Trusted Since 1978

Financial Guidance You Can Trust

Cerullo LLC provides quality, personalized financial guidance to individuals and businesses. Our expertise ranges from tax management to comprehensive financial planning.

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45+Years Experience

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Our Services

Comprehensive Financial Solutions

We provide a wide range of services to individuals and businesses, tailored to meet your specific needs.

Tax Management Services

Strategic tax planning and preparation that minimizes liabilities and maximizes your cash flow. We stay current with ever-changing tax laws.

Tax Planning & Strategy
Tax Preparation
IRS Representation
International Taxation

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Accounting Services

Comprehensive record keeping and accounting systems that give you accurate insights into your business performance.

Accounting Systems
Record Keeping
Payroll Processing
Cash Flow Management
Business Tax Compliance

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Financial Planning

Retirement and investment strategies designed to help you achieve your long-term financial goals with confidence.

Retirement Planning
Investment Analysis
Risk Assessment
Wealth Building

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Business Consulting

Expert advisory services to help your business grow, from entity selection to strategic planning.

Business Valuation
Entity Selection
Strategic Planning
Restructuring

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Estate & Trust Planning

Comprehensive estate and trust tax services to protect your legacy and ensure efficient wealth transfer.

Estate Tax Planning
Trust Administration
Gift Tax Returns
Succession Planning

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Wealth Management

Sophisticated Wealth Coordination Through Lyceum Financial

For investment management, estate coordination, and Personal CFO services, Cerullo clients partner with Lyceum Financial Group — our affiliated, fee-only wealth coordination firm serving high-net-worth families across the Tri-State area.

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About Our Firm

A Legacy of Excellence Since 1978

Since 1978, Cerullo LLC has been providing quality, personalized financial guidance to a wide range of individuals and businesses. Our expertise ranges from basic tax management and accounting services to more in-depth services such as business consulting and financial planning.

By combining our expertise, experience and the team mentality of our staff, we assure that every client receives the close analysis and attention they deserve. Our dedication to high standards, hiring of seasoned tax professionals, and work ethic is the reason our client base returns year after year.

Our Mission

To help clients maintain financial viability in the present, while taking a proactive approach to achieve future goals. This requires open communication and a thorough understanding of our clients' needs through research and sound analysis.

Expertise

Seasoned tax professionals with decades of combined experience

Integrity

Transparent, honest guidance you can rely on

Dedication

Committed to achieving your financial goals

Personalization

Tailored solutions for your unique situation

1978Established

500+Active Clients

98%Client Retention

45+Years Experience

Resources

Tools & Information

Access valuable resources to help you stay informed and plan your finances effectively.

Tax Tips

Strategic advice to help you minimize your tax liability and maximize deductions.

Tax Rates

Current federal and state tax rates for individuals and businesses.

Due Dates

Important tax filing deadlines to keep you compliant and avoid penalties.

Financial Tools

Calculators and planners to help you make informed financial decisions.

IRS Forms

Quick access to commonly used tax forms and instructions.

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April 2026Tax Tips

What To Know If You Receive An IRS Notice

Notices from the IRS are more common than you may realize. Each year, the IRS mails millions of letters to clarify information, confirm changes or request additional documentation.

March 2026Business

The IRS Criteria For Distinguishing Hobbies From Businesses

Understanding how the IRS differentiates between a hobby and a business is crucial for proper tax reporting and potential deductions.

February 2026Tax Tips

5 Common IRS Notices Explained

Each IRS notice includes a reference number that identifies the issue and helps determine the appropriate response. Here's what you need to know.

Secure Client Portal

Access Your Financial Documents Securely

Our secure client portal allows you to upload and download sensitive files with complete confidence. All communications are encrypted using the Secure Socket Layer (SSL) technology used by banks and e-commerce services.