Manager
Amanda Wojtkowski
CPA
Amanda helps individuals and families make thoughtful decisions around wealth preservation, charitable giving, and future transitions. Her work focuses on gift, trust, and estate planning, as well as tax strategies for private foundations and clients with complex personal financial needs. She works closely with clients to create plans that align with both financial priorities and long-term goals.
Education
Daemen University, Master of Science, Professional Accountancy
Daemen University, Bachelor of Science, Professional Accountancy
Professional
American Institute of Certified Public Accountants
NYCPA – The New York State Society of CPAs
Western New York Estate Planning Council
Ask Me About
My favorite places to travel
Service Expertise
Industry Expertise
Latest Insight
What Individuals and Commercial Businesses Need to Know About New York’s 2026-2027 Budget
New York enacted its $268 billion fiscal year 2027 budget on May 28, 2026, bringing sweeping changes to corporate tax, depreciation treatment, pass-through entity elections, real estate, and individual income tax. Here’s what individuals and business owners need to know. Corporate Tax Rates Extended Through 2030 The FY 2027 budget does not increase income or […]