Business Details
Your Trusted Partner for Comprehensive Accounting Solutions
Cullari Carrico, LLC has established itself as a leader in certified public accounting through decades of dedicated service. Our firm combines deep expertise in tax, accounting, auditing, and advisory services with specialized knowledge across industries including real estate, manufacturing, healthcare, and nonprofit sectors. We differentiate ourselves through a consultative approach that prioritizes quality in every client interaction, evidenced by our highest-tier Peer Review Program recognition from the American Institute of CPAs.Our team of seasoned professionals brings personalized attention to businesses and individuals, supported by strategic community engagement initiatives that reflect our commitment to ethical practice and client success. With a focus on continuous growth and development, we empower clients to navigate complex financial landscapes while maintaining the highest standards of professional integrity.
Services
Tax Advisory
Assurance Services
Advisory Services
Audit Services
International Tax
Estate Planning
Business Valuation
Cost Segregation
Family Office
Nonprofit Accounting
Highlights and features
- We offer decades of experience in accounting and advisory services across diverse industries
- Our team holds specialized expertise in real estate, healthcare, and nonprofit sectors
- Recognized with the highest Peer Review Program ranking from AICPA
- Personalized service approach with direct access to experienced professionals
- Community-focused values demonstrated through charitable initiatives
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
What people say
Expert help and advice
Proactive tax saving opportunities
Invaluable business growth support
Constant communication
Highest quality service
Services
Tax Advisory
Our Tax Advisory services provide customized solutions for complex tax planning needs. We specialize in international tax compliance, state and local tax strategies, and research & development tax credits. Our experienced professionals help businesses and individuals navigate evolving tax regulations while maximizing savings opportunities through strategic planning and proactive compliance measures.
Assurance Services
We offer comprehensive assurance services including financial statement audits, agreed-upon procedures, and compliance audits. Our team provides independent verification of financial information to meet regulatory requirements and build stakeholder confidence. Specialized expertise covers nonprofit organizations, employee benefit plans, and complex multi-jurisdictional compliance frameworks.
Advisory Services
Our advisory practice focuses on strategic business growth through transaction advisory, outsourced accounting, and family office services. We help clients with business valuations, budget forecasting, and operational optimization while providing expert guidance during business disputes and succession planning processes.
Estate Planning
We provide specialized estate and trust planning services to preserve family wealth across generations. Our professionals assist with asset protection strategies, legacy planning, and complex estate tax compliance while coordinating with legal advisors to implement comprehensive wealth transfer solutions tailored to individual client circumstances.
Cost Segregation
Our cost segregation studies identify accelerated depreciation opportunities for commercial property owners. This service helps businesses improve cash flow through strategic tax savings by reclassifying property assets into shorter depreciation periods while maintaining full compliance with IRS guidelines and documentation standards.
People
Dennis W. Bartlett
Member
With over 30 years of experience, Dennis specializes in tax, audit, and advisory services for closely held businesses and employee benefit plans. A former managing member of Levin, Bartlett & Co., he mentors young accountants while serving clients with integrity and expertise.
Jason Cullari
Managing Member
As Managing Member, Jason leads the firm with 15+ years of experience in nonprofit accounting and private school financial management. He focuses on strategic growth while maintaining personalized client relationships and fostering professional development within the firm.
Jay Soojian
Member
Jay brings three decades of experience in estate and trust taxation, specializing in helping high-net-worth individuals build profitable businesses. He serves on the firm's Executive Committee and provides expert guidance in complex tax controversy matters.
Colleen Cullari
Audit Manager
With an MBA from the University of Scranton, Colleen has over 10 years of audit experience focusing on nonprofit organizations and single audits. She develops strategic financial plans that help clients exceed their humanitarian and financial goals.
Ellen McGraw
Member
A CPA with 25+ years of experience, Ellen specializes in veterinary accounting and closely held businesses. She provides forward-thinking financial leadership while maintaining a client-centered approach that prioritizes personal relationships and practical solutions.
Questions
What industries does Cullari Carrico specialize in?
We specialize in real estate management, manufacturing, healthcare, veterinary services, nonprofit organizations, private schools for students with disabilities, and hospitality industries.
What accounting services do you offer?
We provide tax planning, audit services, business valuation, cost segregation studies, estate planning, international tax guidance, and comprehensive advisory services.
How do you support nonprofit organizations?
Our nonprofit services include specialized accounting, compliance audits, grant compliance, and strategic financial consulting tailored to the unique needs of nonprofit entities.
What makes your firm different from other accounting practices?
Our combination of industry-specific expertise, personalized service approach, and commitment to quality through AICPA-recognized standards sets us apart from other firms.
How can I schedule a consultation?
Contact us through our website or call (973) 406-3955 to speak with a team member and schedule a free consultation with our accounting professionals.
