Accountants & Advisors for Entrepreneurial Minds

About Us

The Difference Between Accounting & Advising

Entrepreneurs are people who turn ideas into action. They have a way of thinking that values self-reliance and strives for distinction through excellence. The kind of thinking that is the difference between business as usual and unusually good business. At Lear & Pannepacker, we think that way on behalf of our clients. That is because our approach is both personalized and strategic—it’s the difference between accounting and advising—solving today’s tax planning challenges with modern solutions, while keeping our eye focused on meeting your long-term goals. We are proud to provide the highest quality professional accounting, auditing, bookkeeping, and tax planning for businesses, personal finances, or not-for-profit organizations.

Google Rating

4.9

Based on 157 reviews

Lear & Pannepacker, LLP

4.9

Charles Dortch

00:17 18 May 20

Lear and Pannepacker has been great to me over the years. They not only do an excellent job in terms of tax preparation but also in terms of advice and planning. Importantly they are also extremely responsive. I have never had a problem contacting them or receiving a return call or email. Their staff is courteous and professional.

kingmezs23

19:00 11 Mar 20

Always very professional and timely

Neil Geevers

20:36 02 Mar 20

Having just finished our tax filings for 2019 I am very satisfied with the exceptional service provided by Dennis and his team! From our first meeting last year, to Delia processing our documents today, I am so happy I switched from our previous firm which had grown too large to provide the local, customer-focused service we have now received from Lear & Pannepacker. I highly recommend them.

Cyril Sebastian

15:35 14 Feb 20

Angelica Kimani

15:57 12 Sep 19

L&Ps offers professional services that are top notch and tailored to each individual or company situation. I highly recommend them.

Steven Nadler

11:10 09 Jul 19

Melanie Varnerin

07:59 06 Jul 19

I had a wonderful experience with Lear and Pannepacker. Denis Kilfeather was such a professional and very understanding of my situation. When there was a question from the state later on he was able to resolve it in hours. It was the state that made the mistake.

Sergei Kuharsky

22:12 30 Jun 19

At the recommendation of a friend, I switched from someone who prepared my returns for >20 years to Leah & Pannepacker. I am very happy that I did. They were courteous, knowledgeable, efficient and fairly priced. One can’t ask for much more than that.

Loren Amsell

02:40 26 Jun 19

John Lopez-Ona

02:13 26 Jun 19

Excellent service. Good value. Highly recommend.

Joanne Bintliff-Ritchie

15:13 25 Jun 19

All of the staff are responsive and professional. We have complete confidence in them.

Lori Mills

17:14 24 Jun 19

I have relied on the firm's tax expertise for years. The talented folks at L&P always deliver quality service and advice.

Philip Livingston

19:08 23 Jun 19

Lear and Pannepacker have been our accountants for over 10 years, beginning when our previous long term accountant joined them and later retired. They have been reliable supporters through that and a subsequent staff change with Scott Pannepacker guiding the process. In addition to preparing our taxes Karen Doo and her L+P coworkers pay some of our bills that can’t be paid automatically (we are snowbirds and travelers), made the inevitable NY City and State audit simple for us after our move to SC, provide us with monthly summary statements of our expenses and receipts, interact with our (now) Australian son and his lawyer on filing appropriate tax documents, and advise us on a variety of related issues. Karen and L+P have been reliable and reasonable throughout. Satisfied customers!

john lasley

16:01 23 Jun 19

lear and pennepacker is a frrst class operation! in every way!!-they do it right, on time and very professional!!!!

Steven

20:14 22 Jun 19

Roseann Ranieri

16:03 22 Jun 19

Infinity Real Estate Partners - Keller Williams

13:34 22 Jun 19

Lear & Pannepacker are amazing. They took great care of us this year. Not only during tax season but throughout the year checking in on us to make sure we were up to date about what we had to do. I have referred them to clients and they don't stop raving either! Thanks Jon!

