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Advisory & Consulting

Strengthen your business through strategic consulting and advisory services that provide clarity to the challenges and opportunities you face. We provide expertise in corporate financial planning, business consulting, acquisitions, divestitures, expansion financing and recapitalization, talent and leadership development, and ERP solutions.

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Trusted Advisors

Serving as an integral part of your advisory team, our management consultants, accountants, and first-rate tax professionals can apply best practices to help you achieve your goals.

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ERP Selection

ERP Selection Guide

Download our guide to learn what you need to know to reduce the inherent complexity and risk associated with choosing an ERP system for your manufacturing or industrial distribution company.

Audit & Assurance

We provide full audit, review, compilation, and attest services that are effective and cost-efficient. Crafting your audit and accounting services plan to match the needs of your business today and the ability to flex in order to meet new requirements as they arise.

Leverage the combination of our specialists and technology to bring sound counsel and better solutions to your management team that will instill confidence with shareholders and stakeholders.

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Trusted and Timely Business Advice

We stand apart from other firms by taking the time to understand your business, market, and culture. Then we match our services to your current business needs. As challenges arise, our professionals are right there, helping you take the next step through technical expertise and business counsel that instills confidence.

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The Characteristics of a Healthy ESOP

ESOPs can provide some compelling advantages for business owners and unique investment and tax-saving opportunities for employees.

Investigative & Forensic Accounting

Meaden & Moore is a leading forensic and investigative accounting and consulting firm with a dedicated group of professionals who focus solely on providing unique and thorough investigative accounting and consulting services.

The Investigative Accounting Group has offices in many locations, offering national and international services. The expertise of the firm's 200-plus professionals offers unique problem-solving resources, and through our worldwide network of affiliates, we provide local forensic and investigative accounting solutions throughout the world.

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The Breadth of Our Forensic Experience is Worldwide

Law firms, internal legal counsel, insurance agencies, and organizations of all sizes rely on our expert assistance to investigate allegations of fraud in a timely and thorough manner. The Meaden & Moore forensic accounting team has assisted in complex investigations using eDiscovery technology to review and identify the relevant information in thousands of documents. We also assist in the recovery of misappropriated funds, which includes providing expert evidence in support of court orders to freeze assets.

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New Project on the Horizon?

Contact the Meaden & Moore Investigative Accounting specialists. Please complete the form and an experienced consultant will contact you shortly to learn more about how we may help you.

Tax Planning and Compliance

From timely filings that maximize tax savings to more complex situations that require specialized expertise, Meaden & Moore is your total tax resource.

Specializing in tax planning and compliance for privately-held businesses, business succession planning, retirement planning, and individual tax planning, we develop, implement, and monitor tax strategies that save you money and help you build wealth over the long term.

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Experience and Integrity You Can Trust

Approachable and accessible, the top priority of Meaden & Moore’s tax specialists is protecting your best interests. In addition to making sound recommendations, we follow your business closely to ensure that you get the best advice in every situation.

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2023-2024 Tax Planning Guide

A comprehensive guide to help you prepare business and personal taxes in 2023–2024. With some tax law changes already signed into law in 2022 and more changes potentially on the horizon, you probably have questions about tax planning this year.

Wealth Center

Our wealth management advisors can develop a strategy tailored to your personal goals – both short-term and long-range.

Whatever your concerns and objectives, we can help you develop a plan for financial security for you and your loved ones.

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Personalized Advice

At The Wealth Center at Meaden & Moore, your goals are always at the forefront. We assemble a team with expertise in the areas most important to your success, including tax experts, business consultants, estate specialists, and retirement planners.

Whatever your concerns and objectives, we can help you develop a plan for financial security for you and your loved ones. We can help you plan for your financial future, develop a multi-generational strategy for sharing your wealth, design your portfolio, manage your investments, and minimize your tax burdens.

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Family Business Guide

Get Tips on Planning Ahead to Achieve Your Personal, Family, and Business Goals

 

INDUSTRY-LEADING INSIGHTS

Delivering insights and points of view on vital news, strategies to consider, technology developments, and current topics that are important to your business and personal financial success. Check here for content from Meaden & Moore professionals.

