Proto & Proto

Proto & Proto refers to a combined offering of services in Olean, NY, primarily represented by Proto & Loskey, LLC, a Certified Public Accountant (CPA) firm, and Proto Financial Group, a financial and retirement planning entity. These two businesses share an office at 115 Times Square, Olean, NY, allowing clients to conveniently access both accounting and financial advisory services in one location. Proto & Loskey, LLC, founded by Louis J. Proto in 1978, is a well-established CPA firm. They offer a diverse range of accounting services, including tax preparation for individuals, S-Corporations, C-Corporations, limited liability partnerships, pension and profit-sharing, fiduciary, estate, excise, sales, and payroll. They emphasize staying current with tax laws to maximize client savings and improve cash flow through year-long tax planning. Beyond tax services, Proto & Loskey, LLC also provides auditing for privately-owned businesses, institutions, municipalities, government agencies, non-profit organizations, and educational institutions, as well as management advisory services. Proto Financial Group was formed in 1999 by Louis J. Proto to expand the services offered to his clients, particularly in wealth management. It is a father-daughter owned business, with Louis J. Proto, CPA, CFP®, M.S.T., and Eileen Proto, M.B.A., leading the firm. They focus on financial and retirement planning, aiming to help individuals and families achieve their financial goals through personalized advice, strategies, and guidance. Their approach is client-centered, building long-term relationships and striving to anticipate and address challenges to keep clients on track toward a purpose-driven financial future. They also have staff members who are Certified QuickBooks ProAdvisors, offering additional support for small businesses. The "Proto & Proto" naming likely refers to the family involvement and the integrated nature of their accounting and financial services, providing a comprehensive solution for their clients' financial needs. Louis J. Proto has a long history of community involvement in Olean, serving on various boards including the Olean Family YMCA, Olean General Hospital Board of Trustees, Greater Olean Area Chamber of Commerce, and Olean Area United Way.