Bergen County, NJ CPA for individuals and business owners
A Different Kind of CPA.
Tech forward and built around one idea: make your taxes as easy as possible, whether you work in New York and live in New Jersey or run an S Corporation filing in three states. We specialize in New Jersey and New York and file in every state. Every return is prepared, reviewed and signed by a CPA.
Monday to Friday 10am to 6pm, weekends 11am to 5pm.
An animation of a client using the portal: a welcome email arrives, the client signs the engagement letter online, uploads a W-2, a K-1, two brokerage 1099s, a rental property spreadsheet, a 1098, a property tax bill and a charity receipt, sees the finished return with federal and New Jersey refunds, e-signs Forms 8879 and NJ-8879, and the return is e-filed and accepted.
Founded, and CPA-owned ever since
Clients served since 2011, from single filers to multi-entity groups
Our specialty. We also file in every state that requires a return
CPA who reviews and signs every return
Services
Everything your tax life touches.
Bergen County tax preparation for individuals, families and business owners, especially when the return crosses a state line.
1040 · NJ-1040 · IT-203
Personal tax preparation
Federal and state returns for individuals and families, including New Jersey and New York multi-state filings.
1120-S · 1065 · 1120 · Sch C
Business tax preparation
S Corporation, Partnership (including multi-member LLC), C Corporation and single-member LLC (Schedule C) returns, with pass-through entity tax handled.
1041 · NJ-1041
Estates and trusts
Fiduciary income tax returns, beneficiary K-1s and guidance for executors and trustees.
Notices · Audits · Back taxes
IRS & NJ Tax Help
IRS and New Jersey notices, audits, back taxes, levies and payment plans. We deal with the IRS and the NJ Division of Taxation for you.
Form IT-R
NJ Inheritance Tax
Returns for executors and beneficiaries, with the classification, valuations, deadlines and waivers handled by a CPA.
Year-round
Tax planning and projections
Entity structure, owner compensation, estimates and outsourced CFO support, decided before the year closes.
Monthly
Small business accounting and bookkeeping
Monthly bookkeeping and financial statements prepared by a CPA for S Corporations, C Corporations, Partnerships and LLCs, so tax time is not a scramble.
Small business accounting
Your business needs more than a tax return once a year.
Monthly bookkeeping and accounting for S Corporations, Partnerships and LLCs. Every account reconciled, a profit and loss and balance sheet each month, and New Jersey and New York sales tax filed, all reviewed by a CPA and tied to your business and personal returns.
- Books closed every month, so they are ready come tax time
- One firm for the books, the business return and the owners' returns
- Catch-up and cleanup if you are months or years behind
How it works
Here is how easy it is.
No office visit, no shoebox. Everything runs through a secure client portal and our mobile app.
Give us a call
Call 201-954-1260 and tell us what is going on. We scope the work and send an engagement letter you sign online.
Securely upload your documents
PDFs, Excel files and photos all work, or scan hard copies with our mobile app. Prefer paper? Our secure, locked drop-off box is available 24/7, with no appointment needed, and we scan everything into your portal.
Prepared, reviewed and signed by a CPA
Every return is prepared, reviewed and signed by a CPA before it is filed. Any questions come to you in one list, not one at a time.
E-sign and file
Review and sign from your phone or computer, and we e-file the return.
Always available
Your returns and documents are in the client portal 24/7/365.
Get us your documents, your way.
Snap a photo of a paper form with our mobile app, upload PDFs and spreadsheets to the portal from your computer, or leave paper in our secure, locked drop-off box any time, day or night, and we scan it in for you. Everything ends up in one secure portal, and your return’s status updates as it moves forward.
An animation of three ways to send documents: on a phone, the client scans a paper W-2 with the mobile app; on a computer, the client drags a brokerage 1099, a property tax bill, a rental property spreadsheet and a 1098 into the portal; and paper charity receipts left in the locked drop-off box are scanned into the same portal.
Multi-state
Live in New Jersey, work in New York, or moved away?
Crossing a state line is where returns go wrong and where money gets left behind. We specialize in New Jersey and New York and file in every state that requires a return. Many clients who moved out of New Jersey still have us prepare their returns, wherever they live now.
- Resident and nonresident returns filed together
- Credit for taxes paid to other states
- Pass-through entity tax filings for S Corporations and Partnerships
Got a letter from the IRS? Send it to us before you answer it.
Audits, notices, back taxes and penalties, with the IRS and with New Jersey. We deal with them directly so you do not have to.