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Trusted planning & consulting services in South Jersey. Tailored tax strategies for individuals & businesses with 30+ years’ expertise
With more than 30 years of experience of servicing the South Jersey area, Wasserman CPA is the right partner to help you in getting your financial future on track. Planning and consulting which is done properly can have a significant difference in your financial condition and we are here to help you to make suitable and strategic decisions. Our services include planning and consulting to individuals, small business owners, and also all members of a large organization and they are customized to fit your individual needs.
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:
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.
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:
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:
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:
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:
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:
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.
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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
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