TRUSTED SINCE 1984

Financial clarity for your business & family

A family run firm with over 40 years of experience. We offer clients a full suite of accounting, tax, audit, estate planning, financial and small business services - delivering trusted guidance all in one place.
the proto & Loskey Accounting Firm Team
Licensed in NY & PA
Over

Years
Of Experience
our services

Comprehensive Accounting Services

From tax preparation to business advisory, we provide the expertise your finances deserve.

Tax Services

Comprehensive individual and business tax preparation with year-round planning strategies.
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Financial Planning

Personalized financial strategies to help you achieve your short and long-term goals.
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Payroll

Accurate, timely bookkeeping services to keep your financial records organized.
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Audit & Assurance

Independent audits, reviews, and compilations to meet regulatory and stakeholder needs.
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Estate Planning

Protect your legacy with comprehensive estate and succession planning services.
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Management and Advisory Services

Strategic guidance to help your business grow, improve profitability, and plan for the future.
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about our firm

Your trusted partner in financial success

A family run firm with over 40 years of experience. We offer clients a full suite of accounting, tax, audit, estate planning, financial and small business services - delivering trusted guidance all in one place.
  • Family-owned and operated since 1978
  • Licensed in New York and Pennsylvania
  • QuickBooks Certified ProAdvisor
  • Member of AICPA and state CPA societies

40+

Years of Trusted Service
client hub

Your Secure Client Portal

Manage your account easily with our secure online tools.

Upload Documents Securely

Share tax documents, financial statements, and other files through our encrypted client portal.
  • 256-bit SSL Encrypted

Ready to Work Together?

Let's discuss how we can help you achieve your financial goals. Schedule a consultation today.
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Latest Articles & Insights

Trump Accounts

If you’ve been following recent tax policy news, you may have heard about “Trump Accounts” — a proposed savings vehicle…
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