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You deserve the personal attention of a dedicated and proven professional whose leadership in tax and financial management has been cited by The Wall Street Journal, Money Magazine, Bloomberg, and New Jersey CPA Magazine. Call Tony Novak CPA, MBA, MT for a confidential no-obligation discussion.

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What Service We Offer

Personal Services

Planning, strategy, coaching and compliance that relates to your life goals.

Business Services

Strategic planning, compensation, benefits, payroll, bookkeeping, compliance, and taxes.

Nonprofit Services

Formation, governance, and compliance from one of the most experienced small nonprofit ESG focused practitioners.

Our Blog

Latest Blog & Articles

  • Business Ownership Information filings

    This month the New Jersey Supreme Court’s Committee on the Unauthorized Practice of Law issued a letter to the New Jersey Society of CPAs to settle the question of Business Ownership Information (BOI) filings. While this is an important legal filing for all corporations and LLCs, it can be handled by a CPA. Our engagement…

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  • QuickBooks Live Assist and Virtual Bookkeeping

    What’s the difference? QuickBooks offers two add-on bookkeeping assistance services. Assisted Bookkeeping provides guidance and coaching, while Full-Service Bookkeeping handles the bookkeeping for you. Either is available as an extra service with your QuickBooks service. QuickBooks Live Assist makes certified bookkeepers available to give you a call back to answer questions you have during the…

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  • Three ways to save money with Intuit

    Intuit raised prices again, keeping well ahead of overall market inflation. This has been going on for years and isn’t expected to ease up. Intuit is, by far, the largest small business accounting and tax software company in the world. It’s tough to ignore them or not be affected by Intuit’s rising prices policy. There…

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