Cataldo Financial and Consulting Group is a dynamic organization performing a broad spectrum of accounting, tax and consulting services. Our firm has been dedicated to providing the highest quality of services to our clients for more than 30 years on a national basis.
We provide traditional accounting and tax services, and specialize in proactive business, personal, and estate tax planning. We utilize a proactive approach with our clients, emphasizing proper planning to achieve optimal results.
The consulting services we offer to our clients include, but are not limited to, business profit analysis and enhancement, overhead analysis, staff compensation analysis, accounts receivable collection consulting, establishing marketing plans and related budgets, retirement plan analysis and business transitions.
Cataldo Financial and Consulting Group strives to treat our clients and their practices, as we ourselves would like to be treated. Our certified public accountants and staff take pride in the long-term relationships we develop with our clients. We are committed to assisting you, and supporting you, in making financial decisions to accomplish your financial goals.