Business Details
50+ Years
experience
Trusted Accounting Services in Metairie, LA
Founded in 1945, our firm has served Southern Louisiana with unwavering dedication to financial excellence. We specialize in accounting, tax planning, and consulting services tailored to high-net-worth individuals and closely held businesses. Our approach combines decades of experience with personalized strategies to address unique client needs. We prioritize direct access to experienced CPAs, ensuring timely delivery of quality accounting solutions. Our expertise spans proactive tax planning, estate and succession planning, and comprehensive auditing services.We maintain deep roots in the community while adapting to evolving financial challenges. Our team's certifications and memberships in professional organizations underscore our commitment to industry standards. We focus on building long-term relationships through transparency and reliability. Our services are designed to optimize financial outcomes while minimizing risks for clients. With offices in Metairie, Hammond, and Amite, we serve businesses and individuals across the region.
Services
Proactive Tax Planning
Estate Planning
Accounting Services
Auditing Services
Business Transitions
Details
- Year established: 1945
Highlights and features
- We offer over 79 years of experience in accounting and tax services
- Our team provides direct access to experienced CPAs
- We implement proactive tax planning strategies starting in fall
- We deliver personalized financial strategies tailored to client needs
- Our firm maintains deep roots in Southern Louisiana's business community
Associations and certifications
- American Institute of Certified Public Accountants
- Louisiana Society of Certified Public Accountants
Services
Proactive Tax Planning
We begin tax planning in fall to develop strategies that prevent surprises and optimize financial outcomes. Our approach involves analyzing client finances early to project tax liabilities and create tailored optimization plans. This proactive methodology allows clients to make informed decisions before year-end while ensuring compliance with current regulations.
Estate Planning
Our estate planning services safeguard legacies through comprehensive strategies for asset protection and wealth transfer. We help clients structure estates to minimize taxes, create gift planning strategies, and develop succession plans for business owners. Our approach ensures seamless wealth transition while addressing potential tax implications and legal requirements.
Accounting Services
We provide accurate financial information through comprehensive accounting services tailored to business needs. Our offerings include audits, reviews, and compilations that ensure regulatory compliance and financial transparency. These services help businesses maintain accurate records, meet reporting requirements, and make informed strategic decisions based on reliable financial data.
Business Transitions
We assist businesses preparing for ownership changes within the next five years. Our services ensure financial compliance and optimize business value for transactions. We help clients prepare financials for sales or purchases while developing strategies to maintain business continuity during leadership transitions and ownership changes.
Financial Analysis
Our financial analysis services provide detailed insights to improve business margins and operational efficiency. We offer hands-on analytical work tailored to specific industry needs, helping clients understand financial performance and develop strategies for improvement. This includes evaluating financial health and identifying growth opportunities through data-driven insights.
People
Robert Mora
Managing Partner
With over 50 years of experience, Bob leads firm development and management while maintaining active involvement in local non-profit organizations. He specializes in consulting, audit, and tax services for diverse clients.
Mary Valigosky
Partner
A partner since 1984, Mary specializes in operational audits and tax engagements. She frequently speaks on healthcare and accounting issues while maintaining active roles in professional and volunteer organizations.
Milton Cavalier
Partner
With over 40 years of experience, Milton focuses on auditing and tax services across various industries. He maintains active participation in professional and civic organizations while serving diverse business sectors.
Jennifer Doran
Partner
Jenny brings extensive experience in auditing and tax services across manufacturing, retail, and non-profit sectors. She actively participates in community activities while serving on various financial committees.
Mitzi Lampo
Partner
Specializing in advisory services for closely held businesses, Mitzi offers expertise in accounting systems and internal controls. She serves as a Certified QuickBooks Pro Advisor while maintaining active community involvement.
Questions
What accounting services do you offer?
We provide audits, reviews, compilations, and special reporting engagements tailored to business needs.
Do you specialize in any industries?
We serve diverse sectors including manufacturing, retail, real estate, non-profits, and healthcare organizations.
How early should I start tax planning?
We recommend beginning tax planning in the fall to optimize year-end financial outcomes.
What estate planning services are available?
We offer comprehensive estate, gift, and business succession planning services to protect your legacy.
Are your CPAs accessible year-round?
Yes, we ensure direct access to experienced CPAs for all client inquiries.
What areas do you serve?
We primarily serve Southern Louisiana with offices in Metairie, Hammond, and Amite.
