Business Details
50+ Years
experience
Your Trusted Partner for Tax Services in Brick, NJ
The firm of Marilyn Heller Ayers, C.P.A., originally established as Heller & Heller in 1962, has provided continuous accounting and tax services for over six decades. As a licensed CPA since 1989, I lead a team dedicated to delivering personalized guidance in an increasingly complex tax environment. Our commitment to excellence is reflected in our memberships with the New Jersey Society of Certified Public Accountants, AICPA, and National Association of Tax Professionals, where I have served as a Director since 2004. We prioritize timely client service, proactive tax planning, and ongoing education through annual seminars to stay current with federal and state tax law changes. Our staff combines decades of collective experience with a focus on minimizing tax liabilities while maximizing financial growth opportunities for individuals and businesses.We specialize in year-round tax assistance, including sales tax compliance, estate planning, and representation before taxation authorities. Our approach emphasizes comprehensive tax strategies that align with clients' long-term financial goals, supported by electronic filing capabilities and year-round advisory services. We maintain active engagement with industry developments to identify planning implications from legislative changes, ensuring clients benefit from updated strategies. Our practice philosophy centers on building trust through transparency, expertise, and consistent delivery of value-added services tailored to each client's unique circumstances.
Services
Individual Tax Preparation
Business Tax Compliance
Estate Tax Planning
Tax Representation
Financial Planning
Payroll Tax Services
Tax Return Filing
Tax Advisory Services
IRS Representation
Tax Credit Analysis
Details
- Year established: 1962
Highlights and features
- We have over 60 years of combined tax experience serving individuals and businesses
- Our team includes licensed CPAs actively engaged in professional organizations
- We provide year-round tax planning and compliance solutions
- Our staff maintains ongoing education through annual tax law seminars
- We offer proactive representation before federal and state taxation authorities
Services
Individual Tax Preparation
Our individual tax preparation service ensures accurate and timely filing of personal income tax returns. We specialize in maximizing deductions and credits while maintaining compliance with current tax regulations. Our experienced professionals provide year-round support for tax planning and preparation needs.
Business Tax Compliance
We offer comprehensive business tax compliance solutions including sales tax reporting and corporate return preparation. Our services help businesses maintain regulatory compliance while identifying tax-saving opportunities through strategic planning and proactive advisory services.
Estate Tax Planning
Our estate tax planning service provides expert preparation of complex federal and state estate tax returns. We assist clients with trust administration, gift tax strategies, and estate planning to protect assets and ensure smooth wealth transfer to beneficiaries.
Tax Representation
We provide professional representation before taxation authorities for audit resolution and tax dispute matters. Our team advocates on behalf of clients to resolve tax issues efficiently while ensuring compliance with all regulatory requirements.
Financial Planning
Our financial planning service integrates tax strategies with long-term financial goals. We help clients develop comprehensive plans for retirement, education savings, and asset protection while optimizing tax efficiency across all financial decisions.
People
Marilyn H Ayers
CPA
Marilyn Heller Ayers CPA, has over 40 years of tax experience. She earned her CPA license in 1989 and actively participates in professional organizations including NATP, where she has served as Director since 2004.
Julia L Robinson
RTRP
Julia Robinson brings 40 years of tax expertise to our team. A former NATP Director and Vice-President, she specializes in individual tax return preparation and maintains active membership in professional tax organizations.
Michele Crawford
Office Manager
Michele Crawford has served as Office Manager since 1995. With extensive client service experience, she ensures smooth operations and provides attentive support to all clients through her organizational expertise.
Questions
How can I check my tax refund status?
Visit our Tax Center or use the IRS's online tool to check refund status. We also provide direct assistance through our secure client portal at www.canopytax.com.
What payment methods do you accept?
We accept credit card payments through PayPal's secure system, supporting Visa, MasterCard, Discover, and American Express transactions.
Do you offer tax planning services year-round?
Yes, we provide year-round tax planning to help clients minimize liabilities, maximize deductions, and prepare for future financial goals beyond annual return preparation.
How do I submit documents for tax preparation?
Use our secure client portal at www.canopytax.com to upload documents, or contact us directly to receive an invitation for portal access.
What tax credits are available for energy-efficient home improvements?
Current energy credits include increased incentives for qualified home improvements. Bring documentation to your appointment for detailed analysis of applicable credits.
Can you help with IRS account issues?
Yes, we assist with IRS account resolution through ID.me account setup, payment plans, and representation for tax problems and compliance matters.
Reviews (1)
Andrea Loeffler Purtell
Nov 21, 2017
Report
I highly recommend Marilyn Heller Ayers CPA! She is the best. She is smart, professional and a super nice person too. I am so thankful to have found her.