Joe Menza

17:54 21 Jun 19

Super accounting firm... fast, knowledgable and on point.

Janet Smith

17:22 21 Jun 19

The Smith family is a long time customer. We always receive courteous, excellent service from L&P!

Stuart Carlitz

14:22 21 Jun 19

I’m the CEO of Bedding Industries of America. I found Lear & Pannepacker 7 years ago. They are great partners and a valuable addition to my business. Steve Sciortino handles my company monthly and annual financial reviews working directly with my controller and myself. He’s the best accountant I’ve worked with in my many years in business. Stuart Carlitz

alfonso ciervo

11:04 21 Jun 19

John Tucker

19:47 20 Jun 19

My family has benefited from L&P's professional services for over 30 years. We especially appreciate their caring, hands-on professionalism. They have never wavered from putting the client first, and we admire the pro bono services L&P provides to our community' non-profit groups.

Victor Medina

17:49 20 Jun 19

Lear & Pannepacker is one of the top accounting firms in the area. I"ve worked with lots in the course of my career as an estate planning attorney, and I've chosed to work with L&P for my personal and business needs...

Simon Hopkins

15:37 20 Jun 19

Always attentive and on top of our accounts

Bojana Rovchanin

01:19 20 Jun 19

Frank Yandrisevits

00:10 20 Jun 19

Always professional, courteous and helpful in addressing all questions/issues.I would recommend their tax services without reservation

Barry Wasserman, MD

00:01 20 Jun 19

Can say enough about the fantastic people here. The care and attention to detail give me such peace of mind! These folks are the best. I use for personal and professional services, and think of them as family!

Nicole Baptiste

21:19 19 Jun 19

Richard Woodbridge

16:18 19 Jun 19

We have worked with L&P for about 15 years and they are excellent at providing fast, accurate and reasonably priced tax preparation and accounting services. I especially like the ability to pick up the phone and talk directly with Pavan or Eric or the staff and get the quick answers I need. I recommend them most highly.

Dr. Kevin Kita

12:54 19 Jun 19

I've been having my taxes done by them for 21 years.

Susan Kheel

01:03 19 Jun 19

Michael Lettiere and Karen Doo handle my tax returns in a most professional manner. I had an ongoing dispute with NJ Division of Taxation that Karen finally got settled in my favor after 2 years of pursuing a positive resolution.

Robert Flohr

13:56 18 Jun 19

Rebecca Schuck

13:45 18 Jun 19

L & P take care of it all. Just posted my estimated in the prepared envelope and all...very grateful for the attention to detail. RS

Alice Wright

13:29 18 Jun 19

Lear & Pannepacker have prepared our taxes for the past 3 years and we couldn't be happier with the service they have provided. Always courteous, they have responded to every question and request we have thrown at them. We can recommend them without reservation.

Brian Trelstad

12:18 18 Jun 19

Incredibly helpful and efficient team that seems to work 24/7...

Christopher Di Lascia

11:47 18 Jun 19

Lear and Pannepacker have been doing the taxes and managing the financials of my business for fifteen years. Our continued success is due, in part, to the guidance Eric Lear, Mike Lettiere, Pavan Rajput and the L&P team have provided us!

Bruce Willsie

23:53 17 Jun 19

Lear & Pannepacker has provided my firm with the highest level of professional accounting and tax services all delivered in a timely manner with friendly service. I recommend them absolutely without reservations.

Ruth Williams

23:01 17 Jun 19

I worked with an independent accountant for many years and continued with him after he joined your organization here in Princeton. While I was worried initially and thought that I would not have access, I was pleased that the service was excellent, the people I interacted with were cordial, thorough, and professional. I saw my accountant when needed, there were no issues that made me uncertain about your team. My positive experience will keep me returning to your firm.

Andy Friedmann

22:15 17 Jun 19

Learn & Pannepacker, LLP, specifically Laura Pronesti and John Cannady, were essential to the multi-year probate of my mother's estate. I rate their firm at the highest level.

