Business Details
Trusted CPA Services for Businesses Nationwide
Bucknam & Rodecker CPAs is a cloud-based CPA firm specializing in tax and business advisory services for businesses and their owners. With over 30 years of combined experience, we serve clients nationwide, offering personalized solutions tailored to industries including private equity, real estate, restaurants, technology, and professional practices. Our team of certified professionals focuses on proactive tax planning, financial consulting, and strategic advisory to help clients increase profitability, reduce tax liabilities, and navigate complex financial landscapes.We prioritize deep industry expertise, leveraging scalable tools to deliver actionable insights and long-term partnerships. Our commitment to staying ahead of regulatory changes ensures clients receive forward-thinking guidance aligned with evolving business needs. By combining technical proficiency with client-centric service, we aim to be a trusted partner in driving sustainable growth and financial success.
Services
Business Advisory
Tax Planning
Tax Preparation
CFO Consulting
Financial Consulting
Highlights and features
- We offer 30+ years of combined experience in tax and business advisory services.
- Our team specializes in industry-specific expertise for private equity, real estate, and technology firms.
- Proactive tax planning minimizes liabilities while maximizing profitability for clients.
- Nationwide cloud-based service ensures accessibility and flexibility for businesses of all sizes.
- Personalized solutions prioritize client goals with actionable, data-driven financial strategies.
What people say
Exceptional CPA skills
Proactive tax planning
Industry-specific knowledge
Reliable partnership
Responsive support
Services
Business Advisory
Our business advisory services provide tailored guidance to enhance operational efficiency and financial performance. We analyze your unique needs, industry challenges, and growth opportunities to develop actionable strategies. Clients benefit from decades of experience in sectors like private equity, real estate, and technology.
Tax Planning
Proactive tax planning helps minimize liabilities while maximizing savings through year-round financial analysis. We stay ahead of regulatory changes to optimize tax outcomes for businesses and individuals. Our approach ensures compliance while supporting long-term financial goals.
Tax Preparation
We handle complex tax preparation for businesses and individuals, leveraging CPA expertise to ensure accuracy and compliance. Our process integrates ongoing planning to identify deductions and credits, reducing liabilities while meeting deadlines.
CFO Consulting
Our CFO consulting services offer strategic financial management for businesses needing interim leadership or specialized expertise. We provide budgeting, forecasting, and decision-making support to improve financial health and operational efficiency.
Financial Consulting
We deliver comprehensive financial consulting, including bookkeeping, accounting, and compliance support. Our team ensures accurate financial records and strategic insights to guide business decisions across industries.
People
Carissa Conley
Managing Partner
Carissa Conley, CPA, leads as Managing Partner with over 15 years of experience in tax and accounting services. Her expertise in personalized financial strategies and dedication to client success drive the firm's growth and innovation.
Melinda Bucknam
Retired Partner
Melinda Bucknam, CPA, served as a trusted advisor for over a decade, specializing in tax solutions for diverse industries. Her deep knowledge of tax law and commitment to client partnerships left a lasting impact on the firm's legacy.
Daulton McHale
Tax Manager
Daulton McHale, CPA, manages tax operations with a focus on accuracy and compliance. His strategic approach to tax planning and client education ensures businesses navigate complex regulations confidently and efficiently.
Wendy Gifford-Garnsey
Tax Manager
Wendy Gifford-Garnsey oversees tax planning and compliance, bringing expertise in multi-state regulations and industry-specific challenges. Her client-focused approach ensures tailored solutions that align with business objectives and regulatory requirements.
Tori Trerise
Senior Accountant
Tori Trerise provides senior accounting support, specializing in financial reporting and compliance. Her attention to detail and proactive problem-solving help clients maintain accurate records and achieve long-term financial stability.
Questions
What services does Bucknam & Conley offer?
We provide tax planning, business advisory, CFO consulting, and accounting services tailored to industries like private equity, real estate, and technology.
Which industries do you specialize in?
We focus on private equity, real estate, restaurants, technology, veterinary practices, and professional services like law and medicine.
How does your tax planning process work?
We combine year-round financial analysis with proactive strategies to minimize liabilities and maximize profitability for businesses and individuals.
Do you serve clients outside New York?
Yes, as a cloud-based firm, we work with clients nationwide regardless of location.
What sets you apart from other CPA firms?
Our industry-specific expertise, proactive approach, and personalized service create long-term partnerships focused on client success.
Reviews (7)
Rosemarie Riddell-Bogdan
Feb 24, 2021
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We have used Carissa Conley as our business and personal accountant for many years. She is knowledgeable, very efficient and a pleasure to work with. It is easy to give her 5 stars!
Kimberly Hickok
Jan 19, 2021
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My husband and I are both self-employed. His company does business in multiple states. Melinda's firm makes sure we are compliant for each state. His company recently brought on a partner as part of his succession planning. Melinda did a terrific job in helping them set up the partnership, compensation, etc. She and her team worked with our attorney. The process couldn't have been easier. As a marketing consultant, I worked with a DBA for years. Melinda is the one that recommended that I become an LLC and she has been instrumental in making business recommendations that have helped my business grow - from making sure expenses are properly categorized to referring business my way. Highly recommend!
Lisa Desantis
Aug 17, 2020
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Can't be bothered with any questions after taxes are done. All questions need to be emailed. Prices are extremely high, even though the initial quotes we're low. UPDATE:. This year's cpa checked on the return u did last year. Surprise. u added where u should have subtracted. Now we have to refile what u did. $498. Mistake were getting back. Shame on u!
Kimberly Hickok
Mar 25, 2020
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Melinda has done our personal and business taxes (two LLCs!) since 2005. Knowledgeable. Experienced. The best!
Jim Lapointe
Dec 15, 2019
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We always receive GREAT service from Bucknam and Rodecker. They are on top of the law and proactive in helping us. We couldn't be more happy with their service. We are customers for life!
Joy Palenzuela
Aug 19, 2019
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I have used them for over 15 years and they always changing our taxes to benefit us when new laws come out. I highly recommend them!
Joy P.
Dec 20, 2018
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I have been using them for years. I highly recommend them. They make a point of staying current with the most recent ever changing tax laws and are constantly rearranging how we file so that it is to our advantage.
