Anthony Passerino, CPA/PFS

Anthony Passerino, CPA/PFS is an accountant in Ridgewood, NJ, serving clients who require integrated tax and financial planning. The practice has operated for more than twenty years, helping individuals and businesses focus on growth, tax management, and financial security. By combining tax experience with financial services, the firm provides a comprehensive approach to simplifying personal and corporate financial lives. Clients receive assistance in managing debt, saving for college, and planning for retirement, with a strategy designed to address their individual circumstances.

The firm’s approach centers on understanding the client's specific needs, wants, and long-term goals to develop, implement, and monitor a tailored strategy. Anthony Passerino holds the CPA/PFS designation, a credential that requires adherence to rigorous professional standards and ethics. This distinction involves applying CPA training, experience, and education to personal financial situations, demonstrating continued learning in financial planning, and coordinating various financial aspects. The practice aims to challenge conventional wisdom in investing and wealth preservation, focusing all efforts on client satisfaction and long-term objectives.

Services include a wide range of investment options such as bonds, common stock, educational, traditional, Roth, SEP, and Simple IRAs, brokerage accounts, Treasury bills, government securities, Treasury notes, and variable annuities. Financial planning covers retirement plans, tax plans, 401(k) and 43(b) planning, college plans, estate plans, money purchasing plans, and profit sharing plans. Insurance offerings include disability income insurance, life insurance, and long-term care insurance. The firm also provides educational content on topics like Social Security, Medicare, tax-loss harvesting, and qualified charitable distributions, along with tools like a Social Security tax estimator.

Located at 171 E Ridgewood Ave #201, the office is situated in a historic district of Ridgewood. It is just steps from the Archibald-Vroom House, a historic building, and the Ridgewood Post Office. The office is also a short walk from Van Neste Square Memorial Park, Franklin Avenue, and the World War I Centennial Memorial, placing it in the heart of the town's civic and historical center.

With over two decades of experience, Anthony Passerino, CPA/PFS brings a specialized blend of tax expertise and financial planning to Ridgewood, NJ. The firm’s focus on individualized strategies and rigorous professional standards provides a reliable foundation for clients navigating complex financial landscapes in the local community.