About Us

Firm Profile

At Bertolo & Warshaw Group, you will benefit from the firm’s history and experience, which spans more than 20 years, helping businesses and individuals succeed – – from startups to established businesses that have been operating for decades, to individuals with out of the ordinary tax planning and preparation needs.

We can help you manage the financial end of your business from bookkeeping to tax planning and preparation. Each of our clients receive individualized and customized advice because no one situation is the same. Our commitment to our clients and our experience allows us to deliver the personal attention and expert analysis that your situation deserves.

  • Originally established by Philip Bertolo in 2001 as Bertolo & Company, LLC, we have more than two decades of experience as a boutique CPA firm working with small businesses and individuals to design solutions for their tax and accounting needs.
  • Re-branded to Bertolo & Warshaw Group, LLC in 2021 to welcome new partners, Allison Warshaw Shearman and Bethany Warshaw Kramer.
  • Our team prides itself on the level of customer satisfaction we bring to our clients. For all our clients, our goal is to form a long-standing professional relationship.
  • We currently work with 1100 individual clients, over 100 business clients and 110 estates/trusts in the New York/New Jersey Tristate area, as well as clients based around the globe.
  • Conveniently located in downtown Madison, we pride ourselves on serving our local community through initiatives such as serving on the Madison Area YMCA Board of Directors, supporting and advising local charities, and sponsoring arts programs and local athletic teams.