Company was established in July 1977 when Bob Postgate, after
years of practicing as a CPA specializing in tax matters,
decided to create his own accounting firm. The firm grew
rapidly and by 1990 was the twelfth largest professional
accounting firm in the Rochester area with nine CPAs and 20
Today, our firm is dedicated to a smaller but select group of
clients, permitting us to interact with each client on a
personal one-on-one basis. Bob's extensive tax background and
his time spent managing the firm's audit practice, enables him
to address a broad array of client concerns.
Over the years we have developed sub-specialties in such areas
as estates and trusts, including charitable remainder trusts,
and business valuations. Bob personally handles these
engagements and is actively involved in all client work from
basic tax preparation and financial statement compilations to
sophisticated long-range business planning.
We are a small but agile professional services firm, enlisting
the strengths of Bob Postgate, a few dedicated colleagues and
our strong outside affiliations, to help our clients in areas
well beyond typical accounting.
Through our affiliations, we are able to provide
state-of-the-art personal financial planning, including advice
related to life and other insurance needs, college funding,
mutual funds and other investments, planning for retirement and
dealing with estate tax issues.
We welcome you to contact us to discuss our mutual