Business Details
16 Years
experience
Your Trusted Partner for Accounting & Tax Solutions in West Palm Beach
Martinelli & Co & Co is a full-service CPA firm established in 2010, dedicated to delivering comprehensive accounting, audit, tax, and consulting solutions. Our team of Certified Public Accountants brings extensive experience from Big Four and large local firms, specializing in ERISA-compliant employee benefit plan, not-for-profit, and multi-state consolidated audits. We prioritize personalized service, combining technical expertise with strategic advisory to address the unique needs of individuals, families, corporations, and nonprofits. Our commitment to quality control ensures compliance with AICPA standards, while our client-centric approach fosters long-term relationships built on trust and transparent communication.We offer tailored tax planning strategies to minimize obligations, management consulting for operational efficiency, and executive coaching to support organizational growth. Backed by memberships in the AICPA Peer Review Program and Florida Institute of CPAs, we maintain rigorous quality assurance, having passed all peer reviews with zero deficiencies. Our services extend beyond traditional accounting, encompassing estate planning collaboration, financial decision-making guidance, and audit preparation assistance to deliver holistic financial leadership.
Services
Audit Services
Tax Planning
Consulting
ERISA Audits
Not-for-Profit Audits
Estate Planning
Business Advisory
Executive Coaching
Audit Preparation
Financial Strategy
Details
- Year established: 2010
Highlights and features
- Our CPAs bring Big Four firm expertise to personalized accounting services.
- We specialize in ERISA-compliant employee benefit plan and not-for-profit audits.
- Proven tax planning strategies minimize obligations while ensuring regulatory compliance.
- Comprehensive consulting extends beyond accounting to strategic business advisory.
- Maintained zero deficiencies in all AICPA Peer Review Program examinations.
Associations and certifications
- AICPA Peer Review Program
- American Institute of Certified Public Accountants (AICPA)
- Florida Institute of Certified Public Accountants (FICPA)
Services
Audit Services
Martinelli & Co & Co delivers comprehensive audit and assurance services including ERISA-compliant employee benefit plans, not-for-profit financial statements, and multi-state consolidated audits. Our quality-controlled processes ensure compliance with AICPA standards while providing actionable insights for organizational improvement. Specialized expertise extends to Sarbanes-Oxley Act requirements and IRS examination support.
Tax Planning
Our tax services combine compliance expertise with strategic planning to minimize obligations across federal, state, and local jurisdictions. We assist individuals, trusts, and businesses with filings while developing forward-looking strategies for significant transactions and estate planning collaborations with legal professionals.
Consulting
Beyond traditional accounting, we offer management consulting for process optimization, internal control implementation, and executive coaching. Our advisory services address strategic planning needs, financial decision-making, and audit preparation assistance to enhance operational efficiency and long-term sustainability.
ERISA Audits
Specialized ERISA audit services ensure compliance with Department of Labor requirements for employee benefit plans. Our experienced team conducts thorough examinations of plan financial statements, investment arrangements, and fiduciary responsibilities while maintaining quality control systems recognized by professional standards.
Not-for-Profit Audits
We provide tailored audit solutions for not-for-profit organizations, focusing on compliance with grant requirements, donor restrictions, and regulatory standards. Our approach emphasizes transparency, accountability, and capacity-building through detailed financial assessments and recommendations for improved governance.
People
MartinelliCPA
Founder
Established Martinelli & Co & Co in 2010 after gaining extensive experience at Big Four accounting firms. Leads audit and consulting services with expertise in ERISA audits, not-for-profit compliance, and strategic financial advisory.
Questions
What accounting services does Martinelli & Co & Co & Co offer?
We provide audit, tax planning, consulting, ERISA audits, not-for-profit audits, estate planning collaboration, and business advisory services tailored to individual and organizational needs.
How does Martinelli & Co & Co & Co ensure audit quality?
Our firm participates in the AICPA Peer Review Program, maintaining zero deficiencies through rigorous quality control systems aligned with professional standards.
Can Martinelli & Co & Co & Co assist with tax compliance?
Yes, we handle federal, state, and local tax filings for individuals, trusts, estates, and businesses while developing strategies to minimize future obligations.
What makes Martinelli & Co & Co & Co different from other accounting firms?
Our combination of Big Four-trained expertise, personalized service, and holistic financial advisory creates tailored solutions beyond standard accounting practices.
Do you offer consulting beyond traditional accounting?
Yes, we provide management consulting, executive coaching, internal control implementation, and financial decision-making guidance for businesses and individuals.
