Contact Us

Contact Us

Tax & Accounting Services

at Brighton Securities

Form Your Business, Build Success Today

Your Trusted Partner for Tax, Entity Formation & Advisory Solutions

At Brighton Securities Tax & Accounting, our mission is to deliver expert tax preparation, business entity formations, and tax advisory services for individuals, families, small businesses, and nonprofits across Rochester, NY and the surrounding region. Backed by decades of industry experience, our CPA-led team brings strategic insights and proactive planning to reduce your tax burden and enhance compliance.

Meet Your Tax & Accounting Team

Skilled professionals. Proactive guidance.

Meet your trusted partners for year-round tax & accounting services support and clarity

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Entity Formation Services

Launch Your Business with Confidence. Build It for Growth.

We specialize in business entity formation services designed to set your business up for long-term success—whether you're launching a startup, expanding to new markets, or restructuring an existing company. Our CPA and team takes a comprehensive, strategic approach to help you select the ideal entity structure, navigate regulatory filings, and implement tax-efficient frameworks tailored to your goals.

Starting a business is more than filing paperwork. It’s about making smart decisions that reduce risk, maximize tax savings, and position your business for scalability. We help entrepreneurs and business owners across Rochester and the Upstate NY region form the optimal businesses entity for their desired business goals that are compliant, resilient, and positioned for growth.

Our Business Entity Formation Services Include:

Entity Type Consultation & Strategic Structuring

We'll help you evaluate whether an PLLC, LLC, PC, S-Corp, C-Corp, Sole Proprietorship, or Partnership is best aligned with your goals, liability concerns, and industry. We explain the pros and cons of each business structure from a tax and operational standpoint.

Find Your Best Business Structure

State & Federal Business Registration

We handle the end-to-end filing process, including BOI Report, New York State Education’s Department’s Office of the Professions (NYSED OP) registration, New York State business registration, compliance with Department of State requirements, and IRS EIN (Employer Identification Number) application. Our team ensures that every step is completed accurately, efficiently, and in full compliance with all applicable requirements.

Start Your Business Registration Today

Operating Agreements & Corporate Bylaws

Our team drafts and reviews Operating Agreements for LLCs and Bylaws for Corporations, providing foundational governance documents essential for compliance, ownership protection, and operational clarity.

Protect Your Business with Solid Agreements

Holding Company & Investment Entity Structuring

For clients with multiple ventures or complex asset portfolios, we provide strategic advice on forming parent/holding companies, investment LLCs, and real estate holding entities—helping to consolidate risk and reduce tax exposure.

Create a Tax-Efficient Holding Structure

Multi-State & Foreign Entity Formation

Expanding your business beyond New York? We offer multi-state registration services and foreign qualification filings to ensure you remain compliant across state lines.

Expand Your Business Across State Lines

Registered Agent Services & Compliance Calendar Setup

We help you meet ongoing compliance obligations, including annual report filings, franchise taxes, and renewal requirements by establishing a proactive compliance calendar.

Stay Compliant Year-Round

CPA-Led Tax Optimization Strategies

Unlike online formation tools, our CPA advisory team builds a long-term tax strategy into your business formation plan. We evaluate how your structure will affect your self-employment tax, qualified business income (QBI) deduction, payroll setup, and entity-specific deductions.

Maximize Tax Savings from Day One

Attorney & Legal Counsel Coordination

We coordinate directly with your legal team to ensure that all filings, agreements, and governance frameworks align with your broader legal strategy. No legal team? No problem—we can refer you to trusted attorneys we partner with.

Get Legal Alignment for Your Business

Who We Help:

  • Mental Health Professionals
  • Startups & First-Time Entrepreneurs
  • Real Estate Investors & Developers
  • Professional Service Firms (Consultants, Advisors, Physicians, Creatives)
  • Independent Building & Construction Contractors
  • Family-Owned Businesses
  • Multi-Owner Partnerships & Investor Groups
  • Franchise Operators
  • & More

Whether you're forming a PLLC, single-member LLC for consulting or a multi-entity real estate investment structure, our team ensures your launch is strategic and compliant.

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  • Personal & Family Tax Planning
  • State & Federal Return Preparation
  • Estate & Trust Tax Planning
  • Withholdings Optimization
  • Year-Round Tax Strategy

Tax Preparation & Planning

Your dedicated CPA and Tax Advisor will help you navigate state and federal tax obligations with precision and clarity. Our experts specialize in meticulous tax planning, preparation, and filing services from estate planning to trust planning and withholdings. We navigate the complexities of state and federal tax codes to help minimize liabilities.

Small Business Advisory

Our Small Business Advisory services go beyond traditional tax and accounting services. We offer outsourced CFO/Controller support, preparation of tax returns, current and projected financial statements, business entity structure advisory, and proactive consulting. With financial planning analysis and accounting support, we help your business thrive in a competitive landscape.

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  • Outsourced CFO/Controller Support
  • Business Entity Structure & Formations
  • Quarterly & Annual Financial Planning
  • Projected Financial Statements
  • Tax Return Filing for LLCs, Partnerships, S-Corps
  • 990 Preparation & Filing
  • Bookkeeping & Accounting Support
  • Payroll Support
  • Sales Tax Support

Partner with Brighton Securities Tax & Accounting

At Brighton Securities Tax & Accounting, we deliver unparalleled expertise and unmatched client service.

Contact us today to explore our services further and discover how Brighton Securities Tax & Accounting can make a difference for you. Your success is our priority. Brighton Securities Tax & Accounting – Your Trusted Financial Partner.

  • Unmatched Expertise in Complex Tax Strategy
  • Integrated Advisory Support for Growth & Compliance
  • Personalized Attention from a Dedicated Team
  • Seamless Collaboration Across Your Financial Life

Whether you're looking to form a new business, optimize your tax position, or ensure nonprofit compliance—we’ll be there for you every step of the way.

Contact Us Today To Learn More