Business Details
12 Years
experience
Your Trusted Tax Professional in Brick, NJ
Marilyn Heller Ayers CPA has been dedicated to providing comprehensive accounting and tax services since 2014. Our team specializes in simplifying complex tax matters, offering secure digital solutions for document sharing, and delivering personalized support for IRS-related inquiries. With decades of combined experience in tax compliance and financial planning, we prioritize client education through tools like our Tax Center and financial calculators.Our commitment to leveraging technology ensures clients can access critical services efficiently, including secure payment processing and electronic IRS communication. We maintain a client-focused approach, emphasizing transparency and proactive problem-solving to build lasting professional relationships.
Services
Tax Preparation
IRS Audit Support
Financial Calculators
Paycheck Calculations
Tax Tips
Digital Document Sharing
Refund Status Checks
Details
- Year established: 2014
Highlights and features
- Experienced in IRS issue resolution through official digital platforms
- Secure document sharing via encrypted online portal
- Specialized in tax season efficiency with extended hours
- Offering verified financial calculators for retirement planning
- Provide IRS IP PIN assistance to prevent identity theft
Services
Tax Preparation
Our comprehensive tax preparation services cover all individual and small business needs, ensuring compliance with federal and state regulations. We utilize secure digital systems for document submission and employ IRS-certified processes to maximize accuracy. Clients benefit from personalized guidance through complex tax situations and access to educational resources for proactive financial planning.
IRS Audit Support
Specialized assistance for IRS audits and disputes includes document organization, representation coordination, and strategic resolution planning. We help clients establish ID.me accounts for secure IRS communication and provide step-by-step guidance for resolving tax liens or payment issues using official IRS portals and verified procedures.
Financial Calculators
Our interactive financial calculators enable clients to project retirement savings, analyze investment growth, and plan for major life events. These tools are integrated with educational materials explaining key financial principles and tax implications, helping clients make informed decisions about their long-term financial health.
Questions
How do I check my tax refund status?
Use the IRS's official refund status tool or contact us directly. We can help interpret refund notices and resolve processing delays.
Can I securely share documents with your office?
Yes, our encrypted online portal at canopytax.com lets you upload tax documents, IRS notices, and financial records securely.
Do you offer after-hours tax help?
During tax season, we extend weekday hours until 4 PM and offer six-day availability. Emergency assistance requires prior portal access setup.
How does the ID.me account help with taxes?
An ID.me account grants secure IRS access for payments, account reviews, and electronic notice delivery. It also enables IP PIN requests to prevent tax-related identity theft.
What services are available for business owners?
While our current IRS tools focus on personal accounts, we assist business owners with tax return preparation, quarterly filings, and small business financial planning.
How can I pay my tax bill?
Use our secure portal for electronic payments or contact us for alternative arrangements. We recommend establishing IRS direct pay options for immediate transactions.
