Client Services Page

Leave your books to us.....

Tax and accounting services by appointment, mail or phone!

We accept tax returns from all states....

Our services include tax advice, planning and preparation

• Individual Tax preparation-Software that makes sure you pay the lowest tax allowed  

• Corporation, Partnership and LLC Tax preparation-We look at the individual owners as well as their corporations to make sure that the lowest possible tax is paid. 

• Compilation, Review and Audit Statements-We can provide monthly, quarterly or yearly financial statements for all of your business needs.

• Estate tax planning is a major component of out tax practice. Let us help you minimize the large estate tax that can burden your beneficiaries unnecessarily.

• Payroll and payroll tax services are provided by our dedicated and well-trained staff.

• Licensed Investment Advisor-Let us help you with all of your investment needs. We are licensed investment advisors in the states of New Jersey and Florida.

• Registered Mortgage Solicitor-We can provide help in obtaining a mortgage for your home or investment needs. We are registered with The State of New Jersey Banking and Insurance Agency.

• Forensic Accountant-If you are in the need of a licensed forensic accountant we can help! We are licensed with The American College of Forensic Examiners. 

• Licensed CPA in the states of New Jersey, New York, Florida and California. We undergo extensive training every year to make sure that we are kept up on all new tax law changes, both federal and state wide.

• Availability-We can be reached at any time of the day! Call us any time you like! If we are not in the office, we can be reached immediately by pager. You always get to talk to a tax professional!

We are here to help you with all your tax and accounting needs