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All "Business Succession Planning" results in Edison, NJ

Ankita Amin CPA LLC
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15 Years in Business
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:Ankita Amin CPA, CA is a managing owner of the firm. She has experience of 5 years working in India and 9 years working in USA in the field of accounting, taxation, auditing, and financial consulting. She aims to provide quality services to her clients on all aspects of taxation and financial services Being in business has many tax filing obligations such as sales tax, payroll tax, corporate franchise tax, federal & state business tax returns (corporation/partnership), federal informational returns, and individual tax returns. We can assist you by preparing the required forms and developing techniques to minimize the extreme tax burden placed upon your business.Read more

Northeast Solution CPA
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15 Years in Business
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Language:English
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:With over 15 years of experience, Northeast Solution CPA in Edison, NJ, offers a diverse range of financial and taxation services. Catering to the city's bustling business community, we provide everything from bookkeeping and payroll processing to multinational accounting. We understand the unique needs of Edison’s diverse population, offering personal tax planning, retirement planning, and even international tax consulting. Our expertise extends to business succession planning, a boon for the city's numerous family-owned businesses. Trust us for reliable, locally-focused financial solutions.Read more

Hemal Parikh Financial Advisor
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15 Years in Business
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:Hemal Parikh Financial Advisor can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. I am one of the most distinguished Financial & Taxation Services in Edison, NJ. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Cash Flow ,Finance & Accounting Training,Financial Advisor,Financial Forecasts ,Financial Planning,Income Tax Filing,Income Tax Preparation,Incorporation Service,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

Kamlesh Shah Financial Advisor
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15 Years in Business
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:Kamlesh Shah Financial Advisor can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. I am one of the most distinguished Financial & Taxation Services in Edison, NJ. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Succession Planning,Business Tax Planning,Cash Flow ,Compilation Services,Finance & Accounting Training,Financial Advisor,Financial Planning,Income Tax Preparation,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

Meena Chib Financial Advisor
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15 Years in Business
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:Meena Chib Financial Advisor can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. I am one of the most distinguished Financial & Taxation Services in Edison, NJ. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Succession Planning,Cash Flow ,Compilation Services,Finance & Accounting Training,Financial Advisor,Financial Forecasts ,Financial Planning,Income Tax Filing,Income Tax Preparation,Incorporation Service,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Preparation ServicesRead more

Rekha Trivedi Financial Advisor
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15 Years in Business
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:Rekha Trivedi Financial Advisor can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. We work with individuals, families, and businesses to help these clients understand their financial circumstances and how to reach their short-term and long-term financial objectives. Prospecting, which is the process of finding new clients also we determine the retirement income goals and the actions and decisions necessary to achieve those goals. We identify the sources of income, estimating expenses, implementing a savings program and managing assets for future purposes. I am one of the most distinguished Financial & Taxation Services in Edison, NJ. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Entity Selection,Business Succession Planning,Business Tax Planning,Cash Flow ,Compilation Services,Finance & Accounting Training,Financial Advisor,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Preparation ServicesRead more

Lasitha Gunasinghe Financial Advisor
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15 Years in Business
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:Lasitha Gunasinghe Financial Advisor deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. I am one of the most distinguished Financial & Taxation Services in Edison, NJ. I specialize in Financial Advisor,Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Entity Selection,Business Succession Planning,Business Tax Planning,College Planning/Funding,Estate Planning,Finance & Accounting Training,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

Sanjiv Shah Financial Advisor
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15 Years in Business
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:Sanjiv Shah Financial Advisor deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. I am one of the most distinguished Financial & Taxation Services in Edison, NJ. I specialize in Accountant Services,Audit Review & Compilation Services,Auditing Services,Banking Services,Bookkeeping,Business Entity Selection,Business Succession Planning,Business Tax Planning,Cash Flow ,Finance & Accounting Training,Financial Advisor,Financial Forecasts ,Financial Planning,Financial statement Analysis,Income Tax Filing,Income Tax Preparation,Payroll Processing,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation ServicesRead more

Rupali Mundada Financial Advisor
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15 Years in Business
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement approach. I start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By identifying clear steps to take toward your goals, I can help take the uncertainty out of planning for your financial future. Working together, I can help you feel more confident, connected, and in control of your financial life. For more details kindly contact me. Thanks You are not just another face in the crowd. You are unique, and so are your financial goals. That’s why I care and take the time to understand what’s truly important to you. I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust. Every client is important to me. Over time, we’ll work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. For more details kindly contact us. Thanks Read more

Aditya Ravipati CPA LLC
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15 Years in Business
Serving ZIP Codes:08817, 08818, 08820, 08837, 08899
From the Business:I am one of the most distinguished Financial & Taxation Services in Edison, NJ. I specialize in Business Entity Selection,Business Succession Planning,Business Tax Planning,Financial Planning,Long Term Care Insurance,Personal Tax Planning,Retirement Planning,Tax Consultants Services,Tax Preparation Services,Accountant ServicesWe work with you on a personal level to determine the best solutions for your unique needs, then leverage our seasoned expertise to achieve the best possible results.We are your trusted partner in success. Our firm is large enough to offer a full range of professional services at a fair price, but small enough to give you the individual attention that you deserve.Rest assured that when a need arises, our firm is ready and capable to handle everything for you so you can focus on what matters most to you.Read more
Business Offers

Virtual Accounting And Tax Solutions Inc
Ratings & Reviews for Business Succession Planning
Excellent service from start to finish. They reviewed my documents carefully, identified eligible deductions, and completed everything on time. The communication was prompt and helpful
Chet is AMAZING! He really cares about his clients and making sure everything is properly in order. He is very knowledgeable in his field. He is also very responsive via text, call, and email so if it is a complex tax situation you will never feel alone in it. I would never use anyone else for tax related matters.
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Everything You Need to Know About Financial & Taxation Services

What is an Individual Taxpayer Identification Number?
Your Individual Taxpayer Identification Number expires in three years unless used even once. ITIN allows people to cooperate with US laws. The person gets the full advantages that the IRS offers to ITIN holders. Another important aspect is that you can have ITIN if you are ineligible for SSN.

ARE IRA LOSSES DEDUCTIBLE?
We all make investments to get profitable returns. But what happens if you don't make a profit? In standard taxable investments, reporting capital gains and losses is straightforward. However, IRA does not recognize losses or gains. In fact, the only way you can deduct losses in IRA is after withdrawing all the funds in the account and with a good reason. The reason, in this case, is non-deductible funds which are minimal, if any, in traditional IRAs.

ARE IRA LOSSES DEDUCTIBLE?
We all make investments to get profitable returns. But what happens if you don't make a profit? In standard taxable investments, reporting capital gains and losses is straightforward. However, IRA does not recognize losses or gains. In fact, the only way you can deduct losses in IRA is after withdrawing all the funds in the account and with a good reason. The reason, in this case, is non-deductible funds which are minimal, if any, in traditional IRAs.
Financial & Taxation Services Specialisation
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- Payroll Processing
- Audit Review & Compilation Services
- Finance & Accounting Training
- Foreign Accounts Disclosure
- Auditing Services
- Compilation Services
- IRS Representation
- Incorporation Service
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