Business Details
50+ Years
experience
Trusted Accounting Services in Metairie, LA
Founded in 1945, Pedelahore & Co. & Co. has established itself as a trusted regional accounting firm serving clients in Southern Louisiana. Our team of seasoned CPAs delivers personalized financial strategies tailored to the unique needs of closely held businesses and high-net-worth individuals. With over 79 years of experience, we prioritize proactive tax planning, deep financial analysis, and seamless estate succession strategies. Our commitment to accessibility ensures clients work directly with experienced professionals who understand their specific challenges.We maintain a client-centric approach, combining technical expertise with community-focused service to help clients navigate complex financial landscapes. Our firm's longevity reflects our dedication to quality accounting services delivered with integrity and a focus on long-term client relationships.
Services
Proactive Tax Planning
Estate Succession Planning
Accounting Auditing
Business Transitions
Financial Analysis
Details
- Year established: 1945
Highlights and features
- We offer over 79 years of combined experience in regional accounting services
- Our team provides personalized financial strategies tailored to client needs
- Direct access to experienced CPAs for all client inquiries
- Proactive tax planning starting in fall to optimize financial outcomes
- Specialized expertise in business succession and estate planning
Services
Proactive Tax Planning
We begin tax planning in fall to optimize financial outcomes through strategic liability reduction. Our approach prevents surprises by analyzing client finances early and developing customized tax-saving strategies. Services include business and individual tax planning with a focus on year-round financial optimization.
Estate Succession Planning
Our estate planning services protect client legacies through comprehensive strategies for wealth transfer. We specialize in minimizing tax implications while ensuring smooth succession for business owners and high-net-worth individuals. Services include gift planning, trust establishment, and business succession roadmaps tailored to client goals.
Accounting Auditing
We provide full accounting and auditing services including financial statement preparation, compliance examinations, and internal control assessments. Our team delivers accurate reporting through audits, reviews, and compilations that meet regulatory requirements while providing actionable business insights for decision-making.
Business Transitions
Specialized support for business owners planning sales or acquisitions within five years. We prepare financials for transactions, ensure compliance, and implement value-enhancing strategies. Our services help maximize business valuation and facilitate smooth ownership transfers for closely held companies.
Financial Analysis
We offer detailed financial analysis to improve business margins through customized strategies. Our services include operational audits, profitability assessments, and financial forecasting. We work directly with clients to develop data-driven solutions that address specific business challenges and growth opportunities.
People
Robert Mora
Managing Partner
With over 50 years of experience, Bob leads firm development and delivers business solutions through consulting, audit, and tax services. He actively participates in multiple nonprofit organizations and holds leadership roles in community foundations.
Mary Valigosky
Partner
Specializing in healthcare accounting and tax issues, Mary has over 35 years of experience in audit and tax engagements. She serves as chairperson for healthcare consulting and participates in various volunteer activities across Louisiana.
Milton Cavalier
Partner
With 40+ years in auditing and tax services, Milton serves diverse industries including retail and government. He maintains active roles in professional and civic organizations while providing expertise in financial reporting.
Jennifer Doran
Partner
Jenny brings 30 years of experience in auditing and tax services across manufacturing, real estate, and nonprofit sectors. She actively participates in community finance committees and professional accounting organizations.
Mitzi Lampo
Partner
Specializing in advisory services for closely held businesses, Mitzi has 20+ years of experience in accounting systems design and internal controls. She serves as a QuickBooks Pro Advisor and participates in educational community initiatives.
Questions
What accounting services do you offer for small businesses?
We provide full accounting services including audits, reviews, compilations, and specialized reporting for small businesses across Louisiana.
Do you offer tax planning throughout the year?
Yes, we start tax planning in fall to optimize year-end outcomes through proactive strategies for individuals and businesses.
How do you handle estate and succession planning?
We create customized estate plans focusing on tax minimization and smooth wealth transfer, including business succession strategies.
What industries do you specialize in?
We work with manufacturing, real estate, healthcare, nonprofits, and closely held businesses throughout Southern Louisiana.
Can I speak directly with a CPA?
Yes, our partners and managers provide direct access to experienced CPAs for all client inquiries.
What are your office locations?
We have offices in Metairie, Hammond, and Amite, Louisiana serving clients across the region.
