John DiGiorgio, CPA, MBA
MANAGING PARTNER
John obtained his Bachelor of Science in Accounting at Montclair State University. He then went on to pursue his Master of Business Administration in Finance at Seton Hall University.
John worked for several "boutique" type public accounting firms throughout northern New Jersey before starting his own practice focusing on fostering small businesses while preserving their family wealth.
John has been locally recognized as a "hands on" and "get it done right the first time" CPA by his clients and colleagues. He specializes in consulting small businesses on best business practices while focusing on growth.
We specialize in the following practice areas...
Hospitality and personal care establishments (restaurants, bars, fast food, salons, child and animal daycare) - We consult and account for royalty and non-compete agreements. We prepare and advise on purchase price asset allocations (i.e. IRS Form 8594). We will keep your sales tax paid and compliant.
Employee Retention Credits (ERTC) - We will screen you for this most often overlooked tax credit some of which is set to expire on April 15, 2024
Family owned construction companies (municipal construction firms, site and utility developers, HVAC trade, home builders, and haulers) We are well versed in the "percentage of completion method of accounting" which is required for long-term construction projects on GAAP (Generally Accepted Accounting Principles) basis.
Small group healthcare practices (family practice, dental, maxillofacial, orthopedics, nephrology, physical therapy, out of network providers, long-term care facilities). We specialize in the accounting and taxation of mergers, acquisitions, tax free exchanges, and roll ups of small medical practices by regional health care systems.
Pharmaceutical consultants and equipment dealers. John has worked as a tax manager for pharmaceutical companies in the past and is well versed in cost accounting methods, transfer pricing, and international affiliate accounting which is commonplace in this industry.
Freelance consultants (realtors, attorneys, title insurance). We will set up your accounting system in the cloud and prepare your escrow reconciliations.
Multi-family and commercial real estate landlords (public housing, strip malls, office complexes) We are well versed in 1031 exchanges, cost segregation studies, and Opportunity Zones.
Small foreign owned startups (UK, Switzerland, Germany) Starting a small business for the first time in the U.S. is our specialty.
Individual Income Tax
John also specializes in the rapidly changing individual income tax landscape. John regularly prepares multi-state individual income tax returns. He is well versed in the taxation of stock option plans (RSU, ESOP, ESPP, NUA 83B elections) that present itself to many employees of large US corporations. He also has extensive knowledge and preparation experience with investment pass thru entities (K-1's) (hedge funds, publicly traded partnerships, oil and gas investments)
Estate Income Tax
John has first hand knowledge in long term care and estate planning working closely with local estate and elder care attorneys. He regularly prepares estate income tax returns (Form 1041), decedent's final individual income tax returns (Form 1040), and estate accounting to beneficiaries.
John has set the standard by providing current industry practices and the profession's most advanced technologies to best support the firm's clients. He personally ensures your experience is convenient, cost-effective and client focused.
John is a licensed CPA in the State of New Jersey. He is a registered tax preparer as required by IRS. He is also an active member of the New Jersey Society of Certified Public Accountants (NJSCPA) and American Institute of Certified Public Accountants (AICPA).
John worked for several "boutique" type public accounting firms throughout northern New Jersey before starting his own practice focusing on fostering small businesses while preserving their family wealth.
John has been locally recognized as a "hands on" and "get it done right the first time" CPA by his clients and colleagues. He specializes in consulting small businesses on best business practices while focusing on growth.
We specialize in the following practice areas...
Hospitality and personal care establishments (restaurants, bars, fast food, salons, child and animal daycare) - We consult and account for royalty and non-compete agreements. We prepare and advise on purchase price asset allocations (i.e. IRS Form 8594). We will keep your sales tax paid and compliant.
Employee Retention Credits (ERTC) - We will screen you for this most often overlooked tax credit some of which is set to expire on April 15, 2024
Family owned construction companies (municipal construction firms, site and utility developers, HVAC trade, home builders, and haulers) We are well versed in the "percentage of completion method of accounting" which is required for long-term construction projects on GAAP (Generally Accepted Accounting Principles) basis.
Small group healthcare practices (family practice, dental, maxillofacial, orthopedics, nephrology, physical therapy, out of network providers, long-term care facilities). We specialize in the accounting and taxation of mergers, acquisitions, tax free exchanges, and roll ups of small medical practices by regional health care systems.
Pharmaceutical consultants and equipment dealers. John has worked as a tax manager for pharmaceutical companies in the past and is well versed in cost accounting methods, transfer pricing, and international affiliate accounting which is commonplace in this industry.
Freelance consultants (realtors, attorneys, title insurance). We will set up your accounting system in the cloud and prepare your escrow reconciliations.
Multi-family and commercial real estate landlords (public housing, strip malls, office complexes) We are well versed in 1031 exchanges, cost segregation studies, and Opportunity Zones.
Small foreign owned startups (UK, Switzerland, Germany) Starting a small business for the first time in the U.S. is our specialty.
Individual Income Tax
John also specializes in the rapidly changing individual income tax landscape. John regularly prepares multi-state individual income tax returns. He is well versed in the taxation of stock option plans (RSU, ESOP, ESPP, NUA 83B elections) that present itself to many employees of large US corporations. He also has extensive knowledge and preparation experience with investment pass thru entities (K-1's) (hedge funds, publicly traded partnerships, oil and gas investments)
Estate Income Tax
John has first hand knowledge in long term care and estate planning working closely with local estate and elder care attorneys. He regularly prepares estate income tax returns (Form 1041), decedent's final individual income tax returns (Form 1040), and estate accounting to beneficiaries.
John has set the standard by providing current industry practices and the profession's most advanced technologies to best support the firm's clients. He personally ensures your experience is convenient, cost-effective and client focused.
John is a licensed CPA in the State of New Jersey. He is a registered tax preparer as required by IRS. He is also an active member of the New Jersey Society of Certified Public Accountants (NJSCPA) and American Institute of Certified Public Accountants (AICPA).
TONI ANN DiGiorgio
FIRM ADMINISTRATOR & Client Accounting Specialist