716.667.2577 Paul@PDVCPA.com

About Us

Business Services
  • Small Business Accounting
    • Bank Account Reconciliation
    • Income statement generation
    • Balance sheet generation
    • General ledger clean-up
    • Unlimited consultations
  • Payroll Services
  • Cash Flow Management
  • Financial Services
  • Strategic Business Planning
  • New Business Formation
    • Business Plans
    • Capital Determination
    • Legal Compliance
    • Insurance Needs
    • Filings
    • Payroll
  • QuickBooks

For a complimentary consultation, please call us at 716.667.2577.

Services for Individuals
  • Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless … state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRAs, 401Ks, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

We will help you …

    • Clearly define your estate planning goals.
    • Organize and create your estate planning team (experts on law, finance, and taxes) if you need one.
    • Evaluate and recommend estate planning options.
    • Prepare, organize and review your estate planning documents including current wills, trusts, health care and power of attorney.
    • Decrease the problems and expenses associated with probate.
    • Lessen taxes at time of death.
    • Arrange for management of your estate in the event you are incapacitated.
    • Draft a working plan for conserving and effectively managing your estate after death.
    • Transfer the assets of your estate to heirs the way you want.
    • Organize fair and adequate liquidation of estate to cover taxes and other expenses.
    • Amend your plan as needed.

We can also assist with:

    • Living Wills and Trusts.
    • Lifetime Family Wealth Transfers.
    • Family partnerships and other business relationships.
    • Leaving money to charities.
    • Preparation for estate and trust tax problems.

  • Personal Home Bookkeeping
     
    Whether you are no longer entirely independent or simply need extra help to enjoy your life, we can assist you in any of the following areas …

    • Reviewing and paying household bills, budgeting, and record keeping.
    • Assistance with check writing and checkbook balancing.
    • Making sure money is received, receipted, and deposited.
    • Handling day-to-day financial transactions such as home repairs, routine maintenance, and emergency medical expenses.
    • Planning retirement account distributions and safeguard against improper disbursements.
    • Organizing and reviewing financial documents to determine what needs to be addressed.
    • Preparing an inventory of personal assets and investments.
    • Identifying and planning your retirement income, needs, and goals.
    •  Determining current and long-term cash flow needs by analyzing income and expenses.
    • Addressing questions about lifestyle, Social Security, pensions, Medicare, and long-term insurance.
    • Monitoring investment portfolio and other assets in conjunction with their investment advisor.
    • Preparing, planning, and filing income, trust, gift and estate tax.

For a complimentary consultation, please call us at 716.667.2577.

Tax Services

Paul D. Voytovich, CPA looks out for your best interest. Whether you need assistance in preparing your annual tax filings, help in minimizing future taxes, or representation when dealing with the IRS or the NYS Department of Taxation, we can help!
 

  • Tax Preparation
    • Software-based tax preparation
    • Electronic filing
    • Advice on payroll adjustment to optimize your regular withholdings
    • Consultation on potential deductions to limit next year’s tax liability.
  • Tax Planning
    • Asset preservation and growth
    • Income deferral
    • Tax reduction strategies
      • Income taxes
      • Estate taxes
      • Taxes on gifts
      • Taxes on investments
      • Taxes on retirement distribution
  • Tax Problems
    • Audit representation: IRS and NYS
    • Non-filed tax returns
    • Back taxes
    • Payroll tax problems
    • IRS liens
    • IRS levies
    • IRS wage garnishment
    • IRS seizures
    • Offer in compromise
    • IRS payment plans
    • Bankruptcy
    • Innocent spouse relief
    • Getting your IRS file

For a complimentary consultation, please call us at 716.667.2577.

Question: " I understand that Congress is considering a so-called 'flat' tax system. How would this work?"

Answer: "If Congress were to pass a 'flat' tax, you'd simply pay a fixed percentage of your income, and you wouldn't have to fill out any complicated forms, and there would be no loopholes for politically connected groups, and normal people would actually understand the tax laws, and giant talking broccoli stalks would come around and mow your lawn for free, because Congress is NOT going to pass a flat tax, you pathetic fool."

~Dave Barry