Best Personal Tax Planning in New Jersey

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Best Personal Tax Planning in New Jersey Area

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Sarsi, LLC

Sarsi, LLC

location_on25 Avenue at Port Imperial #323, West New York, NJ 07093, USA
  • 5star38 Reviews
  • 6.8
    Sulekha score
  • work_history25 Years in Business
  • translateLanguage:Hindi

Nearby Neighborhoods:Bates, Battle Monument, Bayfront, Bayside

From the Business:WE ARE NOT TAX ACCOUNTANTS OR TAX PREPARERS. Sarsi is a fee-only financial advisor in West New York, NJ and New York City with clients everywhere. As a fee-only financial advisor our interests are aligned with those of our clients and we are a fiduciary to them. We do not sell products, we solve problems. Our clients are busy professionals, business owners, divorcees, widow(er)s and retirees/pre-retirees. They hire us to simplify their situation. We unravel complexity and build a financial plan in a reliable manner. This allows our clients to focus on things that are important to them. Our services include comprehensive financial planning, investment management, tax planning, retirement planning, estate planning etc.Read more

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

From the Business:PAY Financial Services is one stop for all your accounting, taxation and financial consulting services with over 20 years’ experience. We are a full range financial services company providing incorporation, book keeping & accounting, costing, payroll processing, tax preparation, cash flow, budgeting, compilation and finance consulting. We cater to a wide variety of clients ranging from small to medium sized corporations to individuals. We are committed to provide a complete range of quality service on timely basis at affordable price. Read more

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

From the Business:Prorata Accounting and Consulting LLC stands as a trusted partner for businesses and individuals seeking reliable, professional, and forward-thinking financial services. Based in New Jersey and serving clients across the United States, we specialize in audit and assurance, taxation, outsourced accounting, and strategic business consulting. Our dedicated team brings together years of industry expertise, offering personalized solutions that align with your financial goals and compliance needs. Our mission is to simplify financial complexities, minimize tax liabilities, and help you make sound decisions that drive long-term stability and growth. We understand that every client is different, which is why we take a tailored approach—whether you’re a startup laying your foundation, a mid-size business scaling operations, or a well-established firm navigating changing regulations. At Prorata, we go beyond numbers. We build lasting relationships rooted in trust, accuracy, and proactive support. By staying ahead of regulatory updates and industry trends, we ensure your financial systems remain strong, compliant, and optimized for performance. Let us help you turn financial clarity into confident action. When you work with Prorata Accounting and Consulting, you gain more than an accountant—you gain a strategic advisor committed to your success every step of the way.Read more

Nearby Neighborhoods:Bates, Battle Monument, Bayfront, Bayside

From the Business:SAI CPA Services is a trusted financial and consulting firm serving clients in Middlesex County, New Jersey, United States. With a dedicated team of professionals, we specialize in providing a comprehensive range of financial and consulting services tailored to meet the unique needs of both individuals and businesses. Our firm takes pride in offering personalized and high-quality service to our clients, leveraging our expertise and commitment to deliver efficient and cost-effective solutions. At SAI CPA Services, we understand that every client is different, and we approach each engagement with a client-centric mindset, focusing on understanding their specific goals and challenges. Our mission is to assist our clients in achieving financial success by providing them with the guidance, support, and expertise they need to make informed decisions and navigate complex financial landscapes. We have the advantage of offering our clients personalized attention and a hands-on approach to addressing their financial needs. We believe in building long-lasting relationships with our clients based on trust, integrity, and professionalism. Read more

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

From the Business:We prepare federal and state personal tax returns for our clients, throughout the United States. We frequently prepare tax projections to advise clients with an ongoing need to ensure they are not overpaying or underpaying their quarterly estimated taxes relative to their overall income. We have also developed a niche in the US Expatriate space and prepare returns for many US Citizens who live overseas but still need to comply with their US Tax Filing Requirements. We also prepare federal and state partnership, S-Corporation, and Corporation tax returns for our clients. For our business tax clients who also have a bookkeeping relationship with the Firm, or who specifically engage us to do so, we advise frequently on year-end tax management strategy. Our personal financial tax-planning services offer an objective, comprehensive package for individuals. Some of these plans include Deferred compensation, timing of charitable contribution, alternative minimum tax, retirement investment, rental income and expenses.Read more

