Professional Services

Exceeding Expectations in Tax Preparation and Planning

With over 30 years of experience, our firm specializes in comprehensive tax planning and preparation for businesses and individuals. From projections and strategic planning to IRS representation, we are committed to providing expert guidance every step of the way. While our office is based in Montville, New Jersey, we proudly serve clients nationwide.

Income Tax Planning for Financial Success

Financial literacy is the foundation of sound decision-making, and income tax planning is a key component. Our firm ensures that clients minimize tax liabilities through strategic evaluations tailored to their financial situations. By analyzing income, expenses, and deductions, we develop strategies that help reduce taxable income and maximize savings.

Comprehensive Tax Services to Maximize Profit & Minimize Risk

Navigating tax laws can be complex, and non-compliance can lead to serious consequences. Our firm has in-depth expertise in local, state, and federal tax regulations across all business entities, including LLCs, corporations, and non-profit organizations. We take a proactive approach to help you stay compliant, minimize risks, and optimize tax efficiency.

Our tax services include:

  • Entity selection & structuring to limit personal liability

  • IC-DISC strategies for federal tax savings

  • Business valuations for asset vs. stock purchases, estate, gift, divorce, and tax planning

  • Sales and use tax resolution

  • IRS audit representation (field and correspondence audits, CP2000 responses, inquiries)

  • Tax compliance services

  • Income tax projections with estimated tax remittance planning

  • Strategic payroll tax planning

  • Professional Employer Organization (PEO) planning opportunities

  • Business acquisition & termination strategies

  • Economic vs. tax structure planning

  • QuickBooks Online implementation (new and existing)

  • Taxpayer non-filing resolution

Contact Us Today

Schedule an appointment or reach out for more details on how we can help with your tax and financial needs.