Business Details
45 Years
experience
Trusted Accounting and Tax Services in Tinton Falls, NJ
We are a partner-driven CPA firm dedicated to delivering personalized financial solutions. Founded in 1981, our practice is built on the principle that clients deserve direct partner involvement in every service we provide. Our three partners bring decades of combined experience, offering hands-on expertise in accounting, tax preparation, and financial consulting. We adhere to the same rigorous professional standards as large firms while maintaining the agility to provide responsive, tailored service. Our commitment to peer review and transparency ensures clients receive reliable, ethically sound guidance.We specialize in serving businesses and individuals through all stages of financial growth, from entity formation to retirement planning. Our team stays current with evolving tax codes and accounting standards to deliver accurate, forward-thinking advice. We believe in building long-term relationships through personalized attention and a deep understanding of each client's unique needs. Our services extend beyond tax season, providing year-round support for financial success. We invite you to experience the difference of working directly with seasoned professionals who prioritize your financial goals.
Services
Business Tax Services
Individual Tax Preparation
Retirement Plan Consulting
Estate Administration
Accounting Software Assistance
Financial Statement Audits
Tax Compliance Services
Business Succession Planning
College Savings Plans
Gift Tax Returns
Details
- Year established: 1981
Highlights and features
- We provide direct partner involvement with 35+ years of combined experience
- Our firm undergoes rigorous peer review under AICPA standards
- We offer year-round financial guidance beyond seasonal tax preparation
- Our team maintains specialized expertise in retirement plan consulting
- We deliver personalized service through ongoing professional training
Associations and certifications
- AICPA
Services
Business Tax Services
We provide comprehensive business tax solutions from entity formation to liquidation. Our services include tax planning, compliance, audits, and representation during tax examinations. Our partners deliver tailored strategies to minimize liabilities while ensuring regulatory compliance. Clients benefit from our expertise in corporate tax codes and ongoing advisory support.
Individual Tax Preparation
Our personalized tax preparation services cater to individuals throughout the year. We handle complex returns, retirement planning, and estate matters with partner-level expertise. We focus on maximizing deductions while maintaining compliance. Clients receive strategic guidance for long-term financial health beyond seasonal tax filing.
Retirement Plan Consulting
We offer specialized retirement plan consulting with over 30 years of experience in 401(k), IRA, and pension solutions. Our services include plan selection, compliance, and distribution strategies. We help clients navigate tax implications and optimize savings through customized approaches tailored to their financial goals.
Estate Administration
Our estate administration services include trust management, probate support, and tax filing for estates. We coordinate with legal and investment professionals to ensure smooth asset transfer. Clients receive expert guidance on inheritance tax implications and estate settlement procedures.
Financial Statement Audits
We conduct thorough financial statement audits and reviews for businesses of all sizes. Our AICPA-compliant services ensure accurate reporting and regulatory compliance. Clients benefit from our hands-on approach to internal controls assessment and financial transparency improvements.
People
John J. Perri
CPA
Founding partner with 35+ years of experience in financial and tax complexities. Former accounting professor and active board member for multiple community organizations.
Darrin DeSeno
CPA
Partner since 1998 specializing in audits and tax planning for local businesses. Active treasurer for HABcore non-profit organization and AICPA member.
Pamela M. Stoye
CPA
30-year veteran in retirement planning and estate administration. Focuses on family-owned businesses and professional practices with expertise in trust management.
Questions
What accounting services do you offer for businesses?
We provide business entity selection, tax planning, financial audits, internal controls assessment, and year-round financial consulting services.
Do you handle complex individual tax situations?
Yes, we specialize in complex returns including retirement plans, estate taxes, and international tax compliance with personalized partner-level expertise.
How can I schedule an appointment?
Call us at 732-842-3961 during business hours Monday-Friday 8:30 AM - 5:00 PM for a consultation.
Are your professionals certified?
All partners are Certified Public Accountants (CPAs) with AICPA and New Jersey Society of CPAs memberships.
What areas do you serve?
We primarily serve Tinton Falls, New Jersey and surrounding Monmouth County areas.
