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FOR INDIVIDUALS

Personalized Approach To Taking Control of Your Financial Future

Our team will provide the tools and guidance you need to achieve your goals, maximize your savings, and secure a bright financial future.

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Team sitting at desk at ASE Group Accounting Firm for Small Businesses and Individuals in New Jersey

Our services are for you if...

you are a resident of NJ, NY, CT, or PA and are interested in an ongoing advisory relationship with a CPA.

you don't own a business, but you do have investment income, own a home, and/or have dependents.

you're in need of personalized financial planning, tax preparation, and investment advisory services tailored to your goals.

Choose Your Main Service Tier

To get started with building your ideal service package, simply choose your main service tier based on your current needs.

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SILVER

BRONZE

GOLD

STARTING AT $1,500/YEAR

  • Tax Roadmap

  • Annual Tax Return Preparation and Filing - Federal and State(s)

  • Estimated tax calculations and vouchers prepared with tax return

  • Live meeting to discuss tax return results

  • Tax Withholding Form (W4) review and recommendations

STARTING AT $2,000/YEAR

  • Includes everything in BRONZE plus:

  • Notice Management - Power of Attorney on file with the IRS to monitor any potential notices**

  • Mid-year update to estimated tax calculations

  • 2 formal consultations per year

  • Streamlined Installment Agreement setup, if needed

  • Informal check-ins

STARTING AT $3,000/YEAR

  • Includes everything in SILVER plus:

  • Up to 2 tax plans per year

  • Quarterly update to estimated tax calculations

  • Assistance with submitting estimated tax payments (we'll submit on your behalf with your approval)

  • Up to 6 consultations per year

  • 2-day response time to emails

** Does not include audit representation or amendments for info not initially provided by the client.

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YOUR PERFECT PACKAGE

Please select an option from the dropdown above!

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For Individuals

Tea & Tax Talk

We offer valuable insights that can assist you in managing your personal finances, growing your wealth, and staying current with the latest trends.

Client of ASE Group Accounting Firm for Small Businesses and Individuals in New Jersey

The ASE Group is a company in which I received Professional & Courteous Services. Their knowledge, quality and accuracy is dependable. I also was extremely pleased to get an appointment which was conducive to my schedule. At the meeting each minute detail was discussed and reviewed. I have now used their services for years and will continue to trust their expertise and recommend them explicitly!

Karen Tarver

Inquiry Form

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