Willard & Associates Accounting and Tax Services, Inc., led by CPA Jonathan J. Willard, is dedicated to offering top-notch customer service. Our goal is to minimize both federal and state tax obligations while optimizing financial gains for clients. We collaborate closely with financial advisors, attorneys, and other team members to ensure a thorough review of your financial situation and help you meet your objectives. Starting with tax preparation, we discuss results and work with your advisors to develop a financial and tax strategy for the current year, guiding its implementation and progress tracking for successful outcomes.

Established in 2012 by Jonathan Willard, Willard & Associates evolved from L&M Tax Services with a focus on individual and small business needs in Western New York. Providing tailored services, we engage with client advisors to create plans for achieving their unique goals.

Catering to entrepreneurs, professionals, retirees, small businesses, and corporations across various sectors such as construction, manufacturing, professional services, medical practices, real estate, retail, and restaurants, we are eager to support your journey to success.

Our approach involves building trust with clients and understanding their priorities, needs, and long-term aspirations to deliver effective solutions. Striving for continuous improvement and fostering positive outcomes, we engage proactively within the communities we serve. Upholding honesty and integrity in all interactions, we value each client relationship with humility, courtesy, and respect. By fostering collaborative relationships, we aim to enhance financial and professional prosperity for all stakeholders through our wealth of experience and guidance.