Services

Our Services

We are a full service certified public accounting firm located in Manasquan, N.J. that offers problem solving and solutions for many personal, business and financial issues. Our services include tax preparation, bookkeeping service, payroll service, preparation of financial statements, QuickBooks training and set up and consulting on any aspects of tax, accounting and bookkeeping services.


We are:

  • Members of the New Jersey Society of CPA’s.
  • Certified Public Accountants
  • Quickbooks Certified ProAdvisors


We specialize in working with small business owners to organize their bookkeeping to have timely information so we can assist them with managing their business and making important decisions.  We are very hands-on with our clients and will invest the time so they can read and understand their financial reports to help grow their businesses and work through changes in their industry and economy.

Tax Preparation

For business clients, individuals and estates.

  • Professional preparation of business tax returns for corporations, partnerships, trusts and estates
  • Tax projections to prepare for and estimate future tax liability
  • Tax Planning to minimize future tax liability
  • Preparation of consolidated corporate returns
  • Alternative minimum tax planning
  • State and Local Taxes
  • IRS Problem Resolution
  • International tax
  • E-file

Bookkeeping

In-house or at client’s location

  • Record and classify financial transactions
  • Reconcile bank statements
  • Prepare financial statements
  • Manage accounts payable and receivable
  • Prepare payroll
  • Provide tax preparation assistance
  • Financial reporting
  • Bookkeeping software training

Payroll Services

Providing business owners with accurate, confidential and cost-effective payroll services.

  • Customized payroll processing
  • Calculation of payroll deductions, including Federal, State and local as well as any fringe benefits
  • Full service payroll processing, including direct deposit
  • State and Federal Payroll Tax Reporting
  • Quarterly Tax Reporting
  • Year-end Reporting
  • A fully integrated solution that maintains all employee information in a single place
  • Management and processing of Records of Employment (ROE)

Accounting services

We’re a New Jersey based, full service certified public accounting (CPA) firm that offers complete accounting services, including:

  • Bookkeeping
  • Financial statement preparation
  • Tax preparation
  • Consulting
  • Estate planning
  • Tax planning

Quickbooks

Training and setup.

  • Evaluate your software and accounting needs.
  • Recommend software and hardware requirements.
  • Install software, design and set up accounts and entire accounting package including payroll, accounts receivable, inventory, accounts payable, etc.
  • Determination of your QuickBooks starting date.
  • Loading your chart of account and balances as of that starting date.
  • Preparation of a list of the items that you sell to your customers.
  • Entering your outstanding accounts receivable and accounts payable details as of your starting date.
  • Entering your ending statement bank balances and outstanding checks and deposits in transit as of your starting date.
  • Printing a trial balance as of your starting date and comparing it to your trial balance from your old system.
  • Entering your transactions since your starting date into QuickBooks
  • Train client or client staff  at their location in use of software to meet their accounting, management and tax needs.

Financial Advisory

Guiding your business towards success with expert advice and support

  • Cash Flow and Debt Management
  • Employee Benefit Optimization
  • Financial Goals
  • Retirement Planning
  • Risk Management
  • Tax Planning Strategies

Let's Get Started

Call us at (732) 223-1055 today let us help you with all your tax needs.

Schedule An Appointment
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