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Tailored solutions for individuals & businesses

Twelve services, one trusted team

Everything from your yearly return to forming and running your business, planned, prepared and filed by experienced professionals in Edison, NJ.

Individual, Business & Non-Profit Returns

Federal and state returns prepared accurately and on time, whatever your mix of income. We review last year's return, find every deduction and credit you qualify for, and e-file with confirmation.

  • Form 1040 for W-2 and 1099 income
  • Multi-state and part-year returns
  • Self-employment, Schedule C and rental income
  • Partnership (1065) and S-corp (1120-S)
  • C-corporation returns (1120)
  • Non-profit returns (Form 990 series)

Tax Planning, Consulting & Strategy

Proactive, year-round strategy that lowers what you owe and supports your financial goals, so April never brings surprises.

  • Tax projections before year end
  • Withholding and estimated payments
  • Deduction and credit optimization
  • Entity and owner compensation strategy
  • Planning for life events and big purchases
  • One-on-one consulting sessions

ITIN Preparation & Filing

As a Certifying Acceptance Agent, we help you apply for an Individual Taxpayer Identification Number and file your U.S. taxes correctly from the start.

  • Form W-7 application preparation
  • Identity document verification
  • ITINs for spouses and dependents
  • ITIN renewals
  • Your first U.S. tax return
  • Follow-up until your ITIN arrives

Tax Amendments

Made a mistake or missed something? We review prior returns and file amendments to correct errors and claim refunds you are owed.

  • Form 1040-X preparation
  • Review for missed deductions and credits
  • Corrected income or filing status
  • Matching state amendments

Comprehensive Tax Compliance

Stay on the right side of federal and state requirements. We keep track of your obligations and help you resolve issues quickly when they come up.

  • Responding to IRS and state notices
  • Catching up on unfiled returns
  • Deadline and extension tracking
  • Audit-ready records and documentation

Foreign Income Reporting: FBAR, FATCA, PFIC

Expert guidance for U.S. tax reporting on foreign accounts, assets and income, including paths back to compliance if past years were missed.

  • FBAR (FinCEN Form 114)
  • FATCA reporting (Form 8938)
  • PFIC reporting (Form 8621)
  • Foreign tax credits (Form 1116)
  • Streamlined Filing Procedures
  • Reasonable Cause statements (3520, 5471)

Accounting & Business Formation

Start on the right foot. We help you choose the right structure, get registered, and set up accounting that keeps accurate records from day one.

  • Entity selection: LLC, S-corp, C-corp, non-profit
  • EIN and state registration support
  • S-corporation election
  • Chart of accounts and books setup
  • Financial statements
  • Ongoing accounting support

Payroll & Bookkeeping

Reliable payroll processing and ongoing bookkeeping, so your employees are paid on time and your books are always tax ready.

  • Payroll processing and pay stubs
  • Payroll tax filings (941, 940, NJ)
  • Year-end W-2 and 1099 forms
  • Monthly bookkeeping
  • Bank and card reconciliation
  • Year-end close for tax filing

Beneficial Ownership Information Reporting (BOIR)

Guidance and support with Beneficial Ownership Information reporting to FinCEN. Rules have changed recently, so we confirm what applies to your company before anything is filed.

  • Check whether reporting applies to you
  • Gathering owner information
  • Preparing and submitting reports
  • Updates when ownership changes

Will & Trust

Decide how your assets are protected and passed on. We walk you through your options and the tax side of estate planning, working alongside an attorney where needed.

  • Will and trust guidance
  • Estate and gift tax considerations
  • Beneficiary planning
  • Trust tax returns (Form 1041)

Retirement Planning

A tax-smart plan for saving now and drawing income later, so more of your retirement money stays yours.

  • 401(k), IRA and Roth contribution strategy
  • Tax-efficient withdrawal planning
  • Required minimum distributions
  • Retirement income projections

Notary Services

Certified notary public at our Edison office. Bring a valid photo ID and your unsigned documents, and call ahead to book a time.

  • Document notarization
  • Affidavits and acknowledgments
  • Available by appointment
  • Mon to Fri, 11 AM to 9 PM
Not sure where to start?

Tell us your situation. We'll map the rest.

One free consult is all it takes to know exactly which services you need and what they cost.