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Our firm was founded by our managing director, John DiGiorgio, CPA, MBA. John’s experience sets the pace for the firm's capabilities, ensuring that every client receives customized, strategic, and timely advice. Upon onboarding, our dedicated team of consultants, accountants, and tax specialists become part of your team. We will advise you and your staff on generally accepted accounting principles (G.A.A.P.), U.S. based tax accounting methods, tax planning strategies, and overall best business practices.

Your advisor will always focus on servicing you, our client. We will make an effort to know your business inside and out so that we can advise you on what's most important… GROWING. We are locally renowned for our hands-on approach to just get it done. 

We are a technology forward firm. We embrace and advocate cloud-based accounting (QuickBooks Online, Xero), paperless processing, electronic ACH bill pay, and e-file tax filings. We will recommend, install, train, and support your staff on the latest technologies available to your business.

Below are some of the areas of focus, current clients, and past projects that we have worked on...

• Franchise consultations and set up (hospitality, food, personal care services, affiliate and royalty accounting, sales tax compliance)
• Small group healthcare partnerships (family practice, dental, maxillofacial, orthopedics, nephrology, physical therapy, out of network providers, long-term care facilities). We specialize in the accounting and taxation of mergers, acquisitions, IRC § 721 tax free exchanges, and roll ups of small medical practices.
• Cannabis medical and recreational facilities (IRC §280E, IRC §471C, and IRC §263)
• Family-owned construction companies (municipality contractors, site & utility developers, HVAC & electrical trades, home builders, and haulers) We are well versed in the "% of completion G.A.A.P. accounting method" required for long-term construction bonded projects.
• Small foreign startups (UK, Switzerland, Germany) (i.e., pharmaceutical consultants and equipment dealers, financial market research firms) Cost accounting methods, transfer pricing, and international affiliate accounting
• C-Corporations (Delaware) and Personal Service Corporations (P.C.’s) (attorneys, accountants, physicians, architects) We will set up your accounting system in the cloud and prepare your escrow reconciliations.
• Multi-family and commercial real estate holdings (public housing, strip malls, office complexes) 1031 exchanges and cost segregation planning
• Pass thru entity taxation (K-1s) (Partnerships, LLCs, S-Corporations) (i.e., NJ PTE, BAIT tax)
• Estate and Trust taxation (i.e., Form 1041, IT-R, decedent's final personal tax returns)
• Family law accounting (i.e., divorce settlements, estate accounting)
• Personal tax preparation (if capacity is available, a firm minimum $ fee will apply) We are well versed in RSU stock options, NUA 83(b) elections, hedge fund K1’s, & PTP K1’s