OUR SERVICES

 

For over 30 years, James V. Rizzo & Co. has been the leader in providing quality accounting, tax, trust and estate services to an exclusive clientele list. Through their elite network of partners, they have the connections you require for even the most specialized financial need.

While there are other Concierge Accountants, no other firm is as dedicated or respected as James V. Rizzo & Co. When you become a James V. Rizzo & Co. client, you receive the attention to detail your business deserves. Our associates take a hands on approach to all your personal and business needs..

You have spent your lifetime accumulating your assets, see the difference having a concierge accountant can make.

 

BUSINESS CONSULTING

Build a competitive advantage that lasts!

 Starting or maintaining a profitable business can be a daunting task. Even the savviest business owners might need a little help now and then. Our professionals at James V. Rizzo & Co. can answer your most basic or most complex financial questions.

 

BUSINESS MANAGEMENT

Coordination and oversight of your business operations when you need it!

Our primary function is to help your business thrive. James V. Rizzo & Co. can assist you with budgeting, managing risk, planning, strategizing, and more.

 

ESTATE PLANNING

Protect your property and assets for your heirs!

No matter how big or small your estate may be, we can help you ensure that your estate plan minimizes the taxes and maximizes the portion of your estate that will be passed down to your beneficiaries. It is now more important than ever to have a professional by your side to make preserving your estate as simple as possible.

 

TAX SERVICE AND PREPARATION

Enjoy the security of knowing your taxes were done right!

We provide both business, individual, and estate tax preparation services. Our tax experts pay special attention to the details while providing you with insight and valuable advice.

 

ACCOUNTING

Ensuring the financial health of your business!

We take time to meet with each client to explain their current business profit picture along with the timely completion of financial reporting requirements and tax forms. We stay in contact with you throughout the year to discuss tax planning issues, profit concerns, tax-saving .

 

STRATEGIC PLANNING

Document and establish the direction your business is taking!

Financial planning can be complex and requires the right team of experts who can develop the right plan for your business. We will help you formulate a plan to achieve your long-term goals.