100 Bayard St, Suite 311
New Brunswick,
NJ 08901
Phone 1-732-846-1700

Services for Individuals

There are many accountants who can do tax returns. We focus on tax planning to make sure that you pay the least amount of tax within the confines of the law.

Tax Preparation and Tax Planning

Obtaining and preserving capital is a difficult and time-consuming task.

Our personal financial tax-planning services offer an objective, comprehensive package to individuals. In addition to the basic preparation of all federal, state and local tax returns, we evaluate the many alternative tax-planning strategies
that are available.

Some of these plans include:

  • Individual Tax Planning--Deferred compensation alternatives; timing of charitable contributions; alternative minimum tax planning; investment interest expense limitations planning
  • Financial Planning--Comparison of alternative investments on an after-tax basis; cash-flow projections
  • Financial Investment Analysis--Tax-sheltered investments and alternative distributions from retirement plans; the cost of borrowing
  • Gift and Estate Tax Planning--Generation-skipping transfers; estate liquidity; charitable trusts
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Divorce Planning

A divorce engagement typically begins with a review of an inventory of assets and liabilities provided to the attorney. We can help in a number of areas to make sure that you get what you deserve:
  • Taxation of Alimony and Child Support Issues
  • Marital Property Issues
  • Taxation of Property Settlements
  • Forensic Examination of Personal Financial
  • Representations
  • Forensic Examination of a Closely Held Business
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What People Say About us

"Our company needed an audit of our financial statements in order to maintain our funding. Knowing that our books were not in the greatest shape, I contacted Sam. He and his staff did a great job in straightening out our books and getting the audit done in a timely and professional manner."

E. Avraham
President, CEO

"Sam Fisher has been our personal tax accountant for the past ten (10) years. By finding us tax breaks that our previous accountant never considered, we were able to recover thousands of dollars by filing amended returns. We have been using Sam's services ever since, and he continues to find us tax savings opportunities."

S. Kurzweil
Realtor

"In our law practice, we see many clients who have severe tax problems and tax deficiencies. I have referred a number of these clients to Sam Fisher who has consistently handled these cases in an expedient and professional manner. Most importantly, he has often saved my clients thousands of dollars in taxes by utilizing his knowledge and experience in tax law to their benefit."

Raymond A. Brown, Jr. Esq.
Newark, NJ