John Kainer

18:55 17 Jun 19

love you guys

SG Yates-Peters

18:17 17 Jun 19

cathy scotti

17:38 17 Jun 19

Nagisa Manabe

16:52 17 Jun 19

Scot and his team are amazing. They are responsive, thorough and tenacious when needed. They have great advice, and have helped across a broad range of matters

Mary Fenelli

14:33 17 Jun 19

Vivek Pai

12:40 17 Jun 19

Worth it when you have anything remotely complicated on your returns. I've referred at least half a dozen people here.

Frank Spinelli

11:47 17 Jun 19

We used the same accountant for many years, but it wasn't until we spoke with our friends that we decided to switch to Lear & Pannepacker, LLP. Right away they provided us with a financial analysis. Something our previous accountant never did. They did more for us than just file our taxes. So glad we switched!

Harry Bunn

11:23 17 Jun 19

Sapna Srivastava

23:26 16 Jun 19

Always prompt, thoughtful and helpful. We have worked with them for over a decade - and am always impressed with the quality of their work.

Frank A

21:20 16 Jun 19

The firm is very responsive to their clients.

Bob Harris

21:08 16 Jun 19

They have been so much more than accounts for us--they are like members of our family. We are so lucky to have L&P in our corner!!

Marian Leibowitz

17:23 16 Jun 19

Have used their services when I had a business and continue to use them in my retirement years....the responses are personalized, immediate and provide me with up to date information regarding my financial needs...have recommended them to numerous friends

Bruce Saffran

15:50 16 Jun 19

elliot block

12:23 16 Jun 19

I have used L&P for about 5 years now and have been extremely satisfied and impressed with their services, responsiveness, and abilities to help is through various situations. I highly recommended them for accounting and financial services.

Leonardo Vazquez

16:27 15 Jun 19

Lear & Pannepacker helped us as a growing nonprofit organization with patient and understanding staff and very reasonable rates. I highly recommend them.

Hazel Stix

13:23 15 Jun 19

Very helpful and responsive

William Sonnentag

12:50 15 Jun 19

Tax returns were done timely and professionally.

Chris Cavanaugh

10:20 15 Jun 19

Zoe Brookes

13:32 14 Jun 19

Nick Pavese

00:19 14 Jun 19

I wish I could give more than 5 stars for the professionalism, patience, and respect for both my personal finances and business finances. They've earned a client for life. Laura, thank you for helping my portfolio grow year after year and educating me with every email, call, and tax season.

Tricia DiPietro

00:08 11 Jun 19

Robert Smith

23:32 08 Jun 19

Stanley George

21:22 04 Jun 19

These guys are amazing! Very professional and down to earth with great service.

Sarah Wolff

16:23 01 Jun 19

I did not hear from this practice until the day my taxes were due. When I question why they had not hear from them, I was told they were communicating with my Ex Spouse and thought that they had the right to speak for me. When would you ever think it was ok for an EX Spouse to speak for someone? Completely unprofessionally. I will Never use this practice again, and would not refer my worst enemy to use them.

Alexander Logunov

07:42 30 May 19

Richard Hanson

15:05 25 May 19

We have always received excellent and prompt service for our tax returns and other issues. They could not be more helpful and responsive! Carol H

Greg Barrett

20:29 24 May 19

Arif A

01:05 22 May 19

I work most often with Dennis. If you have the good fortune of having him oversee your tax accounting, rest assured and rest easy because he knows what he's doing and is always on top of the latest tax codes.

cyberlux

18:48 16 May 19

Tremendous resource!

Robert Yale Shapiro

17:28 16 May 19

I have worked with them as an executor of an estate. This is a very professional and friendly accounting group that completes and organizes complex tax returns, so that this requires minimal work for clients beyond reviewing the forms and dropping any paper submissions into the mail. I highly recommend them.

