Business Details
Your Trusted Partner for Accounting & Tax Solutions
At Tatulli & Associates, we work tirelessly to anticipate change and transform it into opportunity for our clients. Our accounting, tax, and financial planning services address the complex challenges faced by individuals and businesses, ensuring proactive solutions tailored to unique needs. With a team of dedicated CPAs, MSTs, and EAs, we offer personalized attention and professional guidance to help clients optimize financial outcomes.Our approach integrates tax and financial planning into a unified vision, coordinating with other advisors to deliver consistent, goal-directed strategies. Founded to provide boutique-level expertise, we serve a select clientele with a focus on quality, responsiveness, and deep industry knowledge.
Services
Accounting Services
Tax Planning
Financial Consulting
Payroll Services
Estate Planning
Retirement Strategies
Investment Planning
Corporate Tax Compliance
Bookkeeping
Business Entity Setup
Highlights and features
- Our team includes certified CPAs, MSTs, and EAs with decades of industry experience.
- We implement a collaborative team approach with your other financial advisors.
- Proactive tax and financial planning to anticipate and optimize business changes.
- Comprehensive services tailored to both personal and business financial needs.
- Timely and responsive support for all accounting, tax, and planning inquiries.
Services
Accounting Services
We handle accounting system setup, bookkeeping, financial statement preparation, and bank reconciliation. Our team ensures accurate tracking of income, expenses, and tax obligations monthly. Clients receive visual reports and historical comparisons to monitor business performance.
Tax Planning
Our six-step planning process minimizes tax liabilities through income/deduction timing, bracket analysis, and AMT mitigation. We prepare individual, corporate, and trust returns while representing clients during audits or tax disputes with federal and state authorities.
Financial Consulting
We develop customized financial plans covering retirement, education funding, risk management, and estate strategies. By analyzing net worth, cash flow, and risk tolerance, we align investments with long-term personal and business goals.
Payroll Services
From payroll processing to tax filings, we ensure accurate employee payments and regulatory compliance. Our services include quarterly tax return preparation and reconciliation of payroll accounts to prevent penalties or errors.
Estate Planning
We design asset transfer plans to minimize estate taxes through trusts, gifting strategies, and coordination with legal advisors. Our approach ensures smooth management and distribution of assets during life transitions or after death.
People
Vito Tatulli
Managing Partner
With decades of experience, Vito leads our team in delivering personalized accounting and tax solutions. He specializes in corporate finance, mergers, and strategic tax planning for high-net-worth clients.
Questions
What services does Tatulli & Associates offer?
We provide accounting, tax planning, financial consulting, payroll services, estate planning, and business entity setup for individuals and businesses.
How does Tatulli & Associates help anticipate financial changes?
Our proactive tax and financial planning identifies potential changes to optimize outcomes and mitigate risks for clients.
Do you work with other financial advisors?
Yes, we collaborate with your existing advisors to ensure a unified, goal-directed financial strategy.
Where is Tatulli & Associates located?
Our main office serves Dunmore, PA, with a branch in Fort Lee, NJ, supporting clients in Northern New Jersey.
What expertise do your professionals have?
Our team includes certified CPAs, MSTs, and EAs with specialized knowledge in tax compliance, investment planning, and business growth.
