What I Offer
Tax, Bookkeeping & Crypto Accounting Services
Here are the tax, bookkeeping, and digital-asset accounting services I offer. Choose one to learn more.
Not sure which service you need?
Answer one or two questions to see where to start. Nothing you choose is stored or sent.
Individual Tax Preparation
Personal tax preparation with a CPA who works directly with you.
- NJ BAIT election analysis for pass-through business owners
- Resident-credit and income-allocation review for NY commuters
- Accepted multi-state income-tax return components; no real-estate or GIT/REP services
Tax Planning & Advisory
Tax analysis based on the facts you provide.
- OBBBA-updated planning: QBI, bonus depreciation, tip/overtime deductions
- Tax-treatment comparison for already-formed sole proprietorships, LLCs, and S-Corps
- Tax-return treatment for client-established retirement accounts; no plan selection or investment advice
Small Business Tax
Tax compliance and advisory for New Jersey small businesses.
- NJ S-Corp status verification using the federal approval/effective date, privilege period, DORES registration, approval proof, consent, and filing records
- Reasonable-compensation tax analysis using client-provided facts; payroll operation is considered case by case under a separate written engagement
- Annual-target estimated-tax calculations and BAIT analysis; the client transmits payments
Bookkeeping & Accounting
QuickBooks Online bookkeeping, reconciliations, and reporting.
- Accepted-scope chart-of-accounts review using specified records and stated return requirements; no completeness result is promised
- Accepted-scope NJ sales-tax classification and reconciliation; the 3.3125% UEZ rate requires current certification, a qualified zone location, an eligible in-person retail sale of tangible personal property, and the actual transaction facts
- Agreed year-end close records organized for the accepted tax-preparation scope
QuickBooks Online Services
Setup, cleanup, bookkeeping, and platform guidance.
Payroll Compliance Support
CPA review of provider-produced payroll configuration and compliance reports.
FreshBooks Accounting
FreshBooks setup, bookkeeping, migration, and written platform guidance from a licensed NJ CPA.
See what's includedBookkeeping Cleanup
CPA-led cleanup for backlogged or unreconciled QuickBooks Online and FreshBooks files.
See what's includedCryptocurrency Tax
Digital-asset record reconciliation and tax preparation based on the records you provide.
- Client-supplied Forms 1099-DA reconciled only when included in the written scope
- Cost-basis method review, including supported Specific Identification
- NJ disposition-of-property category and graduated-rate review; there is no preferential long-term capital-gain rate, and the complete return controls
More Services
W-2G reporting, session method, the TY2026 90% federal loss cap, and NJ same-year category netting with a zero floor
Educational review of federal approval and NJ privilege-period records for an already-formed entity; no election, filing, eligibility, or savings outcome is promised
Schedule C tax-treatment review, supported home-office deductions, and S-Corp tax analysis
YouTube, TikTok, Twitch, OnlyFans, Fansly, and adult subscription platform creators
Client-submission packages for ordinary, non-examination correspondence after separate written acceptance; agency contact only under a client-authorized power of attorney
NJ registration, return preparation, rate review, and reconciliation
Resident-credit and income-allocation review for NY-source wages
Tax-return treatment for client-established accounts; no plan selection or investment advice
Client-submission packages for accepted ordinary crypto correspondence; examinations and other controversy matters are considered case by case
Not Sure Which Service You Need?
I read each inquiry myself and do my best to reply within a week. Sending the form creates no engagement. I do not promise an outcome. Any scope, price, availability, and timing are agreed in writing before work starts.
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