Flannery & Associates is a boutique tax and accounting firm serving individuals, families, and small to medium-size businesses ranging from single-member LLCs to partnerships and corporations.
CPA & CFP
Karen Flannery, the firm’s founder and managing member, is also a certified financial planner™ (CFP®), which allows us to look at your financial life more holistically.
While our offices are in Long Branch, NJ, Flannery & Associates can prepare federal and state tax returns for clients in all 50 states. We offer virtual services nationwide, using secure video conferencing and file-sharing technology that meets industry compliance requirements. Even if you decide to move, we’ll always be there for you.
Our services fall into three general categories:
A Note from Our Founder.
I started my career as an accountant in 1992, working for two medium-sized accounting firms prior to launching Flannery & Associates. Although I was very proud of how I helped my clients during that time, I always felt like I could do more. Rather than talking to people once a year at tax time, I wanted to build long-term relationships with clients and become their go-to source of information about taxes and financial planning.
This led me to start my own accounting firm and become a CFP®. The fact is, all aspects of your financial life are linked, whether we’re talking about taxes, investments, estates, retirement, divorce, insurance, college funding, or mortgages. As a CPA and CFP®, I know how one financial decision affects another. I know how life changes can affect your financial well-being. My clients appreciate the perspective that I bring to the table.
Of course, this has also allowed me to develop closer client relationships and fulfill my original vision for Flannery & Associates.
Our team takes pride in being able to provide comfort and assurance, especially during times of stress and uncertainty. We never judge. We listen with an open mind. Instead of telling you what to do, we simply provide reliable information so you can make informed decisions. What drives us each day is not the size of your bank account, but the trust you have in our relationship.
I look forward to meeting you, in person or virtually, and earning your trust as we work together to achieve your goals.
Karen Flannery, CPA, CFP