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Recent Posts
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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How to Align Your Personal and Business Finances for Maximum Efficiency

Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal ...

The post How to Align Your Personal and Business Finances for Maximum Efficiency first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

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Our Team

Jim Colitsas, CPA

Leadership Team
Partner & Accountant
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Neel Shah, Esq., CEPA, CFP®

Leadership Team
Partner, Attorney & Financial Advisor
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Linda Farinola, CFA, CFP®, EA

Leadership Team
Partner, Financial Planner & Tax Accountant
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Tom Colitsas

Founding Partner & Accounting Advisor
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Joyce Morrison

Partner & Lead Accountant
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Nancy Crowe, CPA

Partner & Lead Accountant
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Kyle Argent

Staff Accountant
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Heidi Brim

Senior Accountant
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Lilian Carey

Estate Planning Paralegal
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YAN CHEN

Staff Accountant
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Linda Citara

Franchise Support & Bookkeeping Support
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CAROL COLLINS

Franchise Support & Bookkeeping Support
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CHRISTINE DEVINOFF

Staff Accountant
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Kelly DiTosto, CPA

Senior Accountant
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BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®

Senior Financial Advisor
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Jill Katz

Financial Advisory Client Service & Marketing
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Siobhan Kinealy, Esq

Trusts & Estate Planning Attorney
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Joanne Kuczynski

Client Liaison
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Kurt Liverpool

Staff Accountant
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Ron McIntire

Associate Wealth Advisor
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Kris Michalski

Receptionist & Administrative Support
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Phillip Mosca, CPA

Senior Accountant
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Julie Motz

Onboarding Specialist & Asset Alignment Assistant
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Kelley Mulrine

Internal Accountant
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Loveprit Rambhajan

Staff Accountant
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Ray Rasco

Digital Assistant & Social Media Coordinator
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Ron Rasco

Web developer
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Cari Shapiro, CPA

Senior Accountant
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Lisa Temple

Staff Accountant
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Pravalika Vangapally, CPA

Staff Accountant
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Jennifer Vivier

Receptionist & Administrative Support
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Nakirah Walker

Staff Accountant
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Valerie Zaffuto

Financial Services Administrator & Advisor Assistant
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JUDY ZHANG

Staff Accountant
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Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting Invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success

The entrepreneurial exit is often painted as a fairy-tale ending—years of sacrifice crowned with a big check and endless freedom. Yet, the Yale School of ...

The post Avoiding the Post-Exit Pitfalls: A Holistic Approach to Entrepreneurial Success first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
Creating an Integrated Plan for Generational Wealth Transfer

Planning for the future means more than just saving for retirement—it involves creating a strategy ...

The post Creating an Integrated Plan for Generational Wealth Transfer first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
How to Align Your Personal and Business Finances for Maximum Efficiency

Running a business means juggling many responsibilities—especially when it comes to money. Aligning your personal ...

The post How to Align Your Personal and Business Finances for Maximum Efficiency first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more