Services

Vitale & Company LLC is a full-service accounting firm in the Monmouth and Ocean County area serving clients throughout New Jersey, New York and Connecticut, dedicated to providing our clients with professional, personalized services and guidance in a wide range of financial and business needs.

Our firm specializes in providing personalized service to both individuals and businesses. We have a commitment to both continuous improvement and education in the complex areas of taxation, financial accounting and business consulting.

On this website, you will find information about Vitale & Company LLC, including our list of services. We have also provided you with online resources to assist in the tax process and financial decision-making. These tools include downloadable tax forms and publications, financial calculators, news and links to other useful sites. Whether you are an individual or business Vitale & Company LLC has years of valuable experience assisting you with accounting and financial needs.

We welcome any questions or comments you may have. Feel free to contact us at any time:

Vitale & Company LLC
900 Highway 71
Suite 1
Spring Lake Heights, NJ 07762

You can also send us a message directly through the contact page of this website.

Tax Planning & Compliance

  • Preparation of all income tax returns
    • Partnership
    • Corporation
    • Individual
    • Not-for-profit
    • Trust and estate
    • Multi-state
  • Comprehensive tax planning to manage tax risk and mitigate tax liability
  • State and local tax nexus issues
  • Property and sales tax planning and compliance
  • Quarterly estimates
  • IRS /state/municipal tax representation

Accounting & Assurance

  • Reviews and compilations
  • Financial statement audits
  • Financial statement preparation
  • Interim period financials
  • Personal financial statements
  • Accounting standards, methods, and policies implementation
  • Internal control reviews
  • Projections and forecasts
  • Budgeting and cash flow analysis
  • Bookkeeping set-up and support

Business Advisory

  • Business entity selection, formation and restructuring
  • Succession planning
  • Estate planning
  • Transaction strategy and due diligence (buying, selling and restructuring a business)
  • Business valuations
  • Federal and state tax incentives, grants and loans
  • Financing and banking assistance
  • Debt restructuring

Services for Individual

  • Income tax preparation – federal and multi-state
  • Tax planning, including calculating quarterly estimates
  • Trust & estate planning
  • IRS/state/municipal tax representation
  • Personal financial statements
  • Budgeting
  • Retirement and wealth accumulation planning
  • College savings programs


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