Insero & Company Names New Partners

Insero & Company CPAs, P.C. announced today that Michael J. Catallo, CPA and Jennifer R. Martlew, CPA, CFE have been admitted as partners in the firm.

Michael J. Catallo, CPA and Jennifer R. Martlew, CPA, CFE

Michael J. Catallo, CPA and Jennifer R. Martlew, CPA, CFE

Michael specializes in tax compliance and has been advising corporations, partnerships, individuals, and tax-exempt organizations on tax matters since 1978. He has extensive experience working with closely held businesses in the retail, distribution, manufacturing, construction and service industries. He holds a Bachelor of Science in Accounting from Rochester Institute of Technology and is licensed as a Certified Public Accountant in New York. Michael resides in Webster, NY with his wife, Sandy, and their three children, and has been actively involved with the Greater Rochester YMCA.

Jennifer has been with the firm since 2000 and specializes in accounting and auditing with an emphasis on employee benefit plan audits. She leads the planning and execution of audits for large multi-national clients, as well as many closely held middle market corporations. She has also helped to grow the company’s benefit plan audit practice into one of the 25 largest benefit plan audit practices in the United States. She holds a Bachelor of Science in Accounting from the State University of New York, College at Brockport, and is a Certified Public Accountant and Certified Fraud Examiner. Jennifer resides in Penfield, NY with her son, and has been actively involved with the Susan B. Anthony House.

Rochester-based Insero & Company CPAs, P.C. is one of the largest accounting and business advisory practices serving Western, Upstate and the Southern Tier of New York. A full-service public accounting firm with Tax, Audit and Outsource Accounting practices, Insero & Company specializes in Employee Benefit Plan Audits and Outsourced and Virtual Accounting Services for not-for-profit organizations and companies of all sizes.

Audit & Accounting Update

Join us for the 4th installment of Insero & Company’s 2013 CPE Series. The CPE Series provides financial professionals and business owners with relevant, up-to-date information and networking opportunities at an affordable price. The next seminar is our annual Audit & Accounting Update presented by Timothy McLaughlin, CPA and Jennifer Martlew, CPA, CFE.

Click Here for More Information and Registration

MP900443188 When: Wednesday, September 25, 2013, 8am-10am Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534 Cost: $30 per person ($20 through September 18th with $10 Early Bird Discount) Presented By Timothy McLaughlin, CPA and Jennifer Martlew, CPA, CFE Insero & Company CPAs, P.C. To view additional upcoming events, please visit our website. To receive updates on future events, please join our mailing list.

DCAA/DCMA Compliance & Audit Changes Facing All Government Contractors & Recent Trends in IRS Audits

Join us for the 3rd installment of Insero & Company’s 2013 CPE Series. The CPE Series provides financial professionals and business owners with relevant, up-to-date information and networking opportunities at an affordable price. This month features an update on DCAA/DCMA Compliance & Audit Changes Facing All Government Contractors presented by Denise Metivier & Dusty Faske and Recent Trends in IRS Audits presented by Richard Krucher.

Click Here for More Information and Registration

Capitol Hill

When: Tuesday, August 27, 2013, 8am-10am

Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534

Cost: $30 per person ($20 through August 13th with $10 Early Bird Discount)

Presented By

Denise Metivier, Dusty Faske & Richard Krucher
Insero & Company CPAs, P.C.

To view additional upcoming events, please visit our website.

To receive updates on future events, please join our mailing list.

Client Update Newsletter: Summer 2013

When it comes to your business there is no one-size-fits-all formula to success – and your relationship with your CPA should be just as unique. That’s why we promise to deliver The Highest Standard of client service built on a foundation of frequent communication.

This newsletter is just one of the ways we help you stay up-to-date on tax and financial issues that impact small business owners. From year-round tax planning to tips on how to maximize profits, this valuable resource is a must read. This quarter’s topics include:

  • Give your children a good financial education
  • Recordkeeping: How to get all that paper under control
  • Six mistakes to avoid in selling your business
  • Tax Talk: Check your withholding and Don’t fall for bogus IRS e-mails
  • Can happy employees equal healthy profits?
  • Foreign assets may require two filings

Click Here to Download the Newsletter

Coffee and Tablet

We've moved!

Insero & Company is pleased to announce that our Rochester office has recently relocated to:

Crossroads Building
2 State Street, Suite 300
Rochester, NY 14614
(Driving Directions)

Our move and plans for the future were recently featured in the Rochester Business Journal.

“We’re in a growth mode,” Managing Partner Nancy Catarisano said. “We’re hoping to double the size of the firm in the next five years through additional services to our clients.”

“It was never a question of us not staying downtown. We are committed to being in the hub, and to the vibrancy of the city. We had a lot of people approach us to move to the outskirts, and it’s not something we chose to do. We like to be around all the attorneys, the bankers, just more activity going on in the city.”

Click Here to Read the Full Article

If you’re in the neighborhood, feel free to stop by and visit our newly remodeled space. We’re still working on the finishing touches, but here are a few sneak peaks of what you might find:

New Office Collage

Health Care Reform Update

Join us for a Health Care Reform Update, the 2nd installment of Insero & Company’s 2013 CPE Series. The CPE Series provides financial professionals and business owners with relevant, up-to-date information and networking opportunities at an affordable price.

2013 CPE Series Logo-01

Health Care Reform and the Affordable Care Act are here. Find out what employers like you need to know to implement changes while staying in compliance and avoiding penalties and unexpected costs.

