Business Details
50+ Years
experience
Trusted Accounting & Tax Services in Providence, RI
Founded in 1966, Mardo Lachapelle & Palumbo is a full-service accounting firm dedicated to delivering quality audit, tax, and consulting services. Our team of three certified public accountants and four support staff members leverage over five decades of combined experience to serve clients across diverse industries including retail, nonprofit, construction, and credit unions. We maintain membership in the American Institute of Certified Public Accountants and undergo rigorous triennial quality reviews, achieving unmodified/pass ratings for all ten reviews conducted over the past 28 years.Our commitment to technological advancement ensures clients receive modern solutions while maintaining personalized service through regular client meetings and proactive financial planning. Located in Providence's historic Broadway district, we serve as trusted advisors to both emerging and established businesses, offering specialized expertise in international taxation, estate planning, and credit union auditing.
Services
Taxation
Accounting & Auditing
Consulting
Business Valuation
Estate Planning
Credit Union Services
International Taxation
Small Business Services
Financial Planning
Technology Consulting
Details
- Year established: 1966
Highlights and features
- Established in 1966 with continuous service for over 55 years
- Three certified public accountants with specialized industry expertise
- Successfully completed 10 triennial quality reviews with unmodified ratings
- Maintain cutting-edge technology for efficient financial processing
- Serve diverse industries including credit unions, nonprofits, and manufacturers
Associations and certifications
- American Institute of Certified Public Accountants
- Rhode Island Society of Certified Public Accountants
- New England Quality Review Program
- Private Companies Practice Section of the AICPA Division for CPA Firms
Services
Taxation
Our taxation services cover individual and business tax planning, compliance, and strategy. We specialize in maximizing deductions for corporations, partnerships, and high-net-worth individuals while ensuring compliance with evolving tax regulations. Our expertise extends to multi-state planning and international tax considerations for expatriates and global businesses.
Accounting & Auditing
We provide full-spectrum accounting and auditing solutions for businesses, credit unions, and nonprofits. Our services include financial statement preparation, system reviews, and compliance testing. As AICPA members, we maintain rigorous quality controls to deliver accurate financial reporting and assurance services that meet professional standards.
Consulting
Our consulting practice offers strategic guidance for business growth and operational efficiency. We assist with financial forecasting, cost reduction strategies, and technology implementation. The firm provides specialized expertise in QuickBooks support, business succession planning, and credit union compliance consulting for organizations across multiple industries sectors.
Estate Planning
We develop comprehensive estate plans to minimize tax liabilities and ensure smooth wealth transfer. Our services include gifting strategies, charitable planning, and business succession frameworks. We collaborate with legal and financial professionals to create customized solutions for high-net-worth individuals and family-owned businesses.
Business Valuation
Led by CPA/CVA specialist Timothy J. Murray, our business valuation services support mergers, acquisitions, and litigation matters. We provide expert testimony for shareholder disputes, divorce settlements, and estate planning. Our valuations incorporate industry-specific metrics and comply with professional standards for accuracy and defensibility.
People
Timothy J. Murray
CPA, CVA
Certified Valuation Analyst with extensive experience in business valuation for legal and financial purposes. Specializes in divorce settlements, shareholder disputes, and estate planning valuations. Provides expert testimony in litigation matters and develops strategic valuation frameworks for business transactions.
Questions
What accounting services do you offer for credit unions?
We provide specialized auditing, compliance testing, and consulting services for credit unions. Our team has over 30 years of industry experience helping credit unions meet regulatory requirements while optimizing operational efficiency and asset protection.
Do you handle international tax compliance?
Yes, we offer international tax advisory services for U.S. businesses operating abroad and expatriate citizens. Our expertise includes cross-border tax planning, compliance filings, and minimizing global tax liabilities through strategic entity structuring.
What quality assurance measures do you maintain?
As AICPA members, we undergo triennial quality reviews with unmodified ratings for all ten reviews conducted over the past 28 years. Our quality control systems meet the highest professional standards for audit and accounting services.
How do you support small business clients?
We offer comprehensive accounting, tax planning, and business consulting services tailored to small businesses. Our services include financial projections, cash flow management, and strategic growth planning with personalized attention from experienced CPAs.
What technology solutions do you provide?
We offer QuickBooks installation and training, accounting systems support, and technology consulting. Our team helps businesses implement efficient financial systems and provides ongoing technical assistance to ensure optimal performance.
