Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Tax Solutions
Founded in 1945, our firm has evolved into a multi-generational team of advisors with over 100 years of combined experience. As Certified Public Accountants, Certified Financial Planner Professionals, and members of prestigious organizations like AICPA and AAA-CPA, we provide comprehensive accounting, tax, and financial planning services. Our expertise spans individual and corporate tax preparation, business consulting, estate planning, and tax audit representation. We serve a diverse client base including entrepreneurs, professionals, and family-owned businesses across multiple industries.Our team approach combines accounting expertise with financial planning insights to deliver tailored solutions. With continuous professional education requirements and tri-annual peer reviews, we maintain the highest technical standards. Our commitment to client communication ensures complex tax matters are simplified and explained in practical terms.
Services
Tax Preparation
Financial Planning
Accounting Services
Tax Audits
Estate Planning
Business Consulting
Payroll Services
Multi-State Filings
Tax Compliance
Succession Planning
Details
- Year established: 1945
Highlights and features
- Multi-generational team with over 100 years of combined accounting experience
- Certified Public Accountants and Certified Financial Planner Professionals
- Specialized expertise in multi-state tax compliance and business succession planning
- No product sales financial planning approach focusing on client needs
- Proven track record serving diverse industries since 1945
Associations and certifications
- AICPA
- AAA-CPA
- NATP
Services
Tax Preparation
We prepare comprehensive federal, state, and local tax returns for individuals, businesses, trusts, and estates. Our services include multi-state filings, amended returns, and prior-year tax preparation. Certified professionals handle complex tax situations with precision, ensuring compliance while optimizing tax-saving opportunities for clients across diverse industries.
Financial Planning
Our CPA/PFS and CFP professionals provide fee-only financial planning services covering education funding, retirement strategies, elder care, and estate planning. We develop customized plans addressing clients' unique needs without product sales conflicts, focusing on long-term financial security through holistic, tax-integrated approaches for individuals and business owners.
Accounting Services
We offer complete accounting solutions including monthly/quarterly bookkeeping, financial statement preparation, and business consulting. Our services help businesses maintain accurate records, create budgets, analyze costs, and make informed financial decisions while ensuring compliance with accounting standards and regulatory requirements.
Tax Audits
Our firm represents clients during IRS and state tax audits, appeals, and compliance investigations. With deep knowledge of tax law and audit procedures, we handle all communication and documentation requirements, working to resolve issues efficiently while protecting clients' interests and minimizing potential liabilities.
Estate Planning
We provide comprehensive estate and trust planning services including wills, trusts, gift tax strategies, and family limited partnerships. Our approach coordinates with legal professionals to create tax-efficient solutions for wealth transfer, ensuring clients' wishes are executed while minimizing estate tax burdens for future generations.
People
Mariette T. O'Malley
CPA, CFP, MBA
With extensive expertise in financial planning and business consulting, Mariette provides strategic tax and wealth management solutions. Her dual credentials as CPA and CFP professional enable integrated approaches to clients' financial challenges, combining technical tax knowledge with comprehensive planning strategies.
David J. O'Malley
CPA, J.D. (Tax)
David combines legal tax expertise with accounting acumen to address complex tax issues. His Juris Doctorate in Taxation complements CPA credentials, allowing sophisticated analysis of tax law implications for business and personal financial decisions while maintaining practical, actionable solutions.
Kathryn A. O'Malley
CPA
Kathryn delivers precise accounting and tax services with attention to detail. As a licensed CPA, she specializes in individual tax preparation, business advisory, and multi-state compliance matters, ensuring accurate filings while identifying optimization opportunities for clients.
Questions
What accounting services do you offer?
We provide monthly bookkeeping, financial statement preparation, budgeting assistance, and business advisory services for companies of all sizes.
How are you different from other accounting firms?
Our multi-generational team combines CPA and CFP credentials with tax law expertise, offering integrated solutions for accounting, tax, and financial planning needs.
Do you handle tax audits?
Yes, we represent clients before the IRS and state tax agencies during audits and appeals, working to resolve issues efficiently and effectively.
What financial planning services are available?
We offer fee-only financial planning covering retirement, education funding, elder care, and estate planning tailored to individual circumstances.
Can you assist with business succession planning?
Yes, we help business owners develop succession strategies ensuring smooth transitions while addressing tax implications and family considerations.
