Business Details
37 Years
experience
Trusted Certified Public Accountants in Fairfield, NJ
Cullari Carrico, LLC is a well-established certified public accounting firm with decades of experience serving businesses and individuals. Our partners provide a fully diversified range of tax, accounting, auditing, and advisory services tailored to industries including real estate, manufacturing, healthcare, veterinary, non-profits, and private education. We maintain the highest quality standards, evidenced by our AICPA Peer Review Program ranking and recognition as one of Accounting Today's Best Accounting Firms to Work For.Our team combines technical expertise with personalized service to help clients achieve financial success. We emphasize integrity, strategic planning, and continuous professional development while supporting community initiatives through employee volunteer programs.
Services
Tax Advisory
Assurance Services
International Tax
R&D Tax Credit
Estate Planning
Cost Segregation
Transaction Advisory
Outsourced Accounting
Family Office
Business Disputes
Details
- Year established: 1989
Highlights and features
- Decades of experience serving diverse industries including real estate and healthcare
- AICPA Peer Review Program highest quality rating recipients
- Personalized service from seasoned CPAs with specialized industry knowledge
- Recognized thought leaders in tax strategy and business advisory services
- Commitment to continuous professional development and client education
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
- Accounting Today's Best Accounting Firms to Work For
What people say
Invaluable part of helping my businesses grow
Proactively looks for tax saving opportunities
Highest quality service
Dedicated professional staff
Immeasurable impact on productivity
Services
Tax Advisory
Our Tax Advisory services provide customized solutions for individuals and businesses. We specialize in multi-state tax compliance, international tax planning, and R&D tax credits. Our CPAs help clients minimize liabilities while maintaining compliance with evolving regulations. With expertise in estate and trust taxation, we create strategies that preserve wealth across generations.
Assurance Services
We offer comprehensive assurance services including financial statement audits, reviews, and compilations. Our team specializes in compliance audits for non-profits and employee benefit plans. We provide agreed-upon procedures and internal control assessments that enhance financial transparency. Our AICPA Peer Review rated services ensure stakeholders receive accurate, reliable financial information.
International Tax
Our international tax specialists handle complex cross-border transactions and compliance requirements. We assist businesses with global expansion strategies, transfer pricing, and foreign tax credit optimization. With expertise in FATCA reporting and OECD regulations, we help multinational clients navigate diverse tax jurisdictions while minimizing exposure and maximizing opportunities.
R&D Tax Credit
We help businesses claim valuable R&D tax credits through thorough documentation and compliance. Our specialists identify qualifying activities across manufacturing, technology, and life sciences sectors. We provide audit support and nexus analysis to ensure clients receive maximum benefits while maintaining full regulatory compliance with IRS guidelines.
Family Office
Our Family Office services integrate wealth management with business advisory. We provide intergenerational planning, investment oversight, and tax-efficient structuring. Specializing in closely held businesses, we help families balance operational needs with personal financial goals through customized governance frameworks and succession planning strategies.
People
Dennis W. Bartlett
Member
With over 30 years of experience, Dennis Bartlett specializes in tax, audit, and family office services for closely held businesses. A former managing member of Levin Bartlett Swantic & Co., he joined Cullari Carrico in 2009. He focuses on employee benefit plans and mentoring young accountants while serving clients with integrity and technical excellence.
Jason Cullari
Managing Member
Jason Cullari leads the firm with 15+ years of experience in tax and advisory services. Specializing in non-profits and private schools, he helps clients exceed goals through strategic planning. A University of Scranton graduate with MBA, he combines technical expertise with leadership to drive firm innovation and client success.
Jay Soojian
Member
Jay Soojian brings 30+ years of experience in estate and trust taxation. As Executive Committee member, he advises high-net-worth individuals and businesses on complex tax matters. A Rutgers graduate, he combines technical mastery with practical solutions to help clients build and preserve wealth across generations.
Colleen Cullari
Audit Manager
Colleen Cullari, an MBA from University of Scranton, specializes in nonprofit audits and single audits for state grants. With 10+ years at the firm, she develops strategic financial plans for non-profits and private schools. Her calm approach helps clients achieve financial sustainability while meeting regulatory requirements.
Ellen McGraw
Member
Ellen McGraw, MBA CPA, specializes in veterinary and closely held business taxation. With 25+ years of experience, she provides forward-thinking financial leadership. Her client-centric approach focuses on individual goals while delivering exceptional service that helps businesses thrive in competitive markets.
Questions
What industries does Cullari Carrico specialize in?
We specialize in real estate management, manufacturing, healthcare, veterinary services, non-profits, private schools, and closely held businesses.
Do you offer international tax services?
Yes, our international tax team handles cross-border transactions, compliance, and planning for businesses operating globally.
What accounting certifications do your staff hold?
Our team includes Certified Public Accountants (CPAs) and specialists with AICPA peer review recognition for audit quality.
How do you handle tax controversy representation?
Our experienced tax controversy team provides audit support and representation for federal and state tax matters.
What advisory services do you offer?
We provide transaction advisory, outsourced accounting, family office services, business valuation, and strategic planning.
Are you available for local New Jersey businesses?
Yes, our Fairfield, NJ office serves local businesses and organizations across the Northeast region.
