Modern tax, bookkeeping, and fractional CFO services for growing businesses across New Jersey. Senior CPA on every account. Fixed monthly pricing. No surprise bills.
Trusted by 600+ NJ businesses across
From a single tax return to an embedded fractional CFO — pick the lane you need today, scale up tomorrow.
Individual and business returns, multi-state, year-round planning to legally reduce what you owe.
Learn more →Clean books delivered by the 10th. Reconciled accounts, P&L, balance sheet — ready for decisions.
Learn more →Cash forecasts, KPIs, fundraising prep, board decks. The strategic finance partner without the $250k salary.
Learn more →Reviews, compilations, and audit-ready financials. Independent assurance lenders and investors trust.
Learn more →S-Corp, LLC, C-Corp — structured for tax efficiency from day one. EIN, state filings, operating agreements.
Learn more →Notices, audits, payment plans, offers in compromise. We deal with the IRS so you don't have to.
Learn more →No junior bookkeeper bait-and-switch. A licensed CPA reviews and signs off on your work — every month, every return.
Know exactly what you'll pay before you sign. No hourly billing, no surprise invoices, no nickel-and-diming.
IRS notice arrives Tuesday morning, you have a strategy by Tuesday afternoon. Speed matters when penalties accrue daily.
We've seen the playbook. The mistakes, the deductions, the structures that work — for your industry, specifically.
R&D credits, deferred revenue, 409A, ARR reporting.
Solo MDs, dental, group practices — entity choice & payroll.
1031s, cost segregation, passive activity, multi-LLC stacks.
Sales tax nexus, COGS, inventory, Shopify/Amazon integrations.
Consultants, agencies, attorneys — S-Corp optimization.
Tip credits, food cost ratios, multi-location consolidations.
Drop in two numbers. Get an instant estimate of your annual savings — bookkeeping time you'd reclaim plus tax dollars typical clients legally avoid.
Individual returns priced separately. All business plans include a senior CPA, monthly close, and tax filing.
For solo founders & under $500k revenue
For $500k–$3M businesses scaling fast
For $3M+ businesses with complexity
Need something custom? Talk to a CPA →
30-min call with a senior CPA. We review your books, returns, pain points — and tell you straight if we're the right fit.
Day 1Secure document portal, QuickBooks/Xero hookup, prior-year cleanup if needed. White-glove transition from your old CPA.
Days 2–14Books closed by the 10th. P&L delivered. Slack channel humming. Tax-saving moves flagged in real time, not at year-end.
OngoingSit-down with a partner. Tax projections, structural moves, KPI deep-dive. We bring the strategy — you make the calls.
Every 90 daysFounded in 2007 by Anil Sharma, formerly of Big 4. Today, eight CPAs, advisors, and analysts serving 600+ NJ businesses.
Managing Partner
19 years in tax & advisory. Ex-Big 4 (Deloitte). NJ + NY licensed CPA, MST from NYU. Has personally signed off on $340M in returns.
Tax Director
11 years specializing in pass-through entities and multi-state. Leads our complex S-Corp and partnership work.
Advisory & Fractional CFO
Wharton MBA, CFP. 14 years in corporate finance and venture-backed startups. Runs our Scale-tier CFO engagements.
"Switched from a Big 4 firm and saved $11,400 in fees while getting better service. Anil personally caught a $32k R&D credit our last CPA missed for three years."
"Lisa restructured us from LLC to S-Corp and we saved $19k in self-employment tax in year one alone. They're proactive — they call us, not the other way around."
"Vikram acts as our part-time CFO and helped us close a $4M line of credit. The board package he builds every quarter is genuinely better than what our last full-time controller produced."
Plain-English breakdowns of the tax & accounting moves that actually move the needle.
Pass-through entity tax updates, BAIT election deadlines, and three new credits worth claiming this year.
Read article →Deferred revenue done wrong, the COGS classification trap, and why your MRR doesn't match your books.
Read article →The right answer is almost never S-Corp. Here's why — and the four scenarios where conventional wisdom is wrong.
Read article →Fixed monthly fees for business clients (Essentials/Growth/Scale plans) — you know the cost before you sign. Individual tax returns are billed flat-fee per return based on complexity. We don't bill hourly and we don't surprise you with invoices.
Very common — about 1 in 3 new clients come to us behind. We'll quote a one-time catchup fee, get you current within 30–60 days, and then move you onto a fixed monthly plan. No judgment.
Yes. We file in all 50 states and handle nexus analysis, sales tax registrations, and multi-state apportionment. Lisa Tran (Tax Director) leads our multi-state work.
Absolutely. IRS Representation is a core service. If we prepared the return, audit support is included. If we didn't, we'll still represent you on a flat-fee basis. We've handled 80+ audits with a 92% favorable outcome rate.
Easier than you think. We send a one-page authorization, request your prior returns and books, and handle the transition. Most clients are fully migrated in 14 days. The best time to switch is right after tax season — but we onboard year-round.
QuickBooks Online (we're ProAdvisor Elite), Xero (certified), and most modern stacks — Gusto, Bill.com, Stripe, Shopify, Square. If you're on something legacy, we'll help you migrate or work with what you have.
Tell us about your business. A senior CPA will respond within 4 business hours.