About
Our service stands out in the tax preparation community as we take the time to explain your tax situation and offer strategy and insights to mitigate the implications of the current and new tax laws. We also are a year round operation so we will continue to work with you throughout the year in continuum to ensure you are getting the best customer service you can. Value is key and we also deliver signifcant value to not only individuals but business clients as well.
We love to work with most anyone- we do feel it important to deliver value to all of clients. Most enjoyably we handle small business clients who have in the past been misguided by previous accountants, but also do enjoy working with anyone we can make a positive impact for.
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Frequently asked questions
What is your typical process for working with a new customer?
Our process with a new client varies typically (with business clients) our process begins with a free 50 Minute consultation. In this consultation we review prior periods for errors and omissions and discuss what we would do differently. This allows us to understand our clients’ needs and establish processes moving forward. If you are interested from this point, we can discuss fees and billing, as well timing of services performed.
What education and/or training do you have that relates to your work?
Our team is comprised of CPAs or EAs who have extensive education in accounting. Our senior partner has been educated with a Masters in Accountancy from Rutgers State University and has over 12 of public accounting experience for businesses. Our background not only allows us to handle more complex tax situations like tax debt resolutions but also some of the most fundamental accounting needs like individual tax preparation. All of our practitioners are federally registered to represent you in front of all state taxing authorities and the IRS.
Do you have a standard pricing system for your services? If so, please share the details here.
Our pricing varies on the services performed. However, many people find our fee structure to be fair and at or below market. There are no hidden fees, and everything is disclosed up front before work is completed.
How did you get started in this business?
Our Senior partner began his accounting firm after leaving Bloomberg- He had an interest in being self-employed and really fell in love with taxation after his first season. He however came to the realization that most accountants do not spend the time to make sure the client understands their tax return. It was his mission to make sure that clients after working with him both understood their tax situation and were impressed with the services performed.
What types of customers have you worked with?
Our office is capable to handle clients in most situations. Our clients range anywhere from, individual tax preparation, monthly services for your small business, Non-Profit (501(C)(3)) accounting, tax debt resolution, and now more than ever Opportunity Zone Funds (real estate commonly).
What advice would you give a customer looking to hire a pro in your area of expertise?
PLEASE make sure that the fees are discussed and also that your accountant takes the time to understand you, and your tax situation before allowing them to have some of your most important personal information. As well make sure you can call them anytime of the year without having to jump through hoops.