Best Personal Tax Planning in Edison, NJ

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Best Personal Tax Planning in Edison, NJ

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Neighborhoods:Tottenville, Belltown, Cove-East Side, Downtown

From the Business:Deepak Malhotra is a Certified Public Accountant (CPA) practice based in Edison, New Jersey. Deepak Malhotra can assist you with your tax preparation, planning, bookkeeping, and accounting needs. He is an IRS registered tax preparer in Edison, New Jersey. If you are a taxpayer or a small business owner and looking for some assistance in tax filing preparation then Deepak Malhotra can be of assistance to you. For more details contact him. We use unique approach to identify the areas where planning is required to save taxes. We plan for your future by advising you best way to manage money and grow your wealth in tax efficient manner.Read more

Neighborhoods:Woodrow, Belltown, Cove-East Side, Downtown

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

Neighborhoods:Tottenville, Belltown, Cove-East Side, Downtown

From the Business:At GoalSeek, We have got a team of enthusiastic cutlets providing clients, Accounting, taxation, and Payroll related Services. Working with over 150 clients on a monthly basis for their Bookkeeping and Tax planning, our team is expert and passionate in this field. We aim to create value for a client and make sure that they get value for their money they spend on us.Read more

Neighborhoods:Charleston, Belltown, Cove-East Side, Downtown

From the Business:EasyTaxFiler in Edison, NJ, is your go-to for making taxes easy! With a focus on small businesses and individuals, we offer top-notch tax consulting, advising, and financial services. Our team, specializing in tax strategy, is here to ensure your financial success. Let’s tackle those taxes together! We believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success. We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumenRead more

ASHOKA WEALTH MANAGEMENT

ASHOKA WEALTH MANAGEMENT

location_on Serving the Edison Area
  • 5.1
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage:Punjabi , Bengali +3 more
  • 5413847

Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook

From the Business:Welcome to a more holistic, data-driven approach to building and preserving wealth. We are a fiduciary firm with FINRA Series 7 & 66 certified financial advisors, specializing in guiding first-generation immigrants and technology professionals in the United States. My mission is to help you make financial decisions with clarity, confidence, and calmness—so you can achieve your goals without the stress and anxiety that often come with investing. What sets my practice apart? I combine a deeply researched, evidence-based approach with personalized, tax-efficient strategies tailored to your unique needs. Every recommendation is backed by data and industry best practices, ensuring you have the peace of mind that comes from knowing your financial plan is built on a solid foundation. Whether you’re navigating complex tax landscapes, planning for your family’s future, or seeking to grow your wealth across generations, I’m here to provide transparent, jargon-free guidance every step of the way. Ready to experience a more relaxed and empowered approach to financial planning? Let’s connect! I offer complimentary, no-obligation financial reviews designed to uncover opportunities and provide you with actionable, data-backed recommendations. Read more

Neighborhoods:Ammersee, Belltown, Cove-East Side, Downtown

From the Business:SecureYourTomorrow Life Insurance, where we understand the importance of safeguarding your loved ones' future. Our comprehensive life insurance plan is designed to provide financial security and peace of mind.Customize your policy with optional riders like critical illness coverage, accidental death benefits, and more. Tailor your plan to address specific risks and enhance your overall protection.Read more

Neighborhoods:Harsimus Cove, Belltown, Cove-East Side, Downtown

From the Business:Neelkanth Accountants provides outstanding service to clients because of dedication to the three underlying principles of professionalism, responsiveness, and quality. We specialize in: Income tax preparation for individual, small businesses, Business tax planning and consulting, Compilations and Reviews, Quick-books services (incl. training and setup), Bookkeeping and Payroll services, Sales tax and other statutory filings and many other services! Read more

Lonestar Consulting Group

Lonestar Consulting Group

location_on Serving the Edison Area
  • 5star8 Reviews
  • 9.5
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage:English , Hindi +1 more
Personal Tax Planning:IRS and Sales Tax Audits, Tax Preparation and Filing, Financial and Tax Planning, Certified Professional Tax Preparer, Corporate Tax, Federal State Tax Filing, Individual Tax Return, Indiviual Tax Filing, Internal Audit, Investment Consultant, Non-Filed Tax Returns, Sales Tax Return, Tax Implications, Tax Problem Resolution, Year Round Tax Service, Trust Tax Preparation, Tax Consultation, Income Tax, Tax Preparer Specialist, Personal Tax Preparation, Business Tax Preparation, Business Buy-Sell Agreements, Business Buyand Sell
  • Financial Services Avg - $283
  • Pricing Avg - $283

