Business Details
48 Years
experience
Your Trusted Partner for Accounting and Financial Services
Established in 1978, our firm has built a legacy of excellence in accounting and financial services. Our team of certified professionals brings decades of combined experience to deliver personalized solutions for businesses and individuals. We specialize in tax planning, financial reporting, and advisory services, ensuring clients receive tailored guidance aligned with their unique goals. Our commitment to continuous professional development guarantees up-to-date expertise in evolving tax regulations and accounting standards.With a focus on long-term client relationships, we prioritize understanding each client's specific needs to transform complex financial challenges into manageable strategies. Our recognition as one of New Jersey's Top 50 Accounting Firms underscores our dedication to quality, evidenced by 24 consecutive years of successful AICPA Peer Review Program participation. This track record demonstrates our unwavering commitment to maintaining the highest standards of professional accountability and client service excellence.
Services
Financial Planning
Tax Preparation
Retirement Planning
Litigation Support
Estate Planning
Business Auditing
Payroll Services
IRS Representation
Details
- Year established: 1978
Highlights and features
- 24 consecutive years of successful AICPA Peer Review Program participation
- Recognized as Top 50 Accounting Firm in New Jersey by NJBIZ
- Personalized service with deep understanding of client-specific needs
- Team maintains expertise through ongoing Continuing Professional Education
- Experienced professionals licensed in multiple states with specialized certifications
Associations and certifications
- AICPA Peer Review Program
Services
Financial Planning
Our financial planning services help clients create strategic roadmaps for achieving short- and long-term financial goals. We analyze current financial status, develop tax-efficient strategies, and implement customized plans for wealth preservation and growth. Our approach combines comprehensive analysis with ongoing adjustments to adapt to changing life circumstances and market conditions.
Tax Preparation
We provide accurate and timely tax preparation services for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our team identifies legitimate deductions and credits while minimizing audit risks. Services include income tax returns, tax planning projections, and representation during IRS audits or collection proceedings.
Retirement Planning
Our retirement planning specialists help clients navigate various retirement account options including traditional and Roth IRAs, 401(k) rollovers, and education savings plans. We develop strategies for penalty-free withdrawals and create customized retirement income plans that consider tax implications and longevity factors.
Litigation Support
Our certified litigation support team provides expert financial analysis in legal matters, including business valuations, damage calculations, and fraud investigations. We offer court testimony preparation and maintain certifications in financial forensics across multiple jurisdictions to support complex legal cases.
Estate Planning
We help clients create comprehensive estate plans that address tax implications, asset distribution, and succession strategies. Services include will and trust planning, generation-skipping transfer tax analysis, and development of strategies to minimize estate tax burdens for middle-class and high-net-worth families.
People
Ronald DeFilippis
Founding Partner (Retired)
Co-founder with decades of experience in accounting and auditing. Instrumental in establishing firm's reputation for excellence. Provides strategic guidance based on extensive industry knowledge.
Glenn Thurnes
Partner
Certified Public Accountant with specialized expertise in tax planning and business advisory services. Active in professional development and client relationship management.
Stuart Wagner
Partner
Experienced CPA focusing on audit engagements and financial reporting. Brings technical proficiency and industry-specific insights to corporate clients.
Margaret Moratz
Partner
Key leader in expanding firm's service offerings. Specializes in business consulting and financial strategy development for growing enterprises.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including financial statement preparation, tax planning, payroll processing, and business advisory services tailored to small business needs.
How are you different from other accounting firms?
Our combination of 45+ years' experience, AICPA peer-reviewed quality standards, and personalized service approach sets us apart in the industry.
Do you handle both business and individual tax preparation?
Yes, we prepare corporate, partnership, and individual tax returns while providing strategic tax planning for both business and personal financial situations.
Can you help with estate tax planning?
Our estate planning services address tax implications for middle-class and high-net-worth families, including wills, trusts, and asset distribution strategies.
