Business Details
Customized Accounting & Tax Services in Lakewood
Pollaro & McPherson Accounta brings over 40 years of combined experience in accounting, audit, business, and tax services for businesses, nonprofits, and individuals. Our team of certified professionals leverages modern expertise to deliver customized solutions tailored to each clients unique needs. We prioritize building long-term relationships, ensuring our clients receive personalized guidance and proactive strategies to minimize tax liabilities. Our services span tax compliance, financial statements, consulting, and bookkeeping, supported by a commitment to staying current with evolving regulations.With a focus on accuracy and comprehensive financial insights, we empower clients to make informed decisions that drive success. Our philosophy centers on exceeding expectations through transparency, reliability, and a dedication to client satisfaction. By combining traditional accounting excellence with forward-thinking approaches, we serve as a trusted partner in managing both personal and business financial health. Our local community involvement and industry recognitions underscore our commitment to professional excellence and community stewardship.
Services
Business Tax Services
Financial Statements
Accounting Consulting
Bookkeeping
Tax Planning
Highlights and features
- We offer over 40 years of combined accounting experience.
- Our team includes Certified Public Accountants and Enrolled Agents.
- We specialize in proactive, year-round tax strategy development.
- We provide tailored financial statements for informed business decisions.
- Our support team ensures personalized service for every client.
Services
Business Tax Services
Pollaro & McPherson Accounta provides comprehensive business tax services, including strategic planning and year-round consulting. We minimize liabilities through proactive compliance and accurate preparation for corporations, partnerships, and LLCs. Our expertise in evolving tax laws ensures clients receive reliable, up-to-date guidance tailored to their specific industry needs.
Financial Statements
Our financial statement services include audits, reviews, and compilations designed to deliver clear insights into business performance. We ensure GAAP compliance while providing actionable data for decision-making. Specialized expertise covers employee benefit plans and complex regulatory requirements for various business entities.
Accounting Consulting
We offer strategic consulting to improve financial operations and tax efficiency. Our team addresses business-specific challenges through tailored solutions. Services include management consulting, cash flow optimization, and advisory support for mergers, acquisitions, and succession planning.
Bookkeeping
Our bookkeeping services maintain accurate financial records, allowing businesses to focus on growth. We manage daily transactions, payroll, and account reconciliation. Customized systems ensure timely, organized financial data accessible to business owners at all times.
Tax Planning
Pollaro & McPherson Accounta develops proactive tax strategies to defer or minimize liabilities for individuals and businesses. We analyze current financial situations to create plans that align with future goals. Our expertise covers estate, gift, and succession planning for long-term tax efficiency.
People
John Pollaro
CPA
25+ years as CPA with expertise in tax, audit, and business consulting. Former Arthur Andersen professional with industry experience in technology, manufacturing, and real estate.
Meg Markaryan
CPA
Over 20 years in public accounting, specializing in audits, tax, and consulting for nonprofits, construction, and manufacturing clients. Fluent in Japanese with extensive industry knowledge.
Matthew Pollaro
Enrolled Agent
EA licensed professional handling individual, trust, and business tax preparation. Specializes in small business accounting and IRS correspondence with a Masters degree in accounting.
Mandy Edwards
Marketing/Webmaster
Marketing expert with 20+ years of experience leading social media strategies and business consulting. Owner of ME Marketing Services and community involvement advocate.
Questions
What accounting services do you offer for businesses?
We provide tax compliance, financial statements, bookkeeping, consulting, and audit services tailored to business needs.
How do you personalize services for individual clients?
Our team creates customized tax strategies and financial plans based on individual goals and circumstances.
Do you handle tax planning throughout the year?
Yes, we focus on proactive year-round tax strategies to minimize liabilities and optimize savings.
What qualifies your team to handle complex accounting needs?
Our CPAs and EA have decades of combined experience across industries and regulatory environments.
Can you assist with not-for-profit financial reporting?
Yes, we specialize in audits and compliance for not-for-profit organizations and employee benefit plans.
