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Optimize your tax and financial future with Wasserman CPA. Expert planning services for individuals, families, and businesses in South Jersey.
Wasserman CPA has been serving the South Jersey area for over 30 years and is dedicated to helping individuals, families and small businesses manage their tax and financial futures with ease. Which is why our tax and financial planning services are designed to make the complex world of finance simple so you can plan, grow and protect your wealth.
Financial planning isn’t just about numbers, it’s about understanding your goals, finding opportunities and getting the most out of every dollar. But to do that you need expert guidance, that’s why our team of certified tax planners bring extensive knowledge to help you navigate the different aspects of tax and wealth management and create a customized plan that fits your unique needs.
Whether you’re planning for a major life event, want to reduce your tax liabilities or long term wealth management we have solutions for you.
Here are some of our tax and financial planning services that we offer to help you with the financial aspect of your life:
Tax liability the more information you have and the less you pay in taxes can greatly impact and fulfill the financial well being of any individual. And that’s why we have individual tax planning services. Their services are designed to reduce one’s tax burden while staying in full compliance with state law.
We know running a small business means juggling many responsibilities so our planning tax services are designed to make this easier by handling your tax and financial planning needs.
Whether it’s choosing the right business structure, identifying deductible expenses or optimizing retirement contributions we work with you to create a plan for your growth.
Retirement planning doesn’t have to be a big hassle. Our retirement planning services build a comprehensive retirement plan that considers retiring today, how much do you have saved, how much will you need after you retire and how do you want to live your life. We educate you on the different retirement accounts available to you and how to get the most tax efficient outcome.
The future means taking care of our loved ones. So our tax and wealth management services include estate planning that allows you to pass on your estate in the most tax efficient way. In the end we help you define your estate plan so there are no surprises and your estate plan works for you and your family.
We have to admit that tax and financial planning can be so massively daunting but some of the simplest strategies can make a big difference in how you manage your finances. Here are some practical tips on managing your finances:
Financial tax planning goes beyond cutting your tax bill for the current year—it sets you up for what’s ahead. This means that teaming up with a certified tax planner helps you see financial hurdles coming, make smart choices, and feel at ease knowing your money matters are well-handled.
Take, for instance, cases where you get a big bonus or inherit a large sum. Without a strategy, the tax effects can be daunting. To help with this, we offer straightforward guidance on how to use the situation to boost your overall financial well-being—like putting money into retirement accounts, giving to charity, or making smart investments that fit with your long-range plans.
At Wasserman CPA, we know that financial success is a collaborative process, and that it starts with a comprehensive understanding of every client’s unique circumstance. Starting with an in-depth consultation, we gain insight into your financial goals, challenges and aspirations. From there, we create a personalized tax and financial planning strategy that aims to minimize taxes and maximize long-term growth.
Because our certified tax planners remain current on any relevant tax changes, the strategies we create will always be compliant and squarely in your interest. Your life will change, as will our strategy—we collaborate with you to adapt plans, offer advice, and ensure that your financial objectives remain on track.
Starting tax and financial planning doesn’t need to be complex. We aim to make the process easier. Here’s how we can lend a hand:
Whether you need effective tax planning, an individual or small business owner, Wasserman CPA located in South Jersey, can provide you with the tax help required to make a solid financial future. We have over 30 years of tax and financial planning under our belt, and we can help you achieve that change in your wealth management. Get in touch today to find out how we can support you on your road to financial success.
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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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