Kenneth M. Weinstein, CPA, CFP

Kenneth M. Weinstein, CPA, CFP is an accountant in Tonawanda, NY. The firm serves individuals, property owners, and the owners of small to medium-size businesses across the United States, with a primary focus on Western New York areas including Buffalo, Williamsville, Amherst, Grand Island, Wheatfield, Niagara Falls, Cheektowaga, Clarence, and Lockport. The practice specializes in high-quality accounting, financial services, and income tax preparation, helping clients minimize taxes on personal, corporate, and sales returns. Additional services include planning for long-term security, optimizing asset transfer to heirs, evaluating insurance needs, and managing college and retirement savings. The firm also assists with starting, running, or winding down businesses by providing advice on accounting systems, data processing, and internal operations. It holds a rating of 4.70 based on customer reviews.

Kenneth M. Weinstein brings more than 20 years of professional experience to the Western New York business community. He holds a B.S. in Industrial Engineering and an M.B.A. in Accounting from Syracuse University. His career began at Peat, Marwick & Mitchell in Rochester, followed by work on systems for IBM, before he moved to Buffalo to associate with a major locally owned public accounting firm. He subsequently founded his own practice. Weinstein is a member of the American Institute of Certified Public Accountants, the New York Society of Certified Public Accountants, and The Financial Planning Association. He is also an active Rotarian, and the firm belongs to the Amherst & Ken-Ton Chambers of Commerce. The staff provides personalized service to investors, professionals, and business owners, offering timely consultation on tax matters and financial services.

The office is located at 1450 Niagara Falls Blvd. It sits directly on Niagara Falls Boulevard, a main road in the area. The location is approximately a quarter of a mile from Maple Road. Nearby landmarks include the Buffalo Golf House, a sports center located about a half mile away. The Amherst Post Office and Green Acres School are also within a half mile of the office, as is the Boulevard Mall.

The firm is known for its positive rating from the customers who have reviewed it. This reputation reflects the personalized attention the staff gives to each client, ensuring that tax strategies align with broader financial goals. The combination of CPA and CFP credentials allows the firm to address both the accounting and investment sides of a client’s financial life.

In Tonawanda, Kenneth M. Weinstein, CPA, CFP stands out for its ability to integrate tax efficiency with comprehensive financial planning for local professionals and business owners.