Geppner & Associates

At Convery Tax and Accounting, we are dedicated to providing top-notch tax and accounting services to individuals and businesses alike. With over 70 years of combined experience, our team is thoroughly knowledgeable and trained to handle all aspects of tax planning, preparation, and bookkeeping. We pride ourselves on being reliable, personable, and dedicated to simplifying your financial journey.

Tax Planning

Our Tax Planning services focus on uncovering financial opportunities and strategizing for optimal outcomes. We aim to empower our clients with knowledge and plans that not only aim for immediate savings but also foster long-term financial growth. With significant annual savings potential, we tailor our approach to each client's unique situation.

Tax Preparation

With a dedicated team proficient in handling more than 2,000 returns annually, our Tax Preparation division caters to both individuals and businesses, ensuring accuracy, maximized deductions, and credits. From simple W2 filings to complex multi-state returns, we cover it all.

Bookkeeping & CFO Services

Our Bookkeeping and CFO services are designed to alleviate the stress of financial management for small business owners. With accurate bookkeeping and providing strategic financial oversight, we help you focus on what you do best-running your business. Our approach simplifies finances and supports informed business growth decisions.

Core Values

We exist to help small business owners and individuals navigate the complexities of Tax Code. We do this by embracing the following values: Keeping it Simple, Thinking like a Client, Doing the Right Thing, and Continuously Improving. For our clients, we offer various packages or a la carte services depending on your needs.

Reviews

We have received numerous testimonials from satisfied clients who appreciate our personalized service and expertise. From simple tax preparation to comprehensive financial planning, our team is dedicated to making a positive impact on your financial journey.