Business Details
Your Trusted Accounting Partner in Eatontown, NJ
Addeo & Associates has served Monmouth County, NJ for over three decades, delivering accounting and consulting services with a commitment to exceeding client expectations. Our firm combines the quality of large-firm expertise with the personalized attention of a small practice, supported by rigorous review procedures and a team of experienced Certified Public Accountants. We specialize in accounting, tax compliance, retirement planning, and business consulting, serving diverse industries including healthcare, construction, and nonprofits. Client testimonials highlight our responsiveness, industry-specific knowledge, and ability to navigate complex financial challenges. Recognized as the Best in Monmouth County by the Asbury Park Press, we prioritize long-term relationships and tailored solutions.Our professionals hold advanced certifications and memberships in organizations like the AICPA and NJCPA, ensuring adherence to evolving tax laws. With expertise in IRS representation and business succession planning, we provide strategic guidance for individuals and businesses. Our focus on transparency and client education empowers informed financial decisions. From startups to established enterprises, we offer scalable services including forensic accounting, cash flow analysis, and retirement plan implementation. This enduring dedication to quality and client-centric service defines our reputation.
Services
Accounting
Business Consulting
IRS Representation
Retirement Planning
Tax Compliance
Estate Tax Services
QuickBooks Assistance
Medical Practice Consulting
Forensic Accounting
Start-up Advisory
Highlights and features
- We offer over 30 years of experience in accounting and tax services for Monmouth County businesses.
- Our team includes Certified Public Accountants with specialized expertise in healthcare and construction industries.
- We provide personalized service with a focus on long-term client relationships and strategic planning.
- Our firm is recognized as the Best in Monmouth County by the Asbury Park Press.
- We combine large-firm quality with small-practice attention through rigorous internal review processes.
What people say
Responsive and flexible
Personalized service
Knowledgeable and attentive
Streamlined process
Invaluable asset
Services
Accounting
We provide comprehensive accounting services including financial statement preparation, bookkeeping, and business tax return filing. Our team ensures accurate, timely financial records to support daily operations and strategic decisions. Clients benefit from customized solutions tailored to their industry-specific needs in Monmouth County and beyond.
Business Consulting
Our consulting services address operational challenges through internal control analysis, cash flow management, and executive compensation planning. We specialize in efficiency improvements for food service and medical practices. Clients receive strategic guidance to enhance profitability and navigate business transitions with expert support.
IRS Representation
We represent clients during federal and state tax audits, offering expert guidance for resolving delinquent returns and negotiating payment plans. Our team handles offers in compromise and audit representation for New Jersey and New York taxpayers. This service ensures compliance while minimizing financial exposure through professional advocacy.
Retirement Planning
We help clients optimize retirement strategies through IRA, 401(k), and SEP plan analysis. Our services include Social Security timing advice and tax-efficient withdrawal planning. With expertise in employer-sponsored plans, we guide businesses through setup and compliance to meet long-term financial goals.
Tax Compliance
We offer year-round tax planning and compliance services for individuals, estates, and businesses. Our team stays current with evolving tax laws to minimize liabilities while ensuring accurate filings. Specialized services include multi-state taxation and complex return preparation for diverse client needs.
People
Arthur J. Addeo
Managing Partner
Certified Public Accountant with 30+ years' experience, specializing in small business accounting. Licensed in NJ and NY, member of AICPA and NJCPA. Lectures on tax laws and serves local nonprofits.
Matthew Polacco
Partner
CPA with 35 years' experience focusing on small business accounting. Member of AICPA and NJCPA. Treasurer of Lions Club of Brick Township and Melvin Jones Fellow.
Carmen Penta
Certified Public Accountant
40+ years' experience serving healthcare, franchise, and entertainment industries. Member of AICPA and NJCPA. Serves on Lakeland Bank committees and Big Brothers Big Sisters finance team.
Mona Sorli
Certified Public Accountant
CPA licensed in NJ and NY with 35+ years' experience in real estate, construction, and retail. Holds MS in Finance from Pace University. Member of AICPA and NJCPA.
Regina Kochon
Certified Public Accountant
35+ years in public accounting specializing in medical, dental, and legal practices. Graduate of Rider College with BS in Accounting. Active member of AICPA and NJCPA.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statements, tax returns, payroll processing, and internal control analysis tailored to small businesses in Monmouth County and surrounding areas.
How do you help clients with tax planning?
Our team stays current with tax laws to minimize liabilities through strategic planning, including retirement accounts, business deductions, and multi-state compliance strategies.
Do you specialize in any industries?
We have deep expertise in healthcare, construction, real estate, nonprofits, and professional practices like law and dentistry, offering industry-specific solutions.
What sets you apart from other accounting firms?
We combine large-firm expertise with personalized service, maintaining long-term relationships while offering specialized knowledge in complex tax and business advisory areas.
Do you assist with IRS audit representation?
Yes, we provide professional representation for IRS and state audits, including preparing documentation, negotiating payment plans, and submitting offers in compromise.
