Mezzasalma Advisors is a Monmouth County, NJ based CPA/Investment Advisory firm providing tax, accounting, wealth management, and payroll serving the medical profession since 1984, the self-employed, and other high net worth individuals located nationwide. We offer high quality tax preparation/planning and superior fee based asset management, which helps to improve your wealth management strategies.
We have built a solid reputation by establishing a working relationship with professionals like you, which is why many of our clients have been with us since we started in 1984. Need to have your tax returns prepared? Wish you knew a CPA who not only specializes in physicians like yourself but has years of experience? Need more than just tax preparation?
Need someone who can evaluate your total financial picture? Like the idea of having a CPA professional prepare your taxes but don't know where to go? Have questions during the year you need answered? If any of the above describes your situation, our firm is for you!
We have built a solid reputation by establishing a working relationship with professionals like you, which is why many of our clients have been with us since we started in 1984. Need to have your tax returns prepared? Wish you knew a CPA who not only specializes in physicians like yourself but has years of experience? Need more than just tax preparation?
Need someone who can evaluate your total financial picture? Like the idea of having a CPA professional prepare your taxes but don't know where to go? Have questions during the year you need answered? If any of the above describes your situation, our firm is for you!
Services
John is a partner in Mezzasalma CPAs where he is primarily responsible for heading up the firm's wealth management division.
John started Mezzasalma Advisors in New York City in 1984.
He expanded the Firm to the Monmouth County area in 1994.
John specializes in developing financial strategies for physicians, business owners and high net worth individuals.
He is also an expert on Income Tax savings strategies for physicians.
Education: John is a graduate of Brooklyn College.
He has participated in numerous seminars on topics such as: Tax Saving Strategies, Educational Funding, Estate Planning, Financial Planning, Asset Protection, Pension Planning, Investment Planning, Life and Disability Insurance.
John started Mezzasalma Advisors in New York City in 1984.
He expanded the Firm to the Monmouth County area in 1994.
John specializes in developing financial strategies for physicians, business owners and high net worth individuals.
He is also an expert on Income Tax savings strategies for physicians.
Education: John is a graduate of Brooklyn College.
He has participated in numerous seminars on topics such as: Tax Saving Strategies, Educational Funding, Estate Planning, Financial Planning, Asset Protection, Pension Planning, Investment Planning, Life and Disability Insurance.
Whether you are an individual, corporation, LLC, trust, or partnership, we can accommodate your needs for tax preparation and planning.
We view our relationship with you as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice.
We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Our tax return preparation process employs time-tested proprietary strategies that help prevent IRS notices, correspondence, and examinations.
We view our relationship with you as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice.
We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.
Our tax return preparation process employs time-tested proprietary strategies that help prevent IRS notices, correspondence, and examinations.
We can work with you on your accounting utilizing any method/software you request.
We have, however, developed what we feel is a superior accounting system that we recommend to all clients.
Our advanced proprietary accounting process allows us to electronically and remotely prepare your accounting records without requiring you to be involved in the process at all!
This gives your company the ability to have a CPA handle all of your accounting from start to finish.
Although you still need someone to pay your bills and make deposits, typically this is the business owner and/or the office manager.
We have, however, developed what we feel is a superior accounting system that we recommend to all clients.
Our advanced proprietary accounting process allows us to electronically and remotely prepare your accounting records without requiring you to be involved in the process at all!
This gives your company the ability to have a CPA handle all of your accounting from start to finish.
Although you still need someone to pay your bills and make deposits, typically this is the business owner and/or the office manager.
The best way to describe us is to tell you what we are not.
We are not stockbrokers, sales people or life insurance agents.
We are an independent Registered Investment Advisor and professional money manager.
Your actual account will be held by a major discount broker such as TD Ameritrade**, not us.
We simply act as the advisor for your account.
There are no investment decisions for you to make since the account is automatically managed according to your investment objectives and risk tolerance.
We are not stockbrokers, sales people or life insurance agents.
We are an independent Registered Investment Advisor and professional money manager.
Your actual account will be held by a major discount broker such as TD Ameritrade**, not us.
We simply act as the advisor for your account.
There are no investment decisions for you to make since the account is automatically managed according to your investment objectives and risk tolerance.
When it comes to your payroll needs - Speak with real professionals not voice mail or automated phone tree support!.
We offer fully customizable payroll services including direct deposit, real time reports, Federal and State tax deposits, completion of all state and federal compliance forms, year-end W2 and W3 filings; all at a competitively priced fixed per payroll fee.
Our payroll system is web based so you can review reports and input employee hours and salary information at any time from any location.
We offer fully customizable payroll services including direct deposit, real time reports, Federal and State tax deposits, completion of all state and federal compliance forms, year-end W2 and W3 filings; all at a competitively priced fixed per payroll fee.
Our payroll system is web based so you can review reports and input employee hours and salary information at any time from any location.
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