Business Details
29 Years
experience
Trusted Accounting & Financial Services in South Jersey
Established in 1997, Fitzpatrick Bongiovanni-Kelly has built a reputation as a trusted accounting firm serving clients in South Jersey. Our team of seasoned professionals combines over 25 years of individual experience with a commitment to personalized service, ensuring clients receive tailored financial solutions. We specialize in tax preparation, financial planning, business consulting, and litigation support, catering to businesses, individuals, and governmental entities. Our approach emphasizes proactive planning, timely financial reporting, and strategic guidance to help clients achieve long-term goals. With offices in Marmora and Linwood, we prioritize accessibility and convenience while maintaining the highest standards of accuracy and client satisfaction.Our shareholders hold advanced certifications, including CPA, CFP, and CVA designations, underscoring our expertise in complex financial matters. We focus on understanding each client's unique needs, offering actionable insights to navigate tax compliance, business growth, and estate planning challenges. Our dedication to meeting deadlines and delivering transparent communication ensures clients can rely on us for critical financial decisions. Recognized for our community involvement and client-centric philosophy, we strive to be more than just accountantswe aim to be trusted advisors in every engagement.
Services
Tax Preparation
Financial Planning
Audit Services
Business Consulting
CFO On Demand
Estate Administration
QuickBooks Consulting
Litigation Support
Succession Planning
Business Valuation
Details
- Year established: 1997
Highlights and features
- We offer over 25 years of combined experience in accounting and financial planning.
- Our team holds advanced certifications including CPA, CFP, and CVA designations.
- We provide comprehensive services from tax preparation to business valuation.
- Our commitment to timely and accurate financial reporting ensures client trust.
- We maintain two convenient locations in Marmora and Linwood, NJ.
Services
Tax Preparation
We prepare accurate and compliant tax returns for individuals, businesses, and entities. Our team stays updated on evolving tax laws to maximize deductions and minimize liabilities. Clients benefit from proactive planning to optimize their financial position annually.
Financial Planning
Our financial planning services analyze current assets, goals, and risk tolerance to create tailored strategies. We address retirement, estate, and investment planning to ensure long-term financial security aligned with client priorities.
Business Consulting
We offer strategic guidance on business growth, cash flow management, and operational efficiency. Our consultants help entrepreneurs navigate financial challenges and make data-driven decisions for sustainable success.
CFO On Demand
This service provides access to experienced financial leadership for short-term needs. We assist with budgeting, financial analysis, and critical decision-making to support business owners without hiring a full-time executive.
Audit Services
We conduct thorough audits to ensure financial statements meet regulatory standards. Our process includes verifying records, assessing internal controls, and delivering actionable insights to enhance transparency and stakeholder confidence.
People
Thomas J. Fitzpatrick
Shareholder
With over 25 years of experience, Thomas specializes in tax planning and business valuation. He holds CPA, CFP, and CVA certifications, focusing on strategic financial solutions for complex client needs.
Louis Bongiovanni
Shareholder
Louis brings expertise in accounting and financial consulting, with CPA and CVA credentials. He focuses on delivering tailored advisory services to help businesses achieve operational and financial growth.
Robert J. Kelly
Shareholder
Robert specializes in tax compliance and business advisory services. His CPA and RMA certifications support clients in navigating regulatory challenges and optimizing financial performance.
Questions
What should I expect during an IRS audit?
An IRS audit reviews your financial records for accuracy. We recommend contacting your CPA immediately to assist with documentation and ensure compliance.
Should I file taxes jointly or separately with my spouse?
Filing jointly typically offers tax benefits, but separate filing may protect against spouse-related liabilities. Consult a CPA for personalized advice.
What is the difference between a traditional IRA and a Roth IRA?
Traditional IRAs offer tax deductions now with taxable withdrawals later, while Roth IRAs provide tax-free withdrawals in retirement. Your current tax rate influences the best choice.
How do I choose between a Corporation, LLC, or Sole Proprietorship?
Corporations offer liability protection but complex requirements. LLCs balance flexibility and protection. Sole Proprietorships are simple but expose personal assets to business risks.
Is a home equity loan right for me?
Home equity loans suit specific projects or debt consolidation. Consider interest rates, tax deductions, and refinancing costs before deciding.
What services does your CFO On Demand offer?
Our CFO On Demand provides strategic financial analysis, industry expertise, and critical decision support for SMEs needing temporary executive-level financial guidance.
