Business Details
32 Years
experience
Your Trusted Accounting Partner in Clark, NJ
Since 1994, we have provided personalized accounting, tax, and financial planning services to individuals and businesses. Our firm combines decades of experience with a client-focused approach, offering tailored solutions in tax compliance, estate planning, business advisory, and QuickBooks support. We prioritize open communication to understand client needs, backed by thorough research and sound analysis.Our team of certified professionals delivers high standards of excellence, helping clients maintain financial viability while proactively addressing future goals. We specialize in simplifying complex tax laws, resolving IRS issues, and providing strategic financial guidance to maximize long-term success.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
Payroll Solutions
Business Valuation
Estate Planning
IRS Audit Representation
QuickBooks Support
Succession Planning
Forensic Accounting
Details
- Year established: 1994
Highlights and features
- We have over 30 years of combined experience in accounting and tax services.
- Our team includes certified professionals with expertise in IRS dispute resolution.
- We offer tailored financial planning for individuals and businesses.
- We provide specialized QuickBooks setup and training for small businesses.
- We prioritize proactive tax strategies to minimize liabilities legally.
What people say
Expertise
Personalized attention
IRS solutions
Timely responses
Trusted advisors
Services
Tax Preparation
We prepare individual and business tax returns with a focus on maximizing deductions and credits. Our team stays updated on evolving tax laws to ensure compliance while minimizing liabilities. Clients receive strategic guidance to avoid common pitfalls and optimize their financial position for future years.
Financial Planning
Our financial planning services create customized roadmaps for long-term wealth growth and risk management. We analyze current financial status, set achievable goals, and implement strategies for retirement, estate planning, and asset protection tailored to each client's unique circumstances.
QuickBooks Support
We offer QuickBooks setup, training, and system optimization for small businesses. Our services ensure accurate financial tracking, streamlined payroll processing, and efficient reporting. Clients gain confidence in leveraging technology to make data-driven business decisions.
IRS Audit Representation
We specialize in resolving IRS audits, back taxes, and collection issues. Our approach combines discreet representation with strategic negotiation to reduce penalties and establish manageable payment plans, helping clients achieve financial peace of mind.
Business Advisory
Our advisory services focus on improving business profitability through cash flow analysis, internal controls assessment, and succession planning. We provide actionable insights for growth, risk mitigation, and operational efficiency tailored to each company's industry and lifecycle stage.
People
Paul A. Kleespies
CPA, CGMA
With over 25 years of accounting experience, Paul specializes in tax strategy and business advisory services. He focuses on delivering practical financial solutions while maintaining strict compliance with regulatory requirements.
Larry Horwitz
CPA
Larry brings expertise in forensic accounting and IRS dispute resolution. His analytical approach helps businesses and individuals navigate complex financial challenges with confidence and clarity.
Questions
What tax services do you offer for small businesses?
We provide business tax preparation, payroll tax compliance, estimated tax planning, and IRS audit representation tailored to small business needs.
Can you help with QuickBooks setup for a new business?
Yes, we offer QuickBooks setup, customization, and training to ensure your accounting system is optimized for your specific business operations.
How do you handle IRS back tax issues?
We develop personalized resolution plans, including payment arrangements and penalty abatement, to help clients address back taxes while minimizing financial impact.
What financial planning services are available for individuals?
We offer retirement planning, estate planning, and wealth management strategies to help individuals achieve long-term financial security.
Do you work with nonprofit organizations?
Yes, we assist nonprofits with tax compliance, internal controls, and maintaining tax-exempt status through proper financial reporting.
