Your Expert Team
Donna Brodowski-Longo
Donna Brodowski-Longo serves as the executive assistant to John Geantasio, CEO and Founder. In this role, Donna provides primary support to the CEO while also assisting team members to ensure the achievement of company goals and the smooth operation of daily activities. She manages the CEO’s professional and personal scheduling, including handling agendas, mail, email, phone calls, client management, and various company logistics. Donna also coordinates
company-wide activities to maintain efficiency and ensure compliance with company policies.
Since joining our firm in 2018, Donna has leveraged her 33 years of experience with both Fortune 500 companies and small businesses. She is well-regarded for her exceptional organizational and communication skills, consistently exceeding expectations to meet client needs and enhance office efficiency. Donna’s professionalism is matched by her welcoming demeanor and positive attitude. She excels in time management and the ability to organize and oversee multiple projects simultaneously. Donna is an integral part of the team and the firm.
Outside of work, Donna is actively involved in volunteering with the Volunteer Auxiliary of Ocean County Animal Shelter. She also enjoys watching movies, crafting, visiting the beach, taking long walks, and spending quality time with her children, family, and friends.
Jessica Freed
Jessica joined our Firm in 2020. Jessica has over 10 years’ experience in accounting and taxation in both public and corporate accounting. She graduated from Ramapo College of NJ with a B.S in Accounting and has her Master in Taxation from William Howard Taft University. Her vast knowledge in taxation, coupled with her leadership skills, enhances the financial team at our Firm.
Jessica’s primary responsibilities include:
- Review of Individual and Business Tax Returns
- Strategic Tax Planning
- IRS Representation
- Disaster Relief Consulting
- Financial Reporting
Jessica loves the beach and live music. She likes to spend her free time with her puppy, Jaxson, baking or planning her next Disney trip. You can usually find Jessica at the Stone Pony or other local venues catching up with the latest music and local bands.
Michael Martone
Mike has been in accounting for four years since graduating Felician University with a Bachelors in Accounting and a Masters in Entrepreneurship. Mike was also a 5-year varsity baseball player at Felician University where he was named team captain. In the accounting field, Mike is pursuing his CPA license and looking to help clients in various tax planning areas.
Mike’s primary responsibilities include:
- Preparation of Business Tax Returns
- Preparation of Individual Tax Returns
- Outsourced CFO services
- IRS Tax Compliance
When Mike is not at work, you can find him on the golf course. He also enjoys spending time with friends, traveling and learning new things.
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Frequently asked questions (FAQs)
Tax planning is crucial for maximizing your wealth. It’s not just about reacting to taxes; you need a tax-savvy partner to help you understand how your financial decisions affect your taxes and keep more of your hard-earned money.
Tax planning should happen every year and whenever you make significant financial or life decisions. It’s not just about the next year but also planning for the years ahead, considering evolving tax laws and your changing financial situation.
Yes, working with a financial planner can help you understand how your choices today impact your future wealth. We’ll assess your financial situation, identify tax benefits, and optimize your tax opportunities based on your goals.
Absolutely. Just as you can harvest losses in down markets, you can offset capital gains with losses in other investments in a given year.
We offer forward-looking tax planning services, including tax-efficient strategies, to preserve and grow your wealth. Tax planning complements your overall financial strategy and ensures the efficiency of your investments and financial decisions over time.
Our financial planner and tax experts collaborate to integrate tax planning into your wealth management strategy. We work together as a team to provide you with the resources you need.
We currently do not offer tax preparation or compliance services. Instead, we focus on proactive tax planning to help you understand the potential tax implications of your decisions and collaborate with your tax preparer for comprehensive long-term planning.