Business Details
40 Years
experience
Trusted Tax and Accounting Services in Branchville, NJ
John R. Fisher, CPA, CFP has been dedicated to empowering clients to achieve long-term financial success since our founding. Our firm specializes in delivering personalized tax, accounting, and financial planning solutions tailored to individual and business needs. With over 25 years of experience, we prioritize education and understanding to help clients make informed decisions about their financial futures. Our team of certified professionals combines technical expertise with a hands-on approach to ensure every client receives meticulous attention and strategic guidance. We serve clients across the tri-state area of Pennsylvania, New Jersey, and New York, maintaining a strong commitment to community involvement and client-focused service. Our philosophy centers on building lasting relationships through transparency, integrity, and a deep understanding of our clients' unique circumstances.From tax preparation and IRS representation to comprehensive financial planning, we strive to simplify complex financial matters while safeguarding our clients' interests. Our staff's extensive experience in both public accounting and private practice positions us to address diverse financial challenges with precision and insight. We take pride in our reputation for excellence, earned through consistent delivery of high-quality service and measurable results. Whether assisting individuals with estate planning or advising businesses on tax strategies, our mission remains unwavering: to help clients achieve financial stability and independence through expert guidance and personalized solutions.
Services
Tax Planning
Accounting/Bookkeeping
Financial Advisory
IRS Representation
Business Accounting
Details
- Year established: 1986
Highlights and features
- Certified Public Accountants with 25+ years of experience
- Personalized financial planning tailored to individual needs
- Comprehensive IRS representation and audit support
- Locally owned with deep community involvement
- Integrated approach combining tax, accounting, and investment services
Associations and certifications
- FINRA
- SIPC
Services
Tax Planning
Our tax planning services combine strategic foresight with meticulous compliance to optimize your financial position. We specialize in federal and state tax preparation for individuals and businesses, including complex C-Corp, S-Corp, and LLC structures. With certified expertise in income, gift, and estate tax matters, we help clients minimize liabilities while ensuring full regulatory compliance. Our proactive approach identifies tax-saving opportunities throughout the year, not just during filing season.
Accounting/Bookkeeping
We provide comprehensive accounting solutions for small to mid-sized businesses, covering monthly through annual cycles. Our services include chart of accounts setup, bank reconciliations, payroll administration, and sales tax reporting. With certified QuickBooks expertise, we ensure accurate financial records that support informed business decisions. Our team handles both cash and accrual basis accounting systems tailored to your specific operational needs.
Financial Advisory
Our financial advisory services integrate investment strategies with long-term wealth management goals. Certified professionals develop customized plans addressing retirement, estate planning, and asset protection. We focus on aligning financial objectives with risk tolerance and life stage requirements. Through ongoing portfolio reviews and market analysis, we help clients build and preserve wealth across generations.
IRS Representation
We provide expert representation for clients facing IRS audits or tax disputes. Our certified professionals handle all communication and documentation required during audit processes. With deep knowledge of tax code and procedural requirements, we advocate for favorable resolutions while minimizing financial exposure. This service includes preparation of supporting documentation and negotiation of payment plans when necessary.
Business Accounting
Tailored accounting solutions support businesses from startup through retirement. We offer setup of accounting systems, financial statement preparation, and cash flow management. Our services include payroll tax compliance, sales tax administration, and financial forecasting. We work closely with business owners to develop accounting frameworks that support growth objectives while maintaining regulatory compliance across multiple jurisdictions.
People
John R. Fisher
Financial Advisor
Certified Public Accountant and Certified Financial Planner with 25+ years of experience. Holds advanced degrees from Hofstra University and specializes in investment and tax planning strategies for long-term financial success.
Sue Fisher
Administrative Associate
Manages daily office operations with 40+ years of experience in administrative leadership. Coordinates client services and ensures efficient office management while maintaining community involvement through local sports organizations.
Diane Blake
Bookkeeper
Certified QuickBooks ProAdvisor with 25+ years in property and casualty insurance accounting. Specializes in payroll administration and sales tax compliance while contributing to community events in Sussex County.
Liberty Buccello
Accounting Specialist
Bachelors degree in Accounting with 25+ years of experience in bookkeeping and tax preparation. Expertise in budgeting and customer service, serving clients from both urban and rural business environments.
Questions
What accounting services do you offer for small businesses?
We provide complete accounting solutions including monthly bookkeeping, payroll administration, sales tax reporting, and financial statement preparation tailored to small business needs.
How do you handle multi-state tax filings?
Our expertise covers all 50-state tax return preparation with specialized knowledge of regional regulations in Pennsylvania, New Jersey, and New York.
Can you assist with IRS audit representation?
Yes, we provide comprehensive IRS representation including audit defense, documentation preparation, and negotiation of payment plans when needed.
What financial planning credentials do your advisors hold?
Our team includes Certified Public Accountants (CPA) and Certified Financial Planners (CFP) with advanced degrees in financial planning and accounting.
Do you offer virtual accounting services?
Yes, we provide remote accounting and tax services through secure digital platforms while maintaining personalized client communication.
What areas do you serve?
We serve clients in Pennsylvania, New Jersey, and New York with office locations in Branchville, NJ and Lords Valley, PA.
