Clarity in every number.

Keystone & Vance is a boutique CPA firm helping Western New York businesses and families keep more of what they earn, with tax strategy and advisory built on decades of precision.

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27+Years in practice

640+Clients served

AICPAMember firm

Filed & reconciledQ2 close on schedule

Year-End Summary FY 2025

Revenue recognized $1,284,900

Operating expenses $742,310

Deductions captured $96,540

Estimated tax owed $118,205

Projected net income $424,385

+18.4% savingsvs. prior tax year

What we do

Full-service accounting, without the guesswork.

From the first quarterly estimate to a clean audit opinion, our partners stay close to your books so nothing slips through and every decision has numbers behind it.

Tax Strategy

Proactive, year-round planning that lowers your effective rate long before April arrives.

Entity structuring
Multi-state filings

Bookkeeping

Tidy, reconciled books delivered monthly, so you always know exactly where you stand.

Payroll & AP/AR
Cloud dashboards

Business Advisory

A partner in your corner for the big calls: growth, cash flow, succession and beyond.

Forecasting & KPIs
Exit planning

Audit & Assurance

Independent audits, reviews and compilations that lenders and boards trust on sight.

GAAP compliance
Nonprofit audits

Why Keystone & Vance

Numbers people trust, people who show up.

We keep our roster deliberately small so a partner, not a rotating junior, knows your business by name. That is how we have kept clients for a generation.

Partner-led, always.Direct access to the person signing your return.

Two-day response promise.Questions answered in 48 hours or less, year-round.

Fiercely local.Rooted in Buffalo, invested in Western New York.

In practice

27+

Years serving Buffalo businesses and families since 1998.

Clients served

640+

Active companies, nonprofits and households on our books.

Under advisement

$1.2B

In combined revenue and assets we help steward each year.

Client retention

98%

Of clients stay with us year over year. We earn it every April.

“

Keystone & Vance found deductions our last firm never mentioned and actually explained them. For the first time, our books feel like a tool instead of a mystery.

Diane Marchetti Owner, Elmwood Provisions Co. · Buffalo, NY

Let's put your numbers to work.

Book a complimentary 30-minute consultation. We will review where you stand and show you the first opportunities we see.

Book a Consultation Call (716) 555-0142

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