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Kevin E. Nass, CPA


Areas of Expertise

Kevin provides income tax, merger, acquisition, estate tax planning, and advisory services to many of the Firm’s closely held businesses. He has worked extensively with the owners of closely held businesses in choice of entity and structuring new business ventures as well as planning for ownership transition. Kevin is also responsible for the delivery of all tax-related services to the Firm’s financial institution clients. He is the Chairman of the Firm’s Technology Committee and is responsible for the development and enhancement of the Firm’s website.

Kevin serves as the President of the Board of Trustees of the YMCA of Greater Syracuse, the Treasurer of the Fayetteville-Manlius A Better Chance Program and on the Professional Advisor Council of the Central New York Community Foundation. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New York State Society of Certified Public Accountants (NYSSCPA).

Kevin is a graduate of Syracuse University and resides in Pompey, NY.