Long, Colgary & Co., LLC : Our Team

MEET OUR TEAM!

We are knowledgeable, we are professional, we are friendly, and we are committed to you.

PARTNER PROFILES

Adam S. Long, CPA

Adam is a certified public accountant who is licensed in New Jersey and New York. He is a small business specialist who provides accounting and consulting services to privately held companies in the service sector as well as manufacturers, retailers, wholesalers, real estate professionals, and sales & marketing professionals. Adam is an expert when it comes to selecting the best form of business ownership and assisting clients in planning their personal financial affairs to minimize income, estate, and gift taxes.

Adam's goal is to provide his clients with the tools needed to increase and protect their personal wealth and grow their businesses. He does this by mixing accounting, tax, and computer applications.

The people who know Adam well would agree that he is highly organized, time sensitive, and detail-oriented. That's only part of why Long, Colgary & Co. clients know they will always receive fast, friendly, and accurate service.

Adam is an active member of the New Jersey State Society of CPA's and the National Society of Accountants.

It is Adam's intention to continually be on the leading edge of information technology in order to provide practical solutions to individuals and businesses. He believes it is imperative that accountants keep current with the computer and software industries to provide quality service to clients.

You can contact Adam at adam@longcolgary.com.

Jonathan Colgary, CPA, MBA

Jonathan specializes in accounting, auditing, and tax services for individuals and small and medium sized businesses in non-profit, professional services, manufacturing, and other industries.

Jonathan has extensive experience in compilations, reviews, and audits, including those performed in accordance with government auditing standards and New Jersey OMB Circular 15-08. Jonathan works closely with clients on tax matters and planning issues for both businesses and individuals. His experience includes preparation of corporate, partnership, personal, and estate tax returns. Jonathan has also participated as a team member in peer review engagements of other CPA firms.

Prior to joining Long, Colgary & Co. LLC, Jonathan spent 16 years in public accounting at two regional firms in New Jersey working in both auditing and tax. He graduated from Fordham University with both a Bachelors of Science degree in Accounting in 1999 and a Masters of Business Administration degree in Management in 2000. He is a licensed CPA in the State of New Jersey, and is a member of the New Jersey Society of Certified Public Accountants.

You can contact Jon at jon@longcolgary.com.

ACCOUNTING SPECIALISTS

Our team of accounting specialists is experienced in all the facets of tax and accounting needed for both individual and business clients. Our collective experience in all types of industries makes us a well-rounded resource for any question you have or any advice needed. We are dedicated to staying current with all tax law changes and maximizing opportunities for tax savings, while simultaneously providing you with friendly and personal service that breaks down the accounting lingo and makes the tax laws that affect you/your business understandable and relatable. We believe that just because taxes can be intimidating does not mean that your accountants need to be. We look for every opportunity to show you that our clients are our main priority. You can reach any member of our team of Accounting Specialists at:

Carr Fitzpatrick – carr@longcolgary.com

Diane Pinto – diane@longcolgary.com

Gus Schlaier - gus@longcolgary.com

Kathleen Devine, CPA – kathleen@longcolgary.com

Michelle Martinez – michelle@longcolgary.com

Mina Finnedt, CPA – mina@longcolgary.com

Nina Colgary – nina@longcolgary.com

ACCOUNTING ADMINISTRATORS

Our team of accounting administrators is dedicated to providing you with information and documentation in a precise and clear manner that is easy for you to understand. They are also available to help walk you through any questions you may have, including reviewing instructions, filing returns, making payments, or providing copies of tax returns or any other documentation needed. And with our firmwide commitment to both technology and security, this also allows files and sensitive information to be sent to you securely and quickly so that you know that your privacy, time, and satisfaction are always our main focus. You can reach any member of our team of Accounting Administrators at:

Angela D’Ovidio – angela@longcolgary.com

This Web site is made available as a service to our clients and others for informational purposes only. These materials and information should not be considered as, or a substitute for, accounting, tax or financial advice. While it is hoped the materials provided here are helpful as background material, it is not warranted either expressly or implied as accurate or complete. You should refrain in taking any action based upon the information provided here until you have received proper counsel.

In addition, you understand that any links to any other web site or services does not constitute endorsement of or warranty of any service, product or information provided on their site(s). These links are provided for convenience only.

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