Dennis Szymkowiak, CPA

Dennis understands the importance of making a personal connection with clients when providing services. He brings innovative ideas to the table along with a sense of humility that fosters an open, productive and collaborative working relationship where clients feel special and well-cared for. 

After beginning his career in 1981 and gaining experience at Big 4 firms, Dennis founded his own firm, where he served as managing partner for over 20 years. He delivers sophisticated tax, accounting and business consulting services to clients that need and welcome sound, well-reasoned and defensible solutions to complex financial problems. With a focus on high-net-worth individuals, Dennis advises on wealth transfer planning and compliance, optimization of pooled family investment structures, income tax planning around major liquidity events and state tax minimization for trusts. In the corporate context, he works with clients to plan, design and implement accounting and inventory methods, capitalization structures, holding company structures designed to minimize tax burden, various entity structures, and federal and state tax credit studies. Dennis has worked extensively with both inbound and outbound corporate structures and has significant experience with consolidated tax returns and multi-state reporting. He serves clients spanning several industries, including manufacturing, wholesale and distribution, retail and real estate. 

• American Institute of CPAs (Personal Financial Planning Section, Tax Section)
• New York State Society of CPAs
• Published author
• BISON Children’s Scholarship Fund (Board of Directors, Vice President)
• Clarence Treatment Court Foundation (Board of Directors) 
• Former board member of SUNY Buffalo’s Graduate Tax Program Advisory Council, Buffalo Prep and Elmwood Franklin School

Dennis and his wife reside in Amherst, New York. He loves being with his family and spending time outdoors. Together, they enjoy hiking, biking, running and skiing. Dennis and his wife have climbed over 30 of the highest 46 peaks in New York’s Adirondack Park, and he has run five marathons. He is an active reader, with a library that spans across all genres.