Business Details
39 Years
experience
Trusted Accounting Services in Windsor Since 1987
Established in 1987, our firm has built a reputation for excellence in accounting and advisory services. With decades of combined experience, we prioritize personalized solutions tailored to each client's unique needs. Our team of certified professionals brings deep expertise in auditing, tax planning, and business strategy. We are committed to fostering long-term relationships through transparency, reliability, and a hands-on approach. Our history of growth reflects our dedication to adapting to client demands while maintaining the highest standards of service.Clients trust us for our industry-specific insights and proactive problem-solving. As a locally rooted firm, we understand the distinct challenges faced by businesses and individuals in Windsor and beyond. Our focus remains on delivering actionable advice that drives financial success. We adhere to rigorous ethical standards, ensuring every client interaction reflects our core values of integrity and accountability. This commitment has solidified our position as a respected partner in the community.
Services
Accounting & Auditing
Corporate Tax
Personal Tax
Bookkeeping
Financial Projections
Estate Planning
Succession Planning
Corporate Restructuring
Business Valuations
Details
- Year established: 1987
Highlights and features
- We have over 35 years of experience serving Windsor businesses and individuals
- Our team includes certified professionals with specialized expertise in tax and auditing
- We provide tailored financial strategies aligned with client-specific goals
- Our hands-on approach ensures deep understanding of client challenges
- Proven track record of long-term client relationships and repeat business
Services
Accounting & Auditing
Our accounting and auditing services ensure accurate financial reporting and regulatory compliance. We conduct thorough assessments of financial records while maintaining transparency. Clients benefit from our expertise in identifying efficiencies and mitigating risks through detailed analysis.
Corporate Tax
We specialize in strategic corporate tax solutions that optimize liabilities while ensuring compliance. Our team stays current with evolving tax codes to identify savings opportunities. Businesses receive proactive guidance for year-round tax efficiency.
Estate Planning
Our estate planning services focus on preserving wealth across generations. We develop customized strategies considering legal, tax, and personal objectives. Clients receive comprehensive guidance on wills, trusts, and succession frameworks.
Business Valuations
We provide precise business valuations for mergers, acquisitions, or internal planning. Our approach considers market conditions, financial performance, and industry trends. Clients receive defensible valuations supported by rigorous analysis.
Succession Planning
Our succession planning ensures smooth leadership transitions for long-term organizational stability. We address tax implications, ownership transfers, and talent development. Businesses gain structured roadmaps for sustainable continuity.
People
Brian Popp
Founder
Founder with over 45 years of accounting experience, previously worked at national firms before establishing the practice in 1987. Specializes in strategic financial planning.
Mario Parete
Former Partner
Partner from 1992-2015 with extensive public accounting and corporate finance expertise. Instrumental in early firm expansion before retirement.
Pasquale Russo
Former Partner
Tax specialist who joined in 1997 after national firm experience. Focused on income and commodity tax strategies until retirement in 2023.
Meredith Popp
Partner
Partner since 2012 with expertise in business advisory services. Brings strategic perspective from working with diverse industries across Windsor.
Nathan Leno
Partner
Partner since 2012 specializing in corporate restructuring and financial projections. Provides tailored solutions for business growth and stability.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, tax compliance, financial reporting, and business advisory services tailored to small businesses in Windsor and Essex County.
How do you handle complex corporate tax situations?
Our team specializes in navigating complex tax regulations through strategic planning and proactive compliance strategies customized to each business's needs.
Can you assist with personal tax planning?
Yes, we offer comprehensive personal tax services including return preparation, tax-efficient investment strategies, and estate-related tax planning.
What experience do you have with business succession planning?
With decades of experience, we develop customized succession plans addressing ownership transitions, leadership development, and tax-efficient wealth transfer strategies.
How are your business valuation services structured?
We conduct detailed financial analysis considering market conditions and business-specific factors to deliver accurate, defensible valuations for various corporate purposes.
Do you offer advisory services for not-for-profit organizations?
Yes, we provide specialized accounting and compliance services for not-for-profits, including grant reporting, board advisory, and tax-exempt organization compliance.
