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Straightpath Consulting

(10)

LLC

“Living in NC the process was challenging due to unforeseen obstacles but that did not mitigate the efforts of Straight Path Consulting representatives.”

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J.F. Johnson & Co., PA

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Levine, Furman & Rubin

(49)

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“Adam Rubin hosted the event and I can't explain it, but I immediately got a genuinely comfortable feeling that this was the right firm to handle my estate planning.”

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Sai CPA Services

(50)

Virtual CFO Services, Income Tax Preparation For Individual & Business, Accounting & Bookkeeping

“For seven years, Pranavam School of Dance has successfully partnered with them for bookkeeping, payroll and financial services -truly a reliable source to trust!”

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Robert A Corsi, CPA

(50)

Services For Individuals, Tax Services, Industries

“I have been working with Bob for the past 7 years, and he and his team are professional, caring, and honest accountants who I am happy to continue working with.”

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TAX Drx

(50)

Tax Services, Business Services, Tax Problems

“Nick at the Tax Drx does a great and honest job walking you through what you need to have and tries to the best of his ability make sure that you end up with the most accurate and hopefully beneficial result.”

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Versutus Accounting & Consulting

(44)

Services For Individuals, Tax Services, Business Services

“From formation a new company to answering very complicated accounting issues,Versutus is #1 and highly recommended if you are looking for excellence in accounting.”

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George Basily, Cpa, MST

(42)

Fee
Questions
Patient

“All what is needed is two 10 minutes visits the 1st one is to file and discuss all of youe documents and expenses then you return after 4-5 days to review and sign for the submission”

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Hy Appelbaum CPA

(28)

Collections, Dealing With the Irs Can be Difficult, Corporations

“The previous accountant was good at personal taxes but when I opened up The Serene Spa in Highland Park last year I needed a highly experienced accountant who dealt with personal and business.”

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Callahan Financial Services Group

(47)

Compassion
Medicaid
Calls

“Geraldine and her staff were professional, responsive and a pleasure to work with in the very complicated process of applying for Medicaid for my mother.”

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Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

(50)

Life Insurance
Retirement
Savings

“He introduced himself with his impressive credentials he delivered results that exceeded my expectations, and it is a privilege to have him in your corner!!”

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Zebulon Tax Advisory

(22)

Services For Individuals, Tax Services, Turbo Tax

“And he sure knows the ins and outs of the tax programs!”

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Badran Tax

(44)

Service
Team
Refund

“Amro and Team got the IRS on the phone with me there and proposed a settlement with monthly payments in early 2021 by the end of 2021 I was 12,000 debt free with the IRS and no more Lien judgement against me.”

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Mauriello Enterprises | My Tax Fella

(44)

Tools and Resources, Additional Services, For Small Businesses

“He and his team make it easy by setting up a secure portal to supply forms and the turnaround time is always fast and they provide a really helpful report that helps me understand changes from year to year that impact my refund or payment.”

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Grantvest Financial Group

(50)

Meeting
Retirement
Portfolio

“He is informative about the markets, knowledgeable about our needs and has designed a plan for our future that is realistic, manageable and truly exciting.”

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Camacho Consulting Services

(48)

Tax Planning, Bookkeeping, Financial Statements

“My husband and I have been going to Orlando for years and appreciate his hard work, honesty and patience to explain everything in details and answer all of our questions.”

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Clinton Robinson Pro Tax Services

(14)

Tax Preparer
Price
Fee

“Very personable and professional.”

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Goldenthal & Suss Consulting

(48)

Outsourced CFO, Small Business Accounting, Wealth Management

“From simple questions to complex issues, Dave and his firm accessible, knowledgeable and clear and direct with their advice; and they are great to work with.”

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Dennis Surmanek

(41)

Honest
Retirement
Planning

“After just speaking with him now about my accounts, he, once again, provided honest feedback, direct answers and direction, and it is always clearly evident he ensures his fiduciary responsibility to my best interest and the ethical financial role he...”

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JJ USA CPA

(28)

Services For Individuals, Tax Services, Industries

“After having done my taxes myself for many years, I was looking for an accountant because of the new tax law and having started a new business in 2018.”

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Lamela & Company, Cpas

(30)

Questions
Tax Return
Efficient

“If your looking for an accountant, someone to be on your financial side ,and maximize your earnings, i highly recommend him whether you are an established business, a new business,or an individual looking to be with an accountant with your best inter...”

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Lipton CPA Associates

(6)

Non-Profit Organizations, Business Valuation, Business Services

“He takes as much time as necessary to understand each client's specific situation and needs and then executes a plan that is professional, ethical and results in the best outcome for his client.”

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Augulis Law Firm

(27)

Medicaid and Elder Law, Asset & Business Planning, Special Needs Planning

“I am a tax accountant in Somerset county and been using Augulis Law firm for my clients, my family and Alan and I just put together my own Living Trust, Legacy Plan and now my family is doing the same after interviewing many attorney's my close famil...”

Featured

ESTATE TAXES IN NEW JERSEY: A COMPREHENSIVE OVERVIEW The federal estate tax can have a significant impact on your legacy because it carries a 40 percent top rate. Fortunately, you can transfer a certain amount tax-free before the estate tax becomes applicable. This figure is called the estate tax exclusion. It is increased every year to account for inflation, and it is at a record high at the moment in 2024. However, changes are brewing, and we look at the matter of New Jersey estate taxes from an overview in this post. The Road to the Historically High Level When you examine recent history, you can see that the estate tax exclusion has dramatically increased in a relatively short period of time. In 2001, the exclusion was just $675,000, and the top rate was 55 percent. It went up to $1 million the following year with a 50 percent max rate.

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Solitario & Tierney CPA

(12)

“Thomas has been doing my taxes for years and he always is straight with me, makes the process so stress free, and I NEVER dread doing my taxes because I know they've got this under control.”

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Average Cost	$3077
Minimum cost	$1026
Maximum cost	$8717
Avg Per Hour Rates	$308

Best Financial Advisors in Plainfield, NJ

The highest-rated Financial Planning & Wealth Management companies out of 190 vetted & reviewed in the Plainfield area.

Straightpath Consulting

J.F. Johnson & Co., PA

Levine, Furman & Rubin

Sai CPA Services

Robert A Corsi, CPA

TAX Drx

Versutus Accounting & Consulting

George Basily, Cpa, MST

Hy Appelbaum CPA

Callahan Financial Services Group

Jonathan Barrett Cfp, Clu, Chfc, Ricp, RPS

Zebulon Tax Advisory

Badran Tax

Mauriello Enterprises | My Tax Fella

Grantvest Financial Group

Camacho Consulting Services

Clinton Robinson Pro Tax Services

Goldenthal & Suss Consulting

Dennis Surmanek

JJ USA CPA

Lamela & Company, Cpas

Lipton CPA Associates

Augulis Law Firm

Solitario & Tierney CPA

Retirement Planning and Investment Management Services in Plainfield, NJ Cost Estimates

Why these companies made our list

Wealth Management Advisors near Plainfield

Popular in Plainfield