Planning & Consulting Services

It’s not just tax that should be the focus of planning; it should be the creation of a roadmap towards financial success. Wasserman CPA is specifically engaged in the development of customized tax strategies, reducing our client’s liabilities, and building our client’s wealth over time. Our tax consulting services are more than just filing taxes, we are actively involved in the management of your entire financial situation, foreseeing the upcoming opportunities and obstacles.

Planning is the basis of your financial future. Through tactful tax planning and finance advisory you are going to be able to make the right decisions that will have a long-lasting positive impact on your future. Our CPA professional planning and tax consulting services include:

• Tax Liability Reduction: Proper tax planning will give you the edge to lower your tax duties, which in turn enables you to keep a bigger share of your earnings.
• Expanding Wealth: A tax plan that is individualized allows you to invest in your future and dream of a better financial life.
• Risk Management: A comprehensive strategy of tax planning is a good practice of knowing the potentially occurring risks and Smartly solving them.

Our planning and consulting services are very diverse and aim at the clients that include individuals who need to enhance their wealth and businesses that have to comply with the complex tax regulation.

Individual Tax Planning & Consulting

Budget planning for individuals is not about balancing a checkbook. It means coordinating the tax plan with your life goals such as buying a house, sending your children to university, or enjoying a peaceful retirement. Our tax consultants collaborate with you to:

• Personalized Tax Strategies: Our tax accountants have a deep understanding of your special needs and create a personalized plan to help you reduce taxes while at the same time increasing attention to savings.
• Retirement Planning: Figure out how you can continue living the same lifestyle after retirement. We will guide you through the process of selecting a retirement account and of devising a contribution plan.
• Tax Advisory for Major Life Events: Getting married or buying property, big life changes like these can really affect your taxes. Our tax consulting services will make sure that you take the best possible decisions during these changes.

Business Consulting & Tax Planning

For the companies, proper tax planning and consulting can make them either thriving or just surviving. We know the pain points of small and medium-sized businesses, especially in the South Jersey area. Our CPA specialists can support you in:

• Optimize Your Tax Position: Along with the tax plan, we try to expose the possible deductions and credits to lower your business’s tax obligations.
• Entity Selection Consulting: The right business entity, whether a limited liability company, a corporation or a partnership, is very important in terms of taxation. We guide you in selecting the best structure to suit your tax and financial objectives.
• Succession Planning: Future planning consists of making sure your business has a robust succession strategy. Our tax advisors can assist in the process of you handing over your enterprise to the next generation without a hitch.

We have made sure that our CPA advisory services are proactive in nature. We help you to be one step ahead and not react to tax problems. Our experienced team will:

• Analyze Your Financial Situation: We examine every component of your finances, which is how we can offer a complete tax advisory service.
• Create a Customized Action Plan: We adapt your tax consulting and planning services to your financial needs.
• Ongoing Review and Adjustment: Tax laws move and your condition changes. We will be there to assist you in updating your tax requirements.

Being well-prepared for financial matters is not only for the rich, but it can be a benefit to everyone. Here are some practical tips to keep you on track from our tax advisors:

• Record All Expenses: Accurate accounting can be the main reason for considerable tax deductions when filing tax returns.
• Contribute to Retirement Accounts: The contributions not only help you save for the future but sometimes also bring you immediate tax benefits.
• Consult with a Professional: Tax laws are complicated and constantly changing. Having a tax expert to guide you through the process can help you capture all your opportunities.

We know a lot of the tax planning process can be hard to comprehend and may seem a little threatening. With Wasserman CPA Customers will not just be getting a tax accountant, but a partner in their success. We are proud to belong to the community of South Jersey and we are dedicated to offering this kind of person.

Here’s what our planning and consulting services offer:

• Local Expertise with a Personal Touch: We realize the distinctive problems that people and companies in New Jersey have to battle; that is why we are glad to give them a well-tailored service.
• 30 Years of Proven Experience: We have nearly half a century of experience and have assisted many of our clients in tax planning.
• Customized Approach: Every financial situation is different, and our services will be accordingly. We sit down with you to discuss your objectives and develop a tax plan that is exclusively fit for you.

Do you need assistance in the personal tax planning business consultation or do you just want the surety that comes from having a tax plan that is well structured, Wasserman CPA is here for you. Our competent and committed team of CPA’s is ready to meet you eye to eye and clearly understand your needs, subsequently coming up with a plan that will suit you best.

It is time for financial growth and stability to be your next step. Get in touch with Wasserman CPA now while we use our 30 years of experience to benefit you.