Neighborhoods:Valley Vistas, Belltown, Cove-East Side, Downtown

From the Business:S K C CPA LLC, a CPA firm providing accounting, book keeping services, tax preparation, payroll, auditing, business valuation and entity selection services.As your business partner, we will work with your business in building customized solutions matching your business needs. We are a fast growing business services company specializing in tax, payroll, business formation & business valuation. We serve businesses and individuals. Get your taxes done by qualified, reliable and trustworthy professionals and get an offer if you sign up today. Effective tax preparation and planning can help you to minimize your future tax liability. We can help you proactively manage both your personal and your business tax issues, including understanding how upcoming business opportunities impact your tax status and vice versa. Not all tax planning opportunities are readily apparent. By having us on your team, you are more likely to benefit from those opportunities. We understand how the latest federal, state and local tax legislation and other developments affect you and your business and we are constantly identifying new ways to reduce federal, state or local tax liabilities.Read more

  • CPA Services Avg - $249

Neighborhoods:Financial District, Belltown, Cove-East Side, Downtown

From the Business:Master Your Taxes and Finances with NSKT Global: Expert Tax Preparation & Accounting Services Navigating the complex world of taxes doesn't have to be stressful. At NSKT Global, we offer comprehensive tax preparation and accounting services designed to simplify your finances, maximize your refunds, and minimize your stress. Led by Certified Tax Preparer Mr. Nikhil Mahajan and a team of experienced Enrolled Agents, we provide a personalized and reliable approach to all your individual and business tax needs. Here's how we can help you: Individuals: Stress-free Tax Preparation: We handle all types of individual tax returns, including Form 1040, 1040 NR, and state returns. Expert IRS Audit Support: Feeling overwhelmed by an IRS audit? Our team has the expertise to guide you through the process and protect your best interests. Strategic Tax Planning: Proactive planning helps you minimize your tax burden and maximize your wealth potential. Tax Advisory Services: Receive tailored advice on complex tax situations, investments, and retirement planning. Businesses: Partnership, S-Corp, C-Corp, and LLC Tax Returns: Our team is licensed to file Form 1120S, 1120, and 1065 for various business structures. Accounting and Bookkeeping Services: Stay organized and compliant with our comprehensive accounting solutions. Business Consulting: Receive expert guidance on tax implications, financial strategies, and growth opportunities. Why Choose NSKT Global? Experience & Expertise: Led by Mr. Nikhil Mahajan and a team of qualified professionals. Personalized Service: We take the time to understand your unique needs and goals. Technology-Driven: Utilize innovative tools for efficient and secure data management. Competitive Rates: Transparent pricing and flexible payment options. Nationwide Coverage: We serve clients in NY, NJ, CA, FL, IL, MA, PA, Washington, Boston, RI, and many other states. Don't let taxes get in the way of your success. Contact Us NowRead more

Neighborhoods:Belltown, Cove-East Side, Downtown, Glenbrook

From the Business:Trident Financial Consultants, led by Alok Navapura, is a reputable financial advisory firm specializing in offering a broad range of financial services. With a focus on wealth management, investment planning, retirement solutions, tax optimization, and more, Trident Financial Consultants provides tailored financial strategies to help clients meet their unique goals. Alok Navapura brings years of experience and expertise to the table, ensuring that each client receives the right advice and solutions to navigate the complexities of their financial journey. Known for a client-first approach, the firm is committed to helping individuals and businesses achieve long-term financial stability and success through thoughtful planning and professional guidance.Read more

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Ratings & Reviews for Personal Tax Planning

perm_identityVj M
calendar_month1 month ago

Prompt courteous service and very knowledgeable..

perm_identityZebiba Shifa
calendar_month1 month ago

Kavita has helped us tremendously with our taxes for years now. Worry free experience and takes the hassle out of taxes! She also responds quickly to us when we have questions, we recommend this service

perm_identityUnknown
calendar_month2 months ago

Very professional & knowledgeable staff. Ali help us out on our returns and business formation. Overall staff are very friendly , helpful and response on time

perm_identityJawed Hussain
calendar_month2 months ago

I am doing my tax filing since 2019. They help me for refund of some of my back taxes.They slso working on my 2014 tax return and it will be great achievment for or them to huge amunt of refund.Also they keep in touch about your irs letter and other matters.I highly recomand to get services of ALAM ONE STOP TAX.

perm_identityBryce Earls
calendar_month

Wonderfully knowledgable team. 5 stars and I HIGHLY recommend their financial consulting service! Pleasant office manager as well.