Stanley Corngold

01:27 16 May 19

Excellent service at a fair price. This highly-intelligent and personable team takes a genuine interest in your tax concerns. I will return to them, very gladly.

Rick White

20:23 14 May 19

An excellent company with a superb staff! My main contact person is Nate Semmel who is outstanding with regards to his tax knowledge, diligence, efficiency, but most of all his sincerity and caring. My son and I have been clients for several years and we would highly recommend Lear & Pannepacker to anyone.

Frank McArthur

18:58 14 May 19

Excellent service. Highly recommended..

Simon Bateson

16:35 14 May 19

As a self employed consultant my tax affairs are already complicated. Added to that, my income and a variety of pensions come from both the USA and UK and I have substantial investments, 401k's etc. This last tax year my wife, also a self employed consultant, passed away. Steve Sciortino handled the whole Federal and State tax return process smoothly and efficiently as he has handled the last nine years of submissions.

Tom D

15:54 14 May 19

Great firm!! Been a client of Jay Lessor for more than 20 years.

robert maguire

15:39 14 May 19

L&P has prepared my taxes for 20+ years. They are very professional and extremely efficient. A quite impressive group!

Thomas Conlan

22:34 13 May 19

Excellent and thorough accountant. Highly recommended.

Frank Ryle

20:10 13 May 19

Extremely professional, always attentive and responsive and a great location. 10+ years with L&P and looking forward to many more.

Veronica Fielding

19:29 13 May 19

Suzanne Wilson

16:40 13 May 19

Dave Wittenborn

15:44 13 May 19

Great service. Very well informed on the new tax codes.

Alice Maniere

14:38 13 May 19

Knowledgable, efficient , timely

Tom Gilmour

13:53 13 May 19

Vickie Cohen

13:01 13 May 19

Steven Portrude

12:05 13 May 19

We have been working with L&P for many years, Eric and his firm have helped us through many changes. Thank you. Steve

Peter Dougherty

21:03 12 May 19

L&P is a pleasure to work with: professional, efficient, thoughtful, considerate, and friendly.

jeff kohut

18:41 12 May 19

We have used their services for the last 4 years and have no complaints. They got me out of a jam when the IRS said I owed them 76K, and paid the IRS nothing. I can sleep well knowing that they are on the job.

Robert Remer

16:20 12 May 19

Amazing level of care and involvement from Eric Lear. He and his team have helped my business grow and grow. I can't recommend him highly enough, he is a true gem.

Ivan Lendvai

14:59 12 May 19

We have been working with Lear and Pannepacker for five years.Their work is all the time correct, helpful punctual and cordial.In these years our tax return never was stressful Ivan Lendvai

Mark Rosso

18:36 11 May 19

As always superb service from a great group of professionals.

Roger Nelson

17:48 11 May 19

John Harmon

16:31 11 May 19

I have been a client of Lear and Pannepacker for over 20 years. They are professional, forthright and committed to delivering value. I would strongly recommend that you consider them.John Harmon

Gavin Black

14:06 11 May 19

It's impossible to say enough good things about L&P. Everything there is wonderful: the actual content of the work that they do, the friendliness and everything about the overall atmosphere. I am very lucky to get to work with them. (I should add that I am a very small-scale customer for any accountant, and they never remotely make me feel that. I always have the feeling of being treated like the most important thing on their schedule that day - but not through fawning or anything artificial, just by their doing a great job in a friendly, relaxed, and prompt way.)

Maria Falca-Dodson

13:50 11 May 19

Gabrielle Curreri

13:25 11 May 19

Chuck Seeley

11:16 11 May 19

Michael Paquette

10:38 11 May 19

Lear and Pannepacker is very flexible with their appointments, have a great professional staff and I would highly recommend them.

Frederic Todd

03:00 11 May 19

Jeffrey Troy

01:38 11 May 19

Dennis is an incredible source of information, strategic, and truly a great partner for our small business. Pavan is super responsive and helpful. Great team - highly recommended.

