Business Details
11 Years
experience
Your Trusted Partner for Accounting and Tax Services in Lawrenceville, NJ
We are a full-service CPA firm licensed in New Jersey, dedicated to providing comprehensive accounting, tax, and financial planning solutions for individuals, businesses, and nonprofit organizations. Our team combines decades of experience with a commitment to professionalism, responsiveness, and quality, ensuring clients receive personalized attention tailored to their unique needs. With a focus on building long-term relationships, we prioritize transparency, ethical practices, and measurable results, helping clients navigate complex financial challenges while achieving their goals.Our services span tax preparation and planning, estate planning, small business accounting, QuickBooks support, and strategic financial consulting. Recognized as a leading firm in the Tri-State area, we pride ourselves on delivering efficient, affordable, and discreet services, supported by continuous professional development to maintain technical expertise. Client referrals drive our growth, reflecting our dedication to resolving tax problems, optimizing financial strategies, and providing actionable insights that empower informed decision-making.
Services
Tax Preparation
Financial Planning
QuickBooks Services
Estate Planning
Small Business Accounting
IRS Audit Representation
Payroll Solutions
Business Valuation
Nonprofit Accounting
Retirement Planning
Details
- Year established: 2015
Highlights and features
- We offer over 20 years of experience in accounting and tax services for individuals and businesses.
- Our team provides personalized financial planning and strategic tax solutions tailored to client needs.
- We specialize in resolving IRS tax problems, including audits, liens, and payment plans.
- Our QuickBooks experts deliver setup, training, and tune-up services to streamline business accounting.
- We serve the Tri-State area with a focus on affordability, discretion, and client-centric support.
What people say
Expert tax help
Personalized financial guidance
QuickBooks solutions
IRS problem resolution
Affordable rates
Services
Tax Preparation
We prepare and file individual and business tax returns with precision, ensuring compliance and maximizing deductions. Our team stays updated on tax law changes to optimize savings. Clients receive clear guidance to avoid future liabilities while meeting deadlines efficiently.
Financial Planning
Our financial planning services focus on retirement, education savings, and investment strategies tailored to client goals. We analyze current assets, risk tolerance, and long-term objectives to create actionable plans. Regular reviews ensure adaptability to life changes and market conditions.
QuickBooks Services
We offer QuickBooks setup, training, and troubleshooting to streamline business accounting. Our experts ensure accurate configuration, data migration, and staff training. Ongoing support helps businesses leverage software features for improved financial management and reporting.
Estate Planning
We design estate plans to protect assets, minimize taxes, and ensure smooth wealth transfer. Services include wills, trusts, power of attorney, and healthcare directives. We address probate avoidance and provide updates to reflect evolving family or financial circumstances.
Small Business Accounting
Our small business accounting includes bookkeeping, payroll, financial statements, and cash flow management. We reconcile accounts monthly, generate balance sheets, and offer consultations to improve financial health. Customizable packages adapt to specific business needs and growth stages.
People
Richard J Lucash
CPA
Richard J Lucash is a licensed CPA with over 20 years of experience in accounting, tax, and financial planning. He specializes in resolving complex IRS issues and providing strategic guidance for individuals and businesses. His client-focused approach emphasizes clarity, affordability, and long-term financial success.
Questions
What accounting services do you offer for small businesses?
We provide small business accounting, including bookkeeping, payroll, tax planning, and financial reporting, tailored to streamline operations and support growth.
How can you help with IRS tax problems?
We resolve IRS issues like audits, liens, levies, and payment plans, using proven strategies to minimize penalties and restore compliance.
Do you offer QuickBooks setup and training?
Yes, we offer QuickBooks setup, training, and tune-ups to ensure businesses maximize the software's features for efficient accounting.
What estate planning services are available?
Our estate planning services include wills, trusts, tax strategies, and asset protection to ensure your legacy is preserved and transferred as intended.
Are your services affordable for individuals?
We provide cost-effective financial planning and tax services for individuals, focusing on long-term savings and wealth management.
