About
Our firm serves a significant and diverse client base by providing accounting, assurance, consulting, tax, financial planning and estate planning services. We work with clients in various industries, including construction & real estate, health care, not-for-profit & foundations, manufacturing & distribution, employee benefit plans, & individuals.
We are a medium sized local firm whose partners are directly involved with their clients. We believe this approach allows for continuity of personnel and a high level of expertise.
Led by three partners, our staff consists of professional, paraprofessional and administrative personnel.
History
Conklin, Gilpin & Associates, P.C. was the successor firm to a practice originally founded in 1978. Ostrander, Sugg & York, Inc. was the successor firm to a long line of practices going back to 1963. The firms merged January 1, 2010, to form Conklin, Gilpin, & Wertz, PLLC.
Our firm seeks to serve clients with excellence, efficiency, and dedication. The successful merger of the practices has enhanced our ability deliver service with a high level of quality and professionalism.