Jaufmann & Centola, P.C

What Jaufmann & Centola, P.C does

Jaufmann & Centola, P.C. is a privately held Certified Public Accounting firm headquartered at 1000 Pittsford-Victor Road in Pittsford, New York, operating as a professional corporation under New York law. The firm has been in operation for over 20 years and serves both individual and small-to-mid-sized business clients across New York State, delivering a full suite of accounting, tax, and advisory services. Its service portfolio spans four categories: Accounting Services (audits, reviews, compilations, bookkeeping, financial statement preparation); Consulting Services (business consulting, entity selection, succession planning, business valuations, mergers and acquisitions support); Tax Services (planning, preparation, IRS representation, estate and trust tax, sales tax); and Other Services (asset protection, bankruptcy guidance, expert witness, litigation support, and forensic accounting).

The firm's underlying technology stack is standard for a small CPA practice and includes a secure web-based client portal and file sharing system for exchanging confidential financial documents, an interactive library of more than 100 financial calculators covering auto, business, debt, investment, mortgage, retirement, savings, and tax topics, a downloadable client tax organizer, and an interactive events calendar tracking tax deadlines. Marketing and client engagement are supported through tax alert newsletters and content resources. The firm has no disclosed AI capabilities, no external funding, no parent company or institutional investors, no patents or trademarks, and no disclosed partnerships or alliances.

The business model is fee-for-service professional services, with pricing quoted per engagement based on complexity and scope rather than standardized rates. Distribution is entirely direct: clients are served through the single Pittsford office and the online client portal, with no third-party resellers or distributors. The firm reports 1-10 employees and no disclosed revenue figure, and growth or expansion signals (new geographies, hires, M&A) are absent from the available material, indicating a stable, locally focused practice.

Name

Jaufmann & Centola, P.C

Legal name

Jaufmann & Centola, P.C.

Website

https://j-ccpa.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Jaufmann & Centola, P.C. is a privately held CPA firm in Pittsford, New York, providing accounting, tax preparation, and business consulting services to individual and small-to-mid-sized business clients across New York State for over 20 years.

Ownership category

akta.pro rank

Headquarters

HQ city

Pittsford

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure, Others

Revenue model

1. Professional Services Fees: Revenue generated through professional fees for accounting, tax preparation, auditing, business consulting, and other advisory services provided to individual and business clients

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Jaufmann & Centola, P.C. is a Certified Public Accounting firm delivering traditional CPA services — including accounting and bookkeeping, tax preparation and planning, audits/reviews/compilations, business consulting (M&A, succession, valuation, entity selection), estate, trust and retirement planning, IRS representation, forensic accounting and fraud prevention, litigation support and expert witness, debt and financing advisory, sales tax, asset protection, and bankruptcy guidance — to individual and small/mid-sized business clients in the Pittsford, NY region.

Product overview

Jaufmann & Centola, P.C. is a Certified Public Accounting firm offering professional services primarily to individual and business clients. The firm operates as a service-based practice rather than a software product company. Its portfolio consists of professional accounting and tax services organized into four main categories: Accounting Services (including audits, reviews, compilations, bookkeeping, and financial statements), Consulting Services (business consulting, entity selection, succession planning, valuations, and mergers/acquisitions), Tax Services (planning, preparation, IRS representation, estate/trust tax, and sales tax), and Other Services (asset protection, bankruptcy, expert witness, and litigation support). The firm also provides client-facing tools including an interactive financial calculator suite, a secure client portal for document sharing (File Share), a Client Tax Organizer, and an Events Calendar for tracking tax deadlines. Due to the firm's relatively small size, clients receive personalized attention and quality service. The firm has over 20 years of accounting experience and is located in Pittsford, New York.

