Business Details
21 Years
experience
Expert Accounting & Tax Services in Rochester, NY
At George Peter Klee CPA, we are dedicated to providing personalized, high-quality accounting services tailored to meet the unique needs of individuals and small businesses. Established in 2005, our Rochester, NY-based firm combines over 55 years of collective experience to deliver proactive accounting, tax, and financial planning solutions. Our team of certified professionals specializes in Excel, QuickBooks, and modern accounting software, offering comprehensive services such as tax preparation, bookkeeping, payroll management, and IRS resolution support. We prioritize meaningful client relationships, ensuring timely and knowledgeable assistance while fostering long-term financial success.Founded on the philosophy of simplifying complex financial matters, our firm has evolved to integrate advanced strategies with a neighborhood accountant's personalized touch. Through decades of service, we have earned a reputation for reliability, expertise, and commitment to client growth. Whether you require individual tax planning or small business accounting, we provide results-driven strategies designed to minimize liabilities and maximize asset growth, ensuring your financial objectives are met with precision.
Services
Tax Preparation
Bookkeeping
Payroll Services
Accounting
Tax Planning
Details
- Year established: 2005
Highlights and features
- We offer 55+ years of combined experience in accounting and tax services.
- Our team merges advanced strategies with personalized, neighborhood-level service.
- We specialize in proactive tax planning to minimize liabilities and maximize growth.
- Our certified professionals use cutting-edge accounting software for precision.
- We provide comprehensive IRS resolution and payroll management solutions.
Associations and certifications
- CPA
What people say
Utmost professionalism
Knowledgeable staff
Prompt service
Highly recommend
Proactive strategies
Services
Tax Preparation
Our Tax Preparation service delivers precise federal and state tax filings for individuals and businesses. We identify deductions to minimize liabilities while ensuring compliance with evolving regulations. With personalized strategies, we optimize refunds and long-term financial growth, supporting clients year-round, including critical deadlines like April 15th.
Payroll Services
Payroll Services streamline wage processing, tax withholdings, and compliance reporting for businesses. We handle direct deposits, certified payroll reports, and quarterly filings like NYS 45 and Form 941. Our efficient solutions reduce administrative burdens, allowing clients to focus on operational goals without compromising accuracy or timeliness.
Bookkeeping
Bookkeeping ensures accurate financial tracking through bank reconciliations, income statements, and recordkeeping. We maintain organized ledgers to support informed decision-making and cash flow management. Our growth-oriented approach helps businesses resolve discrepancies and build financial stability for long-term success.
Accounting
Comprehensive Accounting services cover financial planning, statement reviews, and strategic consultations. We assist businesses in optimizing operations and tax strategies while offering tailored solutions for diverse industries. Our proactive approach aligns accounting practices with evolving business goals, ensuring sustainable growth and regulatory compliance.
IRS Tax Resolutions
IRS Tax Resolutions address tax disputes, overdue filings, and penalty negotiations. Our experts work directly with the IRS to reduce liabilities and establish payment plans. With decades of experience, we provide clarity and actionable steps for clients facing complex tax challenges, restoring financial peace of mind.
People
Christopher Klee
Owner/Senior Tax Manager
Christopher Klee has served as Senior Tax Manager since 2003, specializing in state and federal tax planning. With expertise in corporate acquisitions and IRS strategy, he prioritizes client success through liability minimization. He holds a B.S. in Accounting from SUNY Brockport.
Mary Lippa
Office Manager
Mary Lippa joined the team in 2009, managing office operations and client relations. She previously worked at Wilson Commencement Park and Highland Hospital. Mary holds an A.A.S. from Monroe Community College and volunteers with Ten Ugly Men Inc.
Julie Bauman
Tax Manager
Julie Bauman joined in 2019, offering 18+ years of tax preparation experience. She specializes in corporate and individual filings and serves as Administrative Assistant for Pittsford Volunteer Ambulance Inc. Julie holds a B.S. in Accounting from Roberts Wesleyan College.
Brian Chauvin
Staff Accountant
Brian Chauvin provides tax and accounting support with expertise in corporate and personal filings. He holds an MBA and MS in Finance from Niagara University, focusing on long-term client tax planning and burden reduction.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, tax preparation, payroll management, and financial planning tailored to small businesses, using tools like QuickBooks to ensure accuracy and efficiency.
Do you handle IRS tax resolution cases?
Yes, we assist with IRS disputes, overdue filings, and penalty negotiations, offering actionable plans to reduce liabilities and restore compliance.
What areas do you serve?
We serve Rochester, NY, and surrounding areas including Livingston, Orleans, Ontario, and Wayne Counties for accounting and payroll needs.
Are your tax services available year-round?
Yes, we offer year-round tax planning and preparation, including support for quarterly estimates and critical deadlines like April 15th.
Can you help with payroll reporting requirements?
We manage federal, state, and local payroll reporting, including Form 941, NYS 45, and certified payroll reports for businesses of all sizes.
What experience does your team have?
Our team combines 55+ years of experience, with CPAs and certified professionals specializing in tax planning, accounting software, and IRS resolution strategies.