Ryan Csolak

01:19 11 May 19

Peter Ricketti

01:13 11 May 19

William Holmes

00:19 11 May 19

Professional, knowledgeable and great to work with. Will use them again.

Elvira D'souza

00:01 11 May 19

Gene Mcham

22:46 10 May 19

The staff, from partner to associate, is responsive and well-informed. My returns are prepared promptly as are any questions I may have. Altogether L&P make the ordeal bearable.

Rudolf van Dommele

21:07 10 May 19

Have trusted them with my taxes and paperwork for years. Always a great experience, helpful and always available!

Sergio Burani

20:22 10 May 19

Very professional and dedicated to their job. This firm knows how to respect deadlines. Strongly recommended.

Barry Bjornstad

20:12 10 May 19

Margaret O'Reilly-Allen

19:45 10 May 19

Love the firm- great service and their tax planning service has saves us money every year. Every time we have an issue with our new business L&P helps or knows the right person to refer us to. One stop shop.

Richard Woodham

19:23 10 May 19

The Team at LP are efficient, experienced and great to work with. Thanks for all your great work ... Cheers!👍🏽👍🏽,

Ken Alexander

19:11 10 May 19

Bob Monsour

19:07 10 May 19

I've had L&P do our taxes for the last 15 years or so. They have been excellent. They are incredibly responsive to questions and always clear with answers when I seek year-end tax planning advice.

Richenda

18:54 10 May 19

Constantly Custom

18:47 10 May 19

So happy to of found this firm great company great service.... dennis is the man.... thank you again for everything

Anthony Abruzzo

18:11 10 May 19

Joe has been doing my taxes for over 10 years doing a great job . He is very professional and knowledgeable!! The office staff is always helpful.

Bilynda Molish

16:40 10 May 19

They provide fast and friendly service and are responsive to questions and calls. They are on top of the necessary filings and keep me informed about key deadlines and actions needed. I have confidence in the results and reporting. I would highly recommend them for personal tax accounting as well as small business accounting and filing!

hitesh patel

16:16 10 May 19

Long time customer and small business owner. This firm's competances far exceed what I usually need. However, significant expertise across a broad set of areas is there if needed. Importantly this makes L/P efficient and cost effective. Most of all, the people are just as you would want, thorough, accurate and provide clear feedback.

Jay Chandler

16:14 10 May 19

Excellent communication with Lear, always on time, always careful to keep us updated. We wouldn’t go anywhere else for accounting/tax advice.MD, PRINCETON, NJ

Nassau Realty Management of Princeton

15:51 10 May 19

Francois Kress

15:03 10 May 19

This is by far the best accounting firm I have dealt with and I dealt with a few. Extremely knowledgeable and responsive, reasonably priced and timely. I wholeheartedly recommend them (and especially Nathan Semmel who takes excellent care of me).

Doug Chayka

14:58 10 May 19

L&P have helped me file my personal and business taxes since 2016. The team is very professional, quick to respond, and friendly. Highly recommended.

AHMED AZMY

14:41 10 May 19

Carl Archer

14:01 10 May 19

Dennis Kilfeather is my trusted advisor at L&P, and I refer him to all my clients with tax needs. I could not help my clients or run my business as efficiently without his help.

Ashraf .Soccer

13:54 10 May 19

Great professionals. I have been dealing with L & P over 15 years now and have nothing but praise. Prompt, accurate and fair. Great communications too.

Arun Swaminathan

13:34 10 May 19

They have been doing our corporate taxes for 3 years- Efficient and good. recommend Pavan.

howie schear

16:12 20 Apr 19

Jay Lesser has been our accountant for many years. With Lear & Pannepacker, his work continues to be just perfect & quick. This a great firm of dedicated & knowledgable professionals.

Maliha A

15:40 10 Apr 19

Very professional and answer any questions in a timely manner .highly recommended!

