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Specialties
Year-Round Tax Preparation & Representation, Comprehensive Financial Planning, and Notary Services.
Our Mission Statement:
1. We are professionals dedicated to helping people acquire wealth and do a better job of spending, saving, investing, insuring, and planning.
2. We believe in a strong Code of Ethics where:
a) We will at all times put our client’s interest above our own, and
b) We will give our clients the same service we would give ourselves in the same circumstances.
We prepare 1040EZ for FREE with paid state return and dependent’s tax return for FREE with paid parents’ return. We charge a flat fee of $ 40 for each state return. We also give FREE review of the last 3 year tax returns for all our new clients.
We do bookkeeping. We advice our clients in business-startup and coaching.
We provide our clients with comprehensive financial planning from budgeting, risk management, tax planning, estate planning, retirement planning, college planning, to investment planning.
History
Established in 2006.
We have been preparing tax returns for more than 6 years. We started out working for H&R Block, but decided to work for ourselves to better serve our clients. We are here year-round.
Meet the Manager
John N.
Manager
Professionals dedicated to helping people acquire wealth and do a better job of spending, saving, investing, insuring, and planning.
Currently a Master Tax Advisor, Enrolled Agent (EA), Registered Financial Consultant (RFC), and Notary Public.
EA, America’s Tax Experts, are the only federally-licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the Internal Revenue Service (IRS).
RFC awarded by the IARFC to those financial advisors who meet high standards of education, experience and integrity.
Received a Master degree in Finance and Financial Planning from New Jersey City University (NJCU) and a Bachelor degree in Mathematics and Computer Science from New York University (NYU).