Personal Tax Planning in Edison, NJ – Trusted Local Experts for Your Financial and Taxation Needs

When it comes to personal tax planning, having a local expert who knows the ins and outs of the tax laws in Edison, NJ can make all the difference. Our dedicated team of tax professionals takes pride in assisting Edison residents with their financial and tax planning needs. With our local knowledge and expertise, you can rest assured that your financial future is in capable hands.

Why Clients Choose Us?

  • Trust: Our clients trust us for our integrity and commitment to providing high-quality tax planning services.
  • Expertise: Our team brings years of experience and knowledge in personal tax planning, ensuring the most beneficial outcomes for you.
  • Local Experience: As local experts in Edison, NJ, we understand the specific tax laws and regulations that affect our clients.
  • Proactive Planning: We believe in proactive tax planning to help our clients avoid potential tax issues and maximize their savings.

Our Services Included

  • Comprehensive Tax Planning: We provide a complete range of tax planning services to ensure that all your taxation needs are met.
  • Tax Return Preparation: Our experts can help you prepare and file your tax returns accurately and on time.
  • Audit Support & Representation: We provide support and representation in case you are audited by the IRS.
  • Quarterly Estimated Tax Planning: We can help you estimate your taxes for each quarter to avoid any surprises at the end of the year.
  • Retirement Tax Planning: Our team can guide you on how to plan your taxes for retirement to ensure maximum savings.
  • Estate & Inheritance Planning Coordination: We offer advice on estate and inheritance tax planning to ensure your wealth is passed on to your heirs in the most tax-efficient manner.
  • Investment Tax Optimization: Our experts can help you optimize your investments to minimize your tax liability.
  • High-Net-Worth Advisory: We provide specialized tax planning services for high-net-worth individuals.
  • Tax Saving Strategies: Our team can devise effective tax saving strategies tailored to your financial situation.
  • Individual Tax Planning: We offer personalized tax planning services for individuals.
  • Personal Financial Planning: Our team can help you with personal financial planning to secure your financial future.
  • Tax Deduction Guidance: We can guide you on how to maximize your tax deductions.
  • Investment Tax Benefits: Our experts can help you understand and avail the tax benefits on your investments.
  • Tax Filing Help for Individuals: We offer assistance with tax filing for individuals to ensure accurate and timely filing.
  • Estate and Inheritance Tax Planning: We provide expert advice on estate and inheritance tax planning.
  • Capital Gains Tax Advice: Our team can provide advice on how to minimize your capital gains tax liability.
  • Tax Optimization for Salary Income: We offer services to help you optimize your tax liability on your salary income.
  • High Net Worth Tax Planning: We provide specialized tax planning services for high net worth individuals.
  • Healthcare and Tax Benefits: Our team can guide you on how to avail tax benefits on healthcare expenses.
  • Personal Income Tax Consultant: We offer personal income tax consultation services to help you manage your taxes effectively.
  • Tax-Free Investment Options: Our experts can guide you on tax-free investment options to maximize your savings.
  • Annual Tax Review: We offer annual tax review services to ensure your taxes are in order.

Languages Spoken

  • English
  • Hindi
  • Tamil
  • Telugu
  • Gujarati

Typical Pricing by Service

Transparent Pricing You Can Trust: We offer transparent, fair pricing with flat fees for standard services and written estimates for complex work. Fees are based on typical services in Edison, NJ. We also offer a free initial consultation call. Please contact the number listed in the business profile to schedule your consultation.

Key Service Areas in Edison, NJ

  • Downtown: We offer our services to clients in the bustling downtown area of Edison, NJ.
  • Suburbs: Residents of the quiet suburbs of Edison, NJ can also avail our expert tax planning services.
  • Business District: We cater to the tax planning needs of businesses located in the business district of Edison, NJ.
  • University/College Area: Students and staff of universities and colleges in Edison, NJ can also benefit from our tax planning services.

Tips for Choosing the Right Financial Professional

  • Credentials: Make sure the professional you choose has the necessary qualifications and certifications.
  • Specialization: Choose a professional who specializes in the services you need.
  • References: Ask for references from previous clients to get an idea of their work quality and professionalism.
  • Communication Style: Choose someone who communicates clearly and promptly.
  • Fee Transparency: Ensure the professional provides transparent pricing for their services.

Ready to Secure Your Financial Future?

Don't leave your financial future to chance. Contact our trusted local experts in Edison, NJ today to start planning for a secure financial future. We look forward to helping you achieve your financial goals.

