Individual Tax Preparation and Planning

Tonelli, Sheedy & Co., LLC (TSCOLLC) prepare individual Federal Form 1040s and Form NJ-1040s for high net worth individuals and families. In addition to the timely, accurate filing of individual tax returns, the firm assists with comprehensive tax preparation and planning. TSCOLLC helps clients with intergenerational tax complexities, assesses potential tax implications prior to the sale of a business, and assists with tax administration. Learn more.

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Business Accounting Services

Whether your business is a technology startup, middle-market enterprise or established corporation, Tonelli, Sheedy & Co., LLC provide a full suite of business accounting, tax, and bookkeeping services. Their breadth of expertise includes businesses owned by Nonresident Alients (NRAs) who need assistance managing and reporting income generated in the United States as well as U.S.-domiciled companies with international subsidiaries.

James and Debbie's experience encompasses manufacturing companies, software and technology startups, service professionals, trusts and estates, and a variety of investment and wealth management entities such as Family Offices. Learn more.

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For any size company, Tonelli, Sheedy & Co., LLC perform audits of financial statements and transactions in accordance with Generally Accepted Accounting Principles (GAAP). They will ensure that the financial statements for the organization accurately represent the financial condition of the entity and can provide any of the three levels of assurance: Compilations, Reviews and Audits. Learn more.

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Outsourced Chief Financial Officer

Cash management and financial planning are core to any successful or growing business. As an outsourced Chief Financial Officer, Jim or Debbie strategically assist businesses on an interim basis. They have advised startups and large enterprises on financial matters, day-to-day operations, mergers and exit strategies. Learn more.

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