Business Details
Trusted Accounting and Tax Services in Spring Lake, NJ
Modern Tax Advisors is a full-service accounting firm licensed in New Jersey, dedicated to providing comprehensive financial solutions for businesses, individuals, and nonprofit organizations. With a team of experienced CPAs and tax professionals, we specialize in tax preparation, financial planning, QuickBooks support, and IRS audit representation. Our commitment to professionalism, responsiveness, and quality ensures clients receive personalized attention tailored to their unique needs. We serve diverse industries, including construction, healthcare, law firms, and real estate, while prioritizing compliance and strategic tax-saving opportunities.Our expertise in nonprofit accounting ensures organizations maintain tax-exempt status and optimize funding. By combining technical proficiency with client-focused service, we empower clients to navigate complex financial landscapes confidently. Our teams deep understanding of evolving tax laws and software solutions like QuickBooks positions us as trusted advisors for long-term financial success.
Services
Small Business Accounting
Bookkeeping Services
Financial Planning for Businesses
Succession Planning
New Business Formation
Non-Profit Organizations
Individual Tax Preparation
Tax Planning
IRS Audit Representation
QuickBooks Setup
Highlights and features
- We are a licensed Certified Public Accounting firm with NJ State CPA-certified professionals.
- Our team offers personalized attention and industry-specific expertise in tax compliance.
- We provide specialized QuickBooks setup, training, and troubleshooting for small businesses.
- We represent clients in IRS audits, minimizing liability and resolving tax disputes discreetly.
- Our nonprofit accounting services ensure compliance with Form 990 and tax-exempt status maintenance.
Associations and certifications
- NJ State CPA Certificates
Services
Tax Preparation
We prepare individual and business tax returns while ensuring compliance with federal and state regulations. Our team identifies deductions and credits to minimize liability. Clients benefit from accurate, timely filings and proactive tax-saving strategies tailored to their financial situation.
IRS Audit Representation
Our professionals handle IRS audit correspondence and negotiations to protect client interests. We minimize additional liabilities by addressing audit requests thoroughly. Services include document preparation, audit defense, and appeals for unresolved disputes.
QuickBooks Services
We offer QuickBooks setup, customization, and training for small to mid-sized businesses. Our team ensures accurate bookkeeping, financial reporting, and system tune-ups. Clients gain efficient financial management tools to streamline operations and improve decision-making.
Bookkeeping Services
We provide accurate bookkeeping to track income, expenses, and cash flow for businesses. Our services include transaction categorization, account reconciliation, and financial statement preparation. Clients receive organized records essential for tax compliance and business growth.
Non-Profit Accounting
We specialize in nonprofit financial reporting, Form 990 filings, and tax-exempt status compliance. Our team prepares audits, financial statements, and grant-related documentation. Clients receive tailored support to maintain regulatory compliance and optimize funding.
People
Kevin Dolan
Managing Partner
Kevin Dolan is a licensed Enrolled Agent and Managing Partner at Modern Tax Advisors. He specializes in tax compliance and financial planning for businesses and individuals.
Cliff Schmardel
Managing Partner
Cliff Schmardel, an Enrolled Agent, co-leads Modern Tax Advisors with expertise in accounting and tax resolution services for diverse industries.
George Osipovitch
Managing Partner
George Osipovitch, a licensed Enrolled Agent, focuses on tax strategy and QuickBooks solutions for small businesses at Modern Tax Advisors.
Christy Errico
Tax Specialist
Christy Errico, a Certified Public Accountant, provides specialized tax preparation and compliance services for individuals and businesses in Spring Lake, NJ.
Regina Hatton
Tax Specialist
Regina Hatton, an Enrolled Agent, offers expert tax advisory services and IRS audit representation to clients of Modern Tax Advisors.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial planning, QuickBooks setup, and tax compliance services tailored to small businesses in Spring Lake, NJ.
Can you help with IRS audit representation?
Yes, we represent clients during IRS audits, handle correspondence, and work to minimize tax liabilities or disputes.
Do you specialize in nonprofit tax compliance?
Yes, we assist nonprofits with Form 990 filings, audits, and maintaining tax-exempt status under IRS regulations.
What QuickBooks services are available?
We offer QuickBooks setup, training, system tune-ups, and troubleshooting to streamline accounting processes for small businesses.
How do you handle tax planning for individuals?
We analyze financial situations to identify deductions, credits, and strategies that reduce tax liabilities while ensuring compliance.
