The Best CPA Firms in Union County, NJ (2026): An Honest Local Comparison

Who wrote this — and why you should still trust it. This guide is published by ProAxis Tax & Accounting Services, a licensed CPA firm serving Union County. Yes, we include ourselves. Here is the deal we make with you: every firm below is real, independently established, and described from public sources — each firm’s own website and its public listings. We tell you who each firm is best for — including when that is not us. No firm paid to be listed. Judge us by the same criteria we apply to everyone else.

Union County runs from Elizabeth to Westfield to Summit. It holds hundreds of CPAs. Picking one is hard because most firms describe themselves the same way.

This guide takes a different approach. We compared established Union County firms by specialty, service model, and public track record. Then we matched each firm to the client it serves best.

A therapist in private practice, a landlord in Cranford, and a Summit family needing an audit do not need the same accountant. The right question is not “who is the best CPA in Union County?” It is “who is the best CPA for my situation?”

How we chose

• Specialty depth. Does the firm publish real expertise in a niche, or generic claims?
• Service model fit. Virtual or in-office. A monthly relationship or a once-a-year filing.
• Public track record. Google ratings and review counts, quoted as of August 5, 2026. These change — check current listings.
• Independence. We excluded national-firm branch offices and firms since absorbed into larger organizations.
• Union County presence. Every firm here serves Union County clients from a Union County office.

Quick comparison

*Ratings and counts from public Google listings, as of August 5, 2026. They change — always check the current listing.

1. Demian & Company, LLC — best for estate and trust work with IRS representation

Demian & Company works from North Avenue East in Cranford, with a second New Jersey office in East Brunswick. The practice was founded in 1995. The firm publicly describes itself as having grown from a small New Jersey practice into a nationwide CPA firm. It holds the largest public review footprint of any firm we found in Union County — 4.8 stars across 256 Google reviews as of August 5, 2026.

Publicly emphasized services include accounting, tax preparation, estate and trust planning, payroll, entity selection and restructuring, wealth management, and litigation services. The firm also publishes IRS representation and settlement work, and states that its staff serves clients in both English and Spanish.

Choose Demian if: you are handling an estate or trust, need bilingual service, or are carrying an unresolved IRS matter.

2. Rivero CPA, LLC — best for small business start-ups and QuickBooks support

Rivero CPA works from Central Avenue in Westfield. The founder publishes more than 25 years of experience, and the firm positions itself around small business clients.

Publicly emphasized services include tax returns, bookkeeping, business start-ups, QuickBooks consulting, IRS representation, and investment advisory. The firm is certified by the State of New Jersey as a Minority-owned and Women-owned Business Enterprise. It is listed in the NJCPA member marketplace.

Choose Rivero if: you are forming a business and want setup done properly, or your organization tracks supplier-diversity credentials.

3. Angelo & Associates, CPAs PC — best for therapists and professional practices

Angelo & Associates works from Brant Avenue in Clark and was founded in 1984. It publishes more than 40 years of practice, and it is the most clearly niched firm on this list.

Publicly emphasized focus areas include mental health professionals, physical therapists, attorneys, and dentists. Services include bookkeeping, tax planning and preparation, QuickBooks setup and support, incorporations, and new business advisory. It is listed in the NJCPA member marketplace.

Choose Angelo & Associates if: you run a private therapy, physical therapy, legal, or dental practice and want a firm that already knows the economics of your model.

4. ProAxis Tax & Accounting Services — best for an integrated virtual firm handling books, tax, and planning together

Our firm. See the disclosure at the top — judge us by the criteria. We placed ourselves here, not first, because the firms above hold Union County offices and we do not.

ProAxis is a licensed CPA firm (New Jersey and New York). It is built around one idea. Your bookkeeping, tax prep, and tax planning should live in one place, year-round.

The firm is 100% virtual with a secure client portal. It is based in Bergen County and serves Union County clients. We do not have a Union County office — that is the honest trade-off, and for some owners it matters.

Focus areas include NJ BAIT elections and multi-state filings, real estate investors, medical and dental practices, e-commerce sellers, and high-net-worth planning. ProAxis also publishes its bookkeeping pricing ranges openly. Most firms do not.

Credentials: AICPA and NJCPA member, Authorized IRS e-File Provider, IRS Tax Resolution Specialist, and Advanced Certified QuickBooks Online ProAdvisor.

Choose ProAxis if: you run a small-to-mid-size business or have complex personal taxes, and you want proactive quarterly planning instead of a once-a-year filing relationship. Look elsewhere if: you want a local office to walk into, or you need audited financial statements. See Tonelli, Sheedy & Co. below.

