Business Details
50+ Years
experience
Trusted Accountants in Brick, NJ
Founded in 1962 as Heller & Heller, our firm has provided continuous accounting and tax services for 60 years. I have managed the practice since earning my CPA license in 1989, building on four decades of personal tax expertise. Our team maintains active memberships in the New Jersey Society of Certified Public Accountants, AICPA, and National Association of Tax Professionals, where I serve as Director of the New Jersey Chapter. We prioritize outstanding customer service, timely client support, and personalized guidance through complex tax landscapes. Our professionals attend annual seminars to stay current with federal and state tax code changes, ensuring accurate preparation of individual and corporate returns.We specialize in proactive tax planning to minimize liabilities while maximizing financial growth opportunities. Our services extend to estate tax planning, business succession strategies, and representation before taxation authorities. With deep roots in the Toms River community, we combine generational accounting experience with modern compliance solutions. Our office maintains physical presence in Brick, New Jersey, while leveraging secure digital tools for document sharing and IRS account management. This blend of tradition and technology enables us to deliver efficient, trustworthy service to both individual and business clients.
Services
Tax Preparation
Tax Planning
Estate Tax Services
IRS Representation
Tax Document Review
Details
- Year established: 1962
Highlights and features
- We offer 60 years of continuous accounting expertise
- Our CPA has maintained active licensure since 1989
- We maintain active memberships in three professional tax organizations
- We provide personalized tax planning strategies
- Our team attends annual tax code update seminars
Services
Tax Preparation
Our firm provides accurate preparation of individual and corporate tax returns with electronic filing capabilities. We ensure maximum deductions through thorough review of financial documents while maintaining compliance with current tax codes. Our professionals identify applicable credits for energy-efficient home improvements and electric vehicle purchases.
Tax Planning
We develop comprehensive tax strategies to minimize liabilities and maximize financial growth. Our services include retirement account distribution planning, estate tax mitigation, and business succession strategies. We monitor tax law changes to implement proactive planning adjustments throughout the year.
Estate Tax Services
Specialized preparation of complex federal and state estate, gift, and trust tax returns. We advise on irrevocable trusts, charitable giving strategies, and asset protection techniques. Our professionals help clients maximize estate value while minimizing tax exposure for beneficiaries.
IRS Representation
We provide professional representation before taxation authorities for audit resolution and dispute management. Our services include preparing responses to IRS notices, negotiating payment plans, and clarifying tax code interpretations. We maintain secure ID.me account integration for electronic IRS communications.
Tax Document Review
Our team reviews tax-related documents for completeness and compliance. We verify dependent documentation requirements, health insurance forms, and property tax records. We maintain secure document portals for client submissions and provide checklists for required tax preparation materials.
People
Marilyn H Ayers
CPA
CPA with 40+ years experience, managing the firm since 1989. Active in NJ Chapter of NATP since 2004, served on IRS advisory council, and recipient of 2014 NATP Tax Professional of the Year award.
Julia L Robinson
RTRP
Tax professional with 40 years of experience specializing in individual returns. Former NATP NJ Chapter Vice-President, holds RTRP certification, and maintains long-standing client relationships through personalized service.
Michele Crawford
Office Manager
Office Manager with 30-year tenure, providing client support since 1995. Coordinates document management systems and client communications while maintaining office operations for tax service delivery.
Questions
What tax services do you offer during tax season?
We offer full tax preparation, audit representation, and tax planning services with extended hours during peak season.
How can I submit documents for tax preparation?
Use our secure portal at www.canopytax.com to upload documents or contact us for alternative submission methods.
Do you accept credit card payments?
Yes, we process credit card payments securely through PayPal's encrypted payment system.
Are you available outside regular business hours?
We operate Monday-Thursday 9am-4pm and offer six-day service during peak tax season.
How do you stay current with tax code changes?
Our team attends annual tax law seminars and participates in professional organizations for ongoing education.
What areas do you serve?
We primarily serve New Jersey residents and businesses from our Brick location.
