Our Services

All services and assignments are discreetly handled by highly qualified professionals.

Business Accounting Personal Accounting & Planning

• Monthly/quarterly and year-end accounting services

• Compilation and Review financial statements

• Computerized bookkeeping including training on

   QuickBooks, Peachtree & other proprietary software

• Analysis & comment letters on Client

   computer prepared financial reports

• Business consulting, evaluations and acquisition advice

• Budgets, costs, product and profit analysis

• Business start-up assistance, including entity selection


• Family budget planning

• Computerized record keeping

• Personal financial statements

• Education planning

• FAFSA & college aid planning

• Assistance in completing FAFSA forms

• Special Needs Trust planning

• Elder Care




Business Tax Planning & Preparation Personal Tax Planning & Preparation

• All forms of business tax returns

• Multi-state tax returns

• Prior year tax returns

• Amended tax returns

• NEXUS issues - State filing requirements

• Multi-state tax filing requirements

• Quarterly payroll tax returns

• Tax compliance issues re: payroll & sales tax

• Tax compliance re: sub-contractors & Form 1099

• Federal & state Fuel Tax returns

• Monthly/quarterly state sales & use tax returns


• Individual tax returns

• Multi-state tax returns

• Prior year tax returns

• Amended tax returns

• Tax planning and strategies

• Gift tax returns & related reporting

• Divorce strategies & tax planning

• Property Tax rebate forms

• Tax audits and appeals


Trust, Estate & Gift Planning, Tax Preparation & Accounting Financial Planning

• Estate & gift planning

• Family Limited Partnerships

• Gift Tax returns & related reporting

• Special Needs Trust planning

• Estate & trust tax reporting requirements

• Estate & trust accounting records

• Estate & trust tax returns

• Support services for law firms

   re: tax compliance and return preparation




• Retirement planning

• Business succession planning

• Planning for long-term healthcare and elder care

• Planning services, performed by CPA's and

  CFP® professionals

• Financial planning (no product sales) by a

   Certified Financial Planner™

See our article in CPA Wealth Provider Magazine


Clients need trusted, competent advisors. Take advantage of our expertise.

New Jersey Society of Certified Public Accountants Pennsylvania Institute of Certified Public Accountants National Society of Accountants Burlington County Regional Chamber of Commerce
Moorestown Business Association
Click for the BBB Business Review of this Accountants - Certified Public in Cinnaminson NJ