Accounting Firm Rochester, NY

Looking for accounting, bookkeeping or payroll services? Need affordable business consulting? Call our business advisors at 585-285-3442.

Accounting Services Bookkeeping Services
Personal & Business Income Tax Preparation Small Business Consulting
Payroll Services  

Caine & Associates is a locally owned business in Rochester, NY, specializing in all types of financial services for individuals, businesses, non-profit organizations, government agencies, and entrepreneurs. Our experienced tax preparers and accountants are dedicated to providing personal, top quality services. We are your "one-stop shop" for all business consulting and accounting services.

At Caine & Associates, we make your job easier by providing everything your business needs from one trusted source. Many practices offer routine accounting services. Some offer tax or payroll services. Still, others offer business counseling or financial services. Our full-service practice brings you all of the business services you need from under one roof, thus simplifying the management of your entire business so you can concentrate on satisfying your customers.

Accounting & Bookkeeping

Bookkeeping and financial reporting are typically time-consuming and often frustrating tasks that distract you and your staff from focusing on your products, services, and customers. In fact, a recent SBA study reports that up to a third of a business owner's time and energies are consumed by these "back-office" functions. Yet, accurate and timely financial information is critical for making the important decisions that affect the future of your business. With over ten years working with small and medium-sized businesses, we have acquired the expertise to quickly determine your special needs and provide all of the information you need to successfully manage the business you've worked so hard to build. Let us ease the burden of bookkeeping and financial reporting and deliver a level of service to you that few companies could afford to maintain in-house.

Serving the greater Rochester, NY area, Caine & Associates provides complete bookkeeping and financial reporting services to save you valuable time and money. As an experienced small business ourselves, we understand how important it is to stay compliant with federal, state and local tax laws and how to keep your business running smoothly. Our mission is for your success, so you can depend on us to help you make the best business decisions possible to increase profits and reduce taxes. You should maintain good records for the following reasons:

  • Better management control to determine the best decisions to make for the future
  • Prove your credit worthiness to secure loans
  • Support for tax reports required by federal, state and municipal governmental agencies

Call us today at 585-285-3442 to get started with our bookkeeping, accounting, and financial reporting services. After making an appointment with the owner of Caine & Associates, Alan Caine, we will assess your business and reporting needs with features including:

  • A duplicate check approach to ensure you have all document copies
  • A customized data gathering approach
  • Customizable financial reports
  • Secure online access to your files
  • Payroll processing and tax compliance
  • Tools to be utilized for any business

Personal & Business Income Tax Preparation

Caine & Associates in Rochester, NY offers extensive tax preparation and filing services to help you with your individual or business needs. We can benefit you in many ways including keeping up-to-date with tax laws and saving you time and money.

  • In-Depth Interviews
  • On-Call National Experts
  • Year-Round Availability
  • Free Prior Years' Tax Returns Refund Review

Because tax laws are complex, Caine & Associates can help make filing your taxes every year much easier. Instead of waiting until the last minute and becoming frustrated, depend on our tax professionals to summarize deductions, correct discrepancies, identify your tax payments and find you all the deductions possible while keeping good records for future reference.

We can help you plan and prepare your tax returns in the way that is best for you. Our personalized services will help you meet your goals year round. We are different here at Caine & Associates in Rochester, NY because:

  • We specialize in middle- to upper-middle income customers like you. Our professionals aim to get you the most out of your tax return because we will search for every credit and deduction available. We understand how important your money is to you and your family because we feel the same.
  • As a one-stop-shop for all your tax and financial needs, Caine & Associates is your all-inclusive solution. There are many factors that can affect your tax situation including business start-up, marital status change and new job count on us to counsel you.
  • You are our main focus at Caine & Associates. You can expect customized services for your individual needs. Choose from a wide range of tax preparation options. We will even deliver all services while saving you both time and money.


Registered Tax Return Preparer   efileEfileStatus as an Authorized IRS E-File Provider — As trusted tax professionals, we've been accepted into the IRS electronic filing program, so we can offer you the highest quality tax filing experience possible. Any return we file electronically on your behalf will be remitted to the IRS and/or state authority on a secure system with an electronic acknowledgment of return receipt. It's a speedier and more accurate way to file your return, allows for electronic payment options—and puts any refund into your pocket in the shortest possible time. Owner, Alan Caine is a Registered Tax Return Preparer with both New York State and the Internal Revenue Service.

To get started with tax services at Caine & Associates, call us at 585-285-3442 and we will be happy to answer all of your questions. You can also email us at or fax us at 585-486-1773. The sooner you make an appointment with our tax experts, the sooner we can help you, so contact us today!

Caine & Associates | Rochester NY Tax Return Preparation from YPC Media on Vimeo.

Payroll Services

At Caine & Associates, we offer complete payroll services for small businesses. From direct deposit to data entry and tax filing, we do it all. Depend on our experienced team to calculate your payroll tax and withholding liabilities so you don't have to worry about a thing. We also specialize in the following services:

  • Certified payroll preparation
  • Payroll schedule tracking
  • Information processing
  • Pay check production
  • Direct deposits
  • Filing federal and state tax returns
  • *EFT federal and state payroll tax deposits

Small Business Consulting

As a small business ourselves, Caine & Associates counsels small businesses to lead you to success. Our business advisors specialize in identifying, analyzing and developing solutions specific to your individual situation. Our business counseling services will create new opportunities for you as a business owner while helping you to manage better. We will work with you one-on-one and listen to ensure you receive the proper consulting services.

