Brian is a Certified Public Accountant, Tax Return Specialist, and Quickbooks Pro Advisor with over 15 years of bookkeeping for small businesses. He also specializes in IRS & state tax resolution services handling any IRS letters directly with clients. He loves working with his clients to build strong relationships by providing expert consultation and advice on their individual or business financial goals. He also advises clients on Long Term Care Insurance, Social Security & Medicare benefits, mortgage refinances, student loan rates, FAFSA filings, and investment real estate. Brian graduated with a Bachelor’s Degree in Accounting from Ramapo College of New Jersey.
●Individual 1040 Tax Return Preparation (multi-state) ●Estate/Inheritance & Trust Tax Preparation ●IRS, State and Local Tax Representation/Response to Letters ●Future Financial & Tax Planning ●Miscellaneous Tax/Accounting related assignments by request Business Services
●Business 1065/1120 Tax Preparation (multi-state) ●Monthly Bookkeeping & Bank Reconcilations into Quickbooks ●Generation of Financial Statement Package ●New Business Formation, and Start-Up Services ●IRS, State and Local Tax Representation/Response to Letters ●Miscellaneous Tax/Accounting related assignments by request