Bergen County, NJ
Bergen County Tax Preparation and CPA Services
Personal, business, estate and trust returns for Bergen County individuals and business owners, plus IRS and New Jersey tax problem help and year-round planning. Based in Oakland, working with clients across the county, almost entirely online. Every return is prepared and signed by a CPA.
Monday to Friday 10am to 6pm, weekends 11am to 5pm.
What we see most
Tax preparation built for Bergen County.
The same few issues show up on most Bergen County returns. They are the work we do every day.
New York paychecks
Bergen County residents who work in New York file a New York nonresident return and take New Jersey's credit for the New York tax. We prepare both together, including remote work days under New York's convenience-of-the-employer rule.
Property taxes
Bergen County property tax bills are among the highest in New Jersey. We take the New Jersey property tax deduction or credit, the larger federal SALT deduction available starting with 2025 returns, and flag ANCHOR, Senior Freeze and Stay NJ benefits.
Business owners
S Corporations, Partnerships and LLCs, owner salary planning, the New Jersey pass-through business alternative income tax and sales tax filings, all coordinated with your personal return.
Investments and K-1s
Brokerage statements and K-1s from Partnerships and S Corporations, tied out line by line, including income from other states.
Estates and inheritance
Estate and trust returns and New Jersey Inheritance Tax returns for Bergen County executors and families.
Moved away?
Many former Bergen County clients still have us prepare their returns from their new state, including the part-year resident returns for the year of the move.
Services
Everything your tax life touches.
Personal tax preparation
Federal and state returns for individuals and families, including New Jersey and New York multi-state filings.
Business tax preparation
S Corporation, Partnership, LLC and C Corporation returns, with pass-through entity tax handled.
Estates and trusts
Fiduciary income tax returns, beneficiary K-1s and guidance for executors and trustees.
IRS & NJ tax problems
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.
NJ Inheritance Tax
Returns for executors and beneficiaries, with the classification, valuations, deadlines and waivers handled by a CPA.
Tax planning and projections
Entity structure, owner compensation, estimates and outsourced CFO support, decided before the year closes.
Small business accounting and bookkeeping
Monthly bookkeeping and CPA-prepared financials for S Corporations, C Corporations, Partnerships and LLCs, so tax time is not a scramble.
Towns we serve
From Mahwah to Hackensack.
We also work with clients in Allendale, Bergenfield, Demarest, Dumont, Emerson, Hackensack, Hasbrouck Heights, Maywood, Midland Park, Montvale, New Milford, Oradell, Ridgewood, River Vale, Saddle Brook, Saddle River, Tenafly, Waldwick, Westwood and Woodcliff Lake, and everywhere else in the county.
From Bergen County clients
In their words.
I just started working with Kevin a few months ago for tax planning and preparation and I couldn't be happier with his services. Kevin is extremely responsive, really knows what he's talking about, and he explains things in simple terms so I actually understand what's going on with my taxes/finances. Just as importantly his fees are very fair and straightforward. I would highly recommend Kevin to anyone looking for accounting and tax help.
I found Kevin on the internet by happenstance and I couldn't be happier that I went with him. He was nice & polite on the phone (unlike other places I called) and sounded very intelligent & helpful. Upon meeting him, he exemplified those traits & more. I had a few years of unfiled tax returns that needed to be filed & I was very worried & unsure about it. Kevin handled the situation like a professional, smooth and seamless. He made it so easy that I actually looked forward to speaking with him & going over the returns with him. He made an excel spreadsheet so I could sort out my expenses. I can't recommend him enough. He is reasonable, accessible, approachable and an excellent accountant!
I was looking for a CPA who is experienced, responsive and understands the interactions of the IRS. Kevin is all three. What I thought were complex filing issues really were not with Kevin. I quickly realized that his past tax preparation experiences would handle my needs easily. At the end of the day, I know I am with the right guy to handle my tax preparation needs.
Common questions
Bergen County questions.
Do you have an office in Bergen County?
Yes. The office is at 50 Bannehr Street in Oakland, with a secure, locked drop-off box for paper documents. Most clients never need to visit, because everything runs through the client portal and our mobile app.
I live in Bergen County and work in New York. Do I file in both states?
Yes, but you are not taxed twice on the same wages. New York taxes the wages you earn there, and New Jersey gives you a credit for that tax on your resident return. We prepare both together.
Can I still deduct my Bergen County property taxes?
Yes, within limits. New Jersey allows a property tax deduction of up to $15,000 or a $50 credit, whichever helps more. The federal SALT deduction limit rose to $40,000 starting with 2025 returns, with a phase-down at higher incomes.
What does tax preparation cost?
It depends on the forms your situation needs. We quote the work up front in the free consultation, before anything starts.
Do you only work with Bergen County clients?
No. Bergen County is home, but we prepare returns for clients across New Jersey and in every state, including many who moved away and kept us.
Looking for a CPA in Bergen County?
The first consultation is free. Tell us what is going on and we will tell you how we can help.