Business Details
26 Years
experience
Your Trusted Accounting Partner in Clifton, NJ
We are a full-service accounting and tax firm serving individuals and businesses in Clifton, New Jersey. Our team of certified professionals combines technical expertise with personalized service to deliver tailored financial solutions. With decades of combined experience, we specialize in tax preparation, financial planning, and business consulting for diverse industries including manufacturing, real estate, and nonprofit organizations.Our commitment to staying current with tax law changes ensures clients receive accurate, timely advice while our focus on technology enables secure, efficient communication. We prioritize client education, breaking down complex accounting concepts into actionable insights that help clients grow wealth and navigate financial decisions with confidence.
Services
Business Tax Returns
Tax Planning
Financial Planning
Bookkeeping
Payroll Services
Details
- Year established: 2000
Highlights and features
- We offer 20+ years of experience in small business tax planning.
- Our team provides personalized financial consulting tailored to client goals.
- We specialize in minimizing tax liabilities through strategic planning.
- Secure file sharing available for convenient client communication.
- Our CPAs maintain active memberships in professional accounting societies.
Associations and certifications
- Certified Public Accountants (CPA)
- New Jersey State Society of CPAs
- National Society of Accountants
Services
Business Tax Returns
We prepare comprehensive business tax returns for small enterprises across various industries. Our CPAs ensure compliance with federal, state, and local regulations while identifying potential deductions. Clients receive detailed explanations of filings and proactive advice for future tax years.
Tax Planning
Our firm offers strategic tax planning for individuals and businesses throughout the year. We analyze financial situations to minimize liabilities, optimize deductions, and prepare for future obligations. Services include mid-year adjustments and long-term forecasting to support financial goals.
Financial Planning
We develop customized financial plans to help clients achieve long-term objectives. Services cover retirement strategies, estate planning, and investment guidance. Our approach integrates tax considerations with overall wealth management to maximize client financial security.
Bookkeeping
Our bookkeeping services maintain accurate financial records for small businesses. We handle accounts payable/receivable, payroll processing, and financial statement preparation. Real-time reporting tools provide business owners with clear insights into their financial position.
Payroll Services
We manage complete payroll processing for small businesses, including tax withholding calculations and regulatory filings. Our system ensures timely payments and compliance with employment tax requirements while providing detailed wage reports for business owners.
People
Adam S. Long
Partner
Certified Public Accountant specializing in small business consulting and tax planning. Licensed in New Jersey and New York with expertise in business structure optimization and estate tax planning.
Jonathan Colgary
Partner
CPA with 16 years of public accounting experience. Specializes in audits, tax services, and consulting for nonprofits and professional service firms. Holds MBA in Management from Fordham University.
Kathleen Devine
Accounting Specialist
Certified accounting professional with expertise in tax compliance and financial reporting. Provides specialized support for manufacturing and retail industry clients.
Mina Finnedt
Accounting Specialist
Experienced tax advisor focusing on individual and business tax planning. Maintains current knowledge of evolving tax regulations to maximize client savings.
Carr Fitzpatrick
Accounting Administrator
Supports client documentation needs with precision and clarity. Specializes in tax return preparation and financial statement organization for small business clients.
Questions
What accounting services do you offer for small businesses?
We provide business tax returns, bookkeeping, payroll services, financial statements, and consulting for small businesses in Clifton and surrounding areas.
Do you handle both individual and corporate tax planning?
Yes, our CPAs offer tax planning services for individuals and businesses, including estate tax strategies and business entity optimization.
How do you ensure client data security?
We use encrypted file sharing systems and maintain strict confidentiality protocols to protect sensitive financial information during transmission and storage.
What industries do you specialize in?
Our team works with manufacturing, real estate, professional services, retail, and nonprofit organizations, providing industry-specific accounting expertise.
Can you assist with financial planning for retirement?
Yes, we offer comprehensive financial planning including retirement strategies, investment guidance, and estate planning tailored to individual needs.
