Business Details
Your Trusted Accounting Partner in Waldwick, NJ
We are a team of dedicated accounting professionals committed to meeting the financial needs of high net worth individuals and business owners. With over 75 years of combined experience, our advisors specialize in accounting, auditing, tax planning, and financial advisory services. We prioritize strong client relationships and innovative solutions that extend beyond standard financial reporting. Our approach integrates business operations and personal finances to help clients achieve both professional and personal financial goals. We serve Waldwick, NJ and surrounding areas, offering tailored services for public and privately held businesses.Our expertise spans tax compliance, financial statement preparation, internal control evaluation, and strategic consulting. We leverage advanced technology and industry-specific knowledge to deliver comprehensive solutions. Our team includes certified professionals with specialized experience in automotive, agriculture, and real estate sectors. We provide free initial consultations to understand client needs before developing customized strategies. Our commitment to excellence drives us to exceed expectations through proactive financial guidance.
Services
Tax Services
Financial Advisory
Audit Services
Business Consulting
Wealth Management
Highlights and features
- We offer 75+ years of combined accounting and tax expertise
- Our team includes industry specialists with automotive and real estate experience
- We provide personalized financial strategies for businesses and high net worth individuals
- Our free initial consultation helps tailor solutions to your specific needs
- We combine advanced technology with traditional accounting excellence
Services
Tax Services
Our tax professionals develop customized strategies to minimize liabilities while ensuring compliance with complex regulations. We handle business and individual tax preparation, cross-border filings, and wealth transfer planning. Our team stays current with evolving tax laws to maximize savings opportunities for clients.
Audit Services
We provide comprehensive audit and review services to ensure financial statement accuracy and regulatory compliance. Our team performs internal control assessments and agreed-upon procedures engagements tailored to client needs. We deliver actionable insights to improve financial processes and reporting transparency.
Business Consulting
Our consultants help businesses improve operations through benchmarking, due diligence, and process optimization. We offer facility expansion planning, personnel evaluation, and merger/acquisition support. Our industry-specific expertise helps clients implement practical solutions for sustainable growth.
Wealth Management
We provide integrated wealth management services including investment strategy, estate planning, and risk management. Our professionals help high net worth individuals protect and grow assets through customized financial roadmaps. We coordinate with legal and insurance experts for comprehensive wealth preservation.
Financial Advisory
Our advisory team offers litigation support, asset valuation, and financial restructuring services. We assist with cash flow forecasting, profit planning, and special investigations. Our solutions help businesses navigate complex financial challenges and improve decision-making processes.
People
Larry A. Weiner
Managing Partner
Certified Public Accountant with 30+ years automotive industry expertise. Specializes in dealership operations, tax strategy, and litigation support. Holds multiple professional affiliations including AICPA and American Board of Forensic Accounting.
Bruce Dailey
Partner
CPA with 25+ years automotive accounting experience. Expert in dealership operations and business valuation. Regular speaker at AICPA conferences and active member of National Alliance of Auto Dealer Advisors Group.
George Carey
Senior Manager
Certified Public Accountant specializing in tax compliance and financial statement preparation for automobile dealers. Holds BS in Accounting from Mercy College and maintains active AICPA and NJCPA memberships.
Questions
What accounting services do you offer?
We provide tax preparation, financial statement compilation, audit services, internal control evaluation, and customized financial reporting solutions.
Do you specialize in specific industries?
Our team has particular expertise in automotive, agriculture, real estate, and professional service firms.
How can you help business owners with tax planning?
We develop tax-efficient strategies to minimize liabilities while ensuring compliance with federal, state, and international regulations.
What is your consultation process?
We begin with a free initial consultation to understand your financial situation before recommending tailored solutions.
Do you offer financial advisory services?
Yes, we provide wealth management, succession planning, and investment strategy guidance for individuals and businesses.
