The Caglioti Group, LLC

Your Local Accounting and Tax Specialists

Certified public accountant in Haddonfield, NJ (show on map)

5.0

★★★★★

2 reviews

The Caglioti Group provides over 35 years of accounting, tax, and consulting services for corporations, partnerships, not-for-profits, and individuals in South Jersey.

Call (856) 528-5391

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About

The Caglioti Group, founded in 1981, is a regional public accounting firm specializing in accounting, tax, auditing, and financial services for individuals and businesses in South Jersey. With over 35 years of experience, the firm offers comprehensive services including accounting policies, bookkeeping, tax compliance for businesses and individuals, forensic accounting, consulting, due diligence, and IRS problem resolution.

The team comprises professionals with extensive experience, utilizing advanced technologies to ensure efficient and effective client solutions, focusing on achieving significant bottom-line savings and empowering business owners to confidently pursue their financial and professional objectives.

Over 35 years of experience

Comprehensive service offerings including accounting, tax compliance, forensic accounting, consulting, due diligence, and IRS problem resolution

Use of cutting-edge technology to enhance efficiency

Focus on client-specific strategies for tax savings and financial optimization

Services

Accounting Services

Develop, revise, and review accounting policies and procedures; close books; prepare computations for management decision processes.

Policy Development Bookkeeping Management Reporting

Tax Compliance Business

Monitor federal, state, and local estimated tax requirements; prepare state and local business tax returns; review international investments and U.S. Department of Treasury filings.

Estimated Tax Monitoring State & Local Tax Returns International Tax Filings

Tax Compliance Individuals

Monitor federal, state, and local estimated tax requirements; review international investments; prepare and local income tax returns.

Estimated Tax Monitoring International Tax Review Income Tax Preparation

Forensic Accounting Services

Detailed analysis of accounting activity with a focus on risk and exposure evaluation; provide expert testimony and business valuations.

Risk Evaluation Expert Testimony Business Valuation

Consulting Services

Technology consulting, corporate agreements, financial information, new entity formation, systems setup, budgeting, startup mentoring, systems upgrade, projections and forecasts, payroll and HR, tax planning, systems maintenance, monthly advisory, improve efficiencies, tax compliance, business valuation, succession planning, retirement, tax implications.

Technology Consulting Corporate Agreements Financial Information New Entity Formation Systems Setup Budgeting Startup Mentoring Systems Upgrade Projections & Forecasts Payroll & HR Tax Planning Systems Maintenance Monthly Advisory Efficiency Improvement Business Valuation Succession Planning Retirement Planning Tax Implications