Business Details
Expert Accounting & Tax Services in Rochester
Oertli and Pleschourt is a certified public accounting firm dedicated to delivering exceptional financial services to individuals and businesses. Founded on principles of professionalism, responsiveness, and quality, we combine decades of expertise with personalized attention to meet each client's unique needs. Our team includes Certified Public Accountants (CPA) and industry-recognized professionals with advanced training in tax compliance, financial planning, and business advisory services. We specialize in simplifying complex tax codes, optimizing wealth management strategies, and providing strategic guidance for businesses across industries like construction, healthcare, and real estate. Backed by affiliations with organizations such as the American Institute of CPAs (AICPA) and Intuit's ProAdvisor program, we prioritize continuous education to stay current with evolving regulations.Clients benefit from tailored solutions for tax preparation, estate planning, payroll processing, and QuickBooks optimization, ensuring compliance and financial growth. Our commitment to transparency and client education empowers informed decision-making, while our responsive service model guarantees timely support during critical periods like tax season. With a track record of trusted representation in tax relief matters and succession planning, we serve as a strategic partner for long-term financial success.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
QuickBooks Setup
Payroll Processing
Estate Planning
Business Advisory
Tax Relief Solutions
Succession Planning
Nonprofit Accounting
Highlights and features
- Certified Public Accountants with industry-specific expertise
- Specialized QuickBooks ProAdvisor services for accounting efficiency
- Proven success in resolving complex tax relief cases
- Tailored strategies for niche sectors like healthcare and construction
- Decades of combined experience in financial planning and compliance
Associations and certifications
- Certified Public Accountant (CPA)
- American Institute of Certified Public Accountants (AICPA)
What people say
Expert guidance
Trustworthy advisors
Reliable tax preparation
Responsive support
Industry specialization
Services
Tax Preparation
We prepare accurate individual and business tax returns while identifying deductions to minimize liabilities. Our CPAs stay current with evolving tax codes to ensure compliance for complex filings involving trusts, estates, or international assets. Clients receive personalized guidance to optimize their financial position during audits or tax relief negotiations.
Financial Planning
Our advisors create comprehensive plans for retirement, estate management, and wealth preservation. Services include risk assessment, investment strategy, and intergenerational transfer planning for high-net-worth individuals. We integrate tax-efficient approaches with long-term financial goals to maximize client assets.
QuickBooks Solutions
As Certified ProAdvisors, we configure and optimize QuickBooks systems for small businesses. This includes cloud migration, workflow automation, and customized reporting tools to improve financial visibility. Ongoing support ensures accurate month-end closures and seamless integration with payroll or invoicing platforms.
Business Advisory
We deliver strategic advice for business growth, including cash flow analysis, succession planning, and profitability optimization. Services extend to startup formation, nonprofit compliance, and industry-specific financial benchmarking for construction and healthcare clients.
Payroll Services
Our payroll solutions handle tax withholdings, compliance reporting, and direct deposits while reducing employer liabilities. Clients receive year-round support for wage calculations, new hire reporting, and year-end W-2/1099 processing with seamless integration into accounting systems.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including bookkeeping, payroll processing, financial planning, tax compliance, and QuickBooks integration tailored to small businesses.
Do you specialize in any particular industries?
Yes, we focus on construction, healthcare, real estate, hospitality, law firms, and dental practices with industry-specific expertise.
Can you help with QuickBooks software setup and training?
As Certified ProAdvisors, we offer setup, customization, employee training, and ongoing QuickBooks support for businesses.
How do you handle complex tax situations or IRS issues?
Our CPAs specialize in tax relief solutions, audit representation, and strategic planning to resolve back taxes or compliance challenges.
What credentials does your team hold?
Our professionals are Certified Public Accountants (CPA), hold MBAs, and maintain affiliations with AICPA and Intuit's ProAdvisor network.
Reviews (4)
Sima Rad
Jan 21, 2022
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I called for some basic Information. Some woman Name: "Marry" answered the phone. Her entire response was, "NO WE CAN'T". I asked to talk to. Mrs. Oertli she was previously helpful. Then she being like a vice principle of high school. Have not done your part, your stuff has expired, YOU, YOU, YOU. It is amazing how a poor apple ruin the entire crop.
Chuck Marino
May 21, 2021
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Oertli & Pleschourt get it done. Bill Duncan is awesome! Great communication, friendly, fast response time, knowledgeable, quality work, helpful advice for future returns and an overall great value. We are so happy we decided to go here for our taxes and had a great experience. Definitely will be back, definitely recommend. Thank you!
Steve Patton
Nov 19, 2019
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Bill and his staff do a good job of handling complex business taxes. We've been clients since we filed returns on clay tablets.
Geoff Tobiasson
Jun 22, 2019
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Outstanding in every way. Bill has been our go-to tax man for years. Always sound advice, always meticulous tax prep, always a pleasant conversation. Rates are exceptionally reasonable, but don't tell him I said that {wink}.