Business Details
29 Years
experience
Your Trusted Accounting Partner in Marmora, NJ
Established in 1997, our firm combines personalized service with extensive expertise to deliver comprehensive accounting solutions. Our team of Certified Public Accountants, each with over 25 years of experience, serves businesses, individuals, and governmental entities across South Jersey. We specialize in tax preparation, financial planning, business consulting, and litigation support, prioritizing timely, accurate financial guidance tailored to each client's unique needs.Our commitment to exceeding client expectations is reflected in our personalized approach, proactive planning, and dedication to meeting critical deadlines. With offices in Marmora and Linwood, we provide accessible, high-quality services that blend the expertise of a large firm with the personal touch of a local practice.
Services
Tax Preparation
Financial Planning
Audit Services
Business Consulting
Litigation Support
Estate Administration
QuickBooks Consulting
Succession Planning
CFO On Demand
Corporate Tax Services
Details
- Year established: 1997
Highlights and features
- Our CPAs have over 25 years of combined experience in accounting and financial planning.
- We provide personalized service with the technical expertise of a large firm.
- We offer a comprehensive range of services including tax, audit, and business consulting.
- Our team prioritizes meeting deadlines to support your business's financial success.
- We maintain a client-focused approach tailored to individual and business needs.
Services
Tax Preparation
We prepare accurate, compliant tax returns for individuals, businesses, and entities. Our CPAs identify deductions and credits to minimize liabilities while ensuring timely submissions. Clients receive strategic advice to optimize future tax positions.
Financial Planning
Our planners analyze current financial status to create customized roadmaps for achieving goals. Services include retirement planning, investment strategies, and cash flow management tailored to personal and business needs.
Business Consulting
We provide actionable insights for business growth through performance analysis, budgeting, and operational efficiency improvements. Our consultants help entrepreneurs make data-driven decisions aligned with long-term objectives.
Audit Services
We conduct thorough examinations of financial statements to ensure accuracy and compliance. Our audit process provides stakeholders with confidence in reported data through rigorous verification and transparent reporting.
CFO On Demand
This service offers businesses access to experienced financial leadership without full-time costs. We provide strategic guidance on cash flow, financial analysis, and growth planning to support critical decision-making.
People
Thomas J. Fitzpatrick
Shareholder
Certified Public Accountant with over 25 years of experience in tax planning, business consulting, and financial strategy for diverse clients.
Louis Bongiovanni
Shareholder
CPA specializing in business valuations, litigation support, and financial planning with extensive expertise in serving small to mid-sized enterprises.
Robert J. Kelly
Shareholder
Experienced CPA focused on corporate tax compliance, accounting system customization, and strategic financial consulting for business clients.
Carol Kemler
CPA
Certified Financial Planner with expertise in personal financial planning, estate administration, and retirement strategy development for individual clients.
Aakash Palkiwala
Accountant
MBA and MSA holder providing accounting and tax services with a focus on small business clients and QuickBooks consulting.
Questions
What services does Fitzpatrick, Bongiovanni & Kelly offer?
We provide tax preparation, financial planning, audit services, business consulting, litigation support, and CFO On Demand services for businesses and individuals.
How can I determine if filing jointly or separately is better for me?
Filing jointly typically offers more tax benefits, but separate filing may protect against spouse-related liabilities. Consult our CPAs for personalized advice.
What business entity should I choose when starting a company?
We help clients evaluate options like Corporations, LLCs, or Sole Proprietorships based on liability protection, tax implications, and operational needs.
Do you offer specialized services for business owners?
Yes, including succession planning, business valuation, and strategic financial consulting to support growth and long-term success.
How do I handle an IRS audit notice?
Contact our team immediately for guidance. We'll review your case, prepare documentation, and represent you throughout the audit process.
What are the differences between traditional and Roth IRAs?
Traditional IRAs offer tax deductions now, while Roth IRAs provide tax-free withdrawals in retirement. Our advisors help determine the best option for your situation.
