Services
Income Tax Preparation
Thoughtful, accurate preparation for individuals and small businesses. We handle W-2/1099 income, investments and K-1s, equity compensation, real estate (Schedule E), and multi-state complexity.
Tax Planning
Year-round planning to reduce your bill before year end—entity structure considerations, estimated taxes, deductions/credits, retirement optimization, and multi-state moves.
IRS Representation & Resolution
Support with IRS notices, audits, back taxes, payment plans, and penalty abatement. We organize the facts and handle the communication so you can keep moving.
Business Consulting
Practical advisory on pricing, margins, cash flow, KPI tracking, and operational efficiency—with a tax-aware lens so decisions align with your financial goals.
Fractional CFO
Ongoing finance partnership for growing companies: forecasts and budgets, monthly financial reviews, investor reporting, and coordination with bookkeeping and payroll.
Succession Planning & Partnerships
Smooth transitions for firm owners and business leaders—protect client continuity, support your team, and honor the legacy you’ve built with clear steps and calm execution.
Ramsey, New Jersey Tax Services
Based in Ramsey and serving Bergen County—individuals, families, and small businesses.
For Individuals & Families
- W-2s, 1099s, K-1s, equity comp, and rentals
- Multi-state moves and commuter taxation
- Retirement withdrawals, RMDs, Social Security
- Notices & IRS letters—calm, organized replies
Questions? Contact us
For Small Businesses
- Schedule C/E, reasonable comp, & entity selection
- Quarterly estimates & safe-harbor planning
- Nexus and sales/use considerations
- Cleanup & amendments for prior years
Let’s talk specifics. Get in touch
Fountain Hills, Arizona Tax Services
Local help for AZ residents, snowbirds, and retirees—clear guidance with multi-state coordination.
Retirees & Snowbirds
- RMDs, pensions, Social Security & investment income
- AZ residency, multi-state filings, and credits
- Estimated taxes & withholding tune-ups
- IRS/state notices handled promptly
Start the conversation. Contact us
Small Business & Owners
- Schedule C/E, entity selection & nexus
- Quarterly planning & safe-harbor strategies
- Business consulting & fractional CFO alignment
- Cleanup & prior-year corrections
See what fits best. Reach out
Service FAQs (Ramsey & Fountain Hills)
Do you work with Ramsey, NJ residents and businesses?
Yes. We support individuals and small businesses across Ramsey and Bergen County—tax prep, planning, notices, and multi-state filings.
Do you help retirees and snowbirds in Fountain Hills, AZ?
Absolutely. We coordinate RMDs, Social Security, pensions, and multi-state filings for AZ residents and part-year residents.
Can you handle IRS notices or prior-year cleanups?
Yes. We draft organized responses, reconcile missing forms, and file amendments when needed.
How do I get started?
Tell us what you need via our contact form. We reply in under one business day.
Ready when you are. Contact us
Business Consulting & Fractional CFO Services
Beyond tax compliance, we partner with businesses as strategic advisors. Our consulting and fractional CFO services provide financial clarity, proactive planning, and executive-level guidance—without the cost of a full-time hire.
How we help
- Strategic financial planning and forecasting
- Cash flow management and profitability analysis
- Investor, board, and leadership reporting
- M&A and growth advisory support
- Scalable support for startups, SMBs, and nonprofits
Where we work
Whether you’re growing in Ramsey, NJ, or scaling in Fountain Hills, AZ, you get the same senior-level finance insight and trusted guidance.
Succession Planning & Partnerships
Planning what’s next? We protect client continuity, support your team, and honor the legacy you’ve built — with clear timelines and flexible options that fit your goals.
Who it’s for
- Solo practitioners planning retirement or a partial step-back
- CPA & tax firms seeking a merger, partner buy-in, or continuity partner
- Owners preparing leadership handoff in the next 6–24 months
What we bring
- Client-first plan & communications — zero-surprise rollout
- Flexible structures: referral/JV, partner buy-in, or acquisition
- Team retention, service mapping, and process alignment
- Clean onboarding and day-one continuity for clients