Welcome
When your CPA is also a CFP®…
With the right planning and guidance, you can achieve your goals, maintain financial security, and minimize surprises.
Flannery & Associates
A Boutique Accounting Firm in Long Branch, NJ
Life doesn’t happen in a vacuum. Every financial decision or life change could have an impact on your taxes, retirement, estate, investments, insurance, and other areas of your life. With the right planning and guidance, you can achieve your goals, maintain financial security, and minimize surprises.
- Tax Planning & Preparation
- Accounting
- Estate Planning & Administration
The first step is partnering with an accounting firm you can trust to guide you through this process. As a certified public accountant (CPA) and a certified financial planner™ (CFP®), Karen Flannery offers a unique perspective to help you make informed, confident choices for your family or small business.
In addition to meeting clients locally, we provide virtual tax and accounting services to clients across the country.
Tax Preparation & Planning Services
The decisions you make, the guidance you receive, and the level of trust you have in your accountant will largely determine the financial stability of your family or business.
Individuals
April 15 tends to be much less stressful when you’ve made good decisions all year. In addition to our tax preparation services for individuals and families, we also offer tax planning with the big picture in mind.
Business
We bet you’re really good at running your business and keeping your customers happy. Our job is to help you understand the financial side so you can make better decisions and grow your business.
Estate
Many families turn to us for estate administration, either independently or in partnership with an estate attorney. They prefer to work with people they already know and trust during this difficult time.
Schedule an In-Person or Virtual Consultation!
Not sure how or when to prepare and submit your PPP Forgiveness Application? We can help!
Our Team
About Us
Your relationship with your accountant is a very personal one. When all areas of your life become an open book, and the decisions you make have a direct impact on how your story unfolds, you need to have complete confidence in the knowledge and values of your accountant. Karen Flannery launched her own accounting firm and became a CFP® because she wanted to get beyond tax preparation and build long-term relationships with her clients. This helps her provide excellence in proactive accounting solutions.
More than 25 years of proactive accounting solutions.
We look forward to meeting you, in person or virtually, and earning your trust as we work together to achieve your goals.
