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Scott M. Heyman

cpa, cfp®

DIRECTOR

Phone: 315.424.1120 x416
Fax: 315.422.0829
email: [email protected]

Scott joined the firm in 2012 and brings extensive expertise in accounting, income tax preparation and strategic tax planning for both businesses and individuals.  His experience includes corporate, partnership and fiduciary tax return preparation; multi-state tax filings; IRS and state audit representation; business formation; and real estate planning.   Scott serves clients across a wide range of industries, including construction and real estate, healthcare, manufacturing, trucking and transportation, and professional services.

As a Certified Financial Planner, Scott provides a holistic perspective – integrating tax strategies seamlessly into his clients’ broader financial goals.

A graduate of Le Moyne College with a Bachelor of Science in Accounting, Scott is also deeply involved in his community.   He serves on the board of Advocates, Inc. and is the chair of its Finance & Audit/Investment Committee, and on the board and finance committee of Building Men.

 

Scott received his Bachelor of Science degree with a major in Accounting from Le Moyne College.

PrimeGlobal, An Association of Advisory and Accounting Firms
Financial Planning Association, Central New York Chapter

Advocates, Inc. – Board Member & Finance & Audit/Investment Committee Member
Building Men – Board Member & Finance Committee Member

Tax Efficient Long-Term Financial Planning Strategies – Presented to Financial Planning Association of CNY 12/23
Business Succession Planning and Year-End Tax Planning for Business Owners – Presented to Financial Planning Association of CNY 12/21
Article:  The Equifax Breach – 5 Steps to Help Protect Your Identity

What is your favorite quote?

“Learning never exhausts the mind” – Leonardo da Vinci

How do you relax when not working?

Staying active, golfing

Favorite vacation?

Syracuse football road games

Word that describes you?

Dependable

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315.424.1120

[email protected]