Roger Cullari is a noted accounting professional with more than 40 years' experience. His areas of expertise cover taxation, including personal, business, estate and trust; auditing, with an emphasis on non-profits, private schools for students with disabilities and forensic accounting.
Additionally, Roger has extensive experience with purchases, sales, and mergers of businesses and business valuations; mediating shareholder disputes; development of shareholder agreements and financing.
Roger is a certified public accountant, a licensed school accountant and certified in financial forensics. He is a member of numerous professional societies, has lectured on tax and auditing matters and has testified as an expert witness in both state and federal court.
_____________________________________________________________
John D. Carrico II has extensive experience in a wide array of accounting , auditing, management consulting and tax services for a diverse client base, including national and international non-profit organizations, small businesses and healthcare entities. John has also assisted several clients navigating through the challenges of a start-up organization.
A 1976 graduate of the University of Notre Dame, John served on the audit staff of Touche Ross, one of the original "Big 8" accounting firms before joining Carrico Associates where he was managing partner.
John serves on the boards of several local non-profit organizations and is a member of the AICPA and New Jersey Society of Certified Public Accountants.
______________________________________________________
Jay Soojian brings deep experience in various practice areas as his career has spanned more than three decades. He specializes in the area of taxation with a strong emphasis on estate and trust taxation.
Jay's clients range from individuals and partnerships to closely held corporations, each with varying degrees of complexity. He also has a wide range of clients in the field of residential and commercial real estate.
A 1979 graduate of Rutgers University with a B.A. in accounting, Jay is a Tax Section member of the American Institute of Certified Public Accountants as well as a member of the New Jersey Society of Certified Public Accountants. He also serves on the advisory board of Lakeland Bank.
