Nick Piehler, Cpa Email & Phone Number

Rochester, New York, United States

Our firm's client focus is closely held businesses and helping them to reach their financial goals. This focus allows us to have greater command of tax, accounting and related planning matters faced by these businesses and the individuals and families that own them.Minimizing income taxes is a goal we hear from our clients. Our approach has been to develop specialized expertise that complement the skill sets of our team. As a team we strive to provide our clients with the optimal solutions with their ultimate wealth and well-being in mind. We have helped clients understand and maximize the benefits of New York State tax credit programs. Our team has demonstrated the potential benefits of various tax planning strategies such as captive insurance programs which can help to reduce tax and transfer wealth. Quality financial reporting is an important aspect of most businesses. In addition to supervising audits, reviews and compilation engagements, I am a member of the firm's Quality Control Committee which strives to ensue that our firm is performing our various engagements at the highest possible level. Our Quality Committee also has had the privilege of performing peer reviews for other CPA firms.

• Worked with partners and senior managers in planning and executing audit engagements• Developed and wrote audit approach memos• Managed audit engagement economics• Supervised and coached staff throughout engagements • Prepared client deliverables • Worked on SEC audit engagements • Worked on clients in the following industries: Manufacturing, Transportation, Software, and Industrial Products• Planned and coordinated M&A testing in accordance with ASC 805• Performed various privately held company audits• Attended various technical and leadership trainings • Coordinated and executed 404 test plans• Coordinated with internal and external specialists

• Planned Audit Engagements for municipal entities• Was individually responsible for audit engagements • Prepared GASB 34 conversions• Prepared financial statements and management letters• Performed assistance work for various school districts• Led training of treasurers related to capital fund and federal fund• Assisted in performing year-end closing entries for various school districts• Established or updated financial systems to comply with NYS standards

Bachelor Of Science (B.S.), Accounting

Hs Diploma, General