Business Details
50+ Years
experience
Your Trusted Partner for Accounting Solutions
Founded in 1945, Gineris & Associates is a fourth-generation family-owned accounting firm dedicated to empowering small businesses and entrepreneurs. With nearly 200 years of combined professional expertise, we specialize in delivering proactive, technology-driven solutions tailored to businesses with fewer than 100 employees and $100 million in annual sales. Our cloud-based platform enables seamless collaboration, offering real-time access to bookkeeping, tax planning, financial advisory, and business consulting services.We prioritize building long-term relationships, evidenced by clients who have trusted us for 60-70+ years. Our commitment to innovation ensures clients benefit from cutting-edge tools like Xero-certified systems, while our personalized approach guarantees tailored strategies for financial success. As advocates for our clients' growth, we combine technical excellence with a deep understanding of individual business needs to deliver actionable insights and exceptional service.
Services
Accounting Services
Tax Preparation
Financial Planning
Business Advisory
Secure File Sharing
Details
- Year established: 1945
Highlights and features
- We offer 75+ combined years of experience serving small businesses.
- Our team uses Xero-certified cloud technology for real-time collaboration.
- Fourth-generation family-owned firm with 60+ year client relationships.
- Proactive tax planning reduces liabilities and maximizes refunds.
- Virtual CFO services provide strategic financial guidance for growth.
Associations and certifications
- Xero Certified
What people say
Great experience for many years
Reliable and proactive professionals
Superior support and responsiveness
Helped business succeed consistently
Trusted advisors for decades
Services
Accounting Services
Our dedicated account managers provide comprehensive bookkeeping, payroll processing, and financial statement preparation. We ensure real-time visibility into your financial performance through cloud-based systems, handling tasks like sales tax filings, expense management, and software onboarding. Clients receive customized solutions for day-to-day accounting needs with a focus on accuracy and timeliness.
Tax Services
We offer proactive tax planning, preparation, and IRS problem resolution for businesses and individuals. Our experts monitor legislative changes quarterly to minimize liabilities, while estate tax services and audit representation ensure compliance. Cloud-based document sharing enables seamless filing of federal, state, and local returns with strategic year-round planning.
Financial Services
Our advisors create personalized financial plans covering retirement, college savings, and estate planning. By integrating tax strategies with investment management, we help clients achieve long-term goals through risk assessment, portfolio structuring, and ongoing performance reporting tailored to individual risk tolerance and objectives.
Business Advisory
We provide strategic guidance on entity selection, mergers, acquisitions, and operational efficiency. Virtual CFO services include cash flow forecasting and cost analysis, while systems implementation optimizes business processes. Our consulting focuses on growth opportunities and data-driven decision-making for sustainable success.
Secure File Sharing
Our encrypted client portal enables secure document exchange for tax returns, financial statements, and business records. No-login file uploads ensure safe collaboration, while cloud integration maintains data integrity. This service supports real-time document access and compliance with industry security standards.
People
Pat Gineris
Managing Principal
CPA and Enrolled Agent with Xero certification, Pat leads as Managing Principal. Fourth-generation accountant with 30+ years of experience, specializing in strategic tax planning and client relationship management.
Dave Betz
Chief Success Officer
As Chief Success Officer, Dave focuses on client satisfaction and service innovation. With 25+ years in accounting leadership, he ensures operational excellence and client-centric process improvements.
Tim Shaw
Financial Advisor
Certified financial planner specializing in retirement strategies and investment management. Tim has 15+ years of experience creating personalized wealth plans integrated with tax optimization techniques.
Margaret Jonas
Tax Accountant
Enrolled Agent with Xero certification, Margaret specializes in complex tax compliance and small business advisory. 20+ years of experience in IRS resolution cases and quarterly tax planning.
Maria Lucente
Tax Accountant
Dual-certified CPA and Enrolled Agent, Maria focuses on business tax strategy and financial reporting. 18 years of experience helping clients optimize tax positions while maintaining compliance.
Questions
What accounting software do you integrate with?
We specialize in Xero-certified solutions but support multiple platforms. Our team provides setup, customization, and training for cloud-based accounting software tailored to your business needs.
How do you handle multi-state tax filings?
Our experts manage federal, state, and local tax obligations nationwide. We track jurisdiction-specific requirements and file returns in all 50 states with centralized reporting for business owners.
Can you assist with startup accounting?
Yes, we help new businesses with entity selection, bookkeeping setup, and tax registration. Our advisory services include financial forecasting and systems implementation for growing companies.
What's included in your Virtual CFO service?
Our Virtual CFO provides cash flow analysis, budgeting, break-even modeling, and strategic financial guidance. Services include labor cost optimization and debt management planning for small businesses.
How quickly do you respond to client requests?
We prioritize timely communication with 24-hour response guarantees for urgent matters. Most client inquiries receive same-day responses during regular business hours.
Do you offer tax amnesty programs?
Yes, we represent clients in IRS Offer in Compromise negotiations and state tax resolution programs. Our specialists develop customized plans to settle tax debts for less than owed.
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