Clare E. Wherley and Patricia Daquila Selected as 2014 Five Star Certified Public Accountants
New Providence, NJ (January, 2014) - Clare E. Wherley, CPA, CFP®, CEO and Patricia Daquila, CPA, Senior Tax Advisor were selected as 2014 Five Star Certified Public Accountants. The Five Star program is the largest and most widely published financial services award program in North America, covering more than 40 major markets. The list of Five Star Certified Public Accountants for New Jersey was published in the January issue of New Jersey Monthly magazine and on fivestarprofessional.com.
Five Star Certified Public Accountants do not pay a fee to be included in the research or the final list of Five Star Certified Public Accountants. Award candidates are evaluated against ten objective eligibility and evaluation criteria that are associated with professionals who provide quality services to their clients.
Lassus Wherley was founded in 1985 by Diahann W. Lassus, CFP®, CPA/PFS and Clare E. Wherley, CPA, CFP®. We have two offices to serve our clients, one in New Providence, NJ, and the other in Bonita Springs, FL. Lassus Wherley is a Fee-Only wealth management firm with expertise in financial planning, investment management, tax preparation, trust services, and family office support. We work with individuals, couples, families, pension and profit sharing plans, trusts, estates, charitable organizations, corporations and other business entities. Using a team approach that we have developed over more than 25 years, we have helped hundreds of clients build secure financial futures and achieve peace of mind. Lassus Wherley is a nationally certified Women's Business Enterprise by the Women's Business Enterprise National Council (WBENC) and a member of the National Association of Personal Financial Advisors (NAPFA), the nation's leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. The Lassus Wherley web site is www.lassuswherley.com.