Click Here for More Information and Registration

When: Tuesday, July 23, 2013, 8am-10am

Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534

Cost: $30 per person ($20 through July 9th with $10 Early Bird Discount)

Presented By

Michael Gurowski, President, Titan Insurance & Employee Benefits Agency, LLC

Sharon Pappas, Compliance and Benefits Technology Specialist, Titan Insurance & Employee Benefits Agency, LLC

Ed Hilton, Underwriting Manager, Titan Insurance & Employee Benefits Agency, LLC

To view additional upcoming events, please visit our website.

To receive updates on future events, please join our mailing list.

4th Annual Tax Update

Join us for our 4th Annual Tax Update as we kick-off the 2013 CPE Series. Insero & Company’s CPE Series seminars provide financial professionals and business owners with relevant, up-to-date information and networking opportunities at an affordable price.

2013 CPE Series Logo-01

Whether you have 5 employees or 500, change may be on the horizon for your business.

  • Get up to speed on current rules and regulations
  • Be aware of changes that could increase your tax bill
  • Plan for changes to keep your effective tax rate low

Click Here for More Information and Registration

When: Tuesday, June 18, 2013, 8am-10am

Where: Locust Hill Country Club, 2000 Jefferson Road, Pittsford, NY 14534

Cost: $30 per person ($20 through June 4th with $10 Early Bird Discount)

 

Presented By

Steven Mills, CPA, Partner, Insero & Company CPAs, P.C.

Don Susswein, Principal, Washington National Tax, McGladrey LLP

Mark Peterson, President & CEO, Greater Rochester Enterprise

 

The dates and topics for the remainder of the series will be announced at the Tax Update on June 18, 2013. If you are unable to attend, but would like to receive updates on future events, please join our mailing list.

Let us pour you a drink!

Really! We’ll be tending bar at Easy on East to benefit the Flower City Habitat for Humanity Women Build on Friday, April 26, 2013.

Join Us Guest Bartend

Each year Insero & Company’s employees raise funds and volunteer their time to help build a home for a single mom. That’s why we’ve volunteered to step behind the bar and donate all cash tips from 6-9pm. The event will also feature live music, a 50/50 raffle, and free parking at the East End Garage.

We do hope you’ll join us and our team for an evening of fun for a great cause!

Sincerely,

Nancy & Vince

Who: Nancy Catarisano & Vince Leo 

When: Friday, April 26, 2013, 6-9pm (we’ll be behind the bar from 6-7pm)

Where: Easy on East, 170 East Ave, Rochester, NY 14604 (map)

Women Build Donate Button

Insero & Company Names Michael Marafioti Partner

Insero & Company CPAs, P.C. announced today that Michael D. Marafioti, CPA has been admitted as a partner in the firm. Michael is a member of the Audit and Business Advisory Services Group and has significant experience in the real estate, manufacturing, construction and service industries.

Michael D. Marafioti, CPA

Michael D. Marafioti, CPA

He works with many middle-market companies where he provides entrepreneurs with real time business advice ranging from operations to financing. Michael is also responsible for planning, performing and supervising audits, reviews, compilations and financial consulting engagements aimed at helping companies attain their business goals.

Michael is a graduate of the State University of New York, College at Fredonia and is a Certified Public Accountant in New York State. He is also a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

Michael resides in Fairport, New York with his wife Heidi and their three children. In his free time, he enjoys skiing, golfing and spending time with his family. He serves as treasurer for Fairport Youth Lacrosse and coaches the girls youth teams. He also regularly volunteers for the Young Entrepreneurs Academy.

Rochester-based Insero & Company CPAs, P.C. is one of the largest accounting and business advisory practices serving Western, Upstate and the Southern Tier of New York. A full-service public accounting firm with Tax, Audit and Outsource Accounting practices, Insero & Company specializes in Employee Benefit Plan Audits and Outsourced and Virtual Accounting Services for not-for-profit organizations and companies of all sizes.

Insero & Company Named One of the Best Accounting Firms to Work for

Insero & Company CPAs, P.C. was recently named one of the 2012 Best Accounting Firms to Work for. This annual list was created by Accounting Today and Best Companies Group to identify, recognize and honor the best places of employment in the accounting industry.

Best Accounting Firms 2012

Accounting firms from across the country entered the two-part survey process to determine the Best Accounting Firms to Work for. The first part consisted of evaluating each nominated firm’s workplace policies, practices, philosophy, systems and demographics. The second part consisted of an employee survey to measure the employee experience. The combined scores determined the top firms and the final ranking. Best Companies Group managed the overall registration, survey and analysis process and determined the final rankings.

The ranking of the 5th annual Best Accounting Firms to Work for will be unveiled at an awards ceremony sponsored by ADP during Accounting Today’s 2nd Annual Growth & Profitability Summit on October 28th – October 30th at the Boca Raton Resort & Club in Boca Raton, Florida. The list-making firms will also be published in the December issue of Accounting Today.

For more information on the Best Accounting Firms to Work for program, visit www.BestAccountingFirmstoWorkfor.com.

Rochester-based Insero & Company CPAs, P.C. is one of the largest accounting and business advisory practices serving Western, Upstate and the Southern Tier of New York. A full-service public accounting firm with Tax, Audit and Outsource Accounting practices, Insero & Company specializes in Employee Benefit Plan Audits and Outsourced and Virtual Accounting Services for not-for-profit organizations and companies of all sizes.