Charter Schools
Our association with charter schools began with the formation of the first charter school in Western New York and has continued to grow as the charter school sector has expanded. Today, we serve numerous charter schools and related organizations, helping them maintain financial transparency, regulatory compliance, and operational efficiency through audit and assurance, tax, and outsourced accounting and advisory services.
Latest Insight
What Should You Know About Charitable Giving and Estate Planning in 2027?
The One Big Beautiful Bill (OBBB) Act, signed into law on July 4, 2025, rewrote several rules that affect how you give and how you pass wealth to the next generation. Most provisions took effect in 2026, so 2027 will be the first year many taxpayers plan around them from the start. Charitable Deductions Look […]
Outsourced Accounting
Tax
Wealth Management
