Services

If you’re looking for a firm that will focus on your individual needs, and always treat you like a client who matters, look no further.  Our firm is large enough to offer a full range of professional services, but small enough to give you the individual attention that you deserve.

We will thoroughly and conscientiously study your personal situation, and tailor our advice to your specific needs.

TAX PREPARATION & PLANNING

Effective tax preparation and planning can help you to minimize your future tax liability. We prepare individual and business tax returns. We provide guidance on record keeping and record retention to prepare you from possible audit by IRS examiners and State regulators. This means that it is to your advantage to keep records that support items shown on your tax returns until the period for that returns runs out.

We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. We will keep you abreast of latest federal, state and local tax legislation and other developments to ensure that you can better prepare, manage and identify new ways to mitigate the impact of these developments on your personal and business tax obligations.

In the unlikely event of an audit, or receipt of notices from the IRS and or State Tax Regulators, we will assist you, how to respond and or resolve the tax issues until its conclusion.

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IRS & State Audit Representation

An IRS and or State Audit can be an intimidating and complex process. If you or your business face an IRS or State audit, we can bring to bear years of experience in dealing with tax matters and IRS audit procedures to ensure that you are properly represented when dealing with the IRS and or State authorities.

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Bookkeeping Services

If your business does not currently have accounting staff or if your business is outgrowing its current bookkeeping system, we can provide comprehensive bookkeeping and write-up services to ensure the smooth operation of the financial side of your business.  As your business expands, we can provide input and planning assistance to make sure your accounting and financial systems keep pace with your business needs.

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Sales Tax Services

Sales and local tax authorities are looking to maximize sales tax collections. We can help you understand and manage your sales tax obligations and prepare sales tax returns in an efficient and timely manner.

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Payroll Services

Constantly changing federal, state and local laws and regulations make payroll management an ongoing challenge for business owners. Our payroll services professionals are well versed on these laws and regulations. We can proactively alert you to material changes that will affect your business and your employees while also keeping payroll running smoothly no matter how large your business and population income.

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Business Formation & Entity Selection

Your decisions to create your business entity – sole proprietorship, limited liability corporations (LLC), partnership, regular corporations, etc. – will have enormous financial and tax implications. It is critical that you make the right decision.  We can explain each choice and its implications to guide you make the right decision.  As your business grows, change and expands, the business entity created may need to be changed, and we can guide you make the right decisions based on your future plans.

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Financial Analysis

When a business is able to undertake strong financial analysis, it opens up new opportunities to improve management, planning and decision making. Financial analysis provides the numbers to support, reject or contemplate a course of action.  Prospective analysis can show how situations may evolve under various scenarios, providing a new dimension to decision making. We are ready to provide this type of financial analysis to support the continued prosperity of your business.

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Life and Business Insurance

We offer life insurance – as life insurance producers-  in the State of New Jersey. We also assist you in looking for appropriate type of business insurance policies to make your business regulatory compliant.

Call today to schedule an appointment!