Nearby Neighborhoods:Woodrow, Bates, Battle Monument, Bayfront

From the Business:ASM Associates LLC – Tax Office in Iselin is specialized in Accountant services, Finance and Taxation services, Tax Consultants services, Tax Preparation Services, Book Keeping, Finance and Accounting Training, Audit, Review and Compilation services. They are servicing at New Jersey area. They are expertise in providing services like Free Initial Consultation, IRS Audit, Individual Taxpayer Identification Number (ITIN) Application and Sales Tax Return. They can be reached on all days of the week including Sunday from 10:00 to 22:00. Some of the other services provided by them are Income Tax Filing for both Personal and Business, Company Formation and Registration, Business Plans, Licensing, Sales Tax, H-1, L-1, Tax Planning and Student Tax. ASM Associates LLC – Tax Office differs from others by providing Free Initial Consultation, by beating any competitor’s price, by providing excellent service to the clients, guaranteed maximum refund, 3 years of Audit protection to the clients, working on all days of the week, IRS authorized and if you are unable to reach them just drop a mail. They protect you from Audit Loss. Their primary goal as a trusted advisor is to be available and to protect insightful advice to enable their clients to make informed about financial decisions. They do not accept anything less from themselves and this is what they deliver to you. They feel that it is extremely important to continually and also professionally educate themselves in improving their technical expertise and financial knowledge in order to provide the best service to their clients.Read more

Nearby 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

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

From the Business:If you are looking for an accounting firm that will cater to your needs then you have come to the right place. We know that what works for one client-be it a small business or an individual-is not necessarily the solution for another. Our firm is one of the leading firms in the area. By combining our expertise, experience and competence of our staff, each client receives close personal and professional attention. Our firm’s reputation reflects the high standards we demand of ourselves. Please, feel free to browse our website to see the services we offer as well as the many helpful resources we provide. Leave the number crunching to us. When you are ready to learn more about what we can do for you, we encourage you to contact us for a FREE, no obligation consultation.Read more

WhizHub Taxes TAX ITIN FBAR STIMULUS

WhizHub Taxes TAX ITIN FBAR STIMULUS

location_onLawrenceville, Lawrence Township, NJ, United States
  • 5star2 Reviews
  • 6.3
    Sulekha score
  • work_history15 Years in Business
  • translateLanguage:English
  • ITIN application for all dependents & FBAR reporting

Nearby Neighborhoods:Bates, Bayfront, Bayside, Beacon

From the Business:Once again, tax season is here! and WhizHub will be pleased to invite you, to have your tax return prepared by our professional employees. Our mandate is to provide quality service at a fair price. We are also committed to be accessible to you for any questions that you may have thereafter. We are open year around to meet these goals.We are IRS authorized E-file provider and ITIN Acceptance agent and specialize in personal taxes and ITIN applications. Thank you for the opportunity and the privilege to introduce the services offered by us:--Free Refund Estimate with pre-filing consultation.-ITIN Applications for all dependents.-H1B, L1/L2 and STUDENT Tax preparation.-Competitive rates with post-filing follow up until refund is deposited.-Year round services include Change of Address, Amendment to prior and current year tax return etc.-Federal and multiple state E-filing.-Itemized return ( Housing loans, medical,charity and much more).-FBAR Reporting.Read more

Nearby Neighborhoods:Cove-East Side, Downtown, Palmers Hill, Ridgeway

From the Business:Real-time FinanceFix. My name is Anand Balakrishnan, and I bring 20 years of accounting experience in North America to the table. Holding an MBA in Finance & Accounting, I have effectively served as a CFO for a medium-scale company, guiding organizations through their financial complexities. At Realtime FinanceFix, we are committed to delivering exceptional advisory services tailored to meet your specific requirements. Real-time FinanceFix is a seasoned accounting services provider with nearly two decades of experience catering to small businesses. Our array of services encompasses bookkeeping, accounting, reporting, tax filing, payroll, and expert advisory services. We are dedicated to helping small businesses thrive financially through our tailored solutions and expert financial guidance.Read more

