Full service CPA and financial planning firm. Our goal is helping people plan their financial life and assisting in navigating complex tax laws.

Financial Solutions

We offer solutions for the following:

Retirement Planning,

Estate Planning,

Education Planning

Accounting, Quickbooks, Payroll

If you are Starting a business or need help with an existing company this is our specialty.

We offer Monthly, Quarterly accounting and bookkeeping services.

Tax Preparation

Our full service Tax Preparation services include:

Individual and Business tax return preparation.

Making a big financial decision?
We assist with tax planning for our clients.

Contact Us

Insurance

Life and Health insurance licensed

Click the map for our Google Map location and driving instructions.
Our staff:
Dean Ponterio CPA and son Jeff Ponterio MBA

Important links:

Where is my refund?