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

At Susan M. Schlindwein, CPA, LLC, we provide services for small businesses and individuals. Our firm specializes in business consulting, individual and business taxes and QuickBooks bookkeeping and training. Offering the perfect blend of personalized service and expertise, we get to know each of our clients so that we may provide the information suited to their unique needs. Conveniently located in Moorestown, New Jersey, our office is accessible to both New Jersey and Pennsylvania.... See More

Independent advocates for greater wealth serving families and entrepreneurs.

Sole practitioner who provides personalized attention to individuals and small businesses in the area of tax, accounting, financial planning and bookkeeping. Winner of the 2014 Top Accounting and Estate Planning Professionals in New Jersey.

Providers of accounting, tax and financial services: Tax Preparation; wealthcare management; Estate and retirement planning; investment strategies; asset protection; life; health; disability and long term care insurance; 401k rollovers and annuities.

We can guide you through the tax maze and help you improve your bottom line. A family business since 1945, we are Certified Public Accountants, Certified Financial Planner Professionals and a J.D. (Tax). We are AICPA, AAA-CPA & NATP Members, licensed in New Jersey and Pennsylvania with IRS PTIN registrations - offering accounting, tax preparation, consulting and fee-only financial planning services designed to meet the needs of individuals, entrepreneurs and businesses. We are problem solvers, providing services, not selling products. Please visit our website, omalleycpa.com. Accounting and tax preparation for today ... financial planning for tomorrow. Our services include monthly, quarterly and year-end accounting, financial statements and all types of federal and multi-state tax returns as well as preparation of individual returns and all forms of business and trust returns, plus tax audits, appeals and prior year returns. Our consulting services include succession planning, business evaluation, acquisition advice, budgets, cost and profit planning. Our planning services include financial planning for education, retirement, elder care, special needs trusts and estates. Our client base represents a cross section of taxpayers, self-employed individuals, small- to medium-sized family businesses in numerous industries, including service-based professionals, investors, executives, bankers and others. We provide solutions for businesses and individuals.... See More

We are focused on helping businesses take full advantage of the tax reform laws. This is the best tax benefit for small businesses in my 35 years of tax preparation. Financial peace of mind is always primary.

Building strong relationships with clients with committment to excellence. Don't get lost in a big firm. Enjoy working closely all the time with the sole owner and only partner. Offering tax services to individuals and small businesses, QuickBooks consulting and bookkeeeping services also available. Specializing in QuickBooks online.... See More

The firm provides services to individuals and small business owners and professionals who require personal attention to their special accounting, financial, retirement and income tax needs. Your inquires and telephone calls are always returned as promptly as possible. Member of the New Jersey Society of Certified Public Accountants, New York State Society of Certified Public Accountants and the American Institue of Certified Public Accountants.... See More

Personal tax and financial consulting: - tax returns: personal, corporate and partnership - planning/consultation - estates, gifts and trusts: administration, planning, tax returns Forty-five years' experience in public accounting and in industry.

Tax Planning & Preparation Federal and All States Individual, Business, Estates & Trusts Accounting and Bookkeeping Services Financial Planning & Wealth Management

Tax preparation and consulting, bookkeeping, forensic, business valuation, real estate valuation (MAI), general business consulting. Academic and professional designations include: M.B.A., Certified Public Accountant, Member of the Appraisal Institute, Senior Member of the American Society of Appraisers, State Certified General Real Estate Appraiser (NJ and PA) and Certified Tax Asssessor (NJ).... See More