An established Long Island CPA firm serving businesses, owners, and private clients.

Built around direct professional accountability

John W. Halloran, CPA founded the firm in 2005. The firm serves established privately held companies that need an ongoing accounting and business-tax relationship or focused support for a defined financial requirement, contemplated sale, or internal-control question. Through Private Client Services, the firm also serves high-net-worth individuals and families whose tax matters require year-round planning and coordination.

Business engagements are scoped around the company’s needs, existing team, systems, available information, timing, and the responsibilities of management and other advisers. Private Client Services engagements are scoped around the individual’s or family’s tax context, priorities, available information, timing, and coordination with other advisers. That makes professional accountability clear from the outset.

Leadership with complementary experience

Managing Partner John W. Halloran, CPA founded the firm in 2005 and leads its professional accounting and tax practice. He works with privately held businesses across accounting, tax, and advisory matters, and his experience includes advising high-net-worth individuals and families on complex personal, estate, trust, and related tax matters, often in coordination with their legal and financial advisers. He holds an MBA in Taxation and a B.S. in Accounting from St. John’s University and is an alumnus of Archbishop Molloy High School in Queens, New York.

Managing Director John W. Halloran, Jr., CFA leads the firm’s CFO Advisory practice and its business development, marketing, technology, and growth initiatives. His background includes private equity investing, strategy consulting, and senior management roles, including serving as a chief financial officer. He holds B.S. and M.S. degrees from the Massachusetts Institute of Technology and is an alumnus of Chaminade High School in Mineola, New York.

Firm facts

• A licensed certified public accounting firm in the State of New York.
• Registered with the New York State Education Department, Office of the Professions, since 2005.
• A leadership team pairing established professional-practice leadership with continued investment in technology, client experience, and growth.
• Based in Commack and serving privately held businesses, owners, and private clients throughout Long Island and the New York metropolitan area.

How an engagement begins

After reviewing the business, ownership, or family tax context and confirming fit, we provide a written proposal describing the work, responsibilities, deliverables, schedule, and fees. Each engagement identifies the responsibilities of the client and, where applicable, company management, including responsibility for records, approvals, controls, representations, and business decisions.