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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-05 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Accu-Pay Payroll & Bookkeeping Services, Inc. | Manlius | NY | 08/2018 | Present |
| Ymca Of The Greater Tri-Valley | Oneida | NY | 12/2013 | Present |
| Avantax Investment Services Inc. | Manlius | NY | 06/2025 | 09/2025 |
| Avantax Advisory Services | Manlius | NY | 06/2025 | 09/2025 |
| Mario Bottoni, Cpa, Pc | Manlius | NY | 08/2018 | Present |
| Ubereats | Chittenango | NY | 05/2025 | Present |
| Doordash | Chittenango | NY | 11/2024 | Present |
| Advanced Financial Services, Inc | Manlius | NY | 08/2018 | Present |
| Cetera Wealth Services, Llc | Manlius | NY | 09/2025 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 09/2025 | Present |
1) (PST) Accu-Pay Payroll & Bookkeeping Services, Inc; Accountant; Accu-Pay Payroll & Bookkeeping perofrms payroll and bookkeeping services to businesses and individuals.; No; 1; 0; 01/01/2025; 320 Fayette St Manlius NY 13104; I purchased 40% of Accu-Pay's stock effective January 1st, 2025. 2) YMCA of the Greater Tri-Valley; Lifeguard; The YMCA is a non-profit fitness center and aquatics facility. The aquatics center that I am affiliated with offers open swim, swim lessons, and aquatic fitness classes.; No; 1; 0; 12/20/2013; 701 Seneca St Oneida NY 13421; Ensure safety of all patrons in and around the pool area. Inform patrons of, and enforce rules and regulations in and around the pool area. Instruct swim lessons for youth participants. Train and certify new and existing lifeguards in accordance to American Red Cross standards. 3) UberEats; Delivery driver; Restaurants enrolled with Uber put out offers for drivers to pick up food or supplies from the store, and deliver them to the buying customer at the location of their choosing - usually their home. Taxi-style transit of people is also offered in this app, but I did not elect to participate and do not expect to.; No; 1; 0; 05/01/2025; 210 Genesee St, Apt 2 Chittenango NY 13037; Arrive promptly to the restaurant/store after accepting an offer through the app. Ensure the proper order is received, and double check accuracy if able. Deliver to the customer in a reasonable timeframe while keeping the order in tact. Communicate with the customer on any substitutions or delays as necessary. 4) DoorDash; Delivery driver; Restaurants enrolled with DoorDash put out offers for drivers to pick up food or supplies from the store, and deliver them to the buying customer at the location of their choosing - usually their home.; No; 1; 0; 11/01/2024; 210 Genesee St, Apt 2 Chittenango NY 13037; Arrive promptly to the restaurant/store after accepting an offer through the app. Ensure the proper order is received, and double check accuracy if able. Deliver to the customer in a reasonable timeframe while keeping the order in tact. Communicate with the customer on any substitutions or delays as necessary. 5)Accu-Pay Payroll & Bookkeeping Services, Inc; CPA, Client Operations Manager; Provide full-service payroll & bookkeeping services to business clients. Includes data entry, tax filings & compliance, and generating financial reports to help our clients with their day-to-day business.; No; 100; 70; 08/13/2018; 320 Fayette St Manlius NY 13104; Oversee, train, and assist staff. Review accuracy of periodic tax filings for clients. Perform direct payroll and bookkeeping service as needed. 6) Mario Bottoni, CPA, PC (Tax); CPA, Client Operations Manager; CPA practice that prepares tax returns for businesses and individuals. Tax planning and business consulting services are also provided.; No; 38; 30; 08/13/2018; 320 Fayette St Manlius NY 13104; Prepare tax returns for businesses and individuals. Communicate with clients for missing info, to ask questions, or make tax-related recommendations. Perform tax planning reviews, and meet with clients to discuss current and future events as necessary. 7) Advanced Financial Services, Inc; CPA, Client Operations Manager; Advanced Financial Services has no business activity, and was solely formed as an advertising name for the multiple companies under our roof - "Accu-Pay Payroll & Bookkeeping Services, Inc", "Mario Bottoni, CPA, PC", and "Gregory F Wilt, CPA, PC" (I have no direct affiliation to GWPC).; No; 1; 0; 08/13/2018; 320 Fayette St Manlius NY 13104; There is no work associated with this OBA. Advanced Financial Services, Inc is strictly a name used for marketing, and my duties are performed under the Accu-Pay Payroll & Bookkeeping Services, Inc and Mario Bottoni, CPA, PC companies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-30 |
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