Growth companies
Growth‑stage businesses
Founders and management teams scaling beyond what their current finance function can support. We bring structure, strategy, and capital readiness.
Outcome — scalable financial leadership →
Fairfield, NJ · New York Metro · Nationwide
Strategic advisory for businesses, families & organizations with complex financial needs.
Tax strategy, outsourced CFO, family office, assurance, and valuation — coordinated under one trusted advisory relationship. Built for the privately‑held companies, executives, and high‑net‑worth families shaping the New York metro economy.
40+
Years advising NJ & NY metro clients
AICPA
Highest Peer Review ranking
Acct. Today
Best Firms to Work For
1 Partner
Coordinated, not fragmented
From complexity — to clarity
One advisory relationship. Every financial decision, coordinated.
Sophisticated clients rarely have a single problem. They have a constellation of them — across entities, generations, jurisdictions, and time horizons. Cullari Carrico is structured to think across all of them at once.
From
Fragmented advisors
To
Coordinated guidance
From
Reactive tax filing
To
Proactive tax strategy
From
Compliance overload
To
Assurance confidence
From
Unclear business value
To
Defensible valuation
From
Generational uncertainty
To
Multi‑generational continuity
From
Decision paralysis
To
Financial leadership
Who we help
Built for clients whose financial lives don’t fit a template.
Each engagement begins with a deep understanding of your structure, your people, and your long‑term intent. From there, we assemble the right specialists — tax, advisory, assurance, valuation — and stay close as your business and family evolve.
Family enterprise
Family‑owned businesses
Multi‑generational operating companies navigating succession, governance, owner compensation, and the transition of leadership and equity.
Outcome — continuity across generations →
Private wealth
High‑net‑worth families
Individuals and families with concentrated wealth across operating entities, investments, real estate, and trusts — coordinated under one strategy.
Outcome — clarity across the balance sheet →
Family office
Family office clients
Dedicated tax, accounting, and reporting support for established family offices — or full outsourced family office capability where it’s needed.
Outcome — institutional discipline, family‑office feel →
International
International businesses
U.S.‑inbound and U.S.‑outbound companies and owners managing cross‑border structuring, treaty positions, and global reporting obligations.
Outcome — confident global tax posture →
Professional services
Professional service firms
Law, medical, consulting, and advisory firms where partner economics, owner compensation, and growth planning are inseparable.
Outcome — aligned partner economics →
Real estate · investment
Real estate & investment clients
Operators, sponsors, and investor families with sophisticated entity structures, 1031s, partnership taxation, and capital event planning.
Outcome — tax‑efficient portfolio strategy →
Assurance
Organizations needing assurance
Privately held companies, non‑profits, and private schools requiring audited financials, single audits, reviews, or compilations from a peer‑reviewed firm.
Outcome — credibility with every stakeholder →
Our promise
We obsess over quality — and we live it in every interaction with the people we serve.
For decades, our partners have offered a fully diversified range of tax, accounting, auditing, management consulting, and personal advisory services to both business and individual clients.
We differentiate ourselves through a comprehensive, consultative approach. We take our reputation seriously — and what sets us apart from everyone else is our obsession with how we live quality every day in our work, and how we treat our clients.
Our goal is to unlock your potential, exceed your goals, and walk beside you every step of the way.
AICPA Peer Review
Highest possible ranking — recognition of consistent technical excellence.
Accounting Today
Named to “Best Accounting Firms to Work For” — culture is the strategy.
Relationship‑Led
Multi‑decade client tenures. Continuity across partners and generations.
Community Partner
Active support of FCCF, Boys & Girls Club, and Northern NJ initiatives.
Advisory services ecosystem
A complete financial command center — under one trusted roof.
Most firms specialize. We integrate. Our partners and directors lead practices that move in step, so strategy, compliance, reporting, and planning never drift out of alignment.
Tax
01
Tax planning & compliance
Year‑round strategy — not seasonal filings. Coordinated across entities, owners, family members, and jurisdictions.
- —Entity & owner tax planning
- —Multi‑state compliance
- —Cash flow tax projections
- —Quarterly reviews
Advisory
02
Outsourced CFO
Strategic financial leadership for owner‑led businesses — visibility, decision support, and growth planning.
- —Forecasting & KPIs
- —Board reporting
- —Capital strategy
- —M&A diligence
Private client
03
Family office services
A single coordinated advisor for multi‑generational families. Tax, reporting, structure, and continuity in one practice.
- —Consolidated reporting
- —Entity & investment coordination
- —Generational planning
- —Concierge organization
Assurance
04
Audit · review · compilation
Peer‑reviewed assurance work that gives owners, boards, lenders, and regulators full confidence in the numbers.
