Individual Services

At Joseph P. Cole, CPA, MBA, LLC, one of the most valuable services we offer our individual clients is comprehensive tax planning and advice. Our tax planning helps you be proactive in minimizing your tax liability and eliminate surprises on your tax return. Our firm keeps up-to-date on all federal, state and local tax law changes so you can rest assured knowing we will help you take advantage of all tax savings.

Many individuals throughout Northern New Jersey and surrounding communities have relied on our guidance and support to help manage their financial security. We provide timely, confidential, personal service and work to make sure each client develops a clear picture of their personal financial situation.

Request a FREE initial consultation today or call Joseph Cole at (908) 791-1040 to discuss your individual needs with an experienced Northern New Jersey CPA.

Our services for individuals include:

• Income tax preparation- individual, multi-state
• Tax planning
• Budgeting
• IRS problem resolution and audit assistance
• Personal financial statements
• Retirement and wealth accumulation planning
• Alternative minimum tax planning
• College savings programs
• Estate planning
• Trusts and gifts