Where Service, Experience and Creativity Meet

Financial Advisor with Client

We don't just prepare tax returns. Rather, we EXCEL in providing CREATIVE SOLUTIONS for problematic situations.


Wealth Management

Investment Management

Tax Services

Retirement Planning

Business Services

Executive Services

Senior Care

Estate Planning

Business Services

Our mission is to look at all aspects of your business and apply our knowledge to increase your profits.

Our Approach

  • Understand the costs, risks, and challenges of running your business.
  • Actively encourage sharing business and financial problems, and work with you to find solutions.
  • Work together to develop and implement compliance procedures and customized strategies to ensure your business pay the lowest tax possible.
  • We cast a critical eye on cost control, cash flow, financing, personnel, and marketing policies to turn up ways to improve profitability.

Certified - QuickBooks ProAdvisor

Mark G Spinelli, CPA CFP, has worked with hundreds of businesses large and small, in many different industries. This combined level of experience and expertise gives clients a 360° business solution and demonstrates the benefit of working with a PROFESSIONAL BUSINESS ADVISOR.

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(732) 564-9404