O'malley & O'malley Llp-cpa's Cfp
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Last time updated: 2/9/23, 10:04 AM
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About

A family business since 1945, we are Certified Public Accountants, CERTIFIED FINANCIAL PLANNERTM professionals, and a J.D. (Tax). We are AICPA members, licensed in NJ & PA offering accounting, tax, consulting and fee only financial planning services designed to meet the needs of individuals, entrepreneurs and businesses. Please call for a firm brochure. We are problem solvers providing services, not selling products. Our services include monthly, quarterly and year-end accounting, financial statements and all types of federal and multi-state tax returns. Our consulting services include succession planning, business evaluation, acquisition advice, budgets, cost and profit planning. Our tax services include preparation of individual returns and all forms of business returns, plus tax audits, appeals and prior year returns. Our planning services, performed by CPAs and CFP professionals, include financial planning for education, retirement, elder care and estates, plus trust and estate tax reporting.As members of the AICPA, we adhere to their strong code of professional conduct. We provide solutions for businesses and individuals.

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