Integrated Tax, Legal, Financial & Business Planning Solutions.
Let our in-house Certified Public Accountants, Enrolled Agents,
Certified Financial Planners ®, Estate Planning Attorneys & Tax Lawyers, Investment Advisors, and Insurance
Agents partner with you through life's opportunities & challenges.
“The future depends on what you do today”
-Mahatma Gandhi
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can be of assistance.
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listings and become a part of an amazing team.
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Recent Posts
Probate vs. Non-Probate Assets: A Beginner’s Guide
When you start dipping your toes into estate planning, one of the first things you’ll ...
The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreHow Tariff Policies Could Shape the Economy and Your Portfolio
The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...
The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreTax Season Is Here: Are Your Witholdings on Track?
Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...
The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreRed Business Team
Jim Colitsas, CPA
Partner & Accountant
As an active member of his community Jim as enjoyed working with a variety of charities over the years and is currently on the board for Trinity Counseling Services, Project Freedom and Diversity Discovered.
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TOM COLITSAS
Founding Partner & Accounting Advisor
Tom has over 45 years of business experience. But, at the core of it all, Tom is a businessman and an entrepreneur. Tom services clients in a variety of industries but is a true expert in the areas of franchises and corporate workouts. In fact, he is often called upon as a resource by other professionals, both inside and outside the firm, in these areas.
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Nancy Crowe, CPA
Partner & Lead Accountant
Nancy graduated from Merrimack College with a BS in Accounting and has her MBA from Monmouth University. She is a member of the NJ Society of Public Accountants and the American Institute of Certified Public Accountants.
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Kelly DiTosto, CPA
Senior Accountant
Kelly received her Bachelor of Science in Accounting from Villanova University. She is a member in good standing with the Pennsylvania Society of Certified Public Accountants and the American Institute of Certified Public Accountants.
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Pravalika Vangapally, CPA
Staff Accountant
Pravalika Vangapally is a highly skilled Certified Public Accountant (CPA) with a robust background in financial reporting, tax, and auditing. Her diverse experience spans across both the U.S. and India, having worked with prominent public accounting firms in Pennsylvania and New Jersey, as well as with renowned Chartered Accountant firms in India.
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JUDY ZHANG
Staff Accountant
Currently Judy is sitting for the CPA exam. At Princeton Financial Group, Judy is involved in a variety of client services, including accounting, financial reporting, and business and individual taxes.
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Heidi Brim
Senior Accountant
Heidi’s focus and willingness to take on a variety of challenges makes her an expert in both individual and small business taxes. Heidi is a QuickBook Pro Advisor and has her Masters in Accounting.
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Linda Citara
Franchise Support & Bookkeeping Support
Linda’s past work experience includes a licensed Real Estate agent, a receptionist and a variety of other small jobs. Her most rewarding accomplishment has been raising her two now grown children. She resides in Bucks County, PA.
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Siobhan Kinealy, Esq
Trusts & Estate Planning Attorney
Siobhan Kinealy is a highly skilled attorney specializing in Trusts and Estates law. Born in Ireland and growing up in Liverpool, Siobhan has a career that has spanned both sides of the Atlantic and across corporate sectors. She has a BA History (UK), an LLB Law (UK) and a JD from Rutgers- Newark. She is an active member of the Irish American Community and was awarded the Irish Echo 40 Under 40 in 2022 in recognition for her professional and personal achievements. In 2023, Siobhan joined the prestigious list of Super Lawyers Rising Stars.
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BRYAN KATZ CFP®, CHFC®, CLU®, CASL®, RICP®
Senior Financial Advisor
As a CERTIFIED FINANCIAL PLANNER™ Bryan specializes in retirement planning, investment management and insurance planning. He utilizes a comprehensive planning approach working closely with his clients in designing a financial plan individualized to their specific goals while leveraging his Wall Street experience in helping them accumulate wealth. Bryan sits on the Board of the Ronald McDonald House.
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Neel Shah, Esq., CEPA, CFP®
Partner, Attorney & Financial Advisor
For the past 25 years, Neel Shah Esq, CEPA, CFP® has been dedicated to helping clients navigate all aspects of wealth, estate, and tax planning. His mission is to protect and grow his clients’ wealth through strategic and personalized legal, tax & financial solutions. Neel oversees both the lifetime & the legacy financial well-being of individuals, families, and businesses. In addition to his role as a wealth advisor, he is a seasoned attorney specializing in estate planning, business law, and tax law, bringing a comprehensive approach to wealth preservation and legal strategy.
Visit my pageSchedule your free Exploratory phone call
Click here to see how we
can be of assistance.
Careers/Open Positions
Explore all available job
listings and become a part of an amazing team.
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
Probate vs. Non-Probate Assets: A Beginner’s Guide
When you start dipping your toes into estate planning, one of the first things you’ll ...
The post Probate vs. Non-Probate Assets: A Beginner’s Guide first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreHow Tariff Policies Could Shape the Economy and Your Portfolio
The buzz around tariff policies has been inescapable lately, with the Trump administration doubling down on its campaign promises to ...
The post How Tariff Policies Could Shape the Economy and Your Portfolio first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See moreTax Season Is Here: Are Your Witholdings on Track?
Tax season is in full swing, and with it comes the moment of truth: Are your withholdings hitting the mark? Whether you’re ...
The post Tax Season Is Here: Are Your Witholdings on Track? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.
See more
