Tax Preparation Services – Neptune, New Jersey

Tax Preparation & Planning Services

Business Tax Services

Taxes are one of the largest expenses that any business or business owner will incur, and it is essential to the success of the business that the owners have a team behind them to assist with the creation and implementation of a plan to minimize the tax burden. Such a plan will frequently span several years and require the technical depth and ability to look towards the future, incorporating the owner’s goals as well as changes in tax law. Our team at Whale, Mallozzi & Padgett PC is deeply skilled and experienced in tax planning across all types of business.

Assistance with state tax audits
Due diligence for business acquisitions
Franchise tax compliance and planning
Identifying state tax credits and incentives
Preparation of business tax returns
Preparation of Not for Profit Returns
Sales and use tax consulting
Tax compliance
Tax planning
Taxpayer advocacy at federal and state tax examinations

Individual Tax Services

At Whale, Mallozzi & Padgett PC we recognize the difference between filing tax returns and employing tax planning strategies. Our goal is to help our clients maximize earnings while minimizing their tax liability. We strive to deliver the best client service by communicating with our clients frequently, keeping us aware of any changes in their personal lives. As a result of this familiarity, we are often able to identify potential tax savings opportunities. Through our continuing professional education, our team remains up to date on any new tax laws, and we communicate how these changes may affect our clients.

Assistance with state tax audits
Charitable giving strategies
Identifying state tax credits and incentives
Nexus analysis to ensure compliance with state and local tax laws
Preparation of individual tax returns
Retirement plan tax considerations
Stock option compensation planning
Tax compliance
Tax planning
Taxpayer advocacy at federal and state tax examinations

State Tax Services

State and local tax laws are continuously changing and increasing in complexity as each state attempts to create new sources of revenue. Our team is skilled in planning for new tax law changes and opportunities as your business or individual tax situation changes, as well as problem-solving including negotiating voluntary disclosure agreements and tax audits. We’re committed to assisting you in navigating state and local tax laws, along with identifying tax and financial incentives to minimize your tax liability and create additional cash flows.

Don’t wait any longer! Call us now at (732) 945-5995

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