Business Details
37 Years
experience
Your Trusted Partner for Tax & Wealth Solutions
John E Geantasio has been delivering strategic accounting, tax planning, and wealth advisory solutions since 1989. With over 35 years of expertise, our team specializes in tailored tax-saving strategies, fractional CFO services, and wealth transfer planning for high-income professionals and business owners. Our client-centric approach combines deep industry knowledge with personalized service, ensuring compliance, maximizing savings, and driving long-term financial growth.Backed by a 90% client retention rate and $500 million in managed assets, we prioritize transparency, responsiveness, and ethical standards. Our services extend beyond traditional accounting, offering IRS representation, financial reporting, and customized advisory support to empower businesses nationwide.
Services
Tax Advisory Services
Wealth Transfer Strategies
Fractional CFO Services
Client Accounting Services
IRS Tax Representation
Retirement Planning
Estate Tax Planning
Business Tax Optimization
Payroll Tax Compliance
Amended Tax Returns
Details
- Year established: 1989
Highlights and features
- We have over 30 years of experience in tax advisory services.
- Our team provides tailored tax-saving strategies aligned with your unique business needs.
- We offer strategic financial planning to drive profitability and sustainable growth.
- Our client retention rate is 90%, reflecting our commitment to satisfaction.
- We provide expert IRS and state tax representation with decades of advocacy experience.
What people say
Amazing to work with
Highly recommend
Proactive and knowledgeable
Seamless process
On top of their game
Services
Tax Advisory Services
Our Tax Advisory Services provide tailored strategies to maximize savings and ensure compliance. With 30+ years of expertise, we analyze your financial situation to identify deductions, credits, and long-term tax efficiencies. Our proactive approach helps businesses and individuals reduce liabilities while aligning with evolving regulations.
Wealth Transfer Strategies
Wealth Transfer Strategies secure your legacy through tax-efficient estate plans. We minimize capital gains and estate taxes while ensuring smooth asset transitions. Our services include trust setup, charitable giving plans, and business succession strategies to preserve wealth for future generations.
Fractional CFO Services
Fractional CFO Services deliver expert financial oversight without full-time costs. We offer strategic planning, KPI analysis, and tax management to improve profitability. Our team provides outsourced CFO support for budgeting, risk mitigation, and growth-oriented decision-making.
Client Accounting Services
Client Accounting Services streamline financial management with accurate bookkeeping and reporting. We handle payroll, tax returns, and compliance to free your time for core business activities. Our cloud-based solutions ensure real-time access to critical financial data.
IRS Tax Representation
IRS Tax Representation protects you during audits and disputes. With decades of advocacy experience, we negotiate settlements and ensure fair treatment. Our services cover penalty abatement, lien releases, and compliance resolution to minimize financial risks.
People
John Geantasio
Managing Member
John Geantasio, CPA, has 35+ years of tax advisory experience. Licensed in NJ and NY, he specializes in strategic tax planning and wealth management. A former Citrin Cooperman manager, he founded his firm in 2017, focusing on personalized client solutions.
Donna Brodowski-Longo
Executive Office Administrator
Donna Brodowski-Longo manages CEO operations with 33 years of corporate and small business experience. She ensures efficient office management and client coordination, leveraging exceptional organizational skills to support firm growth.
Jessica Freed
Tax Manager
Jessica Freed, Tax Manager, has 10+ years in accounting and taxation. She specializes in strategic tax planning, IRS representation, and financial reporting, combining technical expertise with client-focused service to optimize outcomes.
Michael Martone
Senior Tax Strategist
Michael Martone, Senior Tax Strategist, prepares tax returns and develops planning strategies. Pursuing his CPA license, he focuses on business tax compliance and outsourced CFO services to enhance client financial performance.
Kara Geantasio
Bookkeeper/Data Analyst
Kara Geantasio, Bookkeeper/Data Analyst, manages financial data and reporting. With a Clemson University background, she streamlines accounting processes and client outreach, ensuring accuracy and operational efficiency.
Questions
Why is tax planning important for my finances?
Tax planning maximizes wealth by aligning financial decisions with tax-saving opportunities, ensuring compliance, and reducing liabilities through strategic, long-term strategies.
When should I consider tax planning?
Tax planning should occur annually and during major life or financial changes to adapt to evolving laws and personal circumstances.
Can tax planning help me save more money?
Yes, by identifying deductions, credits, and efficient strategies tailored to your goals, tax planning reduces liabilities and optimizes financial outcomes.
What tax planning services do you offer?
We provide tax-efficient strategies, estate planning, IRS representation, business tax optimization, and retirement planning to preserve and grow wealth.
Do you offer tax preparation services?
We focus on proactive tax planning rather than preparation, collaborating with your preparer for comprehensive long-term strategies.
Reviews (6)
Carolyn Schiller
Apr 16, 2022
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Always on top of things - everything done in a timely basis! I feel 100% confident that my accounting/tax needs are in the BEST hands!
Jason ShwiggityShwah Schofield
Mar 06, 2022
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This is my first experience with an actual tax professional. For a week there was a constant back and forth communication to get as much information and documentation as they can in order to find as many deductions as possible. The amount of care, concern, and accuracy from the office team made the experience painless and even educational as they answered questions I even didn't know I had and made me aware of future issues to address. Honestly never going back to the limited software options again. It was pricey but worth every penny. Will be calling John, Craig, and Donna again for future endeavors.
Audree Gepp
Jul 18, 2021
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John has been doing my taxes for several years. He answers all my questions in a timely manner and is very professional. He helped me with my retirement account and provided me with a firm to help manage the accounts. John's office staff is very nice and a pleasure to work with. I recommend using him.
Duncan
Jul 05, 2021
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My wife and I have been searching for the type of accounting services that would not only make us feel comfortable, but also confident that our finances were in good hands. We have found that in John Geantasio, and we couldn't be happier. How happy, you might ask? Well, even after relocating 1,200 miles away, we have continued to use John and his firm. (Not to mention how friendly they are, especially Donna) Thank you. Duncan and Mindy M.
Joseph Florentine
Mar 28, 2021
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John has been our accountant for over 20 years. We operate over 30 Real Estate Investment Companies, with over well $100 million in transactions, as well as several other businesses, John handles all of our filings in a professional & timely manner. His advice over the years has been absolutely invaluable to us growing & operating our businesses, his accessibility for time sensitive matters is above and beyond. I greatly appreciate our relationship and all he's done for us. Truly the best! Joe Florentine, CEO, Florentine Holding Company, LLC
Sara Gonzalez
May 06, 2018
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I am glad I stumbled upon the reviews given to John and his office as I decided to transition from the tax preparing companies to a professional who could understand more about the way I spend and save and provide a more well-rounded and complete experience. His office was professional, conveniently located, and my tax preparation was done within a reasonable time. He does not make you fell rushed and always asks if you have any questions. I will, certainly, be referring more family and friends to this office.
