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We make every dollar work harder for your future.

We handle your tax preparation, develop strategic plans, keep your books precise, and deliver CFO-level guidanceso your business grows strong, your profits run deep, and you build the wealth and legacy you deserve.

Welcome to Filmore and Company!

A Boutique Tax Firm — Customized Care for Complex Finances

 

Are you ready to take your business to new heights of financial success? 

Look no further than Filmore and Company—your dedicated partner for taking your business further than you ever imagined. 

With a comprehensive approach that blends proactive tax preparation, strategic tax planning, high-touch bookkeeping, and CFO consulting, Filmore and Company creates a robust financial foundation tailored to your unique needs.

 


 

Seamless Financial Synergy for Optimal Efficiency 

At Filmore and Company, efficiency and accuracy are at the heart of everything we do. 

You'll gain a seamless, integrated system that streamlines operations and frees up your time. 

Say goodbye to disconnected processes and welcome a smooth, holistic financial experience that helps you stay focused on growth.

We take a proactive approach, designing tailored tax strategies to minimize liabilities, maximize deductions, and help you stay ahead of changing tax laws–all with dedicated, year-round support.

 


 

Strategic Vision for Informed Decision-Making 

Numbers alone don’t drive success—strategy does. 

Our boutique firm brings more than just financial analysis to the table. We offer clear strategic vision and foresight to help you make confident, informed decisions at every turn. 

Strong financial foundations are essential for sustainable growth. High-touch bookkeeping keeps your financial records accurate, up-to-date, and organized, so you can stay focused on what you do best. 

Navigating tax complexities shouldn’t drain your time or energy. Rest easy knowing your books are in expert hands.  

  


   

Tailored Solutions for Your Unique Business 

No two businesses are alike—and neither is our approach. 

Filmore and Company’s services are fully customizable, designed to fit your specific needs whether you’re a startup, small business, or growing enterprise. 

Financial success isn’t just a goal here. It’s our unwavering mission.

Your business deserves your full attention.

We handle the details behind the scenes, so you can concentrate on driving innovation, serving clients, and scaling with confidence.

 


 

Unlock the Full Potential of Your Small Business 

Partner with Filmore and Company and experience the difference a dedicated financial partner makes. 

Come as you are with your questions, your vision, even your mess.

Leave with a plan and a partner who sees your whole story—far beyond the line items.

Let’s embark on this journey together.

 

BOOK YOUR CONSULT

Tax Preparation & Strategic Planning 

Smart, stress-free tax preparation paired with proactive planning and strategies to keep more of what you earn...all year long.

Key Services:

  • Tax Preparation Assistance
  • Quarterly Tax Strategy Implementation
  • Compliance Monitoring & Filing Deadlines
  • IRS & State Correspondence Support
  • Tax-Ready Books & Records
  • Annual Tax Planning Review

 High-Touch, Executive Bookkeeping

Detailed, reliable bookkeeping with personalized attention, so your numbers stay clear, organized, and audit-ready.

Key Services:

  • Onboarding & Set-up
  • Expense Tracking & Bank Reconciliation
  • Financial Reporting (P&L, Balance Sheet, Cash Flow)
  • Tax-Ready Books & Documents
  • Permanent Audit-Proof Trail
  • Catch-up & Cleanup Systems

CFO Consulting

Strategic financial guidance for growing businesses—from cash flow to risk management, you’ll know your numbers and protect your profit.

Key Services:

  • Profit Control
  • Financial Strategy & Business Planning
  • Financial Analysis & Reporting
  • Risk Management & Asset Protection
  • Budgeting & Forecasting
  • Cash Flow Management

Hello, I'm Denise Marie

...the Founder of Filmore and Company & Proud Number Nerd. 

 

Days on Wall Street

In the heart of New York City, amidst the towering buildings and bustling streets, my story began on Wall Street, within the esteemed halls of Citibank, where I first delved into the world of corporate accounting.

Within those walls, I honed my skills and witnessed the intricate dance of numbers, charts, and financial transactions that fueled the global economy.

As the days turned into years, I had the privilege of collaborating with major New York City firms, each with its unique specialty. From Public Relations agencies that crafted compelling narratives, to Intellectual Property Law firms that safeguarded ideas, to the ever-evolving realm of Technology where innovation thrived.

I absorbed the diverse lessons and wisdom each world had to offer. 

 A Seasoned Expert

With over 37 years of hands-on experience in accounting, bookkeeping, tax preparation, and CFO-level guidance, I’ve navigated the complexities of the Internal Revenue Code and financial strategy for clients from all walks of life—ensuring compliance, protecting profits, and uncovering opportunities others might overlook.

 


 

A Creative Spirit and Health Enthusiast

Beyond my professional work, I’m a fine artist and poet–bringing curiosity, imagination, and a fresh perspective to everything I do.

A devoted green smoothie lover and wellness enthusiast, I believe a healthy life is the soil where good ideas grow.

And when I’m not deep in research, painting, or dreaming up new ventures, you’ll find me savoring a Marvel, Star Wars, or Disney marathon — embracing stories that remind us all to stay inspired and keep imagining.

 


 

Today’s Focus

My team and I weave the financial threads together.

At Filmore and Company LLC we serve non-profits, partnerships, corporations, real estate investors, and cross-border clients with clear tax strategy, meticulous CFO-level bookkeeping, and the kind of candid, caring guidance that helps people build businesses they can keep, grow, or gracefully pass on.

My purpose is to help my clients move from tax stress to tax strategy, from loose books to clarity, from questions to confidence, so they can live with more freedom and more room to dream...bigger.

BOOK YOUR CONSULT

We’d love to hear from you.

At Filmore and Company, we believe in clear, open communication.

Whether you have a question about our services, want to book a consultation, or need support—we’re here to help.

 

Get in touch with us directly:

📧 Email: [email protected]

📞 Phone: (631) 831-8338

Contact Us

Simply fill out the form, and we’ll respond within 1–2 business days.

We respect your privacy. Your personal information will only be used to respond to your inquiry and provide our services. We never share your information with third parties. For more details, please read our Privacy Policy.

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