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FAQ of Personal Tax Planning

  • What types of finance and taxation services are available in Edison, NJ via Sulekha?

    You can find tax filing, bookkeeping, payroll, business incorporation, and financial planning services.

  • Why should I hire a professional CPA to prepare my tax return?

    Certified Public Accountants (CPAs) pass an extensive, two-day examination on accounting, auditing, taxation, and business law. They maintain their licenses by taking ongoing classes. CPAs have a depth and breadth of knowledge that most tax professionals do not. Hiring a CPA through Sulekha Financial Taxation Services ensures you have an expert with comprehensive knowledge and up-to-date information on tax laws and regulations.

  • How often should bookkeeping be performed?

    Generally, bookkeeping is performed once per month. However, the frequency can vary depending on the size and needs of your business. New businesses with limited transactions might only need quarterly bookkeeping, while larger businesses with more frequent transactions might need it more often. Regular bookkeeping through Sulekha Financial Taxation Services ensures accurate financial records, aiding in better financial decision-making and compliance.

  • Are there Indian CPA or tax professionals in Edison listed on Sulekha?

    Yes, many Indian-origin CPAs and tax experts serve the Edison area and are listed on Sulekha.

  • Can I get help with both personal and business taxes in Edison?

    Absolutely. Professionals on Sulekha handle both individual and business tax needs.

  • What is tax planning and why is it important?

    Tax planning involves analyzing your financial situation to ensure tax efficiency, minimizing tax liability through strategies such as timing of income, purchases, and investments, and leveraging tax deductions and credits. It is important because it helps minimize tax liabilities, maximizes savings, and ensures compliance with tax laws. Effective tax planning with Sulekha Financial Taxation Services can also help in avoiding penalties and interest charges.

  • How can I minimize my tax liability?

    Strategies to minimize tax liability include taking advantage of deductions and credits, deferring income, maximizing retirement contributions, utilizing tax-advantaged accounts, and seeking professional tax advice for effective tax planning. Implementing these strategies with the help of Sulekha Financial Taxation Services can significantly reduce the amount of tax you owe, allowing you to retain more of your earnings.

  • Do Edison-based tax consultants offer virtual consultations?

    Yes, most professionals offer phone or video consultations for convenience.

  • Is it possible to file taxes for both the USA and India through Sulekha experts in Edison?

    Yes, many experts specialize in cross-border taxation and NRI tax filing.

  • What are the different types of tax returns?

    The main types of tax returns include: Individual Income Tax Returns (Form 1040): Filed by individuals to report their income, deductions, and credits. Corporate Tax Returns (Form 1120): Filed by corporations to report income, gains, losses, deductions, and credits. Partnership Tax Returns (Form 1065): Filed by partnerships to report income, deductions, and credits, with income passed through to partners. S-Corporation Tax Returns (Form 1120S): Filed by S-Corporations to report income, gains, losses, deductions, and credits, with income passed through to shareholders. Estate/Trust Tax Returns (Form 1041): Filed by estates and trusts to report income, deductions, and credits.

  • What is the difference between tax deductions and tax credits?

    Tax deductions reduce your taxable income, thus lowering your overall tax liability based on your marginal tax rate. Examples include mortgage interest, medical expenses, and charitable contributions. Tax credits provide a dollar-for-dollar reduction in your tax liability, significantly reducing the amount of tax owed. Examples include the Earned Income Tax Credit (EITC) and Child Tax Credit. Sulekha Financial Taxation Services can help you identify and maximize these deductions and credits.

  • How do I choose the right tax consultant in Edison on Sulekha?

    Check reviews, compare services, and contact multiple providers for quotes.

  • Are there bilingual (English + Indian languages) tax professionals in Edison?

    Yes, many professionals speak Hindi, Tamil, Telugu, Gujarati, and more.

  • How do I handle back taxes?

    Handling back taxes involves filing any past-due tax returns, paying the owed amount, and potentially setting up a payment plan with the IRS. Sulekha Financial Taxation Services can assist in negotiating payment plans and exploring options like offers in compromise. Addressing back taxes promptly can help avoid additional penalties and interest charges.

  • Can financial taxation services help with IRS audits?

    Yes, Sulekha Financial Taxation Services can assist with IRS audits by providing representation, preparing necessary documentation, and offering guidance to ensure compliance with IRS requirements and reduce potential liabilities. Our professionals are experienced in handling audits and can help navigate the process efficiently.

