Business Details
Trusted Accounting & Tax Services in Marlton, NJ
Baratz & Associates is dedicated to empowering clients through personalized service and forward-thinking financial solutions. Our team of specialists offers expertise in taxation, accounting, and business finance, serving individuals and small businesses in the Delaware Valley region. We simplify complex bookkeeping and tax policies while providing one-on-one consultations to address unique financial needs. Our mission emphasizes trust, transparency, and long-term client relationships, ensuring clients stay informed and supported throughout every engagement.With decades of combined experience, we deliver tailored strategies to minimize tax liabilities, organize financial records, and foster sustainable growth. Our commitment to innovation includes leveraging cutting-edge tools like secure online portals and QuickBooks integration for efficient account management. We prioritize client education, offering detailed explanations and rapid responses to ensure clarity and confidence in financial decision-making.
Services
Tax Planning
Business Audits
QuickBooks Services
Estate Planning
IRS Representation
Nonprofit Accounting
Forensic Accounting
Mergers & Acquisitions
Payroll Tax Solutions
Healthcare Consulting
Highlights and features
- Decades of expertise in accounting, tax planning, and business finance
- Personalized approach with tailored financial strategies for each client
- Innovative use of technology like QuickBooks and secure online portals
- Comprehensive services covering audits, tax resolution, and succession planning
- Experienced CPAs with deep knowledge of local, state, and federal regulations
Services
Tax Planning
Our tax planning services help individuals and businesses legally minimize liabilities through strategic income deferral, deduction optimization, and investment guidance. We analyze your financial situation to implement solutions like family income splitting and tax-exempt investments. With expertise in evolving regulations, we ensure compliance while maximizing savings for long-term financial stability.
Business Audits
We conduct comprehensive audits to verify financial statement accuracy for stakeholders, including stockholders and creditors. Our process includes internal control reviews, transaction testing, and third-party confirmations. Audits ensure regulatory compliance, facilitate tax payments, and support business transactions. We provide highest assurance by physically inspecting assets and documenting examination procedures to validate financial integrity.
QuickBooks Services
Our QuickBooks specialists offer setup, training, and ongoing support to streamline financial management. We help businesses implement the software for accurate reporting, cash flow tracking, and payroll processing. By integrating secure online portals, we enable real-time data access for informed decision-making, reducing administrative burdens and improving operational efficiency for small to mid-sized enterprises.
IRS Representation
We assist clients facing IRS issues including audits, liens, levies, and back taxes. Our team negotiates payment plans, resolves payroll tax problems, and provides audit representation to minimize penalties. With deep knowledge of IRS procedures, we advocate for clients to achieve favorable outcomes while ensuring compliance with tax codes and regulations.
Estate Planning
Our estate planning services help clients secure their financial legacy through asset distribution strategies and tax-efficient transfers. We guide clients in creating wills, trusts, and beneficiary designations while addressing elder care needs. By minimizing probate risks and gift taxes, we ensure your wealth supports loved ones according to your wishes while maintaining regulatory compliance.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, tax preparation, compliance management, and strategic planning tailored to small businesses' evolving needs.
How can you help with IRS tax problems?
Our team offers audit representation, payment plan negotiations, and resolution strategies for back taxes, liens, and levies to minimize penalties and ensure compliance.
Do you specialize in nonprofit accounting?
Yes, we assist nonprofits with tax compliance, financial reporting, grant management, and maintaining tax-exempt status through specialized accounting practices.
What sets your firm apart from other accountants?
We combine decades of CPA experience with personalized service, innovative technology integration, and a proactive approach to tax and business strategy.
Can you assist with QuickBooks setup and training?
Yes, our QuickBooks Pro Advisors provide software setup, customized training, and ongoing support to optimize financial management for businesses of all sizes.
Do you offer forensic accounting services?
Yes, we provide forensic accounting and litigation support for fraud investigations, business valuations, and legal disputes requiring financial expertise.
Reviews (5)
Louis Schiller
Oct 01, 2021
Report
Baratz as a whole and in particular, Sean Balliet, have been awesome to work with. Sean and associates do my business and our personal returns and helped me value a new business purchase so I could negotiate effectively. Highly recommend.
Boopo
Mar 25, 2021
Report
Sean Balliet has been doing our taxes for the last 4 years. He is A warm & caring person & stays up to date with all the tax laws. Sean will make sure you get all the deductions allowed & only pay the correct amount of taxes owed. We highly recommend you call Baratz & Associates & ask to see Sean, We should have done it a long time ago.
Bill Brookover
Aug 02, 2020
Report
Avani Bharucha at Baratz has been handling our taxes for several years. She is professional, efficient, and a delight to work with.
Bea Ibanez Moreno
Jun 14, 2020
Report
Great firm. We have been doing our taxes with them for few years and they have always provided a great service. They always respond to our questions quickly and precisely, and always make the tax process painless. We definitely recommend Baratz!
Allergy Doctor
May 23, 2020
Report
We have utilized the excellent accounting services offered at Baratz & Associates for many years. Prompt, professional, courteous, and demonstrating expertise are apt descriptions of staff members, but especially Avani Bharucha, CPA, MBA who has worked with us to directly for for many years.