Ward, Schmerbeck, & Billig CPAs

Ward, Schmerbeck, & Billig CPAs is a full-service certified public accounting firm located in the Town of Greece section of Rochester, NY. Operating from Suite 210 at 470 Long Pond Road, the firm provides tax, accounting, and financial advisory services to individuals and businesses throughout the Rochester area and upstate New York. The practice handles everything from straightforward individual tax returns to complex business advisory work, serving both local clients and those based out of state.

The firm's service menu covers a broad range of accounting and financial needs, including:

• Individual, business, not-for-profit, and estate tax preparation and planning
• Bookkeeping on a monthly, quarterly, or annual basis
• General ledger and financial statement preparation
• Audits, reviews, and compilations
• Business valuations and succession planning
• Financial and retirement planning, including investment strategy and college funding guidance
• IRS and state agency audit representation
• Entity selection and restructuring for businesses
• QuickBooks setup, training, and ongoing support
• Employee benefit, pension, and profit-sharing plan administration
• Cash flow budgeting and forecasting
• Acquisition and sale transaction support

The firm also maintains an online client portal and publishes financial guides and tax tips through its website.

Ward, Schmerbeck, & Billig positions itself as a practice that pairs hands-on tax preparation with broader financial advisory work. The firm handles not just compliance-oriented tasks like tax filing and bookkeeping but also consultative services such as business valuations, succession planning, and debt and finance advising. Their QuickBooks assistance program — covering personal training, initial setup, and ongoing transaction review — reflects a focus on helping small-business clients manage their own books between engagements.

The firm's office sits at 470 Long Pond Road, Suite 210, in the Town of Greece, Rochester, NY 14612 — near the Long Pond Road and Latta Road corridor where Greece Town Center anchors a stretch of commercial and medical office development. Wegmans, Aldi, and several banks are within a short drive, and the Greece town courts and municipal offices are nearby. Office hours run Monday through Thursday from 8:00 a.m. to 4:00 p.m. and Friday from 8:00 a.m. to 1:00 p.m. Appointments can be scheduled by calling (585) 720-9970.