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Jacob Herz — CPA in Lakewood, New Jersey

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Jacob Herz

Certified Public Accountant | Licensed in New Jersey
0.0 (0 reviews)
Verified Licensed
170 Chateau Drive, Lakewood, New Jersey 08701 View on Maps

About Jacob Herz

Jacob Herz is a certified public accountant (CPA) with over a decade of experience providing expert financial guidance to local business owners and entrepreneurs.

Operating in Lakewood, New Jersey, his firm specializes in sales tax compliance, general accounting, and advisory services, catering to the specific needs of family-owned enterprises and startup companies.

Herz's areas of specialization include basic accounting services, individual tax services, and business tax services, allowing him to offer comprehensive support to his diverse client base.

With a deep understanding of the financial challenges faced by entrepreneurs and small business owners, Herz delivers tailored solutions that meet their unique needs and goals.

Services Offered

Individual Income Tax Preparation and Filing
Business Tax Return Preparation and Filing
Self-Employed and 1099 Tax Preparation
Partnership Tax Return Preparation (Form 1065)
S-Corporation Tax Return Preparation (Form 1120-S)
C-Corporation Tax Return Preparation (Form 1120)
LLC Tax Return Preparation and Entity Classification
Tax Loss Harvesting and Investment Strategy
IRS Audit Representation and Defense
IRS Audit Preparation and Documentation
IRS Appeals and Dispute Resolution
IRS Collections and Levy Resolution
Payroll Tax Compliance and Audit Defense

Client Types Served

Individual Taxpayers and Wage Earners
Married Couples Filing Joint Returns
High-Income Earners and Professionals
Retirees and Fixed Income Individuals
Multi-State Residents and Tax Optimization Clients
Families with Investment Income and Rental Properties
Small Business Owners (1-50 Employees)
Medium-Sized Business Owners (50-500 Employees)
Home-Based Business and Side Hustle Operators
Technology and IT Consultants

Specialties

Basic Accounting Services
Corporate Tax Services
Bookkeeping Services
Individual Tax Returns
Payroll & Sales Tax Services
Sales Tax Compliance Services
General Accounting Services
Other Services
Tax Planning & Advisory Services
IRS Notice & Correspondence Services
Retirement Account Tax Reporting(Form 5500, IRA reporting)

Industry Expertise

Small and Medium-Sized Businesses (SMB)
S-Corporation Tax Planning and Compliance
Partnership Accounting and Tax Services
Limited Liability Company (LLC) Tax Planning
Solo Entrepreneur and Freelancer Tax Services
Family-Owned Business Accounting and Tax Planning
Personal Income Tax Preparation for High Net Worth Individuals

Languages Spoken

English

Availability

Available Mon-Fri, 9am-5pm. Please contact for appointment.

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