The Care, Competence & Common Sense Business and Individual CPA Firmsm
A New York State Certified Women-Owned Business.
Tax Planning & Preparation for Individuals and Small Businesses
Expert tax strategies, business planning, and accounting services.
Compliance and Audit Services for Nonprofits
Securing assets, improving efficiency, and providing expert nonprofit compliance audits.
Audit and Compliance Services for Affordable Housing
Reliable financial statement audits, compliance audits, and cost certifications for housing providers.
Welcome to Heveron & Company CPAs
Your Trusted Business and Individual CPA Firm
Our website is designed to be a helpful resource for you, whether you’re curious about how we do business, looking for financial insights, or considering working with our nonprofit, business and individual CPA firm. We invite you to explore the pages and discover all the resources & information we have to offer.
In our collection, you’ll find insightful tax articles and newsletters, as well as valuable links to nonprofit resources that can help you navigate the financial landscape. We’ve carefully curated these resources to provide answers to your questions and offer guidance for various financial scenarios you may encounter.
Our story began in 1972, and since then, we’ve dedicated our business and individual CPA firm to serving your unique needs with a personal and professional touch. As a certified women-owned business, and a New York State Department of Education licensed provider of continuing education for CPAs, we continually expand our knowledge to better serve you.
Feel free to learn more about our firm, the people behind it, and our approach to doing business. We hope you find our website valuable and invite you to reach out if you have any questions or would like to learn more.
We have built our services around our commitment to care, competence, and common sense.
Keep reading...
Competence means that although we perform auditing, tax and advisory services throughout the year, we don’t take that extensive experience for granted. We complement it with continuing education throughout the year. We use in-house and outside seminars, video and practice problems to do this. We have the latest computer software and training so that we will be efficient in our audit work and report summarization.
Common Sense means that we plan and perform our work and develop our training to focus on the areas that will help us identify potential problems or opportunities for you.
We are committed to confidentiality and clear communications. Confidentiality means that we respect the privacy of our clients, and the confidential nature of the information we receive. Our privacy policy confirms this.
Communications are important at Heveron & Company CPAs. We have regular training in listening, writing, speaking and other communications skills, and we realize the importance of understanding your needs and operations, interpreting financial trends in a way that will help you identify appropriate actions, discussing our findings and recommendations before they are formalized in writing, and advising you about our schedule, procedures and needs, and about changes in tax, compliance, accounting or other requirements that may affect you, as soon as possible.
Ranked #2
Best Small Business to work for by the Rochester Business Journal.
Help and support aren’t just for clients. Heveron’ s leadership has made it clear that it is everyone’s responsibility to embrace ongoing learning and training. Having more experienced people mentor newer staff is a top priority. Teamwork makes people feel good about themselves, enhances efficiency and productivity and builds bonds. Staff reviews are called previews because they focus on building skills for the upcoming year. Heveron takes pride in its staff retention, client retention and compliments for its work in guiding clients to avoid pitfalls and barriers to their goals.
HEVERON & COMPANY CPAs CELEBRATES 50 YEAR MILESTONE
Heveron & Company CPAs opened their doors in early 1972. The four current partners include: Stephanie L.
Annunziata, CPA; Michael D. Desmond, CPA; Jeanne Beutner CPA; and Dan O’Dea, CPA, and the leadership team includes Brenda Smith, CPA, Kimberly Emilo, CPA, and the semi-retired John Heveron Jr CPA. The firm boasts a current staff of 22.
Serving hundreds of clients throughout Upstate, NY the firm is a certified women-owned business and New York State Department of Education licensed provider of continuing education for CPAs. They are also members of the New York State Society of CPAs, and the AICPA itself as well as its Governmental Audit Quality Center and Employee Benefit Plan Audit Quality Center.
Based in the Corn Hill neighborhood of Rochester, Heveron & Company CPAs is dedicated to helping clients not only achieve their goals, but also to avoid pitfalls by providing guidance and assistance with compliance, proper policies and controls, and with a variety of services including preparation of annual filings, personal and business taxes, audits, compliance audits, reviews and compilations.
The firm works with individuals and small businesses as well as non-profits and affordable housing/real estate companies. Their extensive experience with non-profits, in particular, positions them as leaders in this segment who develop and present regular training programs, and help the nonprofit community with training, newsletters, and other resources.
“We are proud of this long history accompanied by continuous innovation and client focus,” said John Heveron Jr. Stephanie Annunziata added, “We will build on this strong heritage as we adopt new technologies, adapt to
changing times, and identify additional ways to serve our clients with care, competence, and common sense.
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We have free newsletters with useful tax and financial information for small businesses and individuals, and with important compliance, accounting information, and useful resources for nonprofits. Please choose the newsletter(s) you are interested in.