Differentiator

Problem solved

Functional benefit

Products and services

• Accounting & Bookkeeping Services Day-to-day bookkeeping, general ledger and financial statement preparation, computerized payroll services, cash flow and budgeting analysis, and accounting system setup for individual and business clients.
• Tax Preparation & Planning Tax strategy development leveraging current tax law and legislation, including preparation of individual, business, and multi-state sales tax returns for individual and business clients.
• Audits, Reviews & Compilations Three levels of financial reporting assurance — audit (highest assurance, intensive examination), review (limited assurance via analytical procedures), and compilation (based on client-supplied information for internal use).
• Business Consulting & Advisory Comprehensive business analysis covering business entity selection, business valuation, buying or selling a business, mergers and acquisitions, and business succession planning for SMB owners.
• Estate, Trust & Retirement Planning Wealth preservation and transfer planning covering estate planning, retirement planning, asset protection strategies (including family limited partnerships and offshore trusts), and estate & trust tax preparation.
• IRS Representation Professional representation before federal and state tax authorities, drawing on the firm's experience dealing with taxing agencies on behalf of individual and business clients.
• Forensic Accounting & Fraud Prevention Analysis of financial records for fraud and theft investigation, damage measurement, and identification of illegal accounting practices in support of dispute resolutions.
• Litigation Support & Expert Witness Quantification of economic damages using accounting and auditing techniques, plus presentation of professional opinion in pending or existing litigation as expert witness.
• Debt Management & Financing Advisory Evaluation of financing options, debt management, and assistance in securing financing or consolidating existing debt for business clients.
• Sales Tax & Multi-State Tax Services Compilation of sales tax information and preparation of sales tax returns for clients responsible for collecting and submitting sales taxes across multiple jurisdictions.
• Bankruptcy Services Guidance through bankruptcy filing processes and the related legal and tax issues for affected individual or business clients.
• Secure Client File Share / Client Portal Secure web-based document exchange platform enabling clients to upload, view, and retrieve sensitive files such as financial statements, prior-year tax returns, spreadsheets, and images and to access tax tools and communicate with the firm.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Scale indicators1 record

Recent moves3 records

Broad incumbents

• H&R Block: National consumer tax preparation brand with DIY and assisted products — competing substitute for the firm's individual tax preparation service line at the lower end.
• BDO USA: Top-10 U.S. accounting firm offering the same tax, audit, advisory, and business valuation services as Jaufmann & Centola, but at national scale with deep specialty practices. Competes for the upper end of the same client pool.
• RSM US: Major U.S. audit, tax, and consulting firm focused on the middle market — overlaps with Jaufmann & Centola's SMB and mid-market client segments and competes for business valuation and advisory engagements.

Emerging players

• Bench: Online bookkeeping and accounting platform for small businesses combining software with dedicated bookkeepers — directly substitutes for the firm's bookkeeping/write-up service line.
• Pilot: Tech-enabled bookkeeping, accounting, and CFO services startup targeting SMBs — emerging substitute for traditional CPA-firm bookkeeping and write-up services that compete with the firm's core offerings.

Direct peers

• The Bonadio Group: Top-50 U.S. CPA firm headquartered in Pittsford/Rochester, NY, providing accounting, audit, tax, and advisory services to individuals and businesses in the same Upstate NY market as Jaufmann & Centola. Closely comparable on geography, service mix, and target SMB/mid-market client base.
• EFPR Group: Buffalo/Rochester, NY-based CPA firm offering accounting, tax, audit, and advisory to individuals, businesses, and nonprofits. Comparable on Upstate NY footprint and full-service CPA positioning.
• Mengel Metzger Barr & Co. Rochester/Upstate NY accounting firm providing tax, audit, bookkeeping, and business advisory to SMBs and individuals — direct comparable on location, service portfolio, and client segments.
• Insero & Company: Rochester, NY-based CPA and business advisory firm offering tax, audit, accounting, and consulting services to closely held businesses and individuals — virtually identical market geography and service scope to the subject firm.

Regional players

• Dannible & McKee: Syracuse, NY-based accounting and consulting firm serving individuals and businesses with tax, audit, and advisory services — comparable service mix in an adjacent Upstate NY market.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Jaufmann & Centola, P.C