Certified public accountant, Banking and finance in Matawan, NJ
A full-service accounting firm licensed in New Jersey, serving business owners, executives, and independent professionals. Business offerings include small business accounting, payroll, part-time CFO services, audits, reviews and compilations, forensic accounting, business valuation, succession and strategic planning, new business formation, and nonprofit work. Individual services cover personal financial planning, estate planning, and elder care, alongside tax preparation and planning and representation for IRS problems such as audits, liens, levies, wage garnishment, back taxes, offers in compromise, and innocent spouse relief. The firm also handles QuickBooks setup, training, and tune-ups, and provides a client portal, secure file sending, and tax calculators and reference tools.