Richard McCoid

20:01 11 Mar 19

Alex B

19:40 15 Dec 18

Martin Miller

23:35 22 Oct 18

Kathy Newman

00:59 11 Oct 18

Debra DiCello

10:32 07 Oct 18

Susan Gerbi

14:02 06 Oct 18

Scot Pannepacker is terrific, meeting tax deadlines even when the back-up forms from Fidelity are slow to arrives. he is expert, helpful and prompt. Top scores!

Sal U.

18:39 01 Oct 18

The team at Lear & Pannepacker are top notch. They respond quickly to your requests

Ralphie Mike

00:35 24 Sep 18

Binnie Levin

20:02 23 Sep 18

Ben Shen

01:50 21 Sep 18

PIERRE'S CHOCOLATES

14:57 17 Sep 18

Jose Aracena

21:53 06 Sep 18

lal tolani

16:05 04 Sep 18

They have been preparing my tax returns since 2009 and I have seen they are very thorough in preparing tax returns. Eric and pavan are very knowledgeable and they have guided me genuinely. . Overall a great team !Allen

mdeitch3

20:30 23 Aug 18

Greg Boldizar

00:51 18 Aug 18

A group of squared away professionals that will assist you with your financial navigation during tax time they're very personable and will make you feel very comfortable working with them , will use them again and recommend them highly.

Keith Raftery

23:53 17 Aug 18

Barbara Rose

23:14 17 Aug 18

Kamilla Dahlin

15:45 17 Aug 18

A R

00:56 17 Aug 18

I have been seeking the services of L & P for several years now. My main point of contact is Mike Lettiere. Mike is very knowledgeable and it is truly a pleasure interacting with him. He is extremely responsive to any questions I have. I am so glad I switched to L&P - it is a good feeling to know something as important as taxes is being taken care of people who know what they are doing. Thank you very much Mike and team.

David Lyon

19:52 14 Aug 18

Chris Felicetti

19:04 13 Aug 18

Randall Larrimore

01:42 09 Aug 18

Great firm with which to work. Very professional with reasonable rates. Timely response to questions. I am very pleased.

Paula Taylor

22:15 07 Aug 18

Melisa DeStefano

23:37 04 Aug 18

Sanjeev Saksena

15:19 02 Aug 18

Vincent Burzi

02:15 01 Aug 18

Carolyn Holdsworth

17:04 24 Jul 18

Smart, responsive and kind. I wouldn't work with any other team.

Kathy Lane

14:32 16 Jul 18

Experienced, pleasant people to work with at tax time and throughout the year.

Chuck Gainey

13:05 02 Apr 18

Well run and effective, really sharp staff.

LJ ciervo

23:34 11 Mar 18

Scot is one of the most competent, knowledgeable, and trustworthy people I have ever met.

Lisa Didun

17:47 15 Feb 18

Horrible group!! Don’t know the latest tax laws. Cannot trust them and they over charge for their services. Move onto to a more reputable firm. Will not stand by you if “THEY” make a mistake.

Gautam Siwach

18:24 11 May 15

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We’re proud to be a part of:

Our Services

In-depth analysis of your financial statements, internal controls, and business strategies to help minimize risk and maximize growth.

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Flexible full-charge bookkeeping to maintain accurate, up-to-date financial records for you and your business.

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Personalized support for your business, allowing you to maximize efficiency and reach your goals.

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Technical accounting assistance and support to keep your firm’s finance department running smoothly.

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A quality employee benefit plan audit goes deeper than the numbers and investigates the operations and controls of your plan and its compliance with regulatory requirements.

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Grow your startup into a thriving business with the help of our accounting and business advisory experts.

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Estate planning is a critical component to managing your assets during your lifetime and providing financial security for your family in the future.

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Prepare for your future with a personalized plan to suit your unique financial situation.

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Valuable investigative analysis and support in forensic accounting, matrimonial services, and litigation.

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The modern business world has companies both large and small expanding their geographic footprint and doing business both nationally and internationally.

