Who We Are
Manzi & Associates L.L.C. was organized in Essex County, Massachusetts, in 1974. Currently, our main office is located at 855 Turnpike Street, North Andover, Massachusetts. We have been fortunate enough to establish ourselves in the New England area and continue our efforts to develop our practice.
The Firm is a Limited Liability Company (LLC) engaged in the general practice of public accounting. The practice includes accounting and auditing services, tax planning and preparation, management advisory services and computer consulting. Our diverse client base includes Taft Hartley, health and welfare funds, pension funds, savings & annuity funds, all types of retirement plans, legal funds, all types of nonprofit organizations, commercial business, professional firms, industrial firms, and individuals. We specialize in this area and a significant portion of our client base is comprised of these types of plans.
Manzi & Associates L.L.C. is an integrated company which exercises specific quality control procedures and also members of the Massachusetts Society for CPA's and American Institute of Certified Public Accountants. We are licensed to practice in the states of Connecticut, Maine, Massachusetts, New Hampshire, Rhode Island and Vermont. We are also members of the Labor Guild Archdiocese of Boston, The International Foundation of Employee Benefit Plans, New England Benefits Council and The Massachusetts Coalition of Taft-Hartley Funds, Inc. Most importantly, our Firm is a member of the AICPA Employee Benefit Audit Quality Center. This specialty membership generates many important benefit tools to serve you.
The Partners of the Firm are an integral part of the audit team. They are not only involved in supervising staff but are directly involved in planning the audit, reviewing internal controls, designing audit procedures, meeting with client management, and developing reports and government returns and conducting the actual audit. We believe this level of involvement is necessary to provide our clients with personal attention and to effectively respond to their requests and needs.
The Firm of Manzi & Associates L.L.C. has expanded in size and diversity in order to provide our clients with the highest quality accounting services including auditing, financial statement presentation, planning and consulting. We are committed to remaining current with the rapidly-changing needs of our clients. ERISA and nonprofit organizations are subject to complex and specialized accounting, financial reporting, auditing, compliance testing, tax, and legal requirements. Auditor expertise is a critical service as several federal and state agencies scrutinize the annual reports filed. Manzi & Associates L.L.C. is well versed in the auditing of Taft-Hartley ERISA employee benefit and nonprofit organizations.
Our team of professionals are specially trained to provide high quality services to employee benefit plans, labor and member organizations, nonprofit entities, corporations and individuals. Members of the firm are required in accordance with firm quality control procedures, to maintain a minimum of forty hours annually of continuing professional education in the area of ERISA employee benefit and nonprofit auditing and accounting.
Jeanne M. Mickel, CPA
Theresa L. Hussey, CPA
Edward C. Manzi, CPA MST