Business Details
50+ Years
experience
Trusted Certified Public Accountants in Marlton, NJ
Since 1975, our firm has provided personalized financial guidance to individuals and businesses across the Delaware Valley Tri-State Area and Maryland. Our team combines over 100 years of collective experience with a commitment to professional excellence, offering tailored solutions in tax planning, financial strategy, and business consulting. We specialize in serving real estate investors and small business owners, addressing complex needs in cash flow management, tax compliance, and legal structuring.Our mission focuses on maintaining clients' financial viability while proactively supporting long-term goals through open communication and thorough analysis. As a trusted local staple, we've built enduring relationships through responsive service and technical expertise recognized by both clients and industry peers. Our dedication to continuous improvement ensures clients benefit from the latest accounting technologies and methodologies while receiving the individual attention they deserve.
Services
Tax Preparation
Business Tax Planning
Accounting and Auditing
Probate and Estate Taxes
Choice of Entity Planning
S-corporations and LLCs
Individual Tax Planning
Federal and State Tax Resolution
Forensic Accounting
Bookkeeping and Payroll
Details
- Year established: 1975
Highlights and features
- We offer over 30 years of specialized accounting experience in the Tri-State area.
- Our team provides personalized service with over 100 years of combined industry expertise.
- We maintain proactive relationships to address evolving financial and regulatory needs.
- Our award-winning service combines technical proficiency with accessible support.
- We serve as trusted advisors for real estate investors and small business owners.
Services
Tax Preparation
We prepare comprehensive tax returns for individuals, partnerships, corporations, and estates. Our expertise covers federal, state, and local tax requirements with meticulous attention to compliance and optimization opportunities. Clients receive strategic guidance to minimize liabilities while ensuring accurate reporting across all jurisdictions.
Business Tax Planning
Our strategic planning addresses entity selection, transaction structuring, and financing solutions for small to mid-sized businesses. We optimize tax positions for LLCs, S-corporations, and partnerships while supporting long-term growth objectives through proactive tax-efficient strategies.
Accounting and Auditing
We deliver monthly financial statement compilations and strategic business consulting. Our services ensure accurate financial tracking, regulatory compliance, and data-driven decision-making support through comprehensive auditing and reporting frameworks tailored to business needs.
Bookkeeping and Payroll
As Certified QuickBooks Professional Advisors, we provide complete bookkeeping, payroll management, and software training. Our solutions enhance operational efficiency through customized QuickBooks support, data cleanup, and remote access capabilities for seamless accounting processes.
Federal and State Tax Resolution
We represent clients before the IRS and state tax authorities for resolution of complex compliance issues. Our services include negotiation of payment plans, penalty abatement, and audit representation to achieve favorable outcomes for businesses and individuals facing tax challenges.
People
Wayne P. Kerr
Founder
Certified Public Accountant with over 45 years of experience serving Tri-State area clients. Specializes in real estate and small business tax strategy, combining technical expertise with personalized financial guidance for long-term client success.
Questions
What accounting services do you offer for small businesses?
We provide tax planning, entity selection, financial reporting, payroll services, and strategic business consulting tailored to small business needs.
Do you specialize in any particular industries?
We focus on real estate investors and small business owners, addressing their unique financial, tax, and operational requirements.
How can I access QuickBooks support services?
As Certified QuickBooks Professional Advisors, we offer training, data cleanup, remote access support, and implementation assistance for all QuickBooks versions.
What areas do you serve?
We primarily serve the Delaware Valley Tri-State Area, Maryland, Marlton, and Philadelphia metropolitan regions.
Can you help with IRS tax resolution issues?
Yes, we represent clients before the IRS and state tax authorities for audit defense, payment plan negotiation, and penalty abatement solutions.