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We’ll Get Your Monthly Financial Statements In Order (p&l-cumulative statements of income and expenses, balance sheet, transaction list, bank reconciliation), pick-up/ delivery of your records and statements and more
When you have access to accurate information, you are able to make smart decisions. In terms of financial matters, bookkeeping can provide you with the critical information to run your business effectively and efficiently whether that enterprise is your business or your personal life. Although there are a multitude of digital tools available, the underlying functionality is still the same: keeping track of dollars in and dollars out in a meaningful way to help control expenses, to increase profitability or, in the case of your personal life, to increase savings or reach other financial goals.
We can do as much – or as little – of the bookkeeping tasks as you need. That’s because we understand what you need and want to do everything we can to set you up for success.
We provide bookkeeping services, as well as analysis, reporting and income tax preparation for both individuals and small businesses. We will manage and maintain your books throughout the year with our outstanding customer service and dedication to your business.
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Take A Moment To Watch Our Videos Or Read Our Posts.
Receiving an inheritance can be a financial boost, but many beneficiaries wonder whether they will have to pay taxes on the money or assets they receive. The short answer is that inheritance itself is not federally taxable, but certain aspects of inherited assets—such as investment income—may be subject to taxation. Federal Inheritance Tax The IRS […]
In New Jersey, the executor or estate administrator is typically responsible for filing an inheritance tax return when required. The state imposes an inheritance tax on certain beneficiaries who receive assets from a deceased person’s estate. Understanding who must file this return and under what circumstances is crucial for estate planning and compliance. Who is […]
Many people assume that New Jersey has eliminated its inheritance tax, but this is not the case. While NJ abolished its estate tax in 2018, it still imposes an inheritance tax on certain beneficiaries. Understanding the difference between these taxes and who is affected is crucial for estate planning. The Difference Between Estate Tax and […]
OUR CLIENTS
Marc has been both my business and personal accountant for several years. During this time I have had a number of small businesses and bought and sold real estate. I know that I can rely on Marc to do the best possible job for me in any financial situation.
JEAN WILCOX