Our Services

We offer comprehensive financial services to individuals, businesses of all sizes, and other organizations. Each client benefits from the collective knowledge, experience, and expertise of our entire team.

Calendar with Tax Day circled on the 15th
Federal & State ReturnsPrepared and filed on time
For individuals

Individual tax preparation, planning and tax problems

From your yearly return to questions that come up during the year, we give each client close personal and professional attention.

Tax Preparation

Individual tax preparation, strategic tax planning, and resolution of tax-related issues

Tax Planning

Proactive tax planning to minimize surprises and ensure a smoother tax filing process.

Tax Issue Resolution

Assistance with IRS and state tax notices, correspondence, and resolution of tax related issues.

Past-Due Returns

Preparation and filing of prior-year returns you haven’t filed yet, so you can get caught up with the IRS and the state.

Services for Businesses

Maintain accurate, up-to-date financial records so you always have a clear picture of your business’s financial health.

Small Business Bookkeeping

Accurate, up-to-date books so you always know where your business stands.

Business Tax Preparation

Accurate preparation and timely filing of business tax returns. Helping you establish a strong financial foundation for your new business from the very start.

Business Sales Tax Filing

Timely and accurate sales tax filings help keep your business compliant with state and local requirements.

Part-Time CFO Services

Expert financial guidance, reporting, and strategic planning without the expense of a full-time CFO.

Past-Due Returns

Filing outstanding business tax returns from previous years and getting your business back on track with tax compliance.

QuickBooks Set Up and Training

Customized QuickBooks setup and hands-on training to help you manage your business finances with confidence.

Already a client?

Log in to your secure client portal to upload documents, sign forms and get your finished returns.

(732) 449-9600

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