What Memoli & Company does

Memoli & Company PC is a privately held CPA and financial advisory firm based in Toms River, New Jersey, founded in 2014 and led by Managing Director Carmen J. Memoli, CPA. The firm delivers a multi-line professional services offering spanning financial planning and wealth management, tax preparation and planning, accounting and bookkeeping, and estate planning and administration, serving individuals (high-net-worth and mass affluent), small business owners, and estate/trust clients primarily in the New Jersey market.

The firm's service portfolio includes mutual funds, IRAs (Traditional, Roth, SEP, Simple), brokerage accounts, variable and fixed annuities, life and disability insurance, retirement plan services, tax preparation, the CJM Tax Resolution Group, estate administration, accounting and compiled/reviewed financial statements, cash flow projections, QuickBooks services, and Part-Time CFO/Controller services. Technology is built on industry-standard professional services tools — QuickBooks for client accounting, the eMoney Client Portal for client account aggregation and document storage, and the Avantax Intelligent Planning platform for tax-focused financial planning. The firm operates as an affiliated member of the Avantax network (a Cetera company), which provides the technology platform, investment products, and compliance infrastructure for wealth management services.

Revenue is generated entirely through professional services fees: advisory fees and commissions on financial products (mutual funds, annuities, insurance), fixed fees for tax preparation, recurring monthly/quarterly fees for bookkeeping, project-based fees for planning engagements, and hourly fees for tax resolution and estate administration. Pricing is quote-based and not publicly disclosed. The go-to-market model is sales-led and relationship-based, relying on direct consultations, client referrals, and a community presence in the Toms River area, with top-of-funnel demand supported by an extensive educational resource center, calculators, and an email newsletter.

Name

Memoli & Company

Legal name

Memoli & Company PC

Website

https://memolicpa.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Memoli & Company PC is a Toms River, New Jersey CPA and financial advisory firm providing wealth management, tax preparation, accounting, and estate planning services to individuals and small businesses in New Jersey, operating as an Avantax-affiliated practice.

Ownership category

akta.pro rank

Product category

Accounting & Financial Advisory Services

NAICS

Offices of Certified Public Accountants (541211), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement Plan Participant Advice & Managed Accounts (FSAEABAF)

akta.pro secondary industries

Retirement Income Planning & Decumulation Advisory (FSAEABAD), Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Accounting services
• Tax preparation
• Wealth management
• Financial planning
• Estate planning

Headquarters

HQ city

Toms River

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Financial Planning and Advisory Services: Comprehensive financial planning services including retirement planning, tax planning, estate planning, and investment management through the Avantax network. Revenue is generated through advisory fees and commissions on financial products sold (mutual funds, annuities, insurance).
2. Tax Preparation and Planning: Tax return preparation for individuals and businesses, year-round tax planning services, and tax resolution assistance. Revenue is generated through fixed fees for tax preparation and hourly or project-based fees for tax planning and resolution services.
3. Accounting and Bookkeeping Services: Monthly/quarterly bookkeeping, financial statement preparation (compilations and reviews), QuickBooks services, and part-time CFO/controller services. Revenue generated through recurring monthly/quarterly fees or project-based engagements.
4. Estate Planning and Administration: Estate planning facilitation, trust administration, fiduciary accounting, and estate tax preparation services. Revenue generated through project-based fees for planning and hourly fees for administration services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Memoli & Company PC is a CPA and financial advisory practice that delivers integrated tax preparation, accounting and bookkeeping, estate planning and administration, and wealth management services to individuals and small businesses. Advisory offerings (mutual funds, IRAs, annuities, brokerage accounts, retirement plans, insurance, and tax/estate planning) are delivered through the Avantax network platform, while traditional accounting and tax work is performed directly by the firm. Services are delivered via direct consultations, the Avantax Intelligent Planning platform, the eMoney Client Portal, and QuickBooks-based bookkeeping.

Product overview

Memoli & Company PC is a financial advisory and accounting firm offering a comprehensive suite of financial services through a multi-product portfolio. The core offering combines wealth management products (Mutual Funds, IRAs, Annuities, Brokerage Accounts) with financial planning services (Retirement Plans, Tax Planning, Estate Planning, Insurance), delivered alongside traditional accounting and tax preparation services. The firm operates through the Avantax Intelligent Planning platform for tax-focused investment management and uses the eMoney Client Portal for client account aggregation and document management. Supporting services include CJM Tax Resolution Group for tax problems, full QuickBooks accounting services, and Part-Time CFO/Controller services for businesses. The firm also provides extensive educational content including financial calculators, tax resources, articles, and videos to support client financial literacy.

