Mauro Mark J CPA

We are a team of dedicated professionals who are passionate about helping our clients achieve their financial goals. For over three decades, we have been committed to providing personalized attention and expert guidance to help our clients make informed decisions about their financial futures. Our team of Certified Public Accountants (CPAs), Financial Life Planners (FLPs), and Behavioral Investment Advisors (BIAs) work together seamlessly to deliver tailored solutions to our clients.

Our Services

At Mauro, CPA, we offer a wide range of services designed to help our clients achieve their financial goals. Our services are categorized into three main areas: CPA Services, Financial Planning & Investment, and Insurance.

CPA Services

As a trusted accounting firm, we provide a variety of CPA services, including financial statement preparation, tax planning and preparation, and business consulting. Our experienced team of CPAs has extensive knowledge of small business, tax law, estate planning, and the insurance, health, long-term care, mortgage, and debt industries. Our clients have access to this body of knowledge every day, and we take the time to understand their unique needs and provide personalized attention and guidance.

Financial Planning & Investment

Our Financial Life Planning process is designed to explore what gives our clients meaning and purpose, what moves, touches, and inspires them, and what will make them happy. It's an exploration of our clients' lives, and it makes life better. We also provide Behavioral Investment Advising, coaching our clients against poor investor behavior, and helping them make informed decisions to achieve their financial goals.

Insurance

Our team has extensive knowledge of insurance, including life insurance, disability insurance, health insurance, long-term care insurance, and more. We work closely with our clients to create personalized insurance solutions that meet their unique needs and help them achieve their financial goals.

What Our Clients Say

We recently polled our clients and asked them why they use our services. The top two answers were "You're Accessible" and "You Listen." At Mauro, CPA, we believe that being approachable and understanding our clients' needs is essential. We take the time to listen and provide personalized attention to help our clients achieve their financial goals.

About Us

Our team consists of experienced professionals who are passionate about helping our clients achieve their financial goals. Our partners, Mark J. Mauro and Maria Muth, are certified public accountants, financial life planners, and behavioral investment advisors. They are supported by a team of experienced professionals, including certified public accountants, financial planners, insurance specialists, and administrative staff.

Get in Touch

If you're looking for a trusted accounting firm to help you achieve your financial goals, we're here to help. Contact us today to schedule a consultation and take the first step towards securing a brighter financial future.