Showing 1 - 10 of 39 results

All "Personal Tax Planning" results near me in New Jersey Area

From the Business:When it comes to preparing for the future it’s important to work with someone who has the foresight and proven experience to help you navigate life’s changes successfully. That’s where we come in. Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, our Agents can help you find the right solutions to make the most of today, tomorrow, and the years to come. For all of life's milestones, we're here for you, your family, and your business. An increasing number will offer our clients comprehensive financial planning services, especially for clients approaching retirement .For more details kindly contact me. Thanks! Whether you're looking for life, retirement plan, or more! And passionate about providing outstanding customer service and to educating our clients on their insurance policies. Rather than pushing products or handing out quotes, will take our time to understand your situation, asses your risks, and help you understand the insurance options available to you. With a fully staffed office, you won't get an answering machine when you call us to speak about insurance! Along with expert guidance to help you achieve lifelong financial well-being. To know more details kindly contact me. Thanks.Read more

From the Business:Wealth Planning Advisory Group is dedicated to delivering comprehensive, high-touch financial guidance tailored to the unique needs of affluent individuals, families, and business owners. Our team of seasoned professionals specializes in navigating the complexities of wealth through personalized strategies in investment management, tax optimization, estate planning, retirement readiness, and legacy preservation. By aligning your financial goals with your personal values, we create purposeful, forward-looking plans that empower you to grow, protect, and pass on your wealth with confidence. At WPAG, we go beyond numbers—we build enduring relationships grounded in trust, clarity, and long-term impact.Read more

From the Business:Nailesh T Bhavsar CPA in Edison is specialized in Tax Preparation services, Book Keeping, Business Related services, Payroll Processing, Finance and Accounting Training, Retirement Planning and New Business Setup or Planning. He is servicing at New Jersey area. He is also expertise in providing services like Corporate Tax, IRS Audit, Quick Books Service, Individual, Business, Non-Profit Entity, Clergy, Ministry Tax Returns, Education Planning and Sales Tax Return. He has over 15 years of experience in offering finance and taxation services. He can be reached only on weekdays from 9:00 to 18:00. He is a member of Preparer Tax Identification Number (PTIN) directory and Asian Indian Chamber of Commerce (AICC). Some of his Accounting and Financial services are Book keeping and Write up, Individual and Businesses, Financial Statements or Analysis, Cash Flow or Budget Flow and Business Valuation or Ratio Analysis. His Management and Consulting services includes Payroll services with direct deposit, Online Filing, Tax Planning strategies. As a Certified Public Accountant (CPA), he has both experience and expertise which is more important. His Successful implementation and periodic review of your financial plan will ensure financial independence during your working years and through your retirement years. By keeping an eye on new tax laws and legislation, he is in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. He provides both individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. He accepts cash and checks as the mode of payment.Read more

Shivani Patel CPA Tax Services

location_on1030 Dickerson Road, North Wales, PA, USA
  • 5star1 Review
  • 3.2
    Sulekha score
  • work_history Established Since 1980
  • verifiedClaimed
  • scheduleClosed now
  • translateLanguage:English , Hindi +1 more

From the Business:Our Firm is dedicated to meet customized needs of individuals and small businesses in a variety of industries. We are committed to providing our clients with competence, assist on financial and business needs and personalized guidance with face to face meetings. We specialize in 1040/1040A/ 1040EZ Federal and State Returns for Individual, Quarterly Estimated Taxes (Form 941, 940, NJ-927, WR30 Reports, etc.), Monthly Estimated payments (EFTPS payments to federal) along with Quarterly Estimates, Corporate Taxes, Payroll taxes, Sales Tax Estate & Trust Tax Accounting, Book Keeping, Payroll Management and Provide assistance in completing paperwork to obtain license or authorization to Register a New Firm. Get a free tax Consultation/Quote North Brunswick, NJ- 08902. Your biggest refund $$ is only a call away!! Please visit our website for more information and Gives us a call for your needs.Read more

Rajeev Aggarwal, CPA

location_on 250 GARFIELD STREET EDISON nj-08820
  • 2.2
    Sulekha score
  • work_history5 Years in Business
  • verifiedClaimed
  • translateLanguage:English

From the Business:Rajeev Aggarwal is a Certified Public Accountant available in Dayton, NJ. He is specialize in accounting practice, such as auditing, accounting, tax preparation and law, or management advisory. If anyone need accounting and taxation services please contact him for more details.Read more

