About Us

Strategic Tax Prep for Small Business Growth and Wealth Preservation

About us and our story

Why Specialized Knowledge Matters for Your Business

Professional Tax Prep involves the strategic analysis of financial records to ensure legal compliance while minimizing total tax liability. For business owners, effective Tax Prep requires a proactive approach to deductions, credits, and entity structuring to protect cash flow and foster long-term growth. TYS provides these comprehensive services for SMBs and high-net-worth individuals in Rochester, NY, and Walnut Creek, CA.

Accounting Services, tax prep

Finding a taxes accountant near me is the first step toward financial clarity. However, many generalists lack the depth needed for complex corporate filings. Our firm brings over 60 years of tax accounting experience to every client engagement. Consequently, we focus on more than just filling out forms. We look for ways to leverage the tax code to your advantage.

Specifically, knowledgeable tax accountants understand that tax planning is a year-round process. If you wait until April, you have already missed most opportunities to save. Therefore, we prioritize ongoing communication to capture every possible benefit. This proactive stance is essential for maintaining a competitive edge in today’s economy.

Essential Technical Concepts in Modern Tax Prep

Accurate Tax Prep relies on a deep understanding of current IRS statutes and regulations. For instance, business owners must navigate complex rules regarding pass-through entities and tax basis reporting. Furthermore, the Section 179 deduction remains a vital tool for those investing in new equipment.

Key Statutory Considerations

The following table outlines critical areas where expert guidance provides the most value:

Provision

Technical Application

Strategic Benefit

Section 179

Immediate expensing of depreciable assets.

Reduces current year taxable income significantly.

R&D Credits

Credits for domestic research and development.

Provides a dollar-for-dollar reduction in tax debt.

Qualified Business Income

Deduction for eligible pass-through entities.

Lowers the effective tax rate for SMB owners.

Cost Segregation

Accelerated depreciation for real estate.

Increases immediate cash flow for property owners.

Because the tax landscape shifts frequently, relying on outdated methods is risky. Instead, our team utilizes the latest software and technical research to ensure your Tax Prep is peer-review accurate. This precision helps protect you from audits and unnecessary penalties.

The TYS Approach to Construction and Real Estate

Our firm is well-known for its specialty in construction accounting. This sector faces unique challenges like long-term contract methods and complex payroll requirements. Therefore, we tailor our Tax Prep services to meet these specific industry needs.

We analyze your overhead and job costs to ensure every deduction is maximized. Additionally, we help you manage the nuances of state-level nexus and multi-state filings. As a result, your business remains compliant even as it expands into new markets. We also assist with succession planning to ensure your wealth stays within your family.

The TYS Approach to Construction and Real Estate

High-net-worth clients often have diverse portfolios that require sophisticated handling. For example, managing capital gains and charitable contributions requires careful timing. Moreover, the interaction between personal wealth and business ownership can be complicated.

Our knowledgeable tax accountants synchronize these elements to create a unified strategy. We focus on protecting your assets while fulfilling your philanthropic goals. Consequently, you can spend less time worrying about the IRS and more time building your legacy. This level of service is why many choose TYS for their comprehensive Tax Prep needs.

Our Story

Glen Thomas, Chris York, Tobin Moon and Tim Shortsleeve were four accounting professionals who faced, and accepted, the challenge to reshape a deflated industry. After 20 years, they understood that accounting was a powerful tool to drive business growth. But they strained to implement change within the constraints of traditional CPA firms.

Finally, in 2010, the team of four took the plunge by creating a new brand of accounting firm: collaborative, innovative and proactive. The initials TYS represent vast reserves of experience with proven efficiency and a commitment to “thinking forward” rather than scrambling behind, all for the benefit of our clients. To this day, our tactics and technology are backed by rock-solid knowledge and business instinct—the same drivers that inspired our founders to forge a new path seven years ago.


We service family owned business

What We Do Best!

We are an accounting firm that embraces change.

Trusted Business Advisors

It doesn’t take long for customers to realize they’ve never done business with a firm quite like TYS.


We are an accounting firm that embraces change.

Trusted Business Advisors

It doesn’t take long for customers to realize they’ve never done business with a firm quite like TYS. Above and beyond our standard accounting, we serve as trusted advisors—taking a personal stake in our clients’ success. Our clients guide our vision and pledge to accounting, we serve as trusted advisors—taking a personal stake in our clients’ success. Our clients guide our vision and pledge to accounting, we serve as trusted advisors—taking a personal stake in our clients’ success. Our clients guide our vision and pledge to remain proactive rather than reactive: applying our expertise to identifying needs and exploring areas of opportunity. We are a results-oriented firm that will never track time and always deliver what’s promised, and then some.

There is a reason TYS was named to the Best Accounting Firms to Work list and touted in national trade articles as the “accounting firm of the future.” We’ve bucked the industry status quo—and we’re proud (and glad) that we did.

Above and beyond our standard accounting, we serve as trusted advisors—taking a personal stake in our clients’ success. We pledge to remain proactive rather than reactive: applying our expertise to identifying needs and exploring areas of opportunity. Our team are a results-oriented firm that will never track time and always deliver what’s promised, and then some.

There is a reason TYS was named to the Best Accounting Firms to Work for list and touted in national trade articles as the “accounting firm of the future.” We’ve bucked the industry status quo—and we’re proud (and glad) that we did.

For us our mission is to have an impact on our customers' personal life and their business life, and as our founders often quote “We Change Lives!”. If you’re ready to blaze new trails in business, we’re ready to become your partner.

Construction Specialists

TYS brings over 60 years of construction industry experience. 
The team has a successful track record working with construction bankers, coupled with our credibility with bonding agents, will help position new bids and projects for success.

construction accounting
We service family owned business

Small Business Bookkeeping Packages

Through strong strategic alliances, TYS offers expert bookkeeping service without the cost of hiring an employee. This allows your team to focus on growing your business, enjoying the peace of mind that comes with having a trusted advisor.

TAKE THE NEXT STEP

At TYS we know that it’s people that are worth counting.