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Fundraising, governance, compensation, lobbying, employment taxes, and auditing services to keep your organization running smoothly.

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Stay compliant on your individual and business taxes, minimize tax liability, reconcile IRS notices and state tax audits, and utilize our tax planning services.

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OUR CLIENTS

We Treat Our Clients Like Family

Since our start, the Lear & Pannepacker, LLP team has understood the value of building solid, sustainable relationships with clients based on mutual trust. We pride ourselves on our ability to combine the ethics and objectivity inherent in accounting firms with the creativity and tech-savvy know-how demanded by today’s top clients; providing modern solutions to modern problems with old-fashioned integrity.

“Our extended family has used Lear and Pannepacker for accounting and tax services for about two decades. They have helped us in a wide variety of matters from personal taxes, trusts, family partnerships, small corporations, and even foundation matters. They have always been responsive, helpful, thoughtful, and fun to work with.”

President, International Research Firm

Princeton, NJ

“I am a small business person, and Lear & Pannepacker, LLP is my CFO and financial advisor. Eric Lear has consulted for me on both my personal and business finances for over ten years. Lear & Pannepacker, LLP professionals are extremely responsive, analytical, and experienced. They provide peace of mind by competently handling your finances, allowing you to concentrate on expanding your business, it’s a perfect partnership.”

Partner, Public Affairs Company

Princeton, NJ

“Lear & Pannepacker, LLP has represented me and my firm for a number of years. Eric, Scot and all of the employees of Lear & Pannepacker, LLP have always provided excellent accounting services in a prompt and professional manner.”

Partner, Legal Services Firm

Pennington, NJ

Learn more about our company.

Our History

Our Team

Community Involvement

We believe the best financial plans are dynamic.

Learn more about our company.

Our History

Our Team

Community Involvement

We believe the best financial plans are dynamic.

Accountants & Advisors for Entrepreneurial Minds

About Us

The Difference Between Accounting & Advising

Our Services

Audit & Assurance

Bookkeeping &
Support

Business Advisory

CFO Support

Employee Benefit
Plan Audits

Entrepreneurship &
Startups

Estates & Trusts

Financial & Retirement
Planning

Forensic, Litigation,
Matrimonial Support

International
Accounting

Non-Profit
Accounting

Tax Services

OUR CLIENTS

We Treat Our Clients Like Family

OUR BLOG

Updates On The Industry

2019 Year End Tax Planning

Section 199A Deductions

Levels of Assurance in Financial Statements

An innovative accounting and advisory firm committed to a culture of multi-generational collaboration.

Princeton

Hamilton

Newtown

Learn more about our company.

Our History

Our Team

Community Involvement

We believe the best financial plans are dynamic. ​

Learn more about our company.

Our History

Our Team

Community Involvement

We believe the best financial plans are dynamic. ​

Accountants & Advisors for Entrepreneurial Minds

About Us

The Difference Between Accounting & Advising

Our Services

Audit & Assurance

Bookkeeping & Support

Business Advisory

CFO Support

Employee Benefit Plan Audits

Entrepreneurship &Startups

Estates & Trusts

Financial & RetirementPlanning

Forensic, Litigation,Matrimonial Support

InternationalAccounting

Non-ProfitAccounting

Tax Services

OUR CLIENTS

We Treat Our Clients Like Family

OUR BLOG

Updates On The Industry

2019 Year End Tax Planning

Section 199A Deductions

Levels of Assurance in Financial Statements

An innovative accounting and advisory firm committed to a culture of multi-generational collaboration.

Princeton

Hamilton

Newtown

We believe the best financial plans are dynamic.

We believe the best financial plans are dynamic.

Bookkeeping &
Support

Employee Benefit
Plan Audits

Entrepreneurship &
Startups

Financial & Retirement
Planning

Forensic, Litigation,
Matrimonial Support

International
Accounting

Non-Profit
Accounting