James Magno, CPA

Founded in November 2014, our firm builds upon over 30 years of combined experience in tax and estate planning. Our founder, James Magno, began his career at Gold, Leins and Adoff LLP, where he spent nearly two decades honing his expertise in estate-related tax preparation and administrative assistance. Since launching our practice, we have dedicated ourselves to providing timely, professional service with an emphasis on communication and transparency. Our team collaborates closely with individuals, estate fiduciaries, trustees, and small business owners, while also supporting CPAs, financial advisors, and estate attorneys through a coordinated team approach. With a focus on individualized attention, we specialize in tax preparation, estate planning, and business consultation tailored to the unique needs of our clients.

Our commitment to excellence is reflected in our comprehensive knowledge of evolving tax regulations and our ability to simplify complex financial matters. We pride ourselves on serving as a trusted resource for families navigating estate administration during challenging times, offering stability and guidance to new widows and widowers. Our services extend to corporate and partnership tax preparation, retirement planning, and delinquent return assistance, ensuring a full spectrum of accounting solutions. As active members of professional organizations including the AICPA and MACPA, we maintain the highest standards of expertise and ethical practice. Our mission remains steadfast: to deliver personalized, reliable, and forward-thinking financial guidance that empowers our clients to achieve their long-term goals.