About Us

We provide exceptional personalized services unique to you. Our Managing Member, Jim Kennedy, CPA, personally works with and is accountable to each and every client, providing practical solutions and answers in:

    • Tax, accounting and audit services
    • Management advisory services
    • Financial planning consulting

Originally started in 2003, we serve hundreds of our clients spread across dozens of states, and as far away as Mexico and Lebanon. Our firm is peer reviewed in accordance with NJ State Board requirements, receiving the highest rating available. Currently we provide a wide variety of services for hundreds of clients here in New Jersey, and also spread across dozens of states throughout the country, and as far away as Mexico and Lebanon.

    • Many of our clients have been with the firm for the past five to ten years, showing a strong commitment to the services provided, along with the professionalism and responsiveness to address clients needs in a timely manner on a consistent basis – year after year.
    • The variety of businesses and individual clients allows us to be knowledgeable with diverse accounting and tax issues that can be adapted to each client’s individual needs.

Our firm is a member of the American Institute of Certified Public Accountants and the New Jersey and Pennsylvania State Institutes of Certified Public Accountants.