The key to successful planning for businesses and their owners is to plan early and plan often. Our firm partners with our clients to achieve their goals whether that is a well-executed M&A transaction or a successful transition of a family business to the next generation.

Anthony provides business valuation and advisory services to corporate and individual clients of DKB. He has expertise consulting clients through gift & estate tax planning and succession planning. Additionally, he has experience advising on corporate transactions, mergers & acquisitions, deal structuring, and financial due diligence.

Before joining DKB, Anthony had 5+ years consulting high net worth individuals and small to mid-sized companies on business valuation and tax planning. Additionally, Anthony led financial planning and analysis for a large multinational company.

He is a member of the American Institute of Certified Public Accountants’ Forensic and Valuation Services Section.

Anthony earned his MBA and BS in Accounting from St. John Fisher College. He is Accredited in Business Valuation by the AICPA and has a Six Sigma Yellow Belt. Anthony grew up in the Rochester area where he attended McQuaid Jesuit and now resides in Victor, NY.

Services

To provide exceptional client service by going above and beyond what is expected on a daily basis. My goals are to save my clients as much money as possible by using valuable tax planning strategies and being a trusted advisor to my clients when they are in need.

A manager with DeJoy, Knauf & Blood, LLP, Sam utilizes his industry expertise to identify tax-saving strategies. This starts with developing strong relationships with his clients and getting to know and understand their financial situation.

Sam delivers tax and advisory services to small to medium-sized businesses and individuals in the real estate and construction industries. Although Sam primarily serves the real estate and construction industries, he also serves the manufacturing and medical industries. In addition, he has technical expertise in the following areas: partnership income allocations, researching and summarizing complex tax laws, and multi-state income taxation.

In his experience, one of the most critical aspects of his position is understanding complicated tax concepts and explaining them in everyday language to his clients. In addition, Sam thrives at identifying potential tax planning opportunities that can lessen his clients’ tax liabilities. Sam takes pride in himself for staying up-to-date on developing tax-related topics and finding how they might apply to his clients.

Education and Certifications

  • Bachelor of Science, Accounting University at Buffalo
  • Certified Public Accountant – State of New York

Professional Affiliations

  • American Institute of Certified Public Accountants

Community Involvement

  • Active member of the Italian American Sports Club

Beyond DKB

Sam lives in Irondequoit with his family. Outside of DKB, Sam enjoys playing soccer, running and spending time with family.

Services

Industries

I best serve clients when I have the opportunity to get to know them, and understand what motivates them or drives their decision-making process. This provides the ability to collaboratively develop a plan, through which knowledgeable decisions can be made.

Kiani is a Manager in DKB’s Financial Assurance Practice. Her primary focus is on providing audit compliance and consultation services, to small to mid-sized business clients. She also supervises the firm’s employee benefit plan practice. Kiani brings a level of organization and consistency to each engagement, which provides for a seamless client experience.
Kiani mainly services the automotive industry. She prides herself on being transparent with her clients, and outlining expectations from the start. She takes the time to get to know each of her clients, to truly understand what motivates them, and what drives their decision making process. In turn, she is able to work collaboratively, and ask thoughtful questions, allowing her clients to make well-informed decisions.

Education and Certifications

  • MBA, Accounting St. John Fisher College
  • Bachelor of Science, Accounting St. John Fisher College
  • Certified Public Accountant – State of New York

Professional Affiliations

  • American Institute of Certified Public Accountants
  • Rochester Automotive Dealers Association

Beyond DKB

Kiani currently resides in Webster with her husband Kevin, and their two dogs. In her free time, she enjoys horseback riding and competing, traveling, and hiking.

Services

Industries

Helping clients to be successful in meeting their goals, involves going above and beyond what is expected.

Dan is a Manager in DKB’s Financial Assurance Practice. He assists clients in meeting their financial reporting requirements, and prides himself on his ability to provide an independent perspective, on the application of accounting standards. He provides clients, in both the not-for-profit and for-profit industries, with assurance services including audits, reviews, and compilations of financial statements, as well as consulting services. In addition, he assists in managing services provided under the firm’s employee benefit plan audit practice.

Dan works hard to get to know his clients, and understand their objectives outside of the financial reporting requirements. It is his understanding of his clients and their goals, which makes him a great business advisor.

Education and Certifications

  • Bachelor of Science, Accounting Le Moyne College
  • Certified Public Accountant – State of New York

Professional Affiliations

  • New York State Society of CPAs
  • American Institute of Certified Public Accountants

Community Involvement

  • Financial Council Member & Trustee, Sacred Heart Cathedral

Services

Industries

I believe that accounting is a collaboration. I want to get to know my clients and their business so I can proactively provide them with the necessary information to make knowledgeable decisions.

Vikki is a manager in DKB’s Not-for-Profit practice. Her collaborative approach to working with her clients allows for real-time communication, and an increased awareness to her client’s unique motivations. By looking at her client’s specific business needs, and understanding their industry in its entirety, she can fully identify risks and opportunities.

With over ten years of experience in audit and accounting, Vikki works with some of our largest not-for-profit clients. She specializes in the audits of not-for-profit organizations which include social service organizations, health and welfare agencies, churches, foundations, educational and cultural institutions, and country clubs. These not-for-profit organizations receive funding from a variety of sources including private contributions, government and private grants and member fees. Her specific expertise lies in the technical areas of tax exempt organization return preparation, unrelated business income, Consolidated Fiscal Reports, and audits under Government Accounting Standards.

Prior to joining DKB, Vikki worked for the audit division for an international public accounting firm and as an assistant controller in the private sector for a publicly traded company.

Education and Certifications

  • Bachelor of Science, Emphasis Accounting San Diego State University
  • Certified Public Accountant – State of New York

Professional Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • New York State Society of CPAs (NYSSCPA)

Community Involvement

  • Audit Chair, Treasurer & Board Member, YWCA of Rochester & Monroe County

Beyond DKB

During her free time, Vikki’s activities include spending time with her family and friends, relaxing with a good book, attending plays at the RBTL Auditorium, and enjoying other local activities in the Rochester community.

Services

Industries

Pam offers comprehensive tax compliance, fiduciary and trust services to the personal and corporate executive clients of DKB. She has diverse experience in financial services and public accounting, with particular expertise in tax planning and compliance, and trust administration.

Before joining DKB, Pam served as vice president in both trust administration and tax accounting for a global financial firm. Throughout her career of nearly 20 years, Pam has focused on the tax compliance and planning needs of her fiduciary, gift, trust and individual clients.

She is a member of the American Society of Certified Public Accountants.

Pam holds an MBA in finance, corporate accounting, and organizations and markets from the William E. Simon Graduate School of Business Administration at the University of Rochester. She earned a Bachelor of Arts degree from the University of Rochester, with a major in economics and business administration. Pam also has completed numerous trust and tax training programs.

Services