5. Lamela & Company, CPAs — best for entity returns across varied structures

Lamela & Company works from Westfield Avenue in Scotch Plains. The founder started the firm in 2017 after eleven years in larger public accounting firms.

Publicly emphasized services include individual, partnership, S-Corporation, C-Corporation, non-profit, and estate income tax returns. The firm also publishes accounting record maintenance, business profitability analysis, and consulting engagements.

Choose Lamela if: you hold several entity types and want one firm comfortable filing across all of them.

6. Weinstein & Spellman LLC — best for real estate accounting and outsourced CFO work

Weinstein & Spellman works from Commerce Drive in Cranford. It publishes a full-service tax, accounting, and business consulting practice.

Publicly emphasized services include:

• CPA-certified financial statements through compilations and reviews
• Specialized real estate accounting
• Outsourced CFO services, including cash flow and budgeting analysis
• Payroll and bookkeeping
• Individual and business tax preparation

Choose Weinstein & Spellman if: you own rental or commercial property, or you want CFO-level financial oversight without a full-time hire.

7. Tonelli, Sheedy & Co., LLC — best for compilations, reviews, and audits

Tonelli, Sheedy & Co. works from Union Place in Summit. The firm is managed by two named principals, which is worth knowing if you want partner-level attention.

Publicly emphasized services span three levels of assurance — compilations, reviews, and audits performed in accordance with generally accepted accounting principles. The firm also publishes individual Federal Form 1040 and NJ-1040 preparation for high-net-worth individuals and families, business accounting, and outsourced CFO and board advisory engagements.

Choose Tonelli, Sheedy if: a lender, investor, or franchisor requires a specific level of assurance on your financial statements.

How to actually decide

Specialties and ratings narrow the list. The final call comes from questions.

Ask each firm: Who will actually work on my account? What is included monthly, and what is billed extra? How do you handle NJ BAIT and multi-state filing?

We published a full vetting framework in How to Choose a CPA in Bergen County NJ: 7 Questions. The questions apply anywhere in New Jersey. Comparing nearby counties? See our guides to the best CPA firms in Essex County, the best CPA firms in Morris County, and the best CPA firms in Bergen County. Looking statewide instead? See the best NJ CPA firms for small and mid-size companies. Comparing service models rather than firms? See our service comparison hub.

Frequently asked questions

Who is the best CPA in Union County, NJ?

There is no single best CPA — it depends on what you need. For therapists, physical therapists, and other professional practices, Angelo & Associates in Clark has focused there for decades. For audits and assurance levels, Tonelli, Sheedy & Co. in Summit publishes compilation, review, and audit work. For an integrated virtual firm handling books, tax, and planning together, ProAxis Tax & Accounting Services is a strong fit. It holds no Union County office, though. Match the firm’s specialty to your situation. Disclosure: this guide is published by ProAxis, and the comparison criteria are stated openly on this page.

How much does a CPA cost in Union County NJ?

Fees vary by service and complexity. Individual returns typically run $400–$1,200. Business returns (S-Corp, LLC, partnership) typically run $800–$3,000+. Monthly bookkeeping typically ranges from $300–$500 for a solo operator up to $1,800–$4,000+ for multi-entity businesses. These are typical published ranges, not an offer — final fees are scoped during an engagement. Prefer firms that quote fixed fees in writing.

Which Union County towns have the most CPA firms?

Westfield and Cranford hold the densest concentration of independent CPA firms in Union County. Summit supports a smaller cluster oriented toward high-net-worth individuals and business owners. Scotch Plains, Clark, and Linden are served largely by owner-led practices. Firm density is not a quality signal — match specialty to your situation instead.

What is the difference between a compilation, a review, and an audit?

The three are levels of assurance a CPA can provide on financial statements. A compilation presents management’s figures in proper format with no assurance. A review applies analytical procedures and inquiry, and provides limited assurance. An audit is the highest level and provides reasonable assurance through testing and verification. Lenders and investors usually specify which level they require, so ask before you engage.

How do I verify a Union County CPA is actually licensed?

Search the CPA’s name in the New Jersey license verification system at newjersey.mylicense.com/verification/ or at CPAverify.org. For New York licenses, use op.nysed.gov/verification-search. Also check the IRS Directory of Federal Tax Return Preparers at irs.treasury.gov/rpo for credentialed preparers. A firm should also appear in the IRS Authorized e-File Provider directory.

---

This guide is general information, not tax, legal, or investment advice, and does not create a CPA-client relationship. All third-party firm information comes from public sources — firm websites and public listings — as of August 5, 2026, and may change. We are not affiliated with, and received no compensation from, any firm listed. All trademarks and firm names belong to their owners. Ratings shown are from public Google listings on the date noted. Verify any firm’s license at CPAverify.org or through the New Jersey Division of Consumer Affairs.