National Experience.
Local Relationships.
Founded in 2016
Efficient & Reliable
Financial Services.
Serving New York & Long Island.
Accounting Services
Financial statement preparation: reviews and compilations
Monthly, quarterly, and annual financial reporting statements
Implementation of new accounting software packages
Bill paying services
Business management
Taxes
Income tax preparation and compliance
Income tax planning and consulting
Payroll and sales taxes
Real Estate
Cost Segregations
CAM Reconciliation Analysis
Investment Due Dilligance
Asset Level Forecasting
Capital Project Planning
Background & Experience.
michael t grillo jr
Mike began his career as a CPA at big four accounting leader PwC, working primarily on Real Estate clients W.P Carey, Getty Realty and Ellington Capital. He’s also held Asset Management roles at Cedar Realty Trust, a publicly traded real estate investment trust as well as top developers and family offices in Manhattan.
Integrity.
In 2010 Mike discovered a passion for philanthropy and adventure while on a week long trip to Alakanuk, Alaska. He and a tax team prepared returns for local fisherman and small business owners.
Trust.
Value.
Mike volunteers at Start Small Think Big, a non for profit in New York that supports underserved entrepreneurs.
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Your 30-60 minute consultation will provide expert insight and financial service assessment
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Transparent Timing & Fees
A Tailored Approach
Thoughtful planning and client specific solutions
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Effective Prgoress Communication
Quality research and analysis
Over a decade of industry experience
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Exceptional Execution
Data Integrity
Deliverables are provided timely and safely using secure software
Long Island Office
100 Duffy Avenue, Suite 510
Hicksville, NY 11801