Services
At Margaret Wierzbicki, CPA, CFP®, an Essex County, NJ, local firm, we provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals.
Tax Management Services
We provide a wide variety of accounting, tax and financial management services tailored to meet the needs of your business. Our services are designed to provide you with more valuable time to focus on building your business. We will provide the expertise, experience, analysis and thorough research to allow us to optimize financial opportunities to be found in existing tax laws. Our tax services covered:
Individual Tax Services
We provide a wide variety of tax management services tailored to meet the needs of our individual clients. We are committed to providing our clients with tax planning strategies to minimize their tax liability. We also provide tax and financial advice to the client experiencing the trauma of a separation or divorce.
IRS Problem Resolution
Professional representation can be vital during an audit and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries to rest.
Quick Books Accounting Help and Assistance
Quick Books can provide useful and timely information in the form of financial statements, reports and graphs. We don’t just help you use this software; we help you use it more efficiently and more effectively.
Compilation and Review Financial Statements
We offer two levels of assurance depending on your company’s needs.
Gifting, Estate and Trust Planning, and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.
Margaret Wierzbicki, CPA, CFP®'s role is to help you navigate the complex and shifting tax laws to provide the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid unnecessary complications and grief for loved ones. Because certain states do not follow the federal estate tax exemption, it is important to take a fresh look at your estate plan to take advantage of potential savings on the estate tax by gifting.
Tax Preparation Includes:
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Margaret Wierzbicki, CPA, CFP® can advise you on choosing an entity type and later restructuring if advantageous. With our guidance, you will always be receiving the most advantageous entity type for the functions your business performs.
Financial Planning Services
As a Certified Financial Planner, Margaret Wierzbicki combines her tax background with her financial services to advise her clients on achieving their financial goals. Other financial planners may not be aware of the tax implications in making their recommendations. I specialize in all aspects of retirement planning including pensions, IRA rollovers, annuities, mutual funds, tax and estate planning and insurance.
For a complimentary, no-obligation and confidential discussion of your long-term financial goals, please call or email:margaretwierzbicki@ffpinc.com.
At Margaret Wierzbicki, CPA, CFP®, an Essex County, NJ, local firm, we provide a wide range of services to individuals and businesses in a variety of industries. We strive to meet each client’s specific needs in planning for the future and achieving their goals.
- Tax Management Services
- Individual Tax Services
- IRS problem resolution
- Quick Books accounting software assistance
- Compilation and Review Financial Statements
- Estate and Trust Planning and Tax Preparation
- Entity selection and restructuring
- Financial Planning Services
Tax Management Services
We provide a wide variety of accounting, tax and financial management services tailored to meet the needs of your business. Our services are designed to provide you with more valuable time to focus on building your business. We will provide the expertise, experience, analysis and thorough research to allow us to optimize financial opportunities to be found in existing tax laws. Our tax services covered:
- Corporate Income Tax
- Partnership Income Tax
- Non-profit
Individual Tax Services
We provide a wide variety of tax management services tailored to meet the needs of our individual clients. We are committed to providing our clients with tax planning strategies to minimize their tax liability. We also provide tax and financial advice to the client experiencing the trauma of a separation or divorce.
- All tax preparation services including individuals with Multi-States.
- Income tax preparation and planning for Americans living aboard (expatriate tax returns).
- Tax and financial guidance involving separation and divorce.
IRS Problem Resolution
Professional representation can be vital during an audit and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries to rest.
Quick Books Accounting Help and Assistance
Quick Books can provide useful and timely information in the form of financial statements, reports and graphs. We don’t just help you use this software; we help you use it more efficiently and more effectively.
Compilation and Review Financial Statements
We offer two levels of assurance depending on your company’s needs.
- Compilations are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to the accounting records.
- Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement matters and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
Gifting, Estate and Trust Planning, and Tax Preparation
Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership.
Margaret Wierzbicki, CPA, CFP®'s role is to help you navigate the complex and shifting tax laws to provide the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid unnecessary complications and grief for loved ones. Because certain states do not follow the federal estate tax exemption, it is important to take a fresh look at your estate plan to take advantage of potential savings on the estate tax by gifting.
Tax Preparation Includes:
- Estate and Inheritance Tax
- Fiduciary Income Tax
- Private foundations
- Gift tax
Entity Selection and Restructuring
Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Margaret Wierzbicki, CPA, CFP® can advise you on choosing an entity type and later restructuring if advantageous. With our guidance, you will always be receiving the most advantageous entity type for the functions your business performs.
Financial Planning Services
As a Certified Financial Planner, Margaret Wierzbicki combines her tax background with her financial services to advise her clients on achieving their financial goals. Other financial planners may not be aware of the tax implications in making their recommendations. I specialize in all aspects of retirement planning including pensions, IRA rollovers, annuities, mutual funds, tax and estate planning and insurance.
For a complimentary, no-obligation and confidential discussion of your long-term financial goals, please call or email:margaretwierzbicki@ffpinc.com.