Inspiring Financial Success, One Client at a Time
At Olivari & Associates, we have been providing quality, personalized financial guidance to local individuals, businesses, and non-profit organizations for over 30 years. Our firm's expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Our team of experienced certified public accountants (CPAs) and certified public bookkeepers (CPBs) is dedicated to helping our clients achieve their financial goals.
Our Mission
Our mission is to help our clients maintain financial viability in the present while taking a proactive approach to achieve their future goals. To achieve this, we focus on open communication to understand our clients' needs, thorough research, and sound analysis. We are dedicated to meeting these goals with high standards of excellence and professionalism.
Our Services
At Olivari & Associates, we offer a full range of accounting, tax, audit, and consulting services to our clients. Our services include:
- Tax preparation and planning for individuals and businesses
- Audits and assurance services for businesses
- Financial statement preparation and review
- Business consulting and advisory services
- Estate and trust planning and administration
- Tax controversy and IRS audit representation
- Small business and non-profit organization services
- Personal financial planning and wealth management
Our Team
Our team consists of experienced and certified professionals who are dedicated to providing exceptional service to our clients. Our partners and staff have years of experience in accounting, tax, and financial planning, and are committed to staying up-to-date on the latest tax laws and regulations. We take pride in our peer review report, which has awarded us the highest rating level.
Peer Review
Our firm takes pride in its achievement of the highest rating level for peer review by another CPA firm. This means that our clients can be assured of the integrity, independence, and quality service of Olivari & Associates.
Meet Our Partners and Staff
Our partners and staff are dedicated professionals who are committed to providing exceptional service to our clients. Meet some of our team members below:
- John S. Olivari, CPA - Partner
- Mary Greenlees, Trust & Estate Specialist
- Johnny Svajko, CPA
- Christine Coleman, CPA
- Christine Lydecker, CPA
- Beverly Mitchell
- Kathleen Shanahan, EA
- Sammi Johnson
Administrative and Support Staff
We also have an experienced administrative and support staff who are dedicated to providing exceptional service to our clients. Meet some of our administrative and support staff below:
- Wanda Lalanne
- Karyn Marlett
Community Involvement
At Olivari & Associates, we are committed to giving back to our community. We are proud of our commitment to the community through the involvement of our partners and staff in a wide range of groups and organizations. We actively support many local fundraising activities and encourage everyone in the firm to donate their time as board members and officers with local organizations.
Overall Quality of Service
The reviewers laud Olivari & Associates for their exceptional service, expertise, and professionalism. The team is praised for their consistent excellent customer service, attention to detail, and proactive communication. The accountants are described as knowledgeable, patient, and helpful, providing outstanding guidance and support.
Positive Interactions
The reviews highlight numerous positive interactions, including:
- Friendly and pleasant initial meetings
- Timely responses to inquiries and requests
- Efficient and professional handling of complex tasks
- Excellent communication and guidance throughout the process
Negative Feedback
Unfortunately, one reviewer had a negative experience, citing:
- Initial difficulties gaining access to the office
- Confirmed appointment being late and lack of communication
- Concerns about integrity and professionalism
Summary of Positive Reviews
Olivari & Associates' accountants are praised for their exceptional service, expert guidance, and friendly demeanor. Their attention to detail, proactive communication, and willingness to help clients are consistently highlighted throughout the reviews.
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