Business Owners Doing $1M+ Per Year

If Your New Jersey Business Does $1M+ A Year, We'll Save You At Least $100K In Taxes This Year, Or You Don't Pay

John reads your return himself, his team makes the changes during the year, and his office files your returns.

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Client Reviews

What Business Owners Say About Working With John

4.9 from 54 reviewson Google
“John has been our accountant for over 20 years. We operate over 30 Real Estate Investment Companies... His advice over the years has been absolutely invaluable to us growing & operating our businesses, his accessibility for time sensitive matters is above and beyond.”
JFJoe FlorentineCEO, Florentine Holding Company, LLC
“Donna, Jessica and John are amazing to work with, they help my company succeed beyond what I would have initially thought upon our first meeting... We look forward to our Tax Analysis every year!”
LCLarry ClarkGoogle review
“...John and his team have been excellent to work with. John took the time to understand my business... and subsequently helped form our tax and financial strategy.”
MCMatthew C. PilsburyGoogle review
“...I am constantly reminded that their knowledge and attention to detail sets this firm far apart from the others. They are proactive in securing all the information needed in order to provide their clients with the best possible outcome.”
KMKim MuaGoogle review
“The entire experience with our taxes has been professional, courteous and sharp. Highly recommend for personal or business taxes.”
CCCortez CigarsGoogle review

Is This You?

Who Is This For?

Who This Is For:

  • You own a New Jersey business doing $1M or more a year.
  • Your accountant files a clean return every spring, but nobody sits down with you before December 31 to change what it will show.
  • You run more than one company, file in more than one state, or hold real estate next to the business.
  • You pay yourself through an S-corp and nobody has checked whether that salary still fits the business you run today.
  • Your books get categorized each month but never actually closed.
  • You want the CPA who makes the calls on your file, not a junior who rotates out next season.

This Is Not For:

  • Employees and individuals who only need a personal return filed.
  • Businesses doing under $1M a year.
  • Owners who only want last year's return filed, with no planning for the year ahead.
  • Anyone looking for a tax position with no paperwork behind it.

Real Clients · Real Outcomes

What We've Delivered

Two real results from John's own published case studies.

Wellness & Beauty Spas3 years
$1.2M+
saved in taxes over 3 years
New JerseyMultiple locations

An entrepreneur who runs several wellness and beauty spas in New Jersey first came to John for tax preparation. With tax planning and outsourced CFO support, the firm helped save that owner more than $1.2 million over 3 years.

New Jersey spa owner
Growing Business
$475,000
in savings identified
R&D creditsFractional CFO

The firm put a fractional CFO on the company's finances, and the team identified research and development credits and other tax strategies worth about $475,000, which the owner put into new equipment. The company grew from $719K to over $12M in revenue in 3 years.

California business owner

Results from past clients. Your numbers depend on your income, structure and timing.

100% Done-For-You

Here's Everything We Do For You

Here's how John and his team handle the tax side of a $1M+ business, all year long.

John Reads Your Return Himself

John goes through your latest return and your books personally and points to the spots where you're overpaying. The planning and the decisions stay with him, not a junior who rotates out next season.

We Model Your Pay And Structure

We work through what you pay yourself, how each company is set up, whether a New Jersey BAIT election helps you this year and which retirement plan fits your profit, using your real figures first.

We Document Every Position

We set your S-corp salary from comparable wage data and put that support in your file before the first paycheck goes out, and we back every reimbursement plan with a written plan and records.

We Carry Out The Changes

Our team makes the payroll changes, sets up the reimbursement plan and handles the elections and paperwork during the year, so the moves that have to happen in 2026 actually happen in 2026.

We File Both Returns

The same office prepares your business return and your personal return, for any entity from an LLC to a C-corp, so what gets filed is exactly what we planned.

We Keep Your Books Closed

We handle bookkeeping, payroll and monthly reporting so your numbers are closed, not just categorized, and a fractional CFO is there for forecasting, cash flow and the measures you steer by.

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Still On The Fence?

Frequently Asked Questions

Will I work with John, or get passed to a junior?+
You work with John directly. His team handles the day-to-day, but the planning and the decisions are his. When something is time-sensitive, he picks up the phone himself.
Do you file my returns too, or only do the planning?+
Both. The same office prepares your business return and your personal return, whether you run an LLC, an S-corp, a partnership or a C-corp. The person who plans it is the person whose office files it, so nothing falls through a gap.
Is it too late in the year to change anything?+
No. Your 2026 payroll isn't finished and nothing has been filed, so several of the biggest moves are still open. Salary run through payroll, deferrals taken from your pay and equipment placed in service only count for 2026 if they're done by December 31, so the sooner you start, the more of them we can use.
Will changing my salary or structure get the IRS's attention?+
John started his career as an auditor for the New York State Department of Taxation and Finance, and he saw that positions get challenged when nobody wrote down why a choice was made. So we set your salary from comparable wage data and keep the support in your file. And if a notice ever arrives, you don't deal with the IRS yourself: John does.
What does it cost?+
The fee isn't published. John tells you plainly on the strategy call what working together costs, before you commit to anything.
What if I don't save at least $100K?+
Then you don't pay for the planning. John walks you through exactly what that covers on the strategy call, before any work begins.
When will I actually see the savings?+
Many of the moves have to be in place by December 31, so the work starts as soon as you're on board. The savings show up when your returns are filed, and because the planning happened during the year, April holds no surprise.
Do you only work with owners near Spring Lake?+
No. John works with owners across Monmouth County in person and with business owners across the U.S. remotely. Many of his clients run companies in more than one state.
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One Last Step

Want To Know What Your Business Is Overpaying Before December 31st?

On the strategy call, John opens your latest return with you, points to where you're overpaying and estimates what it's worth. You'll hear which fixes still help 2026 and what working together would cost.

Book A Strategy Call

Any client results described on this page are not a guarantee of future results. Every tax situation is different, and outcomes depend on your income, structure and timing. This site is not affiliated with or endorsed by Facebook, Instagram, Google or any other advertising platform.