Navigating Your Financial Journey with Expertise and Care
Our Firm
Modern Tax Advisors is a full-service Certified Public Accounting firm licensed in NJ, dedicated to providing outstanding service to our clients. We are a team of experienced and certified professionals who are passionate about helping individuals and businesses achieve their financial goals. Our firm is guided by three core principles:
Our Values
- Client First: We believe that every client is unique and deserves personalized attention. We strive to understand our clients' needs and provide tailored solutions that meet their individual goals.
- Passion for Excellence: We are committed to delivering exceptional service and strive for excellence in every aspect of our work.
- Integrity and Transparency: We believe in transparency and honesty in all our dealings with clients and stakeholders.
Our Services
At Modern Tax Advisors, we offer a wide range of services to individuals and businesses, including:
Personal Financial Planning: We help individuals create a personalized financial plan tailored to their unique goals and objectives.
Retirement Planning: Our experts will work with you to create a retirement plan that ensures your financial security in your golden years.
Estate Planning: We will help you create an estate plan that protects your assets and ensures the smooth transfer of your wealth to loved ones.
Elder Care: Our services also include elder care planning, helping seniors and their families navigate the complex process of elder care.
Business Services
In addition to our individual services, we also offer a range of services to businesses, including:
Small Business Accounting: We provide comprehensive accounting services, including bookkeeping, financial reporting, and tax preparation.
Financial Planning for Businesses: Our experts will help you create a financial plan that aligns with your business goals and objectives.
Succession Planning: We will help you create a succession plan that ensures the smooth transfer of your business to the next generation.
New Business Formation: We will guide you through the process of forming a new business, from incorporation to registration.
Tax Services: Our tax experts will help you navigate the complex tax code and ensure compliance with tax regulations.
QuickBooks Services
We understand the importance of efficient accounting systems, which is why we offer a range of QuickBooks services, including:
Why QuickBooks: We will help you understand the benefits of QuickBooks and how it can streamline your accounting processes.
Setup for QuickBooks: Our experts will help you set up QuickBooks for your business, ensuring a seamless transition.
Training for QuickBooks: We will provide on-going training and support to ensure you get the most out of QuickBooks.
Industries
We have extensive expertise in serving various industries, including:
Construction: We understand the unique financial needs of the construction industry and are equipped to help you navigate the complexities of tax and accounting.
Dentists: Our expertise in the dental industry will help you manage your finances, from tax preparation to financial planning.
Healthcare: We understand the unique challenges facing healthcare professionals and are committed to helping them achieve their financial goals.
Hospitality: Our experts will help you navigate the complex financial landscape of the hospitality industry.
Law Firms: We are experienced in serving law firms, providing guidance on tax and accounting matters.
Manufacturers: Our expertise in the manufacturing industry will help you optimize your operations and achieve your financial goals.
Real Estate: We understand the unique financial needs of the real estate industry and are committed to helping you achieve your goals.
Restaurants: Our experts will help you navigate the complex financial landscape of the restaurant industry.
Tax Center
We are dedicated to providing exceptional service to individuals and businesses. If you have any questions or concerns about our services or would like to schedule a consultation, please do not hesitate to contact us.
Overall Experience
The majority of reviewers have had an exceptional experience with Modern Tax Advisors, praising their professionalism, knowledge, and excellent customer service. The team is described as being very responsive, helpful, and patient, making the tax preparation process a breeze.
Services
Modern Tax Advisors offers a range of services, including individual and business tax preparation, e-filing, and business formation assistance. Reviewers have praised the team for their guidance and expertise in these areas, helping them navigate complex tax situations.
Staff
The staff at Modern Tax Advisors is consistently praised for their professionalism, knowledge, and friendly demeanor. Reviewers have mentioned specific staff members, including George, Jaclyn, Regina, Cliff, and Kevin, who have gone above and beyond to ensure their tax needs are met.
Portal and Communication
Reviewers have praised the modern and easy-to-use portal provided by Modern Tax Advisors, making it convenient to transfer documents and communicate with the team.
