Services

Taxes

Tax Returns

• Minimize Your Tax Payments
• Maximize Your Refund
• Individual Taxes
• Corporation Taxes
• Estate and Gift Tax

Audits

• Help/Represent Your Regarding Any Audit
• Individual (IRS or NJ)
• Federal and State
• Tax or Insurance
• Payroll
• Tax Planning
• Sales and Use Tax

Businesses

• Large and Small Businesses
• Bookkeeping
• Payroll/Sales Tax Quarterlies
• Quick Books Training
• Bank Reconciliation
• Financial Statements
• Trust Accounts
• Human Resources: Retirement, Benefits, and Business Planning

Formation of New Businesses

• Sole Proprietorship
• Partnership
• LLC (Limited Liability Co.)
• Corporations
• Buying or Selling a Business

Financial Planning

• Investment, Insurance, and Retirement Planning
• Long-Term Care
• Your Retirement Plan
• Estate and Trust Planning
• Income Preservation
• Children's Education
• Adding or Withdrawing from a Tax-Deferred
• Program (IRA, Pensions, 401k)
• Wealth Accumulation Protection
• 401k/IRA Rollover
• Insurance (Personal and Business)

Investments

• Financing an Education
• Buying or Selling Stocks/Mutual Funds
• Paying Off a Loan
• Gifting and Estate Planning
• Elder Care Needs

Business Retirement Plans:

• SIMPLE Retirement Plan
• 401 K Retirement Plan
• UNI K Retirement Plan
• Rollovers
• Key Person Insurance