J.R. Lupo CPA
About
We pride ourselves on keeping three main promises – saving you the most money possible, maximizing your growth and always being accessible to you. We’ve built our practice one client at a time, and without exception, our clients are the most valued partners in our business – because after all, your success is our success.
The client relationships. Our business is the foundation of personal finance for individuals as well as the accounting and checks and balances for any business. We form a close relationship with our clients and they rely on us to make sure their finances, accounting and taxes are always in order and in the best shape possible.
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Frequently asked questions
What is your typical process for working with a new customer?
We work with clients in our office, over the phone as well as online. Our firm has made a concerted effort to accodomate our clients in ways that require the least amount of effort from them.
What education and/or training do you have that relates to your work?
CPA
Over 30 years of experience
What types of customers have you worked with?
We work with many types of clients, both business and individual, of all sizes.
What advice would you give a customer looking to hire a pro in your area of expertise?
Find a firm or professional that you connect with on an individual level. Finances are extremely personal as well as important, they require care and effort from someone who doesn't look at you as just another client, but a partner. Someone you don't have to track down, wait for a call back, an advisor that is always available and ready to help when you need them.