  • What is the average cost of tax filing services in Edison, NJ?

    It typically ranges from \$100 to \$300 depending on complexity.

  • Can I get help with IRS notices or audits in Edison?

    Yes, several professionals offer IRS representation and audit support.

  • What is the Alternative Minimum Tax (AMT)?

    The Alternative Minimum Tax (AMT) is a parallel tax system designed to ensure that high-income individuals and corporations pay a minimum amount of tax, even if they qualify for various deductions and credits under the regular tax system. Sulekha Financial Taxation Services can help you understand if the AMT applies to you and how to manage its impact on your tax liability.

  • What is a tax extension, and how do I apply for one?

    A tax extension provides additional time to file your tax return (typically six months) but does not extend the time to pay any taxes owed. You can apply for an extension using IRS Form 4868 for individuals or Form 7004 for businesses. Sulekha Financial Taxation Services can assist you in filing for an extension and ensuring all necessary forms are completed accurately.

  • Do Edison-based accountants help with LLC or corporation setup?

    Yes, business formation and registration services are commonly offered.

  • Is it safe to share my financial documents with Sulekha-listed professionals?

    Yes, but always verify credentials and use secure communication channels.

  • What are quarterly tax payments, and who needs to make them?

    Quarterly tax payments are estimated tax payments made four times a year by individuals and businesses with income not subject to withholding, such as self-employment income, rental income, or investment income. Making these payments helps avoid penalties for underpayment of taxes. Sulekha Financial Taxation Services can help you determine your estimated tax payments and ensure they are made on time.

  • What is tax loss harvesting?

    Tax loss harvesting is a strategy to offset capital gains by selling securities at a loss. These losses can be used to reduce taxable capital gains and potentially offset up to $3,000 of ordinary income per year. Sulekha Financial Taxation Services can help you implement tax loss harvesting strategies to minimize your tax liability.

  • Can I find QuickBooks-certified professionals in Edison via Sulekha?

    Yes, many accountants are QuickBooks ProAdvisors.

  • Do professionals in Edison help with tax planning for H1B or F1 visa holders?

    Yes, they offer tailored advice for visa holders and international students.

  • What are the benefits of electronic tax filing (e-filing)?

    Benefits of e-filing include faster processing of tax returns, quicker refunds, reduced errors, secure submission, and immediate confirmation of receipt by the IRS. Sulekha Financial Taxation Services offers e-filing options to make your tax filing process more efficient and hassle-free.

  • Can I amend a tax return after it has been filed?

    Yes, you can amend a tax return if you need to correct errors or make changes. This is done by filing IRS Form 1040-X. Sulekha Financial Taxation Services can assist with this process to ensure accuracy and compliance, helping you make the necessary corrections to your previously filed returns.

  • Are weekend or after-hours appointments available in Edison?

    Many providers offer flexible scheduling, including evenings and weekends.

  • Can I get help with ITIN application or renewal in Edison?

    Yes, several professionals assist with ITIN processing.

  • What is the Earned Income Tax Credit (EITC)?

    The Earned Income Tax Credit (EITC) is a refundable tax credit for low to moderate-income working individuals and families. The amount of the credit depends on income, filing status, and number of qualifying children. Sulekha Financial Taxation Services can help you determine your eligibility for the EITC and assist in claiming this valuable credit.

  • How do I choose the right tax professional?

    Choosing the right tax professional involves considering their qualifications (such as CPA, EA, or tax attorney), experience, reputation, fees, and whether they specialize in your specific tax situation. Sulekha Financial Taxation Services connects you with qualified and experienced tax professionals who can provide tailored advice and services to meet your needs.

  • Do Edison-based experts help with Canadian tax filing too?

    Some professionals offer cross-border services for both USA and Canada.

  • How soon should I book a tax consultant during tax season in Edison?

    It’s best to book early — January to March is peak season.

  • Can financial taxation services help with international tax issues?

    Yes, Sulekha Financial Taxation Services can assist with international tax issues, including compliance with foreign tax laws, reporting foreign income, navigating tax treaties, and addressing expatriate tax concerns. Our experts are well-versed in international tax regulations and can help you manage your global tax obligations effectively.

  • Can I get bookkeeping help for my small business in Edison?

    Yes, bookkeeping and payroll services are widely available.

  • Do Sulekha professionals in Edison offer free initial consultations?

    Many do — check individual listings for details.

  • How do I contact a finance expert in Edison through Sulekha?

    Visit sulekha.com, search “Finance and Taxation - Edison, NJ,” and connect directly.

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