- —Financial statement audits
- —Single audits (Uniform Guidance)
- —Reviews & compilations
- —Agreed‑upon procedures
Valuation
05
Business valuation
Defensible valuations for ownership transitions, gift and estate planning, litigation support, and M&A.
- —Estate & gift valuations
- —Buy‑sell & shareholder
- —M&A and transaction value
- —Litigation support
Operations
06
Outsourced accounting
A modern, cloud‑based back office that closes on time, every month — paired with the people to translate it into decisions.
- —Monthly close
- —Payroll & sales tax
- —Accounts payable workflow
- —Owner & board reporting
Family office & private client
A single, unhurried point of view on the entirety of your wealth.
For high‑net‑worth families and family office clients, complexity is compounding. Operating entities, investment vehicles, trusts, real estate, philanthropy, and the next generation each pull in different directions. Our role is to bring them into a coherent strategy you can actually live with.
Multi‑generational planning
Estate & trust coordination
Cash flow & lifestyle reporting
Income & gift tax strategy
Entity & investment structuring
Concierge financial organization
Private Client
“Coordinated guidance for families building what comes next.”
Outsourced CFO & business advisory
Financial leadership, on call — without the full‑time hire.
You don’t need more reports. You need a financial leader at the table — translating data into decisions, surfacing risk before it materializes, and giving you the confidence to move on growth opportunities when they appear.
Visibility
Monthly close, cash flow forecasting, KPI dashboards built around your decisions.
Leadership
Executive‑level financial counsel for boards, owners, and management teams.
Growth planning
Capital strategy, expansion modeling, M&A diligence, and integration support.
Business intelligence
Unit economics, margin analytics, and clear reporting to drive accountability.
Operational rigor
Outsourced accounting that closes clean, on time, every month.
Strategic clarity
Annual planning sessions that align finance, operations, and ownership.
Specialty tax authority
Where the tax code gets complicated — that’s where we live.
Multi‑state operations, cross‑border income, R&D investment, IRS examinations, and the orderly transfer of wealth all demand more than a generalist. Our specialty tax practice is led by directors and partners with deep technical authority.
01
International Tax
Inbound and outbound structuring, GILTI, FDII, treaty planning, and foreign reporting led by our Director of International Tax.
02
State & Local (SALT)
Nexus reviews, apportionment strategy, voluntary disclosures, and multi‑state compliance for operating companies.
03
R&D Tax Credits
Federal and state credit studies for technology, manufacturing, and product‑development organizations.
04
Tax Controversy
IRS and state representation — examinations, appeals, and resolution led by experienced practitioners.
05
Estates & Trusts
Estate, gift, fiduciary, and generation‑skipping planning coordinated with family office strategy.
Our people & culture
A relationship‑driven firm — recognized for the culture behind the work.
Partners, directors, managers, and supervisors who stay, grow, and lead together. The continuity in our team is the continuity our clients feel — year after year, generation after generation.
11
Members
2
Directors
4+
Managers
Leadership
Jason Cullari
Managing Member
John D. Carrico II
Member
Dennis W. Bartlett
Member
Mark E. Jurewicz
Member
Jay Soojian
Member
Michael Swantic
Member
Marc C. Wuensch
Member
Raymond P. Burke
Member
Robert Marzan
Member
Robert J. Valas
Member
Ellen McGraw
Member
Richard Lichtig
Director, International Tax
Fairfield · North Jersey · NY metro
Rooted in Fairfield. Trusted across the New York metro region.
From our Fairfield, New Jersey office we serve privately held companies, family enterprises, professional service firms, and high‑net‑worth families throughout North Jersey, New York City, Westchester, Fairfield County, and the broader metro region — with the technical depth of a national practice and the responsiveness of a true partner.
Real Estate & Construction
Operators, developers, family portfolios, 1031 strategy.
Manufacturing & Distribution
Cost accounting, R&D credits, inventory and margin work.
Professional Services
Partner compensation, growth, and succession planning.
Private Schools & Non‑Profits
Audit, single audit, and board‑level governance support.
Hospitality & Healthcare
Practice operations, owner planning, and entity structure.
Family Enterprises
Ownership transition, intergenerational planning, governance.
Begin the conversation
Complex financial decisions deserve coordinated guidance.
Schedule a confidential consultation with a Cullari Carrico partner. We’ll listen to where you are, understand where you’re going, and outline a clear path for tax, advisory, and continuity strategy.
Cullari Carrico LLC
55 Lane Road, Suite 300Fairfield, New Jersey 07004
(973) 808‑9410
info@cullaricarrico.com
Mon – Fri · 9:00 – 5:30 ET