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.
News, Updates and awards.
2026 Best Companies to Work for in NY announced
In Albany, Heveron & Company CPAs leaders learned that they were selected as the number one small company to work for in New York State. This was the fourth year they had been identified as one of the best companies in the small business category an the third year in a row that they were selected as number one.
“Heveron & Company CPAs has cultivated a unique and supportive work environment that focuses on family, fun and meaningful work. The firm’s commitment to its employees is evident in its flexible work schedules, allowing staff to work remotely or adjust hours to meet personal needs. Leadership prioritizes mentorship and training, creating a collaborative atmosphere where employees are empowered to grow. Staff reviews, called previews, focus on development rather than performance critique, reinforcing a positive, educational culture.
The firm’s dedication to work-life balance is demonstrated through multiple annual bonuses, paid time off for volunteering and company-funded events for employees and their families. The casual office environment, where employees are encouraged to bring pets or children, enhances the sense of community. Heveron & Company CPAs also ensures that its employees enjoy an additional week of vacation between Christmas and New Year’s.
The firm’s mission of supporting nonprofit clients and giving back to the community attracts individuals who are passionate about making a difference. The focus on work-life balance, continuous learning and building strong relationships within the team has led to outstanding staff retention. This culture of care, respect and personal and professional growth makes Heveron & Company CPAs a standout employer in the accounting industry, where every team member is valued and has a voice in shaping the firm’s future.”
The New York State Council of the Society for Human Resource Management, Best Companies Group, BridgeTower Media and Rochester Business Journal have named 73 companies as the 2025 Best Companies to Work for in New York.
Best Companies to Work for in New York is a research-driven program that examines a company’s practices, programs and benefits and also surveys its employees for their perspectives. Best Companies Group managed the overall registration and survey process and also analyzed the data and used their expertise to determine the final rankings.
The best places of employment in New York are identified in three categories: small companies (15-99 employees), medium companies (100-249 employees) and large companies (250 or more employees). To be considered, companies must have at least 15 full-time or part-time employees working in New York; be a for-profit or nonprofit business or government entity; be a publicly or privately held business; have a facility in the state of New York and be in business a minimum of one year.
SMALL COMPANIES (15-99 employees)
Heveron & Company CPAs
Stephanie Annunziata, a partner at Heveron & Company CPAs, has been in her role for over 26 years
Stephanie Annunziata, a partner at Heveron & Company CPAs, has been in her role for over 26 years. Stephanie navigates the challenges of balancing the firm’s increased demand from nonprofits with maintaining healthy work-life balance for her staff. Her top goal is to keep employees engaged and happy, continuing the firm’s recognition as one of the Best Companies to Work for in New York. Stephanie also advocates for public accounting as a rewarding career path, emphasizing the importance of finding a firm that aligns with personal values. She enjoys the cultural richness of Rochester, from museums to parks.
In the Lead: Best Women-Owned Businesses
Heveron & Company CPAs, was identified by the Rochester business journal as one of the best woman owned businesses, we were also named as one of the best women-owned businesses in the prior year.
Heveron & Company CPAs, a leading women-owned accounting firm, is proud to be recognized in Rochester Business Journal’s “In the Lead: Best Women-Owned Businesses” program. Founded in 1972, the firm is now 59.5% women-owned and has been serving nonprofits, affordable housing partnerships, businesses, and individuals for over 50 years. Heveron & Company emphasizes the importance of leadership diversity, with 70% of its staff being women. The firm believes its unique perspectives foster innovation and creativity, providing a competitive edge. Their commitment to inclusivity has made them a trusted partner for many organizations that value women and minority-owned businesses. Recently, Heveron & Company was honored as the top-ranked Small Company in the 2024 Best Companies to Work for in New York program, showcasing their dedication to both clients and employees.
Public CPA firm serving nonprofits, affordable housing developers and operators, small businesses and individuals.
Number of Years in Business: 53
Female Company Head: Stephanie Annunziata, CPA, Partner
What does it mean to you to be a women-owned business?
Being a women-owned business means leading with heart and purpose. It’s about showing that finance and accounting can be personal, approachable and empowering — not just numbers on a page. Working with nonprofit organizations, other businesses, and individuals feels especially meaningful because we get to help people who are making a real difference in their communities or working hard to reach their own financial goals. We love being part of that journey.
What challenges have you faced as a women-owned business?
Running a business while managing life, family, and everything in between isn’t always easy. There are times when it feels like you’re juggling a hundred things. Another challenge has been earning recognition in a field that was historically male dominated. There are times when it seems that we need to work a little harder, but that only makes our firm stronger and more respected in the community.
How do you support women in your business and community?How do you support women in your business and community?
Working with hundreds of nonprofit organizations gives us the opportunity to see countless women leaders making a difference and supporting one another. Many of these nonprofits focus specifically on serving underprivileged women. By helping these organizations stay financially healthy and compliant with regulations, we’re proud to play a small part in supporting the women they serve.
What goals do you have for your business for the coming year?
Our primary goal is to provide our services with care and compassion. We work hard to make our clients feel like true partners in the process. As our business grows, we remain committed to maintaining the close-knit, family-like culture we have built with both our team and our clients.
What recent accomplishments are you most proud of?
For the past three years, our firm has been recognized as one of the best small companies to work for in New York State — including two years at No. 1 and one year at No. 2. Our founding partner was recently honored as one of RBJ’s 2025 ICON award winners, and one of our women partners has been named to RBJ’s Power List for Accounting & Insurance two years in a row.
• Rochester NY Febuary 2026 – John Heveron received a Lifetime Achievement Award from St. John Fisher University
• Rochester, N.Y., 10-22-2025 — Rochester Business Journal selected (Joh
n Heveron, Jr., CPA, Heveron & Company) as a 2025 Icon Honors recipient.
Icon Honors recognizes Rochester business leaders, over the age of 60, for their notable success and demonstration of strong leadership within and outside their fields. The honorees have moved their businesses and Rochester forward by growing jobs and making a difference in the community.
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.
Join Our Email List
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.