Business Details
We have been serving clients since 1981. Our firm is a licensed CPA and our principals collectively hold over 95 years of accounting and bookkeeping experience. We are Certified Public Accountants and Certified QuickBooks Professionals, ensuring advanced technical proficiency. We hold degrees in accounting, finance, political science, art, and management information systems, reflecting a broad educational foundation. Our experience extends beyond accounting; we have owned and operated businesses in construction, food, and retail sectors. We serve a diverse client base that includes medical, real estate, legal, entertainment, hospitality, and many other industries.
We stay current through affiliations with the AICPA, New Jersey Society of CPAs, Intuit QuickBooks Certification, and Bridge21 Coop. We regularly conduct seminars on tax, bookkeeping, and financial planning, demonstrating our commitment to education. We apply rigorous preparation and professional standards to each engagement, delivering accurate and timely results. We leverage our expertise to solve complex tax issues, such as mortgage foreclosure relief and AMT filing challenges. We prioritize client satisfaction by providing personalized service and transparent communication.
We stay current through affiliations with the AICPA, New Jersey Society of CPAs, Intuit QuickBooks Certification, and Bridge21 Coop. We regularly conduct seminars on tax, bookkeeping, and financial planning, demonstrating our commitment to education. We apply rigorous preparation and professional standards to each engagement, delivering accurate and timely results. We leverage our expertise to solve complex tax issues, such as mortgage foreclosure relief and AMT filing challenges. We prioritize client satisfaction by providing personalized service and transparent communication.
Highlights and features
- We have over 95 years of combined accounting experience.
- Our team holds CPA and Certified QuickBooks Professional designations.
- We are affiliated with AICPA, NJ CPA Society, and Intuit.
- Our firm provides tax guidance for construction and medical sectors.
- We conduct monthly QuickBooks seminars to keep clients updated.
Services
Tax Preparation
We prepare individual and business tax returns in compliance with federal and New Jersey regulations. Our expertise covers complex issues such as depreciation, credits, and multistate filings. Clients receive accurate calculations, timely submissions, and comprehensive proactive planning to minimize liability.
Bookkeeping
We deliver fullservice bookkeeping for small to midsize companies across multiple industries. Our process includes transaction recording, bank reconciliations, and accurate financial statement preparation. Clients benefit from realtime data, improved cash flow visibility, and reliable reporting quickly for informed decisions.
QuickBooks Consulting
We offer introductory and advanced QuickBooks training tailored to each clients proficiency level. Our certified professionals configure the software, migrate data, and set up custom reports. Businesses gain efficient bookkeeping workflows, reduced errors, and faster financial insights for significant longterm benefits.
Mortgage Relief
We assist clients affected by the Mortgage Foregiveness Debt Relief Act of 2007 with tax strategies. Our analysis determines eligibility, calculates potential deductions, and prepares required documentation. Homeowners receive relief from foreclosure penalties and can preserve equity for surviving spouses.
AMT Assistance
We guide taxpayers through Alternative Minimum Tax filing delays caused by recent legislative changes. Our team reviews income, deductions, and credits to identify AMT exposure and optimize liability. Clients benefit from accurate filings, avoided penalties, and significantly clearer tax positioning.
Reviews (2)
Victor Van Dyke
Apr 19, 2022
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We have used Allen for over 20 years now and we are very pleased. Allen has always been approachable and honest. He won't cross the line for anybody, he's above board. He is also very affordable! Go Allen!
Sara Atack
Sep 29, 2020
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I gave Allen my tax information and he misplaced it for a year. Over 2 years later I am still trying to get my tax returns completed and he has now lost all the paper work I gave him and is claiming that he never received it. I would never use him as an accountant, he is irresponsible and obviously lax in his record keeping.