The ESOP Participant’s Guide to ESOP Funding Rules

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Understanding Form W-2: Wage and Tax Statement for

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Starting an ESOP? Do These Three Things First

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Required Minimum Distributions – Are You Ready for

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Employee Retention Credit (ERC) – Voluntary Disclo

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New DOL Audit Quality Study for Employee Benefit P

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Audit Standards — What is the PCAOB Planning for t

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Accounting Standard Updates — What’s on the Horizo

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Accounting for Leases — What You Need to Know in 2

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Updates on ERC Moratorium and New Withdrawal Proce

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U.S. Construction Industry Forecast 2024

In this whitepaper, we explore the major trends, potential challenges, and opportunities affecting the U.S. construction industry. 

MEET OUR EXPERTS

At Meaden & Moore, our people are our most vital asset, providing the strength behind our reputation, technical excellence, and top-notch quality service. Wherever your business operates, you can count on the leaders at Meaden & Moore to provide the comprehensive services you need.

Angelina Milo, CPA
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Keith B. Hughes, CPA
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Karen M. McCarthy, CPA, AEP®
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Jonathan Ciccotelli, CPA, MT
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Andrew Clark, CPA, CFE, CFF
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Benjamin S. Szustak, CPA
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Carlo Berlingieri, CPA
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Jill L. Crawford, CPA
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David P. Di Salvo, CPA, MT
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Brent R. Thompson, CPA, MT
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Kendra C. Philon, CPA
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Alexandria E. May, CPA
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Christopher J. Goddard, CPA
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Susan C. Johnson, CPA, CFE, CFF
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John A. Nitti, CPA
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Michael P. Webster, CPA, CFF
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Joseph T. Manolas, CPA
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Barry E. Thoman, CPA
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Patrick F. Kelleher, CPA, CFF
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Brad White, CFE
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Robert J. Traven, CPA, CFF
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Lloyd W. W. Bell, III, CBA
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Luda Arkhipov, CPA
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James P. Carulas, CPA
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Andrew T. Clark, CPA, CFE, CFF
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Michael W. Coyne, CPA
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Melissa Gallop, CPA
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Kelli A. Bernstein, CPA
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Michelle H. Buckley, CPA, AIFA®
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Karen B. Cooney, CPA
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Peter A. Demarco, CPA
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Lisa Foley
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Scott A. Holter, CPIM
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Lynn M. Koster, CPA
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Hillary Kastelic, CPA
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Alison M. Martanovic, CPA
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Sarah K. Lynch, CPA
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Kent R. Miller
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John J. Nicklas, CPA
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John C. Norton, CPA
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A. Michael Nuzzo, CFP®
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Daniel M. Prendergast, CPA
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Marty Roberts
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Jim Rollins, CPA, CEPA
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Brent Silver
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William J. Smith, CPA
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Michelle L. O'Gara, CPA
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Saul A. Stephens
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Christian T. Fox, CPA
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Eric T. Rapp, CPA
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Karin M. Spoerke, CPA
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Natalie B. Takacs, CPA, MT
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Brian D. Dunfee, CPA, CEBS
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Steve R. Reed, CPA
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Michael T. Vannucci, CPA, CFE, CFF
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John J. Balsamo, CPA, CFE
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Michael A. Castillo, CPA
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Mario Di Re, CPA
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Sean C. Sica
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Robert L. Hernandez, CPA, CFE
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Tylar Hawkins, CPA
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Douglas Carpenter, CPA
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Pam K. Landis, CPA
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Susan Marlar, CPA, MT
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Jennifer A. Myers, CPA
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Michael G. Milne CPA, CFE
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Hannah Dingley
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Michael Vannucci, CPA, CFE, CFF
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Michael Sternstein, CPA, CFE
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Gregory J. Gibbons, CPA
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Michael G Milne CPA, CFE
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Anthony P. DeLuca, CPA, CFE, CFF
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Nicholas P. Huml, CPA
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Brendan R. Stanford, CPA
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Jesse Ferrigno, CPA
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Michael Goldman, CPA
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Andrea C. McManamon, CPA
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Tracey Wallace, CPA
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Shelina Boksh, CPA
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Kate Protsenko-Blake
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Jillian Miller
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