Why Choose Us?

Top Ten Reasons to Choose Scott E. Zakalik, CPA, P.C.

Education. Scott's distinguished educational background makes us a top choice to serve your tax and other financial services needs. Scott has a Bachelors of Science in Accounting degree from Binghamton University and a Masters of Science in Taxation degree from St. John Fisher College. He earned both degrees with very high honors. Scott is also a Certified Public Accountant (CPA), which is a must when choosing a qualified tax return preparer. Additionally, he has Series 7, Series 66, Life, Accident & Health, and Variable Life / Variable Annuities licenses (NY) to truly offer Integrated Wealth Management Solutions^SM.

Experience. Scott is a former "Big 5" Tax Manager with over 14 years of public accounting experience. He specializes in federal and state income tax return preparation and consulting services for individuals, sole proprietors, DBA's, corporations, partnerships, LLC's, trusts and estates. Insurance, investments*, and retirement planning solutions are also available. Scott is a Registered Representative offering securities and investment advisory services through FSC Securities Corporation, a registered broker-dealer, member FINRA/SIPC and a registered investment advisor, and a member of the AIG Advisor Group.

Integrated Wealth Management Solutions^SM. In addition to having your tax returns professionally prepared by a certified public accountant, by choosing Scott E. Zakalik, CPA, P.C., you will also have the opportunity to have top quality tax planning and financial services advice throughout the year. We provide this advice through a variety of mediums, ranging from useful web resources and periodic mailings to personalized financial services and tax consulting. We are here to help manage your wealth through an integrated approach to coordinating your taxes, insurance, investments*, and retirement planning solutions.

Customer Service. As a Professional Corporation (P.C.), we pride ourselves on providing year-round superior customer service and excellent attention to detail. In fact, our services don't just end with tax return preparation. We can also add further value by helping with all your financial services and tax planning needs throughout the year.

Conveniently Located. Our office is conveniently located at Blackwatch Office Park in Perinton (Route 31 near Route 250, across from Wegmans). By appointment only please. (585) 425-1040.

Exceptional Value. One of the best aspects of our services is the reasonable cost at which they are provided. By choosing us to prepare your tax returns, you will receive "Big 4" quality at only a fraction of the price. Due to our lower overhead, we are able to keep our prices very affordable. Our prices are even competitive with the nationally advertised tax prep franchises. The difference is that we have the expertise and experience that most of the national chain's part-time employees don't have. Who would you rather have preparing your tax returns? The answer is obvious.

We even offer an extremely affordable self-service online tax return preparation alternative:

Networking. We certainly understand the power of networking and have a strong desire to help promote other growing businesses in the Rochester, NY community. Therefore, we adding qualified clients and other associates to Scott's network of contacts through:

Community Involvement. Scott believes in giving back to the community and is a strong supporter of various causes. As an Adjunct Professor of Accounting and Finance at St. John Fisher College, Scott has helped to shape the careers of many students in Rochester, NY. Scott also volunteers his time to several other not-for-profit organizations throughout the community. If your organization would be interested in arranging for Scott to speak to a group about any financial services or tax planning topic (i.e. charitable giving, retirement planning, education planning, business planning, investing, insurance, etc), please contact us at (585) 425-1040 or solutions@sez-cpa.com.

Environmentally Conscious. Scott also has a passion for the Environment. Accordingly, our company is certainly committed to environmentally sound practices. For example, all of our shredded paper is donated to The Humane Society at Lollypop Farm for animal bedding so it can be used for a good cause rather than going directly to a landfill. Scott’s newest endeavor is the creation of Environment 101, an organization geared towards raising environmental awareness and education.

FREE Estimates. Are you still sitting on the fence? Aren't you tired of filling out complicated tax returns by yourself? How confident are you that you claimed all the deductions you are entitled to? Did you know that tax return preparation fees may be tax-deductible? Has your existing tax return preparer left you less than satisfied? Contact us today for a FREE, no obligation estimate of what it would cost to have your tax returns professionally prepared.

(585) 425-1040 or solutions@sez-cpa.com.