C. Sam Vassallo Jr. PC

NEW JERSEY - NEW YORK

67 Walnut Avenue Clark, New Jersey 07066 USA

(908) 686-1600

In today’s business environment, companies need much more than the typical CPA firm. Over the past 20 years, our firm has evolved from a traditional CPA firm to a full-service, multi-disciplinary financial and management consulting firm. Anchored by our traditional accounting, and tax services, our service portfolio has grown to include areas such as: business valuation consulting, forensic accounting, mergers and acquisitions consulting, wealth management consulting, succession planning, mediation services and much more.

Our goal at C. Sam Vassallo Jr. PC is to provide clients with services that go beyond a tax return. It’s a steadfast commitment to unparalleled service excellence that keeps clients loyal for decades. Clients view our professional team as their trusted business advisors, knowing that we will provide them the services and guidance they need to overcome the complex requirements and business challenges they face every day.

What We Do

For the past two decades, our firm has served the accounting needs of the New York tri-state area. Whether it be a large organization or a singular tax-paying individual,  our CPAs, accountants, and consultants have aided in achieving financial stability and exceeding financial growth goals. Clients appreciate the diverse nature of the accounting, tax, and management consulting services we offer because it increases our effectiveness as we cater to their specific needs and industry niches. 

Industry Expertise 

We serve a diverse clientele that includes closely-held businesses, partnerships, corporate organizations, and individual taxpayers, across a wide range of industries. In addition, we also serve not-for-profits. Our firm employs advisers with expertise and widespread experience in each of the areas listed below in order to meet the specialized needs of our clients.

  • Business Income Tax Return Preparation
  • Personal Income Tax Return Preparation
  • Estate & Trust Tax Return Preparation
  • Financial Planning
  • Estate Planning
  • Litigation Support
  • Divorce Mediation Consulting
  • Bankruptcy Mediation
  • Business Valuation Consulting
  • Forensic Accounting
  • Mergers & Acquisitions  Consulting
  • Succession Planning (Identifying key responsibilities for succession or replacement within companies)
  • Foreign Owned U.S. Based companies
  • Nexus Multi-State Filing Requirements

Tax Services

We provide constructive and creative tax planning for stockholders of closely held corporations and corporate executives. This service includes individual, corporate, partnership and limited liability company income tax planning, analysis of tax shelters, estate planning, examination representation before governmental agencies, i.e. IRS and State agencies and planning the tax aspects of corporate reorganizations, mergers and acquisitions. We also prepare all types of tax returns, e.g. corporate, partnership, individual, estate and gift, fiduciary, not-for-profit, etc.

Management Advisory Services

Our management advisory services are designed to assist operating management with: accounting systems, financial controls, cost analysis, feasibility studies, budgeting, forecasting, cash flow, banking and loan application preparation, personal financial planning, due diligence, mergers and acquisitions consulting, corporate and partnership valuation consulting. We also provide computer support consultation including needs analysis, evaluation of hardware and software, training and requests for proposals.

Litigation and Insolvency Consulting Services

Litigation consulting services are performed for attorneys or others in connection with pending or threatened litigation or arbitration proceedings. The firm provides a full range of valuation and forensic accounting consulting services for corporate, matrimonial, estate and shareholder/partner litigation. The firm also provides investigative accounting.

Insolvency, reorganization, turnaround and workout decisions should be made with extreme care, with an eye towards maximizing returns and limiting exposure.

When you’re facing a decision that will have a major impact on your company, it’s important to get knowledgeable financial advice. Our dedicated team of financial professionals with an outstanding reputation in the following areas will help you explore your options:

  • Insolvency
  • Reorganization
  • Valuations
  • Collateral Damages

Integrated Services

We make daily, monthly and annual record keeping pleasurable for the small business and/or business person on the go. At C. Sam Vassallo PC, we have dedicated an entire department to the evolving business. We utilize the latest software and employ cutting-edge techniques in an effort to ease the management of a growing business. We maximize what your in-house personnel can do to increase efficiency and reduce cost. The net result is financial information, be it financial statements or tax returns, you can count on to make the right business decisions.

Accounting Software

In order to keep up with the fast paced world of accounting software, C. Sam Vassallo PC has formed a team of consultants proficient at installing, training and maintenance of cutting edge accounting software. The installation and use of this software helps the clients of the firm to efficiently and effectively operate their respective businesses.

QuickBooks Certified ProAdvisor - QuickBooks Online Certification