Business Details
Trusted Accounting & Tax Services in Verona, NJ
We are a client-focused accounting firm dedicated to delivering personalized financial solutions. With over three decades of experience, our team prioritizes integrity, accessibility, and client success. Our practice has grown through trusted relationships, emphasizing proactive tax strategies, financial planning, and transparent communication. Led by a certified public accountant with a proven track record, we combine technical expertise with a deep understanding of individual and business financial needs. Our services are designed to maximize growth opportunities while ensuring compliance and fiscal responsibility.We maintain a hands-on approach, offering outsourced CFO support and tailored accounting processes for businesses. Our commitment extends beyond transactions, fostering long-term partnerships built on trust and measurable results. The teams collective experience spans diverse industries, ensuring adaptable and informed guidance. Client satisfaction is achieved through responsive service, ethical standards, and a focus on simplifying complex financial matters. Our family-owned ethos drives a culture of loyalty, both within our team and with clients.
Services
Accounting Services
Tax Planning
Outsourced CFO
Financial Planning
Highlights and features
- We offer over 30 years of proven tax and accounting expertise.
- Our team provides personalized, accessible financial guidance.
- We prioritize client success through transparent communication.
- Our services include outsourced CFO support for businesses.
- We combine technical knowledge with ethical standards.
Associations and certifications
- CPA
Services
Accounting Services
Our accounting services provide accurate financial record-keeping and reporting tailored to individual and business needs. We streamline bookkeeping processes, ensure compliance with regulatory standards, and offer real-time financial insights. Clients benefit from customized solutions that enhance fiscal clarity and decision-making.
Tax Planning
We develop proactive tax strategies to minimize liabilities while maximizing returns. Our expertise includes year-round tax planning, preparation, and advisory services for individuals and businesses. Clients receive personalized guidance to navigate complex tax codes and optimize financial outcomes.
Outsourced CFO
Our outsourced CFO services deliver strategic financial management for growing businesses. We provide budgeting, cash flow analysis, and financial forecasting to support long-term growth. Clients gain access to expert financial leadership without the cost of a full-time executive.
Financial Planning
We offer comprehensive financial planning to help clients achieve personal and business financial goals. Services include retirement planning, investment strategies, and risk management. Our approach focuses on creating sustainable financial security through tailored, data-driven recommendations.
People
Joe Lupo
Managing Partner
Joe Lupo, a CPA with over 30 years of experience, leads the firm with a focus on integrity and client success. He balances professional expertise with family values, actively engaging in client relationships and community activities.
Justine DeFluri
Senior Accounting Manager
Justine DeFluri brings extensive corporate accounting experience to her role, specializing in process optimization. Since 2015, she has helped clients streamline financial operations while maintaining active involvement in her community and family life.
Stephanie Lupo
Senior Accountant
Stephanie Lupo combines family tradition with professional expertise in accounting. Her background in business finance and dedication to client service reflect her commitment to both personal and organizational growth through precise financial management.
Jessica McDonald
Senior Accountant
Jessica McDonald transitioned from corporate office services to accounting, bringing a decade of administrative expertise. Her client-focused approach and organizational skills contribute to efficient financial solutions for individuals and businesses alike.
Luci
Head of Office Wellness
Luci, the office wellness leader, combines a passion for accounting with unique personal interests. Her attention to detail and dedication to a positive work environment reflect the firm's commitment to both professional excellence and team well-being.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, and outsourced CFO services tailored to small businesses, ensuring accurate records and strategic financial guidance.
Do you specialize in individual or business tax planning?
We offer tax planning and preparation for both individuals and businesses, focusing on minimizing liabilities and maximizing refunds through personalized strategies.
How can I schedule a consultation with your team?
You can book a 15-minute consultation through our website or contact us directly via phone to discuss your specific accounting needs.
What sets your firm apart from other accounting services?
Our client-first approach combines decades of experience with personalized service, emphasizing transparency, accessibility, and long-term financial success for each client.
Are your accountants certified professionals?
Yes, our team includes certified public accountants (CPAs) with extensive experience in tax and financial advisory services across various industries.
What areas do you serve from your Verona office?
While based in Verona, New Jersey, we serve clients throughout the region, offering both in-person and remote accounting solutions to meet diverse needs.
