We Help Small Business OwnersFocus on What They Do Best
If you are a small business owner and you:
- Don't like the financial side of running your business
- Are looking for a one-stop solution for bookkeeping, custom tax strategies, estimated taxes, etc
- Want to save time, preserve mental energy, and save money in taxes
Please read on.
What We Do
We design custom tax strategies and bookkeeping solutions for our clients.
We don't expect you to implement those strategies yourself… we do it for you.
Tax Planning & Preparation
Expert tax services from licensed CPAs ensuring maximum deductions, minimal stress, and full compliance with government rules and regulations.
Accounting & Bookkeeping
Professional accounting/bookkeeping services producing up-to-date financial reports.
Business Advisory
Strategic financial guidance to help your business grow and achieve your goals.
Meet the Team
Our experienced professionals are dedicated to your financial success

Billy Angelo, CPA, ARPC
Partner, Strategist
Billy spends almost all of his work time on the phone with business and private practice owners.
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Teresa Stornelli, CPA
Lead CPA
As the firm's lead CPA, Teresa represents the "boots on the ground" who actually implements the custom strategies designed for our clients.
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Victoria Bowen
Accountant

Nicole Caballero
Administrative Manager

Carla Kreymer
Administrative Manager

Bill Angelo, CPA
Founder, Partner
Legacy Advisor
Rod Ciccone, CPA, MBA
Of Counsel
Legacy AdvisorClient Testimonials
Hear what our clients have to say about working with Angelo & Associates

"Working with Billy, Teresa, and the staff at Angelo & Associates has been one of the best decisions I've made as far as managing and growing my practice."
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Business Hours
Mon-Fri: 9:00 AM - 5:00 PM
Sat & Sun: Closed
Ready to Connect?
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