Principal
Thomas Burns
CPA, CMA
Tom provides audit and accounting services to nonprofit organizations, healthcare institutions, and commercial businesses navigating complex reporting requirements. He works closely with leadership teams to strengthen financial reporting processes and improve internal controls while addressing evolving compliance needs. His experience also includes employee benefit plan engagements.
Education
State University of New York at Buffalo, Bachelor of Science, Accounting
Community
United Way Leadership Society, Member
- Day of Caring, Volunteer
Buffalo Niagara Partnership
- Board Membership 101, Presenter
Habitat for Humanity, Volunteer
Plymouth Crossroads, former Treasurer
Tapestry Charter School, former Treasurer
Western New York Charter School Coalition, former Trustee
Professional
American Institute of Certified Public Accountants
- Employee Benefit Plan Audit Quality Center, Firm Administrator
Institute of Management Accountants
- Buffalo Chapter, former Treasurer
International Foundation of Employee Benefit Plans
NYCPA – The New York State Society of CPAs
- Buffalo Chapter, former President
- Buffalo Chapter, Cooperation with Bar Association of Erie County, former Chair
Ask Me About
My family
Service Expertise
Industry Expertise
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 […]