Cg Tax, Audit & Advisor

What Cg Tax, Audit & Advisor does

Cg Tax, Audit & Advisor operates as a mid-sized US accounting and advisory firm headquartered in Monmouth Junction, New Jersey, with regional offices in Tinton Falls and Toms River, serving clients across the tri-state area (NJ, NY, CT) and Florida. Founded in 1986 as Cowan, Gunteski & Co., P.A., the firm operates as an alternative practice structure: Cowan, Gunteski & Co., P.A. (Cg Audit and Assurance) is a PCAOB-registered CPA firm providing attest services, while Cg Advisory, LLC delivers tax, consulting, and advisory services. An affiliated entity, Cg Healthcare Solutions, LLC, extends the firm into revenue cycle management, medical billing, EMR solutions, and physician credentialing for healthcare clients.

The firm offers a comprehensive suite of professional services rather than a software product platform: tax preparation and planning, business accounting, audit and assurance, business valuation using three methodologies (asset, income, market), forensic and matrimonial accounting, estate/gift/trust taxation, CFO advisory, specialty accounting, and dedicated industry practices covering healthcare, construction, manufacturing and distribution, life sciences, nonprofit, real estate, professional services, and family-owned businesses. All partners hold the AICPA IFRS Certificate, PCAOB best-practice discipline is used on audit engagements, and the firm cites over a century of combined expertise on its Financial Advisory team and 100+ years combined healthcare team experience.

Cg monetizes exclusively through professional services engagements, with pricing quoted on a project or retainer basis following consultation. The go-to-market is relationship-driven across enterprise/business clients and direct-to-individual consumers (tax season guidance, estate, IRA/HSA planning). Marketing is content-led through a frequently published blog, the Cg Business Advisor podcast, webinars, SEO-optimized service/vertical pages, and email. In 2025 Cg announced a strategic partnership with Springline Advisory while continuing to operate independently under its own brand, and in 2025-2026 the firm was recognized on the IPA Top 400, named a 2026 Accounting Today Top Ranked Firm, and received multiple workplace culture awards.

Name

Cg Tax, Audit & Advisor

Legal name

Cg Advisory, LLC

Website

https://cgteam.com

Company type

Private

Founded year

1986

Operating status

Operating

Headcount range

11–50 employees

Short description

Cg Tax, Audit & Advisor is a New Jersey-based accounting and advisory firm (PCAOB-registered) serving businesses and individuals across the tri-state area and Florida with tax, audit, valuation, forensic, CFO, and industry-specialized advisory services.

Ownership category

akta.pro rank

Product category

Professional Accounting & Tax Services

NAICS

Offices of Certified Public Accountants (541211), Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Audit & Assurance Services (BPAHABAA), Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

Keywords

• Accounting services
• Tax preparation
• Audit assurance
• Forensic accounting
• Business consulting

Headquarters

HQ city

Monmouth Junction

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Professional Services - Tax Preparation and Planning: Core revenue stream from tax preparation, tax planning, and tax strategy services for individuals and businesses. Services include federal, state, and local tax compliance, tax liability minimization strategies, and ongoing proactive tax advisory relationships.
2. Business Accounting Services: Ongoing accounting services including bookkeeping, financial statement preparation, payroll processing, income statement generation, budgeting, and forecasting for small, mid-sized, and large businesses.
3. Audit and Assurance Services: Business audit and assurance services provided by Cg Audit & Assurance (registered with PCAOB). Includes compliance audits, financial statement audits, IRS and state audit representation, and risk assessment. Protects clients from financial and legal pitfalls while providing decision-making insights.
4. Financial Consulting and Advisory: Business financial consulting encompassing benchmarking, operational evaluations, strategic planning, wealth management, executive compensation plans, financing alternatives, and merger and acquisition support. Also includes outsourced CFO advisory services.
5. Business Valuation and Forensic Accounting: Business valuation services (including healthcare, construction, manufacturing) and forensic accounting for fraud prevention, litigation support, and dispute resolution. Forensic divorce accounting services for matrimonial litigation.
6. Healthcare Accounting and Consulting: Specialized healthcare accounting and consulting through both Cg and affiliate Cg Healthcare Solutions, LLC. Services include revenue cycle management, medical billing, electronic medical records solutions, coding evaluation, physician credentialing, and practice management outsourcing.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels6 records

Core offering

Cg Tax, Audit & Advisor is a New Jersey-based CPA firm that provides tax preparation and planning, business accounting, audit and assurance, business valuation, forensic accounting, estate planning, CFO advisory, and industry-specific consulting for businesses and individuals. The firm operates under an alternative practice structure with Cg Audit and Assurance handling attest services and Cg Advisory, LLC delivering tax and consulting services across verticals such as healthcare, construction, manufacturing, life sciences, nonprofit, and real estate.

Product overview

Cg Tax, Audit & Advisory is a traditional accounting firm offering a comprehensive suite of professional services rather than a software product platform. The core offerings include Tax Services, Business Consulting & Advisory Services, Business Accounting, Business Auditing Services (provided by Cg Audit & Assurance), Business Valuation Services, Estate Planning Accounting, Healthcare Accounting & Consulting, Forensic Accounting Services, Matrimonial & Divorce Accounting, Specialty Accounting Services, and CFO Advisory Services. The firm also offers industry-specific services for Healthcare, Construction, Manufacturing, Real Estate, Professional Services, Life Sciences, Family-Owned Businesses, and Nonprofits. An affiliate entity, Cg Healthcare Solutions, provides specialized healthcare consulting including revenue cycle management and medical billing. The overall portfolio operates as an integrated professional services practice where tax, audit, consulting, and advisory services work together to address client needs across accounting, compliance, and financial strategy.

