Anthony M. Cicitta Jr. CPA, PC serves high net worth individuals, their family offices, businesses, trusts, foundations and other estate planning related entities.
In business since 1990, we specialize in diligent handling of complex tax compliance needs and recommending both simple and sophisticated income and estate planning strategies. Our clients want to be informed about both cutting edge and tried and true strategies, but also want them vetted to the fullest, and then well documented. We work best with clients seeking creative strategies for which there is substantial authority.
A boutique firm, we are four former Price Waterhouse professionals who have served clients together through Anthony M. Cicitta Jr. CPA, PC for over 18 years. To maintain the highest quality advice and work product, we accept new tax compliance clients when space opens up within our existing calendar of tax filings.
We are selective in accepting new clients for tax advice and tax planning strategies, as our core belief is in a common philosophy between client and advisor. There is generally more space in our yearly calendar for these services.
We specialize in advising on the tax treatment of tax-deferred strategies using insurance contracts. We see this space as offering some of the best opportunities for tax savings using black letter law.
