Willard & Associates was founded in 2012 by Jonathan Willard, as a continuation of L&M Tax Services with a focus on the needs of individuals, and small sized businesses common to Western New York. We offer personalized service to our clients and work closely with our client’s advisors to ensure that we are all working to create a plan that will help each client reach their goals.

Whether you are an entrepreneur, early-career professional, soon-to-be retiree, small business or corporate enterprise, we have worked with clients in a wide variety of industries, including construction, manufacturing and distribution, professional services, medical practices, real estate, retail and restaurants to name a few. We look forward to partnering with you on your journey to success.

We believe it is important to work in partnership with our clients as a trusted advisor...not just on an as-needed basis. The more we understand about what is important to you, your immediate needs and your long-term objectives, the more effective we can be on your behalf.

Each client is unique. We avoid the one size fits all mentality by continually seeking new ways to improve the client experience and the achievement of positive results. We are committed to working to improve the communities that we serve. We always deal with our clients, colleagues and community in an honest and truthful manner; we put these principles into practice every day. Our clients share the details of their lives. We honor the relationships and treat each one with humility, courtesy and respect. We create synergistic relationships to help our clients and staff achieve financial and professional success. We utilize our experience and expertise to assist our clients to develop a plan that will result in a successful outcome.

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