Welcome to Our Online Office

Since 1988, I have been working with individuals and small to medium-sized businesses. My sole purpose is to provide my clients with highly personalized tax, accounting, and financial advice. By providing the best service possible at affordable fees, I have formed countless rewarding business relationships throughout the North Country area and have helped my clients grow. In fact, almost all of my new business comes from client referrals. Take a look at my list of services on this website and give me a call today.

Member : AccountantsWorld, NATP, National Society of Accountants

Securities offered through Cadaret, Grant & Co. Inc. Member FINRA/SIPC Financial Tally & Cadaret, Grant are separate entities. Office of Supervisory Jurisdiction : 45 Morgan Dr. Wantage, NJ 07461 (973) 875-5052

IMPORTANT NOTE: Lori A. Mercaldi is a registered representative with the following registrations 7 and 63, and can transact business with clients in NY and VT. Lori A. Mercaldi is also an investment adviser representative licensed in NY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and Lori A. Mercaldi can only conduct business in states where Lori A. Mercaldi is registered to conduct business. Any communication with a prospective client shall be conducted by Lori A. Mercaldi only if she is registered in the state where the prospective client resides.