Taxes and Tax Planning

Federal and State Filing / Tax Planning

Year End Planning and Financial Reporting

Accounting Services to Meet Your Needs

Internal Audit and Advisory

Our experience and focus on delivering unparalleled internal audit guidance that creates value.

Services

Leverage our diverse knowledge and experience in these areas.

Taxes and Tax Planning

Our core specialty is the preparation of tax returns for individual and small business taxpayers.

Not all tax planning opportunities are readily apparent. By having a CPA on your team, you are more likely to benefit from those opportunities in order to maximize tax breaks and minimize tax liabilities in a legal and efficient manner. 

 

Year End Planning and Financial Reporting

We provide a year end planning review and financial reporting to business clients. Year End Planning includes a review of your year to date books, running tax scenarios, & a discussion of business goals.

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business.

Internal Audits and Advisory

Our experience and focus on delivering  internal audit guidance that creates value. It’s not about checking the box. We can provide your small business an independent and objective perspective of your organization’s internal control system and risk management process.

 

Eric was great with my taxes. I had done them the last few years myself but it was incredibly helpful to have someone with his expertise go through it. Appreciate his thorough review, insights into my financial situation ,and the quick turn around. Will be coming back next year!

S. Javier

“Eric is very professional and took the time to explain to me what steps to take for tax savings. He also help my brother with his new business, Eric his a phone call away and his always willing to him him or myself. Eric really cares about the people in his community and I am glad that I found him.”

M. Carter

I’ve had my taxes done by a few people, but Eric was by far the best. Very responsive, quick and has a lot of tools that makes the process easier. He completed both my personal return and business return. Even if you have a simple return, I recommend working with Eric to ensure that your return is in compliance and you’re maximizing your deductions.”

T. Blue

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My goal is to reduce pain points and assist individuals and small business owners with accounting and tax matters.

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 About BeepatCPA

I am founder and principal of BeepatCPA. I am a licensed Certified Public Accountant with over 17 years of professional accounting, audit, tax and advisory experience. Among my experience, I am a former auditor and advisory professional with Big 4 Accounting Firms, where I served clients in multiple industries including insurance, banking, and non-profits.

Growing up in family of first-generation entrepreneurs, I always had a passion for small business and had an understanding of their everyday challenges. I started this firm to provide services that small business entrepreneurs need that are not easily available and accessible.

I graduated from Temple University with a Bachelor’s degree in accounting and completed a Masters of Business Administration degree from Montclair State University.

What documents do I need to file my taxes?

Every situation is different, but here is a list of some items that required: Proof of your identity, identities of your family members, Social Security documents Income statements such as W-2s and 1099s Tax forms that report other types of income, such as Schedule...

What Closing Costs are Tax Deductible?

What Closing Costs are Tax Deductible? Since I am also a Realtor, a question that I get from new home buyers is what closing costs are tax deductible. I did a blog post recently on my real estate blog HERE, answering what are closing costs in NJ.  So, decided to...

IRS Launches “Get My Payment”

IRS: Get My Payment Portal The IRS “Get My Payment” Portal is now active. It allows taxpayers to give the agency direct deposit information for their bank accounts if they didn’t include it on their 2018 or 2019 returns. Treasury and IRS officials are hoping to get...

Tax Cuts and Jobs Act – Quick Summary

Tax Cuts and Jobs Act - Quick Summary On December 22, 2017, the most sweeping tax legislation since the Tax Reform Act of 1986 was signed into law. The Tax Cuts and Jobs Act (TCJA) is the most significant tax reform in decades. Many changes affecting individual...

About Me

I started my career working for leading global accounting firms and moved on to other jobs in accounting, audit and consulting. Along the way, I developed an interest in real estate and became a realtor to help people to the path of home ownership. You can find me...