We take a 360-degree view.

CGA examines all of your financial aspects, including life stage, family and business dynamics.
Read About Planning Services

Capture, Connect, Commit.

Hearing your stories helps CGA provide the most effective financial solutions.
Learn About Tax Planning

Going Beyond Traditional CPA Services.

CGA collaborates with the right strategic partners to devise creative solutions.
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You're Not Just a Client. You're a Partner.

At CGA, we value your time and trust. You can be confident we're looking out for your best interests.
Learn About Our Team

We’re Not Your Typical Accounting Firm

Censullo, Gupta & Associates works with you to pinpoint the tax, accounting, financial and business areas that need attention so that you can focus on your core business. We customize our services to fit your needs.

 

We make sure you understand what we're doing — and why.

We make sure you understand what we're doing — and why.

We never want you to just take our word. We put ourselves in your shoes.

We ask more questions than you're used to.

We ask more questions than you're used to.

Looking at your full financial picture and coordinating with the team prevents pitfalls in the future.

We work with the right partners for fresh insights.

We work with the right partners for fresh insights.

You may need financial help beyond accounting and taxes — and we've got the network to make it happen.

Services We Offer

CGA offers a one-stop shopping experience for our clients. Our team approach uses a “Platform Model," whereby we work with subject matter experts (SMEs) when needed, to build upon our expertise and guide you with your specific needs.

Accounting &
Tax Compliance

Tax Planning

Business Planning

Retirement Planning

Estate Planning

Exit Planning

Blog

May 15, 2026Cga

The Importance of Beneficiary Reviews

IRAs are different from other assets. Company plan assets and insurance policies also are governed by different rules, and they must be considered separately from other assets. They generally pass by contract, and not under the provisions of your will. The beneficiary form usually supersedes other documents, so planning and administering these documents are key, especially when the majority of your assets are held in these accounts. These forms should be reviewed annually, and designations should be confirmed with all custodians to make sure their records correctly represent your wishes. Mistakes with beneficiary forms can be key in administering your estate, and your loved ones may suffer severe consequences if these forms are not in order upon your death. Many times, disasters have arisen when beneficiary forms have not been updated for critical lifetime events, such as marriage and divorce.

May 15, 2026Cga

Understanding Trump Accounts

NYCPA Personal Financial Planning Presentation on Monday 05-18-2026 from 9:00 am to 9:50 am

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