|
January 29, 2009
EFP Group and Rotenberg & Co. to Merge
Combined entity, EFP Rotenberg, will become Rochester’s second-largest locally owned accounting firm
Rochester, NY, January 29, 2009 –Two of Rochester’s major accounting firms, Eldredge, Fox & Porretti, LLP (which does business as EFP Group) and Rotenberg & Co. LLP, have signed a letter of intent to merge. When the merger is finalized, after the accounting industry’s busiest season, the combined firm will become the area’s second-largest locally owned accounting and business consulting firm, with 67 certified public accountants (CPAs) and 150 employees. In the meantime, the firms have begun joint strategic planning and are operating on a cooperative basis.
The new firm will be known as "EFP Rotenberg." Read more.
December 30, 2008
EFP Group Names Three New Partners
  
Jennifer L. Arbore Michael R. Doody Vincent J. Tomei, III
EFP Group has admitted three new partners to the firm. Jennifer L. Arbore, Michael R. Doody, and Vincent J. Tomei, III—all CPAs—have been promoted from manager positions within the firm.
“We couldn’t be more pleased than to be admitting these three to partnership,” says Robert N. Porretti, Founding Partner and Chairman of EFP Group. “Each of them began their accounting careers with EFP, have stayed with the firm ever since, and have brought significant value to our clients as well as the firm and their colleagues.”
Read more...
November 20, 2007
Elmira Firm Merges with Eldredge, Fox & Porretti
Eldredge, Fox & Porretti, LLP and Carnevale Niles Whitney & Davis, P.C. are pleased to announce that they are merging operations.
“We’ve known and collaborated with the experienced professionals at Carnevale for almost a decade. We’ve come to respect and admire their deep commitment to their clients. Their values, grounded above all in honesty and integrity, are fully aligned with our own. Like us, they place a premium on delivering the highest caliber of client service possible and on always keeping their promises,” says Timothy J. McNamara, managing partner of EFP Group.
Read more…
March 9, 2007
EFP Group Names Chairman and Managing Partner
 Robert Poretti
 Timothy McNamara
Founding Partner Robert N. Porretti, CPA, has been named Partnership Chairman at EFP Group and Timothy J. McNamara, CPA, has been named Managing Partner. As Chairman, Porretti guides the firm’s strategic planning. As Managing Partner, McNamara oversees day-to-day operations.
“A hallmark of future success for any business is careful succession planning,” Porretti says. “Tim doesn’t just share my vision for the firm, he will help shape it. The continued growth and success of EFP Group will come from thoughtful planning that engages everyone’s talents. Our challenge is to provide the leadership.”
Read more…
EFP Group Names New Partner
EFP Group has admitted Thomas A. Walter, CPA, as a Partner in the firm. Walter, who is based in the Canandaigua office of Eldredge, Fox & Porretti, LLP, is the firm’s expert in New York State sales taxes. He is an authority on individual and corporate taxes and provides representation before taxing authorities, business consultation to closely held businesses, and strategic business planning.
Read more…
September 2006
EFP Group Staff New certifications
 Congratulations to Kevin L. Beach on obtaining his CIA designation (Certified Internal Auditor) as well as his CFE designation (Certified Fraud Examiner). Beach, also a Certified Public Accountant, is a Supervisor with StoneBridge Business Partners, an affiliate of EFP Group in Rochester, New York. He handles and oversees franchisee and distributor audits.
September 27, 2006
EFP Group Announces New Staff Members
Kathleen A. Farrell has joined EFP Group as a Manager in the Non-Attest department in our Canandaigua office. Prior to joining EFP Group, Kathleen had her own CPA firm in Palmyra, New York.
Meghan E. Schuth has joined EFP Group as a Staff Accountant in the Attest Department in our Rochester office. Schuth has a B.S. in Accounting from St. Francis University. Schuth is a native of Brockport, New York.
Eloise A. Wiest has joined EFP Group as an Senior Accountant in our Canandaigua office. Weist comes to us with 14 years experience. Weist resides in Seneca Falls, New York.
March 29, 2006
Beginning April 1, 2006, there will be a year-round exemption from New York State sales and use taxes for clothing, footwear, and items used to make or repair exempt clothing, costing less than $110 per item or pair. The exemption will apply to the state’s 4% sales and use taxes. The exemption does not apply to locally imposed sales and use taxes unless the county or city imposing those taxes elected the exemption. Download the full press release from the New York State Department of Taxation and Finance.
|
|
|
To the media:
Are you looking for a CPA or business consultant to comment on a story or issue? Contact Anja White at 585-427-8900 or
See how and where we've
appeared in the news lately.
|
|
