Business Details
36 Years
experience
Your Trusted Partner for Accounting Solutions in Eatontown, NJ
Addeo & Associates has served Monmouth County, NJ for over 30 years, delivering high-quality accounting, tax planning, and consulting services. Our firm combines the expertise typically found in large firms with the personalized attention of a small practice, prioritizing client satisfaction through responsive service and tailored solutions. With a team of certified professionals, we specialize in accounting system setup, financial statement preparation, tax compliance, and strategic business consulting. Our commitment to excellence is demonstrated through rigorous review procedures, continuous client communication, and a track record of being named Best Accounting Firm in Monmouth County by the Asbury Park Press.We serve diverse industries including healthcare, construction, real estate, and nonprofit entities, offering specialized services like IRS audit representation and retirement plan optimization. Our approach emphasizes understanding each client's unique needs, providing proactive advice to navigate economic challenges and achieve long-term financial goals. The firm's longevity and client retention reflect our dedication to maintaining the highest standards of professionalism and service quality.
Services
Accounting
Tax Compliance
Business Consulting
Retirement Planning
IRS Representation
Financial Statements
Audit Services
Payroll Processing
Estate Planning
QuickBooks Support
Details
- Year established: 1990
Highlights and features
- We have over 30 years of experience serving Monmouth County businesses
- Our team includes Certified Public Accountants with specialized industry expertise
- We provide personalized service with same-day response guarantees
- Our firm maintains rigorous quality control review procedures
- We offer proactive tax planning and audit representation services
What people say
Personalized service
Expertise
Responsive
Industry knowledge
Trusted advisor
Services
Accounting Services
Our accounting services provide accurate financial records and reporting for businesses of all sizes. We offer system setup, monthly/quarterly bookkeeping, financial statement preparation, and job cost scheduling. Our team ensures compliance with regulatory requirements while maintaining efficient daily operations. Clients benefit from organized financial data that supports informed business decisions and growth strategies.
Tax Compliance
We specialize in comprehensive tax compliance services for individuals and businesses. Our expertise includes federal, state, and local tax return preparation, with a focus on minimizing liabilities through strategic planning. Services cover corporate, partnership, and individual tax returns, along with multi-state tax compliance and audit representation to ensure clients meet all regulatory obligations.
Business Consulting
Our business consulting services help clients optimize operations and strategic planning. We analyze internal controls, develop executive compensation plans, and provide cash flow analysis. The firm offers specialized consulting for medical practices, food service industries, and business valuations, helping clients implement efficient systems and growth strategies tailored to their specific needs.
IRS Representation
We provide expert representation for IRS and state tax audits. Our services include preparing documentation, negotiating payment plans, and submitting offers in compromise. With extensive experience in tax controversy matters, we help clients resolve back taxes, unfiled returns, and audit issues while protecting their interests throughout the process.
Retirement Planning
Our retirement planning services help individuals and businesses optimize their retirement savings. We offer guidance on IRA options, 401(k) plans, SEP plans, and Social Security strategies. The firm provides personalized analysis of tax-efficient withdrawal methods and helps clients develop comprehensive retirement strategies aligned with their financial goals and life circumstances.
People
Arthur J. Addeo
Managing Partner
Certified Public Accountant with 30+ years experience, specializing in small business accounting and tax services. Graduate of Seton Hall University, active AICPA member, and frequent tax law lecturer. Established the firm in 1990.
Matthew Polacco
Partner
CPA with 35 years of experience in small business accounting and auditing. Graduate of Richard Stockton College, member of AICPA and NJCPA. Specializes in financial reporting and business advisory services for local businesses.
Carmen Penta
Certified Public Accountant
Over 40 years of accounting experience, specializing in healthcare, franchise, and entertainment industries. Serves on Lakeland Bank's board and Big Brothers Big Sisters' finance committee. Provides consulting for medical mergers and acquisitions.
Mona Sorli
Certified Public Accountant
CPA with 35+ years of experience serving small businesses in New Jersey and New York. Expertise in real estate, construction, and retail industries. Holds Masters Degree in Finance from Pace University and active member of AICPA and NJCPA.
Regina M. Kochon
Certified Public Accountant
35-year public accounting veteran specializing in medical, dental, and legal industry accounting. Graduate of Rider College with BS in Accounting. Provides comprehensive tax compliance services and financial planning solutions for professional practices.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including system setup, bookkeeping, financial statements, payroll processing, and tax compliance tailored to small business needs.
How can you help with IRS audit representation?
Our experienced team handles all aspects of IRS and state tax audits, including documentation preparation, negotiation of payment plans, and submission of offers in compromise to resolve tax issues.
What retirement plan options do you advise on?
We help clients evaluate IRA options, 401(k) plans, SEP plans, and other retirement vehicles to develop tax-efficient strategies that align with their financial goals.
Do you offer industry-specific accounting solutions?
Yes, we specialize in healthcare, construction, real estate, nonprofit, and professional practice accounting with tailored solutions for each industry's unique requirements.
What sets your firm apart from other accounting services?
We combine large-firm expertise with personalized attention, maintaining long-term client relationships through responsive service, certified professionals, and proactive financial guidance.
