Cattaraugus program. Joined firm in 2017 after corporate accounting experience.
Eileen Proto
MBA Holder
CAPM-certified professional with expertise in financial planning and blockchain technology. Holds degrees from St. Bonaventure University and James Madison University. Joined family firm in 2017 after New York City corporate experience.
Jennifer Henton
Supervisor
MBA holder with 15+ years of experience in audits and tax services. Specializes in financial statement reviews and compliance reporting. Graduated from St. Bonaventure University and has served the firm since 2009.
Heather Vaughn
Senior Accountant
Certified QuickBooks ProAdvisor with Series 6 and 63 securities licenses. Handles payroll, bookkeeping, and tax preparation. Notary public with 15+ years of experience at Proto & Loskey. Holds degree from Empire State College.
Questions
What accounting services do you offer?
We provide full-service accounting including bookkeeping, financial statement preparation, payroll processing, and QuickBooks support for businesses in Western New York and Northwest Pennsylvania.
Do you handle both individual and business tax preparation?
Yes, we prepare tax returns for individuals, corporations, non-profits, and government agencies with expertise in both New York and Pennsylvania state requirements.
What areas do you serve?
We primarily serve Western New York and Northwest Pennsylvania, with office locations in Olean, NY providing convenient access for local businesses and organizations.
Are your accountants certified?
Yes, our team includes Certified Public Accountants (CPAs) and Certified Financial Planners with advanced degrees and specialized training from accredited institutions.