Insights

Clientele Focus Target high net worth individuals and medical professionals with comprehensive tax planning and wealth management services, leveraging the firm’s 30 years of experience and physician specialization to cross-sell investment management and payroll solutions.

Legacy Assurance Position the father-son leadership model as a continuity and reliability differentiator to prospective clients seeking long-term financial planning and ongoing CPA support across generations.

Global Access Capitalize on the global client base by offering international tax planning and multi-jurisdiction wealth management services, expanding advisory offerings beyond local Monmouth County and NYC boundaries.

Digital Readiness Leverage the current tech stack (AWS, WordPress, Google Workspace, analytics) to upsell modern advisory capabilities, client portals, and digital onboarding for scalable growth and improved client experience.

Growth Signals Use the existing revenue size and niche expertise to pursue strategic partnerships or referral networks with medical associations, hospitals, and physician groups to accelerate client acquisition.

Similar companies to Mezzasalma Advisors

Mezzasalma Advisors Tech Stack

Mezzasalma Advisors uses 8 technology products and services including Amazon Web Services, WordPress, Google Workspace, and more. Explore Mezzasalma Advisors's tech stack below.

  • Cloud Hosting
  • Content Management System
  • Choices
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • Google Analytics
    Web Analytics
  • Contact Form 7
    Web Platform Extensions

Mezzasalma Advisors's Email Address Formats

Mezzasalma Advisors uses at least 2 email formats:
Mezzasalma Advisors Email FormatsExamplePercentage
First@mezzcpa.comJohn@mezzcpa.com
71%
Last@mezzcpa.comDoe@mezzcpa.com
29%

Frequently Asked Questions

What is Mezzasalma Advisors's phone number?

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You can contact Mezzasalma Advisors's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mezzasalma Advisors's official website and social media links?

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Mezzasalma Advisors's official website is mezzcpa.com and has social profiles on LinkedIn.

How much revenue does Mezzasalma Advisors generate?

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As of September 2026, Mezzasalma Advisors's annual revenue is estimated to be $10M - $25M.

What is Mezzasalma Advisors's SIC code and NAICS code?

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Mezzasalma Advisors's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Mezzasalma Advisors have currently?

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As of September 2026, Mezzasalma Advisors has approximately 9 employees across 1 continents, including North America. Key team members include Vice President Of Portfolio Management: G. S. and Office Manager: P. W. Explore Mezzasalma Advisors's employee directory with LeadIQ.

What industry does Mezzasalma Advisors belong to?

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Mezzasalma Advisors operates in the Accounting industry.

What technology does Mezzasalma Advisors use?

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Mezzasalma Advisors's tech stack includes Amazon Web Services, WordPress, Google Workspace, Choices, Google Tag Manager, Bootstrap, Google Analytics and Contact Form 7.

What is Mezzasalma Advisors's email format?

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Mezzasalma Advisors's email format typically follows the pattern of First@mezzcpa.com. Find more Mezzasalma Advisors email formats with LeadIQ.

When was Mezzasalma Advisors founded?

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Mezzasalma Advisors was founded in 1984.
Mezzasalma Advisors logo

Mezzasalma Advisors

AccountingNew Jersey, United States2-10 Employees

Mezzasalma Advisors is a small accounting practice based in Monmouth County, New Jersey, with services extending to New York City. It provides tax planning and filing, general accounting, wealth management and asset management, and payroll services for physicians, the self-employed, and other high-net-worth individuals worldwide.

The firm is led by a father-and-son team, bringing six decades of combined experience to the practice, which supports continuity for clients across generations. It has built long-standing client relationships, with many remaining since the firm began nearly thirty years ago. Beyond tax work, the firm offers year-round advisory support to help clients assess their overall financial picture.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1984
Employees
2-10

Section iconFunding & Financials

  • $10M - $25M

    Mezzasalma Advisors's revenue is estimated to be in the range of $10M - $25M

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