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Conlon & Company, Certified Public Accountants, P.L.L.C.

Conlon & Company, Certified Public Accountants, P.L.L.C.

Reviews Summary

The overwhelming consensus is extremely positive, with nearly all reviewers praising the firm's professionalism, expertise, and exceptional service. Long-term clients highlight consistent quality over 15+ years, thorough tax preparation, and personalized attention for both personal and business needs. Many appreciate the staff's responsiveness, knowledge in maximizing deductions, and handling complex situations. A single negative review cites billing issues and filing errors, but this is an outlier among numerous glowing testimonials that recommend the firm without reservation for their reliable, efficient, and client-focused approach.

About This Listing

Bookkeeping
Accounting
Tax Preparation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Tax Preparation
Financial Advisory
Estate and Trust Tax
Small Businesses
Mid-size Businesses
High-net-worth Individuals
Individual Taxpayers
QuickBooks

Contact Information

Address

1635 Brooks Ave

Rochester, New York 14624

Visit Website Call Now Get Directions

Hours

Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed
Sunday Closed

Customer Reviews

Conlon and Company have been our tax preparer for over 15 years and always deliver a best in class service. As dual citizens living and working remotely, our tax affairs are more complex than most but Kenvin and his team handle these with ease, with an approach that minimises our direct involvement. We wholeheartedly recommend their accountency services to everyone.

Conlin and Conlin have done our taxes the last several years. We cannot thank them enough for helping us this year with a very complicated tax preparation due to losing our Florida home to two hurricanes last fall. I would recommend them highly to anyone needing exemplary service.

Our first tax season as remote clients of Conlon @Co. but it went off with only a minor glitch or two. We got the same personal, prompt, and attentive service as ever. We are grateful for Conlon! Ann and Clint Merley

We have done our taxes here for years and trust them to do them correctly and efficiently! We have also given their name to several friends and family who use them also. Could not ask for a better company to trust with our taxes!

Have used their tax services for years and highly recommended. There is usually a decent array of treats in the bowl at the reception desk.

Conlon and Company are an excellent CPA organization. I have been with them for over 15 years and will continue with them moving forward.

I highly recommend Conlon & Company, I am a long time client and have always been happy with the service they provide.

Have use Conlon and Company for 25 years never a problem great service highly knowledgeable

We have been using Conlon & Company since March 2022 and we are very pleased with the work performed by them. The associates are as professional as it gets and James is always 'over the top' in his efforts for us. From personal taxes to matters requiring expert business tax advice, they are 'my' people. Billing is accurate and they have a convenient link for electronic payments. Costs are affordable; regardless, the service they provide and peace of mind is more valuable to me than a few extra bucks in my

Excellent tax service! Always thorough and provides great advice! Highly recommended.

Have been using this company for several years and find they do a very good job and are available to answer any questions I may have

Conlon and Company make tax season easy. I can trust that everything will be completed correctly and am always satisfied with the thorough and speedy work. Wouldn?t go anywhere else!

We are very pleased with the services provided by Kevin and his staff at Conlon and Company. They have provided extremely professional, timely and knowledgeable guidance as well as preparation of our returns for the past five years. We could not be happier with our working relationship. Highly recommend Conlon and Company!!

The worst accounting firm I have every worked with. I paid over $7000 for services and did not get even 60% of the work I paid for. They made multiple mistakes when filing my taxes with different state agencies which incurred penalties on mine and my businesses behalf. In writing they agreed to cover the charges and just days later pulled the funds from my business account WITHOUT my approval. They will state they would use these funds as a credit on my account which at the time of the penalties was alread

Customer for 20 years. promo accurate and complete.

I have been with Kevin Conlon for over 20 years and have had nothing but a great experience.

If you are looking for an accountant and an accounting firm that always has your best interests at heart and treats you like a person and not just another set of numbers, then look no further than Kevin Conlon at Conlon & Company. Kevin and his staff are thorough and meticulous at analyzing all aspects of your business to assure that you are not overpaying on taxes and continually make suggestions to improve your personal or business financial situation. Not only are they excellent at what they do ? they

Knowledgeable and professional staff and accountants. They go the extra mile to cover all possible deductions and tax breaks for both our business and personal returns. They care about their customers and continue to provide excellent advice and service year after year.

Been w/ Conlon & Co for years. Fast, efficient knowledgeable and professional. Highly recommend

Very Professional and great experience

Always professional and friendly. They do a wonderful job with our taxes.

I am very pleased with the high level of Service from Mr. Conlon & Dave M., I highly recommend both of them! They really helped me out with an IRS Tax Levy.

Great local company!! Everyone here is amazing and knows how to make you feel as if you are there only clients. Great easy referral!!

Conlon and Company has saved me so much money on my taxes that my only regret is that I didn't switch over to them sooner!

Always looking out for their clients. Been with Conlon & Co. for a number of years. A+

Knowledgeable, responsive, providing useful advice, always on promised deadline.

fantastic customer service!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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