About Us
Celebrating 40 Years of Trusted Accounting and Consulting Services for Businesses and Individuals
Since
Our Story Since 1984
September 1984. Bill Angelo had a wife, three young kids all under the age of 4, and a mortgage he could barely afford. Naturally, he figured this would be the perfect time to quit his stable job at a CPA firm and start his own.
His first two clients were ones who came with him from the old firm. (One of them is still a client today, over 40 years later!) He set up shop in the basement while his three kids ran around upstairs. His wife, Diane, pitched in with admin work whenever she could steal a moment from managing the chaos above.
Bill's clients didn't just appreciate his work… they loved him. Word spread, referrals poured in, and the business grew. Within a few years, he'd outgrown the basement and bought a small office condo a few minutes from home.
His first two employees were his brother and sister-in-law. Family has always been at the heart of the firm. Even today, Bill's 15-year-old granddaughter comes into the office after school to help with admin work, continuing the family tradition from the early days.
Fast forward a few decades, and Bill's dream came true—his son Billy joined the firm. Over the years, Bill gradually passed the torch, and Billy has stayed true to the firm’s original mission: build a team that feels like family, give clients the service they deserve, earn every referral. It's a simple philosophy that's guided the firm since 1984 and will continue for generations to come.
Our commitment to your success is reflected in our approach. We don't just offer services; we build relationships.
18 Brant Ave, Clark, NJ 07066
Meet Our Team
Our experienced professionals bring decades of expertise in accounting, tax planning, and business advisory services. Get to know the team dedicated to your financial success.
View Team BiosOur Services: A Spectrum of Excellence
We offer comprehensive financial solutions tailored to the unique needs of your business
Accounting & Bookkeeping
We ensure meticulous financial management, keeping your business's health in sharp focus.
Tax Planning & Preparation
Expert strategies for S-Corporations, LLCs, and individuals to minimize tax and ensure compliance.
Client Advisory Services
Bespoke advice to foster growth, efficiency, and smooth operations for your business.
Financial Planning
Recognizing each business's uniqueness, we develop specific plans aligned with your objectives.
Professional Certifications
We maintain the highest professional standards through ongoing education and active involvement in industry organizations
American Institute of CPAs (AICPA)
New Jersey Society of CPAs
QuickBooks ProAdvisor
IRS Registered Tax Preparer
Client Portal
Use our secure client portal to send and receive files, access your financial documents, and communicate confidentially with our team.
Access PortalFree Consultation
We offer a free initial consultation to individuals and businesses. Schedule a meeting to discuss your financial needs and goals.
Schedule ConsultationReady to Transform Your Financial Future?
With 40+ years of expertise, we're here to help you achieve your financial goals. Contact us today to learn how we can support your business or individual needs.