Tax Preparation and Planning Services for Individuals

A further breakdown of our tax services includes:

Tax Preparation

Today’s tax laws are complicated. It is easy to overlook deductions and credits to which you may be entitled. Plugging numbers into a tax software program on your computer cannot substitute for the experience and knowledge of an actual tax professional or CPA.

At our firm, located in Mountain Lakes, Morris County NJ, we provide comprehensive tax preparation services to local, regional and national clients.

Our services:

• Identify potential IRS flags and limit scrutiny
• Limit your tax liability by advising you of overlooked deductions
• Identify available credits
• Representation on your behalf for any IRS issues
• Included with your tax preparation is year-round access to our accountants at no additional cost

Bookkeeping

 We can assist you with your bookkeeping, whether by maintaining your books using our in-house bookkeepers or by helping you set up a system that allows you to keep your books easily and efficiently.

Tax Planning

At our firm, we go beyond simple tax compliance and will proactively recommend tax-saving strategies to maximize your after-tax income.

We can help you:

• grow and preserve assets
• keep more of what you earn
• plan your estate to maximize family inheritance
• review your gifts for tax reduction
• grow your investments
• analyze retirement distributions so you can retire comfortably

Tax Concerns

We work to help you resolve your tax concerns with the IRS and other tax authorities as quickly and efficiently as possible to minimize the risk of compiling penalties and interest.

Specialized Tax Assistance

In addition to planning tax strategy, preparing tax returns, and sorting out any unforeseen tax issues, we can also address the following:

• Audit representation
• Non-filed tax returns
• Amended tax returns
• Back taxes owed
• Liens, levies and seizures
• Wage garnishment
• Tax payment plans
• Offer in Compromise
• Bankruptcy
• Innocent spouse relief
• Obtaining tax transcripts

Required Tax Documents

Refer to the following guide to ensure that you provide all the documents needed for your tax preparation.