Our Services

Business and Personal Tax Preparation

Federal and State

  • Corporate
  • Partnership
  • Complex individual returns
  • Schedule C, sole proprietor or single member LLC returns
  • Trust, Gift Tax, Estate and Inheritance tax returns
  • Not-For-Profit Forms 990 and New Jersey Charities Registration required filings

Financial Statements

Our peer reviewed firm offers small to mid-sized companies and not for profit organizations attestation services by accountants certified in both New Jersey and New York

  • Audits
  • Review
  • Compilation
  • Personal financial statements typically required by many lenders for personal loans or as guarantees for business loans

Business Formations and Setup

Our Formations and Setup

  • Assistance in obtaining appropriate tax identification
  • Establishing a general ledger system and chart of accounts
  • Selecting, installing and training your staff on accounting software
  • Designing and implementing a meaningful management reporting system
  • Designing a system of internal control to help safeguard your business

Income Tax Planning

We provide our high net worth clients with year round assistance and advice in the best ways to navigate the constantly changing arena of individual tax choices. Our close monitoring of our clients allows us to identify and propose responses to the many opportunities and the pitfalls available in the current tax structure.

IRS & State Problem Resolution

Our experienced professionals serve as your representative and advisor for:

  • Personal federal and state income tax audits
  • Business federal and state income tax audits
  • Worker’s compensation insurance audits
  • Federal and state employment tax issues

Series 27 FINRA

Steven O Meglio CPA, is the firms registered FINRA licensed series 27 Financial Operations Principal

Our services related to the Financial Services industry are as follows:

I. Design and Set up of Accounting system and books and records

  • Implement books and recordkeeping system to track various types of revenues and expenses.This includes design of chart of accounts and core financial statements
  • Implement recordkeeping system to code,track and compute advisor compensation and reimbursable expenses
  • Design and implement internal controls within accounting/bookkeeping system to satisfy Financial and FINRA Auditors
  • Prepare routine financial reports for Business owners and Management personnel


II. FINRA and Agency Financial Reporting

  • Register with FINRA as your Series 27 licensed Financial Operations Principal
  • Prepare monthly Financial Reports necessary to file Monthly/Quarterly FOCUS reports.
  • Work with management and accounting staff in developing written procedures related to financial standards and controls
  • Prepare bi annual SIPC filings
  • Work with Auditing Firm on Mid-year review and Annual Audit
  • Act as lead in communication and responses to FINRA and other agency’s requests and inquiries. This includes Monthly FINRA desk requests and possible Field Audits by FINRA, SIPC and Federal and State agencies

Estate Tax Planning & Succession

We offer comprehensive estate planning services to high net worth individuals. We also provide planning services to ensure business continuity.

Pension Plan Setup & Administration

Meglio & Associates ,LLC works closely with local third party pension plan administrators. This allows us to assist in a variety of ways:

  • Providing administration of all types of retirement plans
  • Federal Form 5500 preparation
  • Innovative plan design
  • Maximize tax benefits

Bookkeeping Services


  • Assist in finding temporary or long term, part time or fulltime bookkeeping support for your business
  • Assist you with hiring and training of your bookkeeping staff.
  • Have a highly qualified, experienced member of our staff provide service either at your site or using a variety of secure remote access interfaces.

Merger & Acquisition Consulting


  • Business valuation
  • Planning
  • Organizing
  • Compensation agreements
  • Buy-out plans
  • Facilatating operational intergration

Business Loan Assistance


  • Assembling and presenting required financial information
  • Forecasting to support your requests for funding
  • Work with variety of public and private lenders to find the financing plan that best suits your business needs.

Budgeting & Forecast Development


  • Providing the tools you need to take your business to the next step
  • Budgeting to focus your spending where it will provide the most return for your investment of time and resources
  • Give you the tools you need manage your assets and liabilities to achieve you business goals.