From the Business:E Tax America’s team of dedicated professionals provide tailored Accounting, Bookkeeping & Tax solutions to Individuals, Self-Employed & Small to Mid-Sized Businesses. We have over 50 years of experience in helping our clients in the New York tri-state area. No job is too small or large for us. Our fit-to-client solutions are fairly priced and delivered in a timely manner. Call us, Toll-Free: 844-E TAX AMERICA for FREE CONSULTATION. Our services are as follows: TAX SERVICES: • Personal Income Tax Returns • Corporate Income Tax Returns • State Income Tax Returns • Payroll Tax Returns (Quarterly & Annual) • Sales & Use Tax Returns • Estate & Gift Tax Returns • Tax Planning • Amended Tax Returns • Prior-Year Tax Returns TAX RESOLUTION SERVICES: • IRS & State Representation • IRS Audit Assistance • State Audit Assistance • Penalty Abatement • Settling Tax Debt • Tax Lien Discharge • Innocent Spouse Relief PAYROLL SERVICES: • Payroll Processing (Weekly/Bi-Weekly) • Commissions & Bonus Calculations • Payroll Disbursement • Payroll Administration & Maintenance • W-9’s & 1099 for Vendors • Intellectual Property Evaluation & Solutions • Human Resource Management • Employee Performance & Review Solutions ACCOUNTING SERVICES: • Chart of Accounts • Trial Balance Maintenance • General Ledger Maintenance • Accounts Receivable Maintenance • Customer Invoicing & Maintenance • Accounts Payable Maintenance • Vendor Invoicing & Maintenance • Cashflow Analysis & Maintenance • Monthly Bank Reconciliation Statements • Monthly Credit Card Reconciliation Statements • Month-End Books Close Out • Monthly Financial Statements Preparation • Fiscal Year-End Books Close Out • Annual Financial Statements Preparation OTHER SERVICES: • New Business Registration (S-Corp, C-Corp, LLC, Partnership, Non-Profit) • Urban Enterprise Zone Registration • Licensing, Legal & Regulations Review • Business Insurances Review & Solutions • Due Diligence and Assurance Assistance & Solutions • A/R Collection Calls • POS Integration • IT Software Analysis & Solutions • Accounting System Evaluation • Internal Control Processes Review & Solutions • Growth & Financial Review • Custom Reports Creation & Maintenance • Cost Reduction Analysis & Solutions • Fixed Assets Review & Safeguard Solutions • Operating Assets Review & Maintenance • Cashflow BRead more

From the Business:Preeti Sheth, CPA is a professional who brings in several years of experience in accounting and tax services for individuals, small and medium businesses. She is committed to providing diligence, focused approach and personal attention to each client. She views every client relationship as a partnership and truly believes in the success of all partners.Her continual investment in professional continuing education is indicative of commitment to excellence. She takes pride on being proactive and response to clients, ensuring each client receives highest quality of service, so clients can focus on business and individual needs. Finance and Accounting are the key to success for individuals and business alike. It requires personalized approach and diligent focus at regular intervals. They can get complex and overwhelming with growth. This is where we step in and fill the gap. We provide financial solutions for business and individuals. We take pride in being proactive and respond to clients ensuring each client receives highest quality of service.Read more

Business Offers

Ratings & Reviews for Personal Tax Planning

  • 5/5
  • Based on 5 reviews
perm_identityYonathan Solomon
calendar_month1 week ago

I would highly recommend Prorata! They've been an absolute lifesaver for me and my small business. From sorting out my taxes to providing valuable financial advice, they've been there every step of the way. The team is incredibly knowledgeable, professional, and always willing to go the extra mile to help. Plus, they explain everything in a way that's easy to understand, which is a huge relief for someone like me who isn't a numbers person.

perm_identitySanjeev Jain
calendar_month1 week ago

Prorata Accounting is very professional and proactive help us in all our needs for the accounting. We have been using them for last two years and happy with their services.

perm_identitysabry shihab
calendar_month3 yrs ago

ALAM one stop is very professional in taxes , Mahbub is very detail oriented and he is definitely the best one in the Bay Area .

perm_identityElchin Mammadov
calendar_month4 yrs ago

I did my 2020 tax file here. Mr. Mahbub is so detailed oriented professional that will help you to get highest tax refund.

perm_identityKate Garrison
calendar_month8 yrs ago

This was the best accountant I have ever had! He actually helped me get a HUGE refund this past year! I was so thankful for Mr. Alam and will always go back to him in the future! :-)

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