Business Details
50+ Years
experience
Your Trusted Accounting Partner in Providence, RI
Mardo Lachapelle & Palumbo was founded in 1966 and has since established itself as a trusted full-service accounting firm in Providence, Rhode Island. Our team of certified public accountants, staff accountants, and support professionals is dedicated to delivering high-quality audit, accounting, tax, and management services with a personal touch. We prioritize timely, accurate results and maintain reasonable rates to meet diverse client needs. Our commitment to excellence is underscored by memberships in prestigious organizations such as the American Institute of Certified Public Accountants and the Rhode Island Society of Certified Public Accountants. Over nearly six decades, we have successfully completed ten on-site quality reviews, all receiving unmodified/pass ratings, ensuring compliance with the highest professional standards.We serve a broad range of industries, including retail, nonprofit, construction, and credit unions, while leveraging cutting-edge technology to enhance service delivery. Our approach emphasizes close client relationships, proactive communication, and tailored solutions for both individuals and businesses. With expertise in international taxation, estate planning, and business valuation, we provide comprehensive financial guidance designed to maximize client success. Our historic office location on Broadway reflects our deep roots in the community and dedication to local and regional clients. As we continue to grow, our mission remains focused on delivering unparalleled service and fostering long-term client loyalty.
Services
Tax Compliance
Auditing Services
Business Consulting
Estate Planning
Credit Union Audits
Technology Consulting
Financial Planning
Business Valuation
Details
- Year established: 1966
Highlights and features
- We have over 55 years of experience in accounting and tax services.
- Our team includes certified public accountants and industry-recognized professionals.
- We maintain rigorous quality controls with unmodified peer review results.
- We offer personalized service tailored to individual and business client needs.
- Our expertise spans international taxation, credit union auditing, and estate planning.
Associations and certifications
- American Institute of Certified Public Accountants
- Rhode Island Society of Certified Public Accountants
- New England Quality Review Program
- Private Companies Practice Section of the AICPA Division for CPA Firms
Services
Tax Compliance
We provide comprehensive tax preparation and compliance services for individuals, corporations, partnerships, and nonprofits. Our team ensures accurate filings while identifying deductions and credits to minimize liabilities. With expertise in multi-state planning and audit representation, we help clients navigate complex tax regulations confidently.
Auditing Services
Our firm performs audits for closely held businesses, credit unions, and nonprofits, adhering to AICPA standards. We offer reviews, compilations, and agreed-upon procedures to ensure financial transparency. With ten consecutive unmodified peer review results, we guarantee reliable assessments that meet regulatory requirements.
Business Consulting
We deliver tailored consulting for mergers, acquisitions, cost reduction, and succession planning. Our services include cash flow analysis, financing assistance, and internal control evaluations. By combining industry experience with proactive strategies, we help businesses enhance efficiency and long-term growth.
Estate Planning
Our estate planning integrates tax minimization, gifting strategies, and business succession plans. Collaborating with attorneys and financial planners, we create customized solutions for asset protection and intergenerational wealth transfer. Services include trust administration and special needs planning to secure client legacies.
Credit Union Audits
With over 30 years of experience, we specialize in credit union auditing and compliance testing. Our services address regulatory demands, asset protection, and operational efficiency. We provide cost-effective solutions to help credit unions meet industry standards while maintaining financial health.
People
Timothy J. Murray
CPA, CVA
Timothy J. Murray specializes in business valuations for divorce settlements, mergers, and estate planning. With expertise in litigation support and tax strategies, he provides actionable insights for business owners and legal professionals.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, internal control evaluations, and systems training tailored to small businesses.
Do you handle international tax compliance?
Yes, we advise U.S. entities operating abroad and expatriates on compliance, tax structure optimization, and penalty avoidance.
Can you assist with credit union auditing?
We specialize in credit union audits, compliance testing, and regulatory reporting with over 30 years of industry experience.
What estate planning services are available?
We offer tax-efficient wealth transfer strategies, trust administration, business succession plans, and collaboration with legal professionals.
Are you equipped for technology consulting?
Yes, we provide QuickBooks support, accounting systems training, and technology integration for improved financial management.
