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Your Loyal Tax Accountant - Helping You Succeed with Your Business

At The Accountancy, we are dedicated to helping individuals and businesses achieve their financial goals. For decades, we've been committed to providing comprehensive tax and financial planning services. Our team of experienced professionals includes CPAs, CGMAs, MSTs, and CFEs, ensuring that our clients receive expert advice tailored to their unique needs. We take pride in our ability to listen and understand the stories of our clients, which often leads to unexpected insights that make a significant difference for them.

Innovation at The Accountancy

We believe that innovation is key to success. Our approach is centered around understanding our clients' goals and aspirations. We don't just see numbers; we see people working hard to secure their financial futures. Whether it's planning for college, managing retirement, or leaving a legacy, we are here to help. Our team's extensive experience in tax services, advisory services, business management, financial statements, and wealth management enables us to offer a wide range of solutions.

Meet Our Team

Our team consists of seasoned professionals who are passionate about helping others. John Sadd, CPA, CGMA, has over 40 years of experience and is a trusted advisor for tax and financial planning. David Nadel, CPA, MST, brings over 30 years of experience, including extensive knowledge in foreign taxation. Kirby Higashi, CPA, CGMA, has more than 30 years of experience serving individuals and businesses across various industries. Nassif Shammaa, CPA, CGMA, has over 20 years of experience as a CPA and financial consultant. Argin Mahmoodi, CPA, CFF, CFE, has more than a decade of experience in the accounting profession. Steven Clement, CPA, MBA, is a seasoned financial professional with over 30 years of experience, including being one of the country's Top 100 QuickBooks ProAdvisors. Mary Jo Wiedey, CPA, leads the firm's Business Management Services division and focuses on certified audits, valuations, and taxation. Melody Daniel, CPA, is experienced in individual and business income taxes, financial audits, court accounting, and local political campaign accounting.

Our Services

We offer a range of services designed to help our clients achieve their financial goals. Our tax services include comprehensive tax planning and preparation. Our advisory services focus on business consulting and financial planning. We also provide business management services, including certified audits and valuations. Additionally, we assist with financial statements and wealth management.

Industries We Serve

We have experience serving clients across various industries, including Entertainment, Real Estate, Healthcare, Professional Services, and Nonprofit Organizations. Our team understands the unique challenges and opportunities within each industry and provides tailored solutions.

Community

At The Accountancy, we believe in giving back to the community. We engage in various philanthropic activities and support local initiatives that promote financial literacy and education.

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