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Services for Individuals

We love helping families save money.

From preparing taxes to college and retirement planning, we work with individuals to help them meet their goals. It all starts with a no cost initial consultation and take the time to learn about your family, objectives and challenges. This then enables us to provide you with superior accounting and tax services while also delivering an unparalleled experience.

Our Services for Individuals Include:

Tax Preparation

Tax Planning

Federal and State Tax Related Issues

Offer in Compromise

Estates and Trusts

College Planning

Retirement Planning

Call (908) 725-1000 or email for a FREE initial consultation!