Where Service, Experience and Creativity Meet

Puzzle Pieces

"Paying LESS in tax is exactly the same as earning more money"


Wealth Management

Investment Management

Tax Services

Retirement Planning

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Executive Services

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Estate Planning

Tax Services

Our mission is to help you lower your taxes and increase your net worth.

Our Approach

  • Help you understand that income taxes are the biggest expense incurred during your lifetime.
  • Show you how careful tax planning can materially reduce your income taxes.
  • Work with you to transform the "have to do my taxes" experience from a stressful unplanned once-a-year event to an activity filled with opportunities for tax savings, lifestyle, and investment.

With technology, we stay up-to-the-minute on tax law changes and know how they affect you. The measure for all tax planning is to maximize the benefit-the return. Careful tax planning can significantly reduce the amount of taxes you pay each year. Your tax return should be the end result of a proper financial plan.

Mark G Spinelli, CPA and CFP™ provides the power of an accountant, tax advisor, investment manager, and financial planner, coordinating your engagement under one roof, so you can make the best decisions in all areas of your financial affairs. This combined level of expertise and service gives clients the best possible financial plan and demonstrates the effectiveness of a FINANCIAL PLANNING TAX PROFESSIONAL.

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(732) 564-9404