Business Details
2 Years
experience
Trusted Accounting & Financial Planning Services in New Jersey
Tropeano & Mc Grady is an independent tax, accounting, and wealth management firm dedicated to providing comprehensive financial solutions for businesses and individuals. With a focus on personalized service, we cater to domestic and international clients, trusts, retirement plans, and non-profit organizations. Our expertise spans accounting and tax services, wealth management, corporate financial planning, and business consulting. We prioritize understanding each client's unique needs to deliver tailored strategies that enhance financial security and long-term success. Our team combines technical proficiency with a commitment to transparency, ensuring clients receive objective advice and actionable insights.By leveraging advanced tools and maintaining independence, we help clients navigate complex financial landscapes with confidence. Our services include audit support, tax planning, portfolio management, and eldercare planning, among others. We emphasize continuous monitoring and communication to align financial plans with evolving goals. With decades of combined experience, our professionals uphold the highest standards of integrity and client-centric service. Our mission is to serve as a trusted partner, empowering clients to achieve their financial objectives through strategic, customized solutions.
Services
Tax Preparation
Wealth Management
Corporate Financial Planning
Accounting Audits
Business Consulting
Portfolio Management
Estate Planning
Retirement Plan Administration
Details
- Year established: 2024
Highlights and features
- We offer decades of combined experience in tax and financial planning.
- Our team provides personalized service tailored to individual client needs.
- We maintain independence to ensure objective, unbiased financial advice.
- Our advanced portfolio management tools optimize investment tracking and performance.
- We specialize in complex areas like international tax compliance and eldercare planning.
Associations and certifications
- SEC Registered Investment Advisor
Services
Wealth Management
Our wealth management services provide comprehensive strategies for individuals and families to grow and protect their assets. We analyze financial goals, create customized investment plans, and monitor progress through advanced portfolio management tools. Our independent advisory status ensures unbiased recommendations aligned with clients' long-term objectives.
Tax Preparation
We offer complete tax preparation and planning solutions for individuals, businesses, and international entities. Our expertise covers federal/state tax returns, estate planning, retirement tax strategies, and IRS representation. We focus on minimizing liabilities while ensuring compliance with evolving tax regulations for optimal financial outcomes.
Corporate Financial Planning
Specializing in corporate retirement plans and financial strategies, we help businesses design qualified plans that meet federal requirements. Our services include pension plan administration, investment portfolio management, and strategic business consulting to enhance financial security for owners and employees.
Accounting Audits
We provide comprehensive accounting services including audits, reviews, and compilations for businesses and non-profits. Our expertise extends to employee benefit plan audits, business acquisition analysis, and financial statement preparation, ensuring accurate reporting and regulatory compliance for informed decision-making.
Business Consulting
Our business consulting services focus on strategic planning, budgeting, and operational efficiency. We help organizations develop forecasting models, evaluate internal controls, and implement profitability strategies. Our tailored solutions address specific business challenges while aligning with long-term growth objectives.
People
Leo Tropeano
Partner
With extensive experience in tax and financial planning, Leo Tropeano provides strategic guidance to individuals and businesses. His expertise in retirement planning and investment management helps clients achieve long-term financial security through personalized solutions.
Michael McGrady
Partner
Michael McGrady specializes in wealth management and corporate financial strategies. His background in accounting and investment advisory services enables comprehensive solutions for clients' tax, retirement, and estate planning needs.
Questions
What accounting services do you offer for businesses?
We provide audits, reviews, and compilations for financial statements, along with business acquisition analysis and budgeting support.
How do you approach personal financial planning?
We analyze your complete financial picture to create customized plans covering retirement, estate planning, and investment strategies.
Do you handle international tax compliance?
Yes, we prepare US and state income taxes for foreign-owned entities and non-resident aliens with specialized expertise.
What retirement plan services are available?
We design, implement, and administer qualified retirement plans including investment portfolio management and employee communication strategies.
Reviews (1)
Chas Stevens
Nov 01, 2016
Report
Tropeano & McGrady are my go-to referral for non-profits, community orgs, or any individuals that live or work overseas. Most firms can't handle these situations, but T&M handle it with aplomb. Nice local office with fair pricing. Ask to work with Ryan Shook CPA MBA - he's the coolest accountant ever!
