Note Advisors Adds In-House CPA

New Tax Planning & Preparation Division Strengthens Note Advisors’ Holistic Approach by Integrating CPA Expertise Into the Financial Planning Process

Buffalo, NY – Note Advisors announced the launch of its new Tax Planning & Preparation division, expanding the firm’s holistic financial planning services through the addition of an in-house CPA. 

Tax planning has always been a core component of Note Advisors’ financial planning process. The new division builds on that foundation by bringing CPA expertise directly into the firm, creating a more integrated planning experience while adding tax preparation and compliance services for new and existing clients.

Andrew Lemay, CPA, MBA, joined Note Advisors in May as the firm’s first Tax & Financial Planning Associate. Before joining Note, Lemay worked as a CPA at Ernst & Young. He will work closely with the firm’s CERTIFIED FINANCIAL PLANNER® Professionals to integrate tax strategy, preparation, and compliance into the broader financial planning process.

The new division reflects a growing demand from clients seeking greater coordination between tax strategy and financial planning. Note aims to continue providing an integrated approach to helping individuals, families, and business owners navigate increasingly complex financial decisions.

“Tax planning has always been an important part of our advisory process,” said Shawn Glogowski, owner and co-founder of Note. “Adding CPA expertise to our team allows us to build on that by offering tax preparation and compliance services alongside financial planning for a more seamless experience and a deeper level of coordination for our clients.” 

While accounting firms expanding into financial planning have become increasingly common, it remains relatively uncommon for independent financial advisory firms, particularly in Western New York, to offer in-house tax planning and preparation as part of an integrated wealth management experience.

The firm emphasized that tax preparation services are designed to support ongoing financial planning relationships, reinforcing Note Advisors’ broader philosophy of comprehensive, coordinated wealth management.

“Over the past 20 years, one of the themes I’ve heard consistently from clients is the desire for a more integrated experience,” said Glogowski. “Many clients were looking for the convenience and continuity that comes from having tax preparation, tax planning, and financial planning coordinated under one roof. I believe this is the future of financial planning, and for us, it represents the next phase in building a firm designed to serve our clients and their families for decades to come.”

Founded in Buffalo, New York, Note Advisors is a fee-only registered investment advisory firm offering financial planning, investment management, 401(k) retirement plan advisement, business succession planning, wealth coaching, and tax planning & preparation services.