Professional Services

Our Tax Preparation Services Exceed Client Expectations

We are a company with more than 30 years of experience in the field of tax planning and preparation. Our firm excels in providing comprehensive tax services for businesses. From projection to planning all the way through to representing you in front of the IRS, we are here to help. While our office is located in Montville, New Jersey, we have the capacity to serve clients throughout the contiguous United States.


Income Tax Planning for Financial Literacy

Financial literacy is the possession of knowledge and understanding of financial matters. Our firm acknowledges that an important aspect of financial literacy is working with income tax planning in mind. We do everything possible to minimize income tax liabilities. Our evaluation includes examining your income and results in multiple strategies that will reduce your taxable income.


Our Comprehensive Services Maximize Profit, Minimize Risk


Ignorance of tax laws is not a valid excuse for failing to comply with tax requirements. Our firm has extensive knowledge of how local, state, and federal taxes impact your particular business. Our team is familiar with all business entities, including LLCs, corporations and non-profit organizations. Using a proactive approach, we will assist you in paying your taxes on time and manage your tax risk for future years. Our tax services include:

  • Entity determinations limiting personal liability

  • IC-DISC strategies for federal tax savings

  • Business valuations, presentations supporting asset versus stock purchases, estate, gift, divorce, income tax and planning alternatives

  • Sales and use tax resolutions

  • Representation for field and correspondence audits, responses, and inquiries, including CP2000 responses

  • Tax compliance

  • Income tax projections with estimated tax-remittance planning opportunities

  • Strategic planning for payroll tax concerns

  • Professional Employer Organization (PEO) planning opportunities

  • Business acquisitions and termination planning alternatives

  • Economic versus tax structure planning opportunities

  • Quickbooks online implementations–existing and new

  • Taxpayer non-filing alternatives


Schedule an appointment or contact us for more information about our professional services.

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