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Expert Accounting & Tax Services in Marlton, NJ
Baratz & Associates, P.A. is a full-service accounting firm dedicated to empowering clients through personalized financial expertise. With decades of combined experience, our team of certified professionals specializes in tax planning, audits, business consulting, and forensic accounting. We serve individuals and businesses across the Delaware Valley, including Marlton, NJ, and Fort Washington, PA. Our commitment to innovative technology like QuickBooks integration streamlines financial management for clients. We prioritize building long-term relationships, offering tailored solutions for tax compliance, succession planning, and business growth. Our specialists in healthcare consulting, nonprofit accounting, and IRS representation provide targeted support. By combining technical proficiency with proactive advice, we help clients navigate complex financial landscapes.

Our mission emphasizes transparency, ethical standards, and client education. Whether assisting startups with formation or guiding retirees through estate planning, we deliver actionable insights. With offices in New Jersey and Pennsylvania, we serve diverse industries including real estate, hospitality, and healthcare. Our team includes CPAs, CFPs, and valuation experts who bring specialized knowledge to every engagement. We maintain rigorous professional development to stay current with evolving tax codes and regulations. Clients benefit from our strategic approach to minimizing liabilities while maximizing profitability through data-driven decision-making.
Services
Tax Planning Business Audits QuickBooks Services Estate Planning IRS Representation Nonprofit Accounting Forensic Accounting Succession Planning Healthcare Consulting Payroll Tax Services
Highlights and features
  • We offer decades of combined experience in accounting and tax services.
  • Our team includes certified specialists in multiple financial disciplines.
  • We provide personalized solutions tailored to each client's unique needs.
  • Our innovative use of technology streamlines financial management processes.
  • We maintain rigorous professional standards and continuous education.
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Services
Tax Planning & Preparation
Our tax planning and preparation services help individuals and businesses minimize liabilities while maintaining compliance. We develop customized strategies for tax-efficient investments, income deferral, and deduction optimization. Our CPAs stay current with evolving regulations to ensure accurate filings and proactive planning for both personal and business tax needs.
Business Consulting
We provide strategic business consulting covering financial analysis, cash flow management, and growth planning. Our services include succession planning, merger & acquisition support, and operational efficiency assessments. We help businesses implement internal controls and develop financial forecasts to support sustainable growth and profitability.
Audits & Assurance
Our audit services cover financial statement examinations, internal control evaluations, and compliance reviews. We serve nonprofits, unions, and businesses with GAAP-compliant reporting. Our team conducts thorough assessments of accounting systems and provides assurance services to meet regulatory requirements and stakeholder expectations.
Estate Planning
We offer comprehensive estate planning services including wills, trusts, and tax-efficient wealth transfer strategies. Our specialists help clients minimize estate taxes, establish guardianship arrangements, and create plans for business succession. We coordinate with legal professionals to ensure complete asset protection and legacy planning.
QuickBooks Services
Our QuickBooks specialists provide setup, training, and ongoing support for businesses using Intuit's accounting software. We help clients implement efficient bookkeeping systems, generate financial reports, and optimize software features for better cash flow management and financial tracking.
People
Raymond M. Giunta
Managing Partner
Raymond M. Giunta, CPA/PFS, leads the firm with over 30 years of experience in accounting and financial planning. He specializes in tax strategies for high-net-worth individuals and business owners.
Brian D. Baratz
Founding Partner
Brian D. Baratz, CPA, founded the firm and brings decades of expertise in business taxation and forensic accounting. He focuses on complex financial problem-solving for corporate clients.
Steven M. Green
Partner
Steven M. Green, CPA/CGMA, specializes in nonprofit accounting and compliance. He has extensive experience guiding organizations through audit processes and tax-exempt status maintenance.
Michele Clancey
Senior Tax Manager
Michele Clancey, CPA/MST, manages complex tax returns and planning strategies. She focuses on minimizing tax liabilities for individuals and small businesses through strategic compliance.
Mark H. Wander
Partner
Mark H. Wander, CPA/PFS/ABV/CFF, specializes in business valuations and forensic accounting. He provides expert testimony in litigation support and financial dispute resolution.
Questions
What accounting services do you offer for small businesses?
We provide business accounting, audits, cash flow management, internal controls, QuickBooks support, strategic planning, and tax services tailored to small businesses.
How can you help with IRS tax problems?
Our team offers IRS audit representation, back tax resolution, penalty abatement, and payment plan negotiation to resolve tax issues efficiently.
Do you specialize in nonprofit organization accounting?
Yes, we provide specialized services including compliance audits, tax exemption maintenance, and financial reporting for nonprofit organizations.
What estate planning services are available?
We offer comprehensive estate planning including wills, trusts, tax-efficient wealth transfer strategies, and business succession planning.
Can you assist with QuickBooks accounting software?
Our QuickBooks ProAdvisors provide setup, training, troubleshooting, and optimization services to maximize your accounting efficiency.
What areas do you serve?
We serve clients in Marlton, NJ, Fort Washington, PA, and surrounding areas including Philadelphia and Wilmington.