Business Details
34 Years
experience
Trusted Accounting & Tax Services in Bergen County, NJ
Tsamutalis & Company & Company is a boutique accounting firm serving Bergen County, NJ, with over three decades of experience in accounting, tax, and advisory services. Since 1992, we have prioritized a client-first philosophy, attracting top-tier professionals who combine real-world expertise with technical proficiency. Our team delivers tailored solutions for businesses and individuals, specializing in tax planning, IRS audit representation, business accounting, and financial strategy. We pride ourselves on integrity, reliability, and a commitment to staying ahead of evolving tax laws to minimize liabilities and maximize growth.Our entrepreneurial approach ensures clients receive innovative guidance, whether managing cash flow, forming new businesses, or navigating complex financial decisions. With offices in Upper Saddle River and Teaneck, we offer personalized service backed by decades of local market knowledge. Our reputation for quality and client-centric values has made us a trusted partner for businesses and individuals seeking expert financial advice. We provide complimentary initial consultations to help clients achieve long-term success through strategic planning and proactive solutions.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Business Accounting
New Business Formation
Cash Flow Management
Bank Financing
CFO Services
Personal Financial Planning
Estate Planning
Details
- Year established: 1992
Highlights and features
- We offer over 30 years of experience in accounting and tax services in Bergen County, NJ.
- Our team includes CPAs with backgrounds at top firms like Ernst & Young and KPMG.
- We provide tailored financial strategies to minimize tax liabilities and maximize business growth.
- We prioritize a client-first philosophy with personalized attention and transparent communication.
- We offer complimentary initial consultations to address your unique financial needs.
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of federal, state, and local tax returns for individuals and businesses. We leverage advanced software and deep regulatory knowledge to identify deductions and credits, minimizing liabilities while maintaining compliance. Clients benefit from proactive advice to avoid common pitfalls and optimize financial outcomes.
IRS Audit Representation
We provide expert representation during IRS audits, handling communication and documentation to protect clients' interests. Our team prepares responses to inquiries, negotiates settlements, and ensures adherence to tax codes. This service reduces stress and risk while safeguarding financial standing during audit proceedings.
Business Accounting
Our business accounting services include bookkeeping, financial statement preparation, and cash flow analysis tailored to small and mid-sized enterprises. We offer reviews and compilations to meet stakeholder requirements, ensuring transparency and informed decision-making for sustainable growth and operational efficiency.
Estate Planning
Estate planning services focus on preserving assets through trusts, wills, and tax-efficient strategies. We address complexities like inheritance laws and tax implications to secure clients' legacies while minimizing burdens on beneficiaries and ensuring long-term financial stability.
CFO Services
Fractional CFO services deliver strategic financial guidance for businesses needing expert oversight without full-time costs. We assist with budgeting, forecasting, and growth strategies, providing actionable insights to enhance profitability and operational resilience for evolving enterprises.
People
Chris E. Tsamutalis
Founder & Senior Partner
With a background in foreign securities accounting at Merrill Lynch, Chris leads the firm with expertise in strategic financial planning and client-focused solutions for businesses and individuals.
Dana A. Lucas
Senior Accounting Manager
Dana brings diverse public and private accounting experience, specializing in tax compliance and financial reporting to deliver precise, actionable insights for clients.
Socrates C. Tsamutalis
Senior Accountant
Formerly with Ernst & Young, Socrates offers deep technical expertise in accounting standards and audit procedures, ensuring high-quality service delivery across industries.
Xanthi C. Giusfredi
Senior Accountant
Xanthi contributes extensive tax and accounting knowledge from her tenure at Rothstein Kass and KPMG, focusing on complex compliance and advisory needs for businesses.
Ranni Piao
Senior Accountant
Ranni specializes in public accounting and taxation, providing meticulous preparation and strategic planning to help clients achieve financial clarity and compliance.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, cash flow management, bank financing support, and strategic business planning to help Bergen County businesses operate efficiently and grow sustainably.
How can you help with tax planning and preparation?
Our tax services include preparation, audit representation, and strategic planning to legally minimize liabilities while ensuring compliance with evolving federal and state tax regulations.
Do you offer estate planning services?
Yes, we assist with estate planning to protect personal assets and ensure a secure financial future through customized strategies tailored to individual needs.
What sets your firm apart from other accounting services?
Our client-first philosophy, combined with decades of local expertise and a team of CPAs from top-tier firms, ensures personalized, innovative financial solutions.
Can you help with new business formation?
We guide clients through entity selection, federal tax ID applications, and compliance requirements to establish businesses with optimal tax and liability structures.
Reviews (6)
Darian Wilson
Mar 24, 2021
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I've been using Tsamutalis & Co. for the better part of 10 years for my personal and business returns and planning. I've found them to be honest and knowledgeable. Additionally, they've always taken the time, be it on the phone or in at a conference table, to make sure I understand our strategy. When building a business, you are building a team, and Chris, Socrates, and the staff have been and will continue to be a valued member of mine. I consider myself fortunate to have been introduced to them.
Dalva Neta
Mar 04, 2021
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Positive:Professionalism
Professionalism and prompt attention. They helped me sort out and file inhetitance taxes. Chris Talis was very helpful and knowledgeable. I got answers right away. They resolved my issue as soon as I reached out to his office. Impeccable and professional services.
Professionalism and prompt attention. They helped me sort out and file inhetitance taxes. Chris Talis was very helpful and knowledgeable. I got answers right away. They resolved my issue as soon as I reached out to his office. Impeccable and professional services.
Liron Gamzeh
Feb 25, 2021
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Positive:Professionalism,Quality,Responsiveness,Value
My dental office has been using Tsamutalis & Company for a couple of years now and have been absolutely delighted with their professionalism and quality of work!
My dental office has been using Tsamutalis & Company for a couple of years now and have been absolutely delighted with their professionalism and quality of work!
Robin Jacobs
Dec 26, 2020
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Positive:Responsiveness
Socrates Tsamutalis and his team are smart and very responsive. They have been most helpful with our business and personal taxes as well as suggesting best practices for business decisions. They are tech savvy and we were working together virtually even before the pandemic. Their pricing is very fair as well.
Socrates Tsamutalis and his team are smart and very responsive. They have been most helpful with our business and personal taxes as well as suggesting best practices for business decisions. They are tech savvy and we were working together virtually even before the pandemic. Their pricing is very fair as well.
Andrea Lee
Nov 16, 2020
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Wonderful experience in every respect. Professional, prompt, thorough and diligent. I would highly recommend this accounting company to any individual or business.
Kamyar Biazar
Sep 20, 2020
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Positive:Professionalism,Quality,Responsiveness,Value
The team at Tsamutalis & Co. are the best at what they do! Socrates is personable, easy-going, and incredibly knowledgeable. He and his team have gone above and beyond making sure my needs are met. I highly recommend this firm!
The team at Tsamutalis & Co. are the best at what they do! Socrates is personable, easy-going, and incredibly knowledgeable. He and his team have gone above and beyond making sure my needs are met. I highly recommend this firm!
