DeMott & Smith CPA’s, P.C.

DeMott & Smith CPA’s, P.C. is a locally owned public accounting practice in the greater Rochester area of New York. It works mainly with wealthy individuals and closely held businesses, and also serves small and mid-size firms elsewhere in the US.

Products and services

• Tax preparation and planning: returns and planning for individuals and businesses.
• Accounting and assurance: financial statement preparation alongside less traditional accounting work.
• Auditing: audit services for business clients.
• Family-business counselling: advice on relationships between relatives and staff inside closely held companies.
• Personal financial planning: written financial plans; the firm does not sell financial products.
• Transaction and benefits support: help when buying or selling a business, bookkeeping, and advice on employee benefit plans.

Who it works with

Clients range from individual taxpayers to small and mid-size companies, both around Rochester and across the country, with a focus on high-net-worth people and closely held firms.

Key facts

• Based in: Rochester, New York
• Experience: more than thirty years in practice