Business Details
Trusted Accountants in Oradell, NJ
For over two decades, our firm has provided comprehensive accounting, tax, and financial planning services to individuals and businesses. Our approach combines the expertise of a large firm with the personalized attention that ensures every client feels valued. As a CPA-certified professional in New York and New Jersey, I maintain direct involvement with each client's account, ensuring continuity and deep familiarity with individual needs. My education at the Wharton School of Business equips me to navigate complex tax regulations, while my commitment to ongoing education keeps me current with evolving financial landscapes. We serve as a trusted partner, offering tailored solutions in accounting, taxation, and business consulting.When specialized expertise is required, we leverage a network of consultants to address technical challenges effectively. Our practice extends beyond traditional accounting through partnerships like CJM Planning, enabling us to provide holistic financial strategies for retirement, education funding, and insurance. Clients benefit from year-round support, transparent communication, and a proven track record of delivering reliable financial guidance. We take pride in empowering clients to achieve their financial objectives through personalized service and professional excellence.
Services
Accounting Services
Tax Preparation
Estate Planning
Financial Planning
Bookkeeping
Payroll Services
IRS Representation
Retirement Planning
Sales Tax Services
Financial Forecasts
Highlights and features
- We have over 20 years of experience in accounting and tax services.
- Our CPA certifications ensure compliance with New York and New Jersey regulations.
- We provide direct, personalized attention to every client's account.
- Our Wharton School education equips us to handle complex financial matters.
- We offer year-round support for ongoing tax and accounting needs.
Associations and certifications
- CPA -NYS
- CPA-NJ
Services
Accounting Services
Our accounting services include receivables, payables, payroll management, and GAAP-compliant financial statements for banks and investors. We provide custom financial reports tailored to internal managerial needs while ensuring accuracy and regulatory compliance. Our expertise helps businesses maintain transparent financial records and make informed decisions.
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses while implementing strategies to minimize tax liabilities. Our team monitors tax law changes to ensure compliance and offers representation during audits. Clients receive competitive pricing and personalized guidance throughout the tax season.
Financial Planning
Through partnerships like CJM Planning, we offer comprehensive financial planning for retirement, education funding, and insurance needs. Our services analyze income projections, suggest investment strategies, and create customized plans to help clients achieve long-term financial goals while adapting to changing life circumstances.
Payroll Services
Our 24/7 online payroll solution automates processing with secure data entry, tax calculations, and year-end W-2/1099-M forms. Features include direct deposit, tax payments, employee portals, and customizable reporting. We design tailored payroll systems that reduce administrative burdens while ensuring compliance with federal and state regulations.
IRS Representation
We provide expert representation before the IRS and state/local taxing authorities, including negotiating Offers in Compromise. Our team handles audit processes, resolves disputes, and implements compliance strategies to protect clients' interests while minimizing penalties and interest assessments.
People
Jon D. Rothschild
CPA
Jon D. Rothschild is a certified public accountant with over 20 years of experience serving individuals and businesses in New York and New Jersey. A Wharton School graduate, he specializes in tax, accounting, and financial planning while maintaining direct client involvement and continuous education in evolving financial regulations.
Questions
What accounting services do you offer?
We provide full accounting services including receivables, payables, payroll management, and GAAP-compliant financial statements for banks and investors.
How do you handle tax planning and compliance?
We monitor tax law changes year-round, implement compliance systems, and prepare all federal/state tax returns while minimizing liabilities through strategic planning.
What makes your payroll solution unique?
Our 24/7 online payroll system offers customizable features like direct deposit, tax payments, employee portals, and multi-state compliance with personalized professional support.
Do you offer financial planning services?
Yes, through CJM Planning, we provide retirement planning, education funding strategies, and insurance solutions tailored to individual financial goals.
