Business Details
Your Trusted Partner for Accounting and Tax Solutions
Joe Gormley & Company CPA & Company CPA has provided trusted financial expertise for over 30 years, specializing in accounting, tax planning, and advisory services for individuals and businesses in New Jersey. Our approach combines deep industry knowledge with personalized solutions tailored to each client's unique needs. We prioritize long-term relationships built on transparency, accuracy, and strategic insight. Our team serves diverse sectors including healthcare, real estate, legal practices, and technology startups, offering specialized guidance to navigate complex financial landscapes. With a commitment to proactive tax planning and year-round support, we help clients minimize liabilities, maximize savings, and achieve financial growth.Our client testimonials highlight our responsiveness, expertise, and dedication to delivering measurable results. As licensed CPAs, we maintain rigorous professional standards and stay current with evolving tax regulations to ensure compliance and optimal outcomes. Our services span personal tax preparation, business accounting, estate planning, IRS problem resolution, and CFO-level advisory. By focusing on clarity and trust, we empower clients to make informed financial decisions that align with their long-term goals.
Services
Personal Tax Planning
Business Tax Services
Bookkeeping
Financial Planning
IRS Problem Resolution
Estate & Trust Services
New Business Formation
Audit Representation
QuickBooks Support
Tax Credit Analysis
Highlights and features
- We offer 30+ years of CPA expertise in tax and accounting services.
- Our team provides industry-specific solutions for healthcare, real estate, and tech sectors.
- We guarantee tax planning recommendations save more than our fees or refund the difference.
- Our client retention spans 25+ years, reflecting enduring trust and satisfaction.
- We deliver proactive, year-round financial guidance beyond seasonal tax preparation.
What people say
Extremely knowledgeable
Prompt attention
Proactive tax planning
Clear explanations
Trusted partner
Services
Personal Tax Planning
We provide comprehensive personal tax services including planning, preparation, and filing for federal and state returns. Our proactive approach identifies deductions, optimizes retirement contributions, and implements tax-loss harvesting strategies. Clients benefit from year-round support, quarterly estimated payment planning, and multi-state tax compliance, ensuring minimized liabilities and maximized refunds.
Business Tax Services
Our business tax solutions cover entity selection, compliance, and strategic planning for corporations, partnerships, and LLCs. Services include R&D tax credits, multi-state filings, payroll tax management, and audit representation. We focus on minimizing tax burdens through entity restructuring, equipment depreciation strategies, and succession planning while ensuring regulatory compliance.
Bookkeeping
We offer full-service bookkeeping, including transaction recording, bank reconciliations, and financial reporting. Our services scale from basic record-keeping for startups to advanced multi-entity management for growing businesses. Clients receive monthly profit-and-loss statements, cash flow analysis, and system optimization recommendations to support informed decision-making.
Financial Planning
Our financial planning services create personalized roadmaps for retirement, college funding, and estate planning. We analyze investment portfolios, optimize tax-efficient strategies, and coordinate with attorneys for estate documentation. The focus is on aligning financial goals with risk tolerance through diversified investment strategies and cash flow management.
IRS Problem Resolution
We represent clients in IRS audits, back tax filings, and payment plan negotiations. Services include offers in compromise, penalty abatement, and audit defense. Our approach prioritizes resolving issues efficiently while minimizing financial impact, with expertise in international tax compliance and tax court litigation when necessary.
People
Joseph Gormley
CPA
Joseph Joe Gormley & Company CPA & Company CPA is a licensed CPA with over 30 years of experience providing expert tax and accounting services. He specializes in personalized financial solutions and has built long-term relationships with clients through his commitment to excellence and strategic insight.
Questions
What service levels do you offer for individual tax clients?
We offer Bronze, Silver, and Gold service levels tailored to tax complexity, ranging from basic filing to comprehensive wealth management and multi-year tax strategies.
How much do business tax services cost?
Basic business tax compliance starts at $800, while advanced multi-state services range from $1,500–$3,500. Strategic advisory for complex structures costs $3,000–$7,500 annually.
Can you help with IRS tax issues?
Yes, we provide IRS representation, audit defense, payment plans, and offers in compromise to resolve back taxes and minimize penalties.
Do you offer year-round tax planning?
Yes, our Silver and Gold levels include quarterly planning sessions to implement tax-saving strategies throughout the year, not just during tax season.
What accounting software do you support?
We primarily use QuickBooks Online and Xero, but also support FreshBooks, Wave, and other platforms with customized implementation and training.
Reviews (7)
Mike Stryker
Jan 02, 2020
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When I first came to Joe Gormley for help with my tax preparation for my small business I had quite a few issues. Joe & his staff helped me to get in compliance quickly, answered all my questions and saved me MONEY on taxes. Im thrilled to be a client of theirs.
Sean Roche
Oct 17, 2019
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I came to Joe Gormley CPA with an $80,000 IRS tax debt spanning multiple years. After meetings together and Joe representing me with the IRS, 75% of my debt is classified with an uncollectible status and I only owe $20,000. I could not be more satisfied with the outcome and professionalism of this firm. Id recommend Joe for all financial needs.
Brad P.
May 15, 2019
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I have worked with this Accounting firm some time now, and their attention to detail and depth of knowledge is unparalleled. I am glad I switched.
Tony M.
Feb 25, 2019
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Met at home & garden trade show in Edison, NJ. Very unprofessional! The rep was bad mouthing other companies rather than trying to promote his own company. Extremely turned off by lack of professionalism.
Rajendra Singh
Jan 06, 2019
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Ive been working with Joe and his staff for years. They are proactive to ensure my accounting and taxes are up to date. Im a very busy business owner and it feels that they are an extension of company. I recommend them highly.
Clifford Kelly
Oct 23, 2018
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Met with Joe to review my 2016 and 2017 tax returns which were prepared by two other accountants (neither of which was a CPA) as I thought I may need to file an amended return for 2016. Joe reviewed both returns and made suggestions as to how to proceed. He was clearly knowledgeable about the tax consequences and made additional suggestions regarding investments as he indicated that he holds a securities license. It was a positive meeting and I would have no hesitation to use him when I file my 2018 tax return.
Kyle T. Moore
Sep 18, 2018
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I highly recommend Joseph and his team. They are very knowledgeable and professional. With prompt and precise answers to your tax questions. They took the time to explain what was needed from me, someone in the entertainment field, to ensure I was maximizing my Tax exemptions for the best results. No question was too small for them to explain. Great people all the way around!!
