Business Details
Trusted Accounting and Tax Services in South Jersey & Philadelphia
At 360 CPA Services, we believe accounting extends far beyond numbers on a page. Our approach combines proactive tax planning with personalized advisory services to empower clients in both business and personal finance. With over 15 years of experience, we prioritize year-round communication through newsletters and direct consultations to identify tax-saving opportunities before they arise. Our team specializes in tailored solutions for businesses of all sizes, from multi-million-dollar enterprises to individual contractors, offering full-service bookkeeping, payroll management, and virtual CFO support.We emphasize client education, ensuring every decision is informed by clear financial insights. Our commitment to accessibility means clients receive direct, unfiltered support without hidden fees, with secure electronic document management available for all tax records. Backed by certifications including CPA, CFP, and CDFA designations, we serve as trusted advisors focused on long-term financial success.
Services
Tax Planning
Bookkeeping
Payroll Services
Virtual CFO
Wealth Management
Highlights and features
- We provide proactive tax planning with year-round advisory services
- Our team holds CPA, CFP, and CDFA certifications for specialized expertise
- We offer personalized face-to-face consultations without hidden fees
- We deliver secure electronic document management for tax records
- We combine technical accounting with strategic business advisory services
Associations and certifications
- AICPA
- NJSCPA
Services
Tax Planning
Our tax planning services focus on proactive strategies to minimize liabilities while maximizing savings. We analyze evolving tax codes to identify opportunities for individuals and businesses throughout the year. Clients receive personalized guidance through direct consultations and educational resources.
Bookkeeping
Full-service bookkeeping tailored to businesses of all sizes. We offer flexible solutions including data entry, QuickBooks management, and financial statement preparation. Our process ensures accurate records for informed business decisions while maintaining compliance with regulatory requirements.
Payroll Services
Comprehensive payroll solutions with third-party integrations and direct client support. We handle tax filings, wage calculations, and compliance reporting while providing immediate assistance for payroll-related inquiries without additional fees.
Virtual CFO
Strategic financial guidance for business growth and operational efficiency. Our virtual CFO services include cash flow analysis, financing options, and performance metrics evaluation to support long-term business sustainability and expansion planning.
Wealth Management
Holistic wealth management combining tax optimization with investment strategies. We educate clients on retirement planning, asset allocation, and intergenerational wealth transfer while aligning financial decisions with personal and business objectives.
People
Eric Kodish
CPA, CFP, CDFA, MBA
With over 15 years in finance, Eric combines CPA expertise with Certified Financial Planner credentials. He specializes in tax strategy, business advisory, and wealth management while maintaining securities and insurance licenses for comprehensive financial solutions.
Sheldon Wilen
CPA (Consultant)
A former IRS employee with 40+ years of experience, Sheldon provides specialized tax guidance. His expertise in complex tax scenarios complements our team's ability to resolve challenging compliance and reporting requirements.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll processing, tax compliance, financial reporting, and virtual CFO services tailored to small businesses. Our team works directly with clients to customize solutions based on business size and industry needs.
How do you handle tax planning throughout the year?
We maintain proactive communication through newsletters and scheduled consultations to identify tax-saving opportunities. Our approach focuses on year-round strategy adjustments rather than seasonal tax preparation alone.
Can I schedule appointments outside regular business hours?
Yes, we offer flexible scheduling with appointments available during evenings and weekends to accommodate client availability. All returns are prepared in-person with direct consultation.
What software platforms do you support for accounting?
We work with any accounting software including QuickBooks, Xero, and industry-specific platforms. Our team adapts to existing systems rather than requiring software changes, ensuring seamless integration with current business operations.
How are fees structured for tax preparation services?
Individual tax returns range from $250–$350 with no hidden fees. Business services are customized based on complexity. We provide transparent pricing discussions before initiating any work requiring additional charges.
Do you offer secure document sharing options?
Yes, we provide encrypted electronic delivery for tax documents and maintain secure storage for historical records. Clients can access their files anytime through our secure portal without additional fees.
