Public Accounting Firms in Lincroft, New Jersey (Monmouth County)

A small certified public accounting firm which offers its clients a hands on approach. Partners, which includes a former IRS agent, handle the accounts personally.

I started my CPA firm more than 20 years ago and currently have more than 34 years’ experience in taxation. My business niche is the preparation of federal estate tax returns and NJ estate and NJ inheritance tax returns as well as NY estate returns. My firm also prepares estate and trust accountings both informal (which are distributed to the beneficiaries) and formal accountings (reviewed by the surrogate’s court). I do extensive tax planning with regard to the estate and trust fiduciary income tax returns to reduce, and when possible, eliminate fiduciary taxes. The CPA’s role in estate taxation is advising executors of their duties, timing deductions for the maximum tax benefit, tax planning throughout the estate process and assisting in the expeditious settlement of the estate. Prior to starting my own firm, I was as a tax manager in the tax department of a large accounting firm in New Jersey for more than 14 years, gaining extensive experience in individual and estate taxation. I have earned two undergraduate degrees – a M.B.A. in accounting and a M.S. in taxation. I have also earned my Certified Financial Planner designation.... See More

We are a CPA firm who specializes in working with individual taxpayers and small/closely held business entities. Our services include individual and business tax preparation, multi-state tax returns, bookkeeping services, financial statement preparation, resolution of your IRS problems and business start-up advice. We offer personal service unique to our profession.... See More

Financial planning including retirement, estate, tax, education and investment planning.

CPA firm specializing in personal service, tax returns and small business services.

Tax, accounting, and business consulting firm for individuals and small- to medium-sized businesses. Services include tax planning, tax return preparation, compiled financial statement preparation, business formations/liquidations, resolution of disputes with taxing authorities, and health/life/disability insurance planning.... See More

Provides fee-based comprehensive personal financial planning. Areas of concentration include, divorce analysis, investment design and implementation, insurance planning, estate planning, retirement planning, cash flow analysis, college funding, and income tax planning. Free consultations are available upon request.... See More

For more than 40 years, Lawrence B. Goodman & Company, has been serving businesses and individuals in the areas of tax, assurance, accounting, business consulting, and wealth management. Our mission is to provide quality services so that our clients have the highest level of satisfaction. We always strive to bring exceptional value and build long term relationships.... See More

Loffredo & Assoc., LLC., is dedicated to serving all of your accounting, tax and financial services at affordable fees. Our continuing mission is to serve you by providing the highest level of expertise and professionalism possible and create an environment that will cause every one of our clients to view us as a trusted business advisor.... See More