Business Details
50+ Years
experience
Your Trusted Accounting and Financial Planning Partner in Cinnaminson, NJ
Established in 1945, our firm has built a legacy of excellence in accounting, tax preparation, and financial planning. As a family-owned practice, we combine multi-generational expertise with modern financial strategies to serve individuals, entrepreneurs, and businesses. Our team includes Certified Public Accountants (CPAs), Certified Financial Planner (CFP) professionals, and specialists with advanced credentials in tax law and financial services. We prioritize personalized service, offering tailored solutions for tax compliance, business consulting, estate planning, and retirement strategies.With over 100 years of collective experience, we maintain rigorous professional standards through continuous education and peer-reviewed quality assurance. Our commitment to transparency and client education empowers informed financial decisions, while our membership in leading industry organizations ensures adherence to ethical and technical excellence. We serve clients across New Jersey, Pennsylvania, and surrounding regions, addressing complex tax challenges and long-term financial goals with equal dedication.
Services
Tax Preparation
Financial Planning
Business Consulting
Estate Planning
Payroll Services
Audit Representation
College Aid Planning
Retirement Strategies
Multi-State Tax Filing
Family Business Advisory
Details
- Year established: 1945
Highlights and features
- We offer 80+ years of combined experience in accounting and tax services.
- Our team includes CPAs, CFPs, and specialists with advanced industry credentials.
- We provide personalized financial strategies without product sales conflicts.
- Our firm undergoes tri-annual peer reviews for quality assurance.
- We serve clients across 5+ states with localized tax expertise.
Associations and certifications
- AICPA
- AAA-CPA
- NATP
Services
Tax Preparation
We prepare federal, state, and multi-jurisdictional tax returns for individuals, businesses, and trusts. Our CPAs handle complex filings including amended returns, audits, and cross-border tax issues. Clients receive strategic planning to optimize deductions and minimize liabilities.
Financial Planning
Certified Financial Planners develop customized strategies for retirement, education funding, and estate preservation. We focus on long-term goals without product sales conflicts, ensuring objective, fiduciary-level advice for individuals and families.
Business Consulting
We assist businesses with entity selection, budgeting, succession planning, and acquisition analysis. Our consultants provide cash flow management and profitability optimization services tailored to family-owned and closely held companies across diverse industries.
Estate Planning
Our specialists handle trust administration, gift tax reporting, and special needs trust creation. We coordinate with legal professionals to ensure comprehensive estate plans that protect assets and facilitate smooth intergenerational transfers.
Payroll Services
We manage payroll tax filings, wage reporting, and compliance with federal/state labor regulations. Our services include Form 1099 processing, subcontractor tax guidance, and multi-state payroll tax reconciliation for businesses of all sizes.
People
Mariette T. O'Malley
CPA, CFP, MBA
With decades of experience, Mariette specializes in financial planning and tax strategies for high-net-worth individuals. She combines her CPA and CFP credentials to deliver integrated wealth management solutions.
David J. O'Malley
CPA, J.D. (Tax)
David provides expert tax law guidance and business succession planning. His legal background complements his accounting expertise, particularly in resolving complex estate and corporate tax matters.
Kathryn A. O'Malley
CPA
Kathryn focuses on business tax compliance and accounting services for small-to-midsize enterprises. She specializes in multi-state filings and works closely with family-owned businesses across various industries.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, tax compliance, and financial reporting tailored to small businesses, including QuickBooks training and budget analysis.
Do you handle multi-state tax filings?
Yes, we prepare and file tax returns across all 50 states with specialized expertise in New Jersey, Pennsylvania, and Delaware regulations.
Are your financial planners fee-only advisors?
Yes, we operate as fee-only fiduciaries without product sales commissions to ensure objective, client-first financial planning recommendations.
How do you support family-owned businesses?
We offer succession planning, entity structuring, and intergenerational wealth transfer strategies specifically designed for family-owned enterprises.
What continuing education requirements do your staff meet?
All CPAs complete 40+ annual hours of continuing education in tax law, accounting standards, and financial planning ethics through AICPA-approved programs.
Can you assist with college financial aid planning?
Yes, we help families optimize FAFSA submissions and develop education funding strategies that align with overall financial goals.
