Benefits

Serving Small, Medium, and Start Up Businesses throughout Central New Jersey and Ocean County

PO Box 700
Milltown, NJ 08850-0700
(732) 553 - 1660
FAX: (732) 435-0067

BENEFITS

1. Profit and Loss Statements will help you monitor your business better, allowing you to see trends developing, and help you to plan for the future.

2. Use us as a sounding board in all important financial decisions. This will help you make the right decisions and help you understand the new tax laws.

3. Peace of mind - knowing your tax reports are correct and filed on time saves you money in penalties and interest for late filing.

4. Convenience - We come to you each month. Also, we make sure tax reports to the state and federal authorities are filed on time.

5. The more you make the more the I.R.S. will want to take. We will show you how to keep more legally.

Case Study

Individual Taxes

A couple, after attempting to complete their own tax returns using a popular personal tax software program, contacted our firm shortly before the April 15th deadline. What had seemed an easy task to complete had resulted in days of frustration for the client.

A review of the previous year’s tax returns and the current year’s tax information revealed that the current year’s returns were far more complicated. The changes to their tax status included:

A change in residency from New York City to New Jersey.
Income sources from New York State.
Pension payments from a New York State pension plan.
Income sources from New Jersey.
Withdrawals from an IRA account.
A loss on the sale of an investment property in New Mexico.

All the required Federal, State and Local Income tax forms were completed and filed on time.