At Leonelli & Vicario LTD, we specialize in individualized services for clients in many different industries and provide professional services to better meet the needs of our accounting and tax clients. These individualized services have enabled us to address your industry specific challenges, compliance needs and industry standard tax practices.
We understand the security that comes with knowing your finances are taken care of and the worry that can exist when unsure. Our CPA's and Accountants are here whenever you need us. We take a proactive approach, often calling our clients to check in. Our knowledge of the accounting function is very broad. Do not be surprised if we make recommendations to your bookkeeper to save you payroll taxes, or recommend an investment to your financial advisor to save you income taxes. You can be assured that when an opportunity arises, we will capitalize on it. Without the excessive overhead and partner salaries of a large CPA firm, we are able to provide our services at lower costs. But most important, if we are doing our job right as your CPA and Accountant, the cost of our services should be viewed as an investment. Our goal is to increase your wealth by providing solid advice that leads to profitable results year-round.
Individualized services tailored to client-specific needs
Proactive communication and client check-ins
Broad knowledge across the entire accounting function
Lower costs due to reduced overhead compared to large firms
Focus on increasing client wealth through solid advice
Services
Corporate & Individual Tax Services
Federal tax services related to Corporate, Partnership, Multi-State, Individuals & etc.
State and local taxes (SALT)Incorporation & new business advisory servicesStrategic tax consultingFinancial statement preparationCompilations, reviews and auditsBusiness loan assistanceBudgets and financial projectionsBusiness plan developmentIRS problem resolutionDebt restructuring & Consolidation PlanningAccounting and bookkeepingPayroll ServicesSuccession planning
Credentials & Certifications
CPA (Certified Public Accountant)
Continuing Professional Education Alignment
Reviews
Rating
3.7
★★★★☆
Reviews
3
Frequently Asked Questions
When should I contact an accountant? +
As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.
What are my options for raising money? +
Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!
How can I know which accountant is right for me? +
Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding 'Yes!'
3.7
