Proto & Loskey CPA
115 Times Square
Olean, NY 14760
voice: (716) 372-7184
fax: (716) 372-2830

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Estates and Trusts

Proto & Loskey serves a broad base of individuals, families and closely held businesses. Our staff stays current on the ever-changing tax regulations and is prepared to help you devise a plan to preserve the assets you have worked so hard to accumulate. We can offer suggestions to help minimize or defer your tax liability. Among the many areas where we can assist you include:

  • Estate Selection
  • Asset Ownership and Valuation
  • Retirement Planning
  • Lifetime Gifting Programs




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