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Tax & Financial Planning Services

Optimize your tax and financial future with Wasserman CPA. Expert planning services for individuals, families, and businesses in South Jersey.


Tax & Financial Planning Services

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.


Why Our Tax & Financial Planning Services?

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.


Our Tax & Financial Planning Services

Here are some of our tax and financial planning services that we offer to help you with the financial aspect of your life:

Individual Tax Planning

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.

Small Business Tax & Financial Planning

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 Financial Planning

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.

Estate & Legacy Planning

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.


Benefits of Our Tax & Financial Planning Services

  • Personalized Tax Solutions: The reality is every financial circumstance is different, that is why, we made sure that our tax planning service is customized to suit your business financial needs and goals.
  • Expert Certified Tax Planners: We also made sure that our qualified tax planners are up-to-the-date on federal and state tax regulations so that your planning strategies are both compliant and organized.
  • Proactive Wealth Management: Aside from that, we also provide services from financial tax planning to retirement solutions, so you can focus on finding opportunities to grow your wealth.

Practical Financial Tips to Optimize Your Tax Strategy

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:

  • Take Advantage of Tax-Deferred Accounts: Retirement savings accounts like 401(k)s and IRAs allow you to grow your money on a tax-deferred basis. Here is why you should take advantage of them:
    • It lowers the amount of income subject to taxation.
    • Allows you to earn through interest, dividends, or capital gains.
    • Employers can match a portion of your 401(k) contributions.
  • Understand the Benefits of Charitable Donations: Donating to a qualified charity will not only help a cause close to your heart but it will also provide tax benefits on your finances. Additionally, by strategically planning your charitable donations, you can boost your deductions to better support your community.
  • Home Office Deduction for Business Owners: If you operate a small business from home, you may qualify for a home office deduction. This deduction, in turn, can reduce the amount of income subject to tax, which helps small business owners like you save money.
  • Timing is a Key: Did you know that the timing of major expenses can affect your tax liability? For example, paying real estate taxes or medical expenses before the end of the year can help you maximize your tax deductions.

How Financial Planning Helps You Achieve Peace of Mind

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.


Tax & Wealth Management Strategies for Different Life Stages

  • Young Professionals: Lay a solid financial foundation with tax-advantaged retirement accounts and a path to pay off student loans.
  • Growing Families: Consider how to save for children’s education and the purchase of a home, manage growing family expenses and deductions.
  • Pre-Retirees: Contribute the maximum to retirement accounts and consider when and in what form to access Social Security benefits, tax-efficiently.
  • Retirees: Consider making moves to help manage required minimum distributions (RMDs) in order to minimize your tax bill in retirement.

Our Approach

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.


Getting Started with Tax & Financial Planning

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:

  • Initial Fact-Finding: We start with a chat or quick email exchange to grasp your needs and talk about how we can best help you.
  • Customized Planning: We create a financial plan just for you zeroing in on tax planning, retirement, and managing your wealth.
  • Ongoing Support: Financial planning isn’t a one-off thing—we offer continuous help to keep you on track, adjust to life’s twists and turns, and keep moving forward towards your goals.

Contact Us Today

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.

OUR CLIENTS

CLIENTS THAT TRUST OUR SERVICES


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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