Business Details
14 Years
experience
Trusted Tax & Accounting Services in New Jersey
At Tax Planning Group, we specialize in comprehensive tax and accounting solutions tailored to individuals and businesses. Our team of Enrolled Agents combines deep expertise with personalized service to maximize client savings through strategic tax planning and identification of overlooked deductions. With a focus on accuracy and client education, we provide IRS representation, small business accounting, and part-time CFO services, ensuring clients retain more of their hard-earned income. Our remote capabilities allow us to serve diverse industries, including real estate, healthcare, and digital currency, while maintaining the highest standards of professionalism and compliance. 
Services
Tax Preparation
IRS Representation
Small Business Accounting
Payroll Services
Part-Time CFO
New Business Formation
QuickBooks Support
Tax Problem Resolution
Details
- Year established: 2012
Highlights and features
- We offer specialized tax strategies to maximize deductions and credits
- Our Enrolled Agents provide IRS representation with proven results
- Remote accounting services for businesses across multiple industries
- Personalized financial planning tailored to individual client needs
- Decades of combined experience in tax resolution and compliance
What people say
Professional and reliable service
Helped resolve complex IRS issues
Always up-to-date on filings
Personalized tax planning strategies
Cost-effective accounting solutions
Services
Tax Preparation and Planning
Our tax preparation services combine meticulous accuracy with strategic planning to maximize client savings. We identify industry-specific deductions, optimize filing strategies, and provide year-round tax planning advice. Clients receive personalized consultations to address both immediate needs and long-term financial goals.
IRS Tax Problem Resolution
We specialize in resolving IRS and state tax issues including liens, levies, and audits. Our Enrolled Agents negotiate payment plans, offer penalty abatement strategies, and provide direct representation during audits. This service focuses on minimizing financial impact while ensuring compliance with tax regulations.
Small Business Accounting
Comprehensive accounting solutions for growing businesses include bookkeeping, payroll processing, and financial reporting. Our remote services handle daily transactions, month-end closings, and tax compliance while providing actionable financial insights to support business growth and decision-making.
Part-Time CFO Services
Access experienced financial leadership without full-time costs. Our part-time CFO services provide cash flow management, risk assessment, and strategic financial planning tailored to New Jersey businesses. We deliver customized solutions for budgeting, forecasting, and operational efficiency improvements.
New Business Formation
We guide entrepreneurs through entity selection and business formation processes. Services include LLC incorporation, S-corporation elections, and EIN registration with strategic tax structure recommendations. Our support ensures proper setup for compliance and long-term financial success.
Questions
What tax services do you offer for individuals?
We provide complete individual tax preparation including federal, state, and local returns. Our services cover income tax planning, deduction maximization, and resolution of back taxes or audit issues.
Can you help businesses with accounting needs?
Yes, we offer full-service accounting for small businesses including bookkeeping, payroll, financial statements, and tax compliance. Our remote services support companies across multiple industries.
Do you handle IRS tax problems?
Our Enrolled Agents specialize in IRS representation. We resolve tax liens, levies, audits, and payment plan negotiations to reduce financial burdens while maintaining compliance.
What areas do you serve?
While based in Midland Park, NJ, we serve clients throughout New Jersey and New York Metro area with remote accounting and tax services for businesses and individuals.
Are your tax professionals qualified?
Our team includes Enrolled Agents with specialized tax expertise and continuing education. We maintain the highest ethical standards and provide proven results for complex tax situations.
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