Riolo And Associates

Business owners and high-net-worth individuals make up the client base here, and the work runs from strategic planning and accounting through to tax mitigation, estate and legacy planning, and the filing compliance that follows. The practice has been going since 1995. Where an individual client needs more than accounting to build out a financial team, it draws on a set of referral partners rather than taking that work on itself, positioning the tax and accounting side as the foundation others are added to. Dona has handled the financial navigation for one small business owner's companies, working through the tax mitigation options available to them. Prospective clients can book a tax strategy session, and there is a secure upload for sending documents across.