To make your business more profitable, we will develop tight controls over your billings to speed up cash flow. We will also help you collect past-due receivables, watch your payables, keep payroll costs under control, watch your financial statement numbers and prepare budgets. As your holistic business advisors, we aim to keep you completely informed about your business.

If you are just starting a business, Caine & Associates will improve your chances of success in many ways. These include properly planning your cash needs, evaluating your business skills and objectives and sufficiently planning your competition and target market.

We are glad to answer any and all of your questions at Caine & Associates. Make an appointment today to meet with owner Alan Caine by calling 585-285-3442. We will assist you with all of your existing client needs and discuss your goals. To do this, it would be helpful to have these documents on hand:

  • Current financial reports
  • Current business/marketing plans
  • Your ideas about where you want to take your business

Our professionals have over 30 years of experience specializing in business counseling and saving you both time and money so you can avoid making improper decisions. There are many features of Caine & Associates' business counseling services that will benefit you including the following:

  • Year-end tax planning reviews
  • Mid-year reviews
  • Cash flow counseling sessions

Business Valuations

At Caine & Associates in Rochester, NY, we provide business valuations to help save you money and time while assessing the value of your company. If interested, we will help you determine how to sell your business, bring new partners into your business and plan your estate and succession.

Recording Secretary Services

Caine & Associates aims to prepare you if you were to impend an audit by the Internal Revenue Service so you are not held personally responsible for your business' debts. Our experts will document corporate decisions in preparation of formal Board of Director or Shareholder events including:

  • Adoption of a stock option or retirement plan, and the making of important tax decisions
  • Proceedings of annual meetings of directors and shareholders
  • Purchase of real property
  • Approval of a long-term lease
  • Issuance of stock to new or existing shareholders
  • Authorization of a substantial loan or line of credit

Caine & Associates is dedicated to protecting your limited liability status with solid documentation proof for the IRS, creditors or the courts. Good recordkeeping is crucial for many other reasons that could affect your business in the future, so contact us today for assistance in expanding your company.

Business Plans

Business plans are crucial tools for small, medium and large businesses of all kinds. At Caine & Associates in Rochester, our objective is to help your company grow and flourish and a business plan is the staple to abide by. These written plans create structure with all the data pertaining to your business, ultimately leading to success. Reasons you should have a business plan include:

  • Effectively define existing realities
  • Reveal weaknesses in your planning
  • Provide valuable communication tools

When referring to your business plan, you should have results defined to help you run your business. A business plan is always a work in progress, with a summary, mission statement, market analysis and keys to success. Depending on your specific situation, Caine & Associates can help you outline your company's products, services, market, finances, and forecasts. Four steps for writing a great business plan are: creating an outline, building out the core sections, completing a draft and then creating a final plan.

10 Key Sections of a Business Plan:

  • Executive Summary - Describes the contents of the entire business plan, creating a mini, one to two-page version of the document.
  • Company Overview - Background, legal structure, key products, and services. Answers "what is this company?" and "where does the company operate?"
  • Industry Analysis - The industry, its size, and nature, significant trends it is experiencing. Answers "in what industry is the business competing?"
  • Customer Analysis - Definition of your customers, segmentation into groups, demographics, and descriptions of each. Answers "who are the products or services for?" and "why is this business needed?"
  • Competitive Analysis - Definition of competitors, descriptions of the top 3 or so, your method to achieve competitive advantage. Answers "who will the company compete against?"
  • Marketing Plan - Brand definition, promotion strategy (methods you will use and how they will work), pricing strategy. Answers "how will the business reach customers?"
  • Operations Plan - Operations description, functional roles to fill, operational milestones. Answers "how will the business operate?"
  • Management Team - Bios and expertise of the key management members, hiring plan for additional management team members. Answers "who is starting and running the company?"
  • Financial Plan - Revenue and cost drivers, startup costs, key assumptions to the financial statements, financial summary for the first five years. Answers "when will the business break-even and become profitable?" and "why should I invest in this company?"
  • Appendices - Additional supporting documents, pro forma statements (generally quarterly for the first 3 years and annual for the first 5 years), resumes for the management team.

Contact our experienced team of business advisors at Caine & Associates today for all of your financial, bookkeeping, business plan, tax, and recordkeeping needs!

Property & Casualty Insurance

Caine & Associates in Rochester, NY offers property and casualty insurance. This type of insurance protects against the liability of negligent acts or omissions. You don't have to worry about whether you have the right insurance package. Depend on our agents to evaluate your unique situation and search for the best insurance policy for you.

Home & Auto Insurance

Do you need homeowners insurance? Are you trying to find a cheaper car insurance policy? Caine & Associates specializes in finding you the perfect home and auto insurance packages for your specific needs. Your house, along with your vehicles, are expensive assets that you worked hard to earn. Make sure they are fully protected with dependable insurance coverage. Whether you need insurance for your motorcycle, car, truck, RV, home, condo or vacation rental, call our knowledgeable staff for a variety of choices.

Commercial Insurance

Trust our experienced staff at Caine & Associates to help move your company forward. We offer comprehensive business insurance. Your employees count on you to provide coverage should the unexpected happens. Whether you are looking for commercial auto insurance, business liability, business property insurance, or specialty liability, we will find you the perfect policy. Get a worker's compensation insurance quote from our friendly team today! 

Call Caine & Associates today at 585-285-3442 for a free consultation!