Differentiator

Problem solved

Functional benefit

Products and services

• Mutual Funds Investment vehicle that pools money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities.
• 529/Educational IRAs Tax-advantaged savings plans designed to encourage saving for future education expenses.
• Traditional IRA Tax-deferred retirement account where contributions may be tax-deductible and earnings grow tax-deferred until withdrawal.
• Roth IRA Roth retirement account funded with after-tax dollars where qualified withdrawals are tax-free.
• SEP IRA Simplified Employee Pension IRA for self-employed individuals and small business owners.
• Simple IRA Savings Incentive Match Plan for Employees of Small Employers retirement savings option.
• Brokerage Accounts Investment accounts that allow buying and selling of securities including stocks, bonds, and mutual funds.
• Variable Annuities Contractual investment product with market-linked sub-accounts and insurance features.
• Fixed Annuities Insurance product providing guaranteed periodic payments with principal protection.
• Retirement Plans Planning services for retirement including 401(k) and 403(b) plan optimization.
• Tax Planning Strategic tax planning to minimize tax burden and optimize after-tax wealth.
• Estate Planning Services for organizing the orderly transfer of assets to beneficiaries.
• Life Insurance Coverage including Term, Whole-Life, Universal and Variable life insurance policies.
• Disability Income Insurance Insurance providing income replacement if the insured becomes disabled and unable to work.
• Long-Term-Care Insurance Insurance covering costs of extended care in nursing homes, assisted living, or in-home care.
• Tax Preparation Year-round tax preparation services for both businesses and individuals, including complex tax matters.
• CJM Tax Resolution Group Tax resolution services including IRS and state tax agency representation for audits, payment plans, and tax debt resolution.
• Estate Administration Comprehensive estate administration including executor/trustee services, decedent tax returns, and fiduciary accounting.
• Accounting Services Full-service accounting including bank reconciliation, income statements, balance sheets, payroll tax filings, and financial statement preparation.
• Compiled & Reviewed Financial Statements Compilation and review engagements providing varying levels of assurance on financial statements.
• Cash Flow Projections Financial forecasting services to help businesses plan for future cash needs and avoid liquidity crises.
• Consulting Services Advisory services including bank financing assistance, succession planning, internal controls, business valuation, and strategic planning.
• QuickBooks Services QuickBooks setup, monthly/quarterly review, and compliance services including bank reconciliations and unlimited consultations.
• Part-Time CFO/Controller Services Professional financial management services for growing businesses at a fraction of full-time CFO cost, including decision support, controls, and strategic guidance.
• eMoney Client Portal Real-time, on-demand financial portal for clients providing account aggregation, Vault document storage, eDelivery, budgeting, asset allocation, and investment tracking.
• Avantax Intelligent Planning Tax-focused comprehensive financial planning approach addressing investment strategies, retirement planning, risk management, business planning, legacy planning, education planning, and cash flow management.

Quantifiable outcome

• Tax-smart financial planning approach designed to help clients keep more of what they earn through tax-efficient investment strategies

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Avantax (a Cetera company)coreTechnology or Integration · 1 January 2023Memoli & Company operates as an Avantax affiliated financial professional. Avantax provides the technology platform, investment products, and compliance infrastructure for the firm's wealth management services. Avantax was formed in 2019 when HD Vest and 1st Global unified, joined by HK Financial Services in 2020. In 2023, Avantax joined Cetera, supporting over 3,000 financial professionals and approximately $107 billion in assets under administration across all 50 states. Avantax specializes in tax-intelligent financial planning, offering proprietary tools that combine tax-focused decisions with wealth management strategies.

Scale indicators2 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Blue & Co. Regional CPA and advisory firm offering tax, accounting, and wealth advisory services with a relationship-driven model — similar hybrid professional-services-plus-wealth mix to Memoli & Company.
• Wipfli LLP: Top-20 regional CPA and advisory firm offering integrated tax, accounting, and wealth management services to middle-market and high-net-worth clients — comparable multi-line professional services model with wealth advisory as a core offering.
• Anders CPA + Advisors: Mid-size CPA firm combining tax, accounting, and wealth advisory for individuals and businesses under one roof — closely aligned business model and integrated tax-plus-wealth service mix to Memoli & Company.
• Sax LLP: Regional CPA, tax, and advisory firm offering accounting, tax, and wealth advisory services to closely-held businesses and high-net-worth individuals — similar integrated advisory positioning.
• Rehmann: Middle-market CPA + advisory firm combining tax, accounting, wealth management, and business consulting services — directly comparable integrated professional services + wealth model.

Broad incumbents

• BDO USA: Top-5 US accounting network with a wealth advisory practice serving individuals and businesses — overlaps with Memoli on tax, advisory, and wealth services but at meaningfully larger scale.
• Mariner Wealth Advisors: Large independent RIA that has acquired CPA firms to deliver tax-enabled wealth advisory — strategic example of the integrated CPA-plus-wealth model scaled to a national footprint.
• Plante Moran: One of the largest US CPA and advisory firms offering tax, accounting, and wealth management — substantially larger scale but the same integrated tax-plus-wealth business model and client type.

Others

• Cetera Financial Group: Parent company of Avantax (Memoli's affiliated platform), providing wealth management infrastructure, technology, and compliance to over 3,000 affiliated independent advisors — infrastructure/enabler rather than direct competitor.
• Hightower Advisors: Independent wealth advisory platform supporting affiliated advisor firms with compliance, technology, and investment infrastructure — alternative ecosystem platform analogous to the Cetera/Avantax affiliation model used by Memoli.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Xx.com/memolicpa
• Facebookfacebook.com/memolicpa
• LinkedInlinkedin.com/company/bellumemoli

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 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 Memoli & Company