Empowering clients day in, day out
At Baratz & Associates, P.A., our accounting firm is dedicated to empowering clients day in, day out. We emphasize personalized service and a forward-thinking approach to the challenges our clients face, whether in their personal or professional finances. Our team of specialists includes experts across many areas of expertise, including taxation, accounting, and business finance. Individuals and small business owners in the south Jersey region can rely on our knowledge and ability to simplify the complexities of bookkeeping and tax policy. Feel free to call us for a one-on-one consultation, where we can determine an appropriate solution to your financial needs.
Our Services
We offer a full range of services to assist clients in achieving their financial goals and compliance obligations. Since each client brings with them unique situations, we take a personal approach that engenders trusting relationships. Our team of specialists creates a plan that addresses your immediate concerns and paves the way for a more profitable future. Whether you are looking to legally minimize tax liability, organize messy accounts, or better manage personal wealth, we are here to help.
Our services include:
- Accounting & Assurance: Business Accounting, Audits, Reviews, Compilations, Cash Flow Management, Internal Controls Audits, QuickBooks Accounting
- Business Consulting: Bank Financing, New Business Formation, Strategic Business Planning, Business Valuation, Succession Planning, Non-Profit Organizations
- QuickBooks Services: QuickBooks Setup, QuickBooks Training, Quick Answers, Quick Tune-up, Buy QuickBooks and Save
- Small Business Financial Planning: Healthcare Consulting, Healthcare Valuation and Consulting
- Tax Planning & Consultation: Personal Financial Planning, Tax Preparation for Businesses, Tax Planning, Tax Problems, Non-Filed Tax Returns, Back Taxes Owed, Payroll Tax Problems
- Union Services: Audits of Unions, Payroll Audits, Audit of Benefit Plans, Biz Valuation, Forensic Accounting & Litigation Support
Our Mission
It is our mission to provide excellent service in a friendly and supportive manner. Our multi-disciplined team can handle any sort of financial problem and welcomes the opportunity to solve complex challenges. To learn more about our team's experience and their specializations, visit our staff page. We understand how worrying financial problems can be, which is why we take the time to listen and provide detailed explanations. No matter the service or length of engagement, we keep our clients in the loop throughout the process and respond rapidly to all questions and concerns.
Exceptional Accounting Services
Professionalism and Expertise
The reviewers praise the exceptional accounting services provided by Baratz & Associates, highlighting the professionalism and expertise of the staff, particularly Sean Balliet, Avani Bharucha, and Ray. They appreciate the prompt and courteous responses to their inquiries and the solid tax advice.
Personalized and Customized Service
The reviewers appreciate the personalized and customized service they received from Baratz & Associates. They feel comfortable asking questions and are pleased with the thorough and efficient handling of their personal and business taxes.
Highly Recommended
The reviewers highly recommend Baratz & Associates to anyone looking for an excellent accounting firm. They appreciate the firm's ability to stay current with tax rules and regulations, as well as their expertise in investment options.
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