Firm Profile & History

Our accounting and consulting firm was founded in Summit, NJ in 1955. For over 60 years the firm has provided quality professional services to our clients in a variety of industries, including financial services, manufacturing, non-profit, retail, construction, professional services and other industries. We have served our clients with a wide range of professional services, including audits, reviews and compilations of financial statements, tax, management and computer consulting, investment partnership accounting and reporting, back office support for hedge funds and family offices and out sourced internal audit services. The firm’s partners and professional staff consists of certified public accountants who  have Big 4 experience with the firms of KPMG, Ernst & Young and Price Waterhouse.  All senior professional staff have at least 20 years experience. Our technical expertise, resources, and responsiveness, combined with the latest technology, continuity of staff and low overhead, assure you that we will provide comprehensive, quality service at a significant cost savings.

Our individual tax practice has always provided personalized professional services to our high net worth clients in the Summit and Short Hills, New Jersey area. In an effort to provide these clients with a one stop shopping approach to all their financial needs on January 1, 2000 we formed CTR Financial Group, LLC . CTR is a state registered investment advisory firm, which provides  personalized investment management services for a fee. Each client receives personal attention from the firms partners who will combine their knowledge of the client`s tax, estate planning, investment and personal  needs to prepare and execute a totally comprehensive financial plan. CTR utilizes Schwab Institutional to execute transactions and act as custodian. In addition to receiving Schwab statements each month and the ability to access their account via the Internet, CTR will provide investment analysis reports monitoring the portfolio.