Tax Planning Letter
As 2013 begins winding down, it is now time to begin year-end tax
planning and implementing strategies to not only limit tax exposure
and liability, but to also help you preserve and create your
How Do I? Apply the Pease limitation
Higher-income individuals whose adjusted gross income (AGI) exceeds
specified thresholds must reduce their itemized deductions that are
otherwise allowed on their return. This reduction in itemized...
November 2014 tax compliance calendar
As an individual or business, it is your responsibility to be aware
of and to meet your tax filing/reporting deadlines. This calendar
summarizes important tax reporting and filing data for individu...
Conlon & Company has been proudly serving the Rochester, NY area since 1984. Our friendly staff of Certified Public Accountants, Personal Financial Specialist, Certified Financial Planner, Elder Planning Specialist, as well as many other professionals, can assist you or your business with your tax preparation and financial planning needs. Our dedication to putting the client first and providing complete financial services has ensured that your tax return and financial planning will help you achieve the goals you want for your family and loved ones.
Available to you on our website are many resourceful tools and informative articles. Our Financial Tools section offers you many interactive calculators ranging from tax and loan, to business and retirement calculators. This technology allows us to assist all our clients at all times, including those around the corner, across the country, and around the globe. In an attempt to save you time, we have provided links to our associates that maintain the same dedication to putting the client first.
Our highly trained and experienced staff has built our Firm's reputation to provide superior client service with valuable and timely advice to both improve and safeguard your financial future. Individuals, businesses, not-for-profits, trusts or foundations all receive the utmost in care and personal attention to their financial needs.
Our office is located on Brooks Avenue just 1/4 mile west of the Greater Rochester International Airport. If you have any questions or comments please contact us at (585)-328-4990.
Kevin G. Conlon, CPA/PFS featured on WROC8 (January 2010):
Visit Us At:
1635 Brooks Avenue Rochester NY, 14624 Monday – Friday 9AM – 5PM After Hours and Weekends by Appointment Phone - 585-328-4990 Fax - 585-328-1498
If you are residing overseas and need to file a U.S. tax return, please click the above image.