Differentiator

Problem solved

Functional benefit

Products and services

• Tax Services Customized tax strategies designed to minimize tax liabilities and maximize income for businesses, covering federal, state, and local tax laws.
• Business Consulting & Advisory Services Strategic analysis and planning services including benchmarking, operational evaluations, strategic planning, and wealth management to elevate business performance.
• Business Accounting Financial recording, analysis, and interpretation services including bookkeeping, income statements, budgeting, forecasting, and payroll processing.
• Estate Planning Accounting Estate, gift, and trust tax planning and preparation services including estate tax returns, New Jersey inheritance tax returns, and business succession plans.
• Healthcare Accounting & Consulting Financial services for healthcare practices including practice analysis, valuation, regulatory compliance, deal structuring, taxation, and physician compensation consulting.
• Specialty Accounting Services Specialized advisory services for businesses in unique niches, addressing cash flow management, worker's compensation audits, financial reporting, and strategic planning.
• Forensic Accounting Services Financial investigation and reporting services for litigation, fraud detection, economic damage calculations, and forensic valuations.
• Matrimonial & Divorce Accounting Forensic divorce accounting services including hidden asset identification, alimony analysis, cash flow analysis, and lifestyle analysis for divorce proceedings.
• Business Auditing Services Compliance, quality assurance, and auditing services provided by Cg Audit & Assurance to ensure financial records meet regulatory requirements.
• Business Valuation Services Company and estate valuation services including cash-flow calculations, shareholder disputes, litigation support, and ESOP valuations using asset, income, and market approaches.
• CFO Advisory Services Outsourced CFO services providing financial strategy development, accounting, financial reporting, estate planning, financing alternatives, and tax preparation.
• Nonprofit Accounting Services Accounting services for nonprofit organizations including 403(b) evaluations, grant accounting, internal control evaluation, strategic planning, and tax compliance.

Segments8 records

Ideal customer profiles7 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

One partnership is on record.

• Springline AdvisoryflagshipStrategic or Co-development Partner · 1 January 2025Cg has announced a strategic partnership with Springline Advisory. Cg is now part of Springline Advisory, representing a significant strategic combination that enhances the firm's capabilities and service offerings. The announcement was made via PR Newswire, indicating a formal strategic alignment between the two firms.

Scale indicators4 records

Recent moves7 records

Expansion highlights5 records

Direct peers

• WithumSmith+Brown (Withum): Headquartered in Princeton, NJ, Withum is the closest geographic and structural peer: a multi-vertical mid-market CPA and advisory firm serving similar healthcare, construction, manufacturing, and nonprofit clients with comparable tax, audit, and advisory service mix. Both firms compete in the IPA Top 400 in the same NJ/NE corridor.
• Cherry Bekaert LLP: A Top-30 US accounting firm with deep multi-vertical specialization (healthcare, construction, manufacturing, life sciences, nonprofit, real estate, private equity) and a similar tax/audit/advisory product mix. Comparable to Cg in serving mid-market clients with industry-tailored services.
• Aprio LLP: Multi-vertical national advisory and CPA firm with strong healthcare, construction, and manufacturing practices plus advisory/valuation services, matching Cg's vertical-specialization playbook and IPA Top-tier positioning.
• Marcum LLP: One of the largest US mid-market accounting firms with major Northeast presence including New Jersey offices, offering tax, audit, advisory, and specialized industry services that directly overlap Cg's portfolio across healthcare, construction, manufacturing, and nonprofit.
• PKF O'Connor Davies, LLP: Northeast-based Top-30 firm with strong healthcare, construction, nonprofit, and family-owned business practices plus advisory services; structurally and operationally comparable to Cg in serving tri-state mid-market clients.
• HBK CPAs & Consultants: Multi-specialty mid-market CPA and advisory firm covering tax, audit, valuation, forensic accounting, and industry-specific consulting; comparable to Cg in service breadth and multi-vertical mid-market positioning.
• Sax LLP: Northeast regional mid-market CPA and advisory firm with strong healthcare, construction, manufacturing, nonprofit, and family-owned business practices; closely comparable to Cg in scale, geography, and vertical mix.

Broad incumbents

• Plante Moran: Top-15 US accounting and advisory firm with deep multi-vertical industry practices (healthcare, manufacturing, construction, nonprofit). While much larger than Cg, it competes for the same mid-market clients and operates a similar industry-specialized model.
• RSM US LLP: Largest US non-Big-4 mid-market accounting firm operating an alternative practice structure comparable to Cg's APS between its audit and advisory entities; significant presence in healthcare, manufacturing, and private equity tax/advisory.
• BDO USA, P.C. Major international mid-market accounting network with substantial NJ presence, offering tax, audit, advisory with industry specialization that overlaps most of Cg's verticals; competes for larger mid-market clients in the same geography.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/CgTeamNJ
• LinkedInlinkedin.com/company/cowan-gunteski
• Facebookfacebook.com/CgTeamNJ

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles15 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cg Tax, Audit & Advisor