Testimonials

Satisfied, long-standing clients have always been our greatest source of satisfaction and pride in the services we provide. Regardless of the size of a company or the nature of the business, we work closely with every client to help ensure their complete satisfaction.

" Denise Cataldo has been a critical member of our business and personal financial team since 1998. She has provided invaluable advice through the startup and operations of two businesses. Her team manages our tax filings and financial records in a way that is clear and reliable. On the personal side, she truly understands our needs, such as retirement, college financing, investments, and, of course, tax administration. She even is there for the little details of Quickbooks setup and maintenance when we need her.

The bottom line: Working with Denise and her organization has been an excellent investment for us. We know that we can trust Denise to handle our accounting and tax needs which allows us to focus on building our companies and reaching our goals. "

Mark Bugbee

Founder and President, CAPE Solutions, Inc.,
Co-Founder and President, Easy East Clothing Company, LLC.

" Denise Cataldo CPA has helped our company grow from a single store with 3 employees in 1988 to 6 stores and 23 employees. Denise is a consummate professional who has a keen ability to size up any situation and assist management by offering positive direction and guidance. "

David Aykanian

President and CEO, Precision Fitness Equipment Inc.

" Denise - I want to thank you for the outstanding follow through work you did for our mutual client. She was so relieved and pleased with your “can do – no problem” and friendly manner and felt your fees were very reasonable. I hope to be able to refer additional business to you and your staff. "

Joe

" Denise - We received the full tax returns package this morning in good order. The included PDF file on the CD (a Cataldo trademark) shows clearly the significant and extremely thorough additional work done on the original submissions by us. The net result, of course, was a very happy result - way happier than last year!

Sally and I both wanted to thank you and your team for such a first-rate job. No stone unturned, and a very efficient and professional process. "

Chuck Ellis & Sally Jenks