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Wharton
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Wharton
Showing 1 to 10 of 14 CPAs in Wharton, New Jersey
JC
Jennifer C. Morgan
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Based in Wharton, New Jersey, Jennifer C. Morgan is a practicing CPA with over 15 years of experience in providing bookkeeping and financial statement compilation services to family-owned enterprises and various business structures. Her expertise also includes tax compliance and representation before the Internal Revenue Service, catering to individual and business clients with diverse financial needs. Morgan's specialization in basic accounting services, individual tax services, and tax compliance enables her to deliver personalized support to clients with unique financial situations.
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Bertram M. Cohen
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Based in Wharton, New Jersey, Bertram M. Cohen has nearly two decades of experience providing expert accounting services to a diverse range of clients. With a focus on basic accounting services, individual tax services, and business tax services, Cohen specializes in catering to the unique needs of small to medium-sized businesses, as well as family-owned enterprises with various business structures. He also offers dedicated support for sales tax compliance and payroll processing and compliance, ensuring accurate and timely submissions to relevant authorities.
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Kim E. Forrester
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Kim E. Forrester, a certified public accountant based in Wharton, New Jersey, provides financial guidance to clients in the region. With over 10 years of experience in accounting and taxation, Forrester specializes in providing basic accounting services, tax compliance, and business tax services to family-owned enterprises and individuals and families. Her expertise extends to payroll processing and compliance, ensuring businesses meet state and federal regulations, as well as sales tax compliance, helping clients navigate complex tax laws and regulations.
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Yvonne Annick
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Located in Wharton, New Jersey, Yvonne Annick is a seasoned accountant with over a decade of experience providing financial guidance to various business structures, from S-Corps and partnerships to LLCs. Her expertise includes sales tax compliance, payroll processing and compliance, as well as basic accounting services tailored to the needs of small businesses. With a focus on business tax services, Annick helps entrepreneurs and startups navigate the complexities of tax law and optimize their financial performance.
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Wenxiu Xu
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Wenxiu Xu is a certified public accountant located in Wharton, New Jersey, with over 10 years of experience serving local individuals and families, as well as family-owned enterprises. Her professional expertise encompasses various areas, including basic accounting services, individual tax services, and tax compliance. Xu's services also extend to IRS representation and payroll processing & compliance, providing clients with comprehensive support for their financial needs.
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Amos A. Gibello
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Amos A. Gibello is a Certified Public Accountant based in Wharton, New Jersey. With over 10 years of experience in the field, Gibello provides expertise in basic accounting services, individual tax services, and business tax services. His services cater to a diverse range of industries, including small and medium-sized businesses, and various business structures such as S-Corps, partnerships, and LLCs. Notably, Gibello assists clients with sales tax compliance and individual & business tax return preparation, helping them navigate complex tax regulations.
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Kari Reynolds
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Located in Wharton, New Jersey, Kari Reynolds brings over 10 years of experience as a CPA, providing expert services to various business structures and small to medium-sized businesses. Her specialization in basic accounting services, individual tax services, and business tax services enables her to cater to diverse client needs. Notably, Reynolds offers comprehensive retirement account tax reporting, ensuring accurate filings and minimizing potential penalties. Additionally, she ensures sales tax compliance for her clients, helping them maintain regulatory adherence and mitigate financial risks.
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Randy P. Nelson
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Randy P. Nelson, a certified public accountant based in Wharton, New Jersey, has over 15 years of experience providing accounting services to entrepreneurs and startups, as well as small and medium-sized businesses. He specializes in basic accounting services, individual tax services, and business tax services, offering expertise in areas such as sales tax compliance and payroll processing compliance. Mr. Nelson's services cater to the unique financial needs of his clients, ensuring accuracy and timely completion of their accounting tasks.
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Alexander Berniz
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Based in Wharton, New Jersey, Alexander Berniz is a seasoned accountant providing specialized financial guidance to entrepreneurs and startups, as well as family-owned enterprises. With over 10 years of experience in the field, Berniz offers comprehensive services, including basic accounting services, individual tax preparation, and business tax return preparation. His expertise in payroll processing and compliance ensures accuracy and adherence to regulatory requirements.
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Laurie S. Whelan
Certified Public Accountant
Verified Licensed
Location Wharton, New Jersey 07885
Laurie S. Whelan is a certified public accountant based in Wharton, New Jersey. With over years of experience in the field, she specializes in providing basic accounting services, individual tax services, and financial planning to individuals and families, as well as family-owned enterprises. Her services include bookkeeping and financial statement compilation, as well as sales tax compliance to ensure clients meet their tax obligations.

New Jersey's sophisticated CPA market serves a densely populated, wealthy state with diverse economy and proximity to New York City. The New Jersey State Board of Accountancy requires 150 semester hours for licensure. CPAs must complete 120 hours of continuing professional education every three years, including 4 hours of ethics and minimum technical requirements.

Key Tax Considerations: New Jersey has graduated individual income tax up to 10.75% (highest marginal rate in the nation) and complex corporate business tax. CPAs commonly handle multi-state taxation due to proximity to New York and Pennsylvania, New Jersey gross income tax compliance, sales tax, and estate tax planning. The high-income population and expensive real estate create strong demand for sophisticated tax planning, estate strategies, and relocation advisory. Many residents work in New York City, creating complex multi-state tax situations requiring specialized expertise.

Industry Specializations: Pharmaceutical and biotechnology, financial services, telecommunications, transportation and logistics (major port facilities), healthcare, professional services, real estate, and manufacturing are key practice areas. CPAs often specialize in pharmaceutical R&D tax credits, hedge fund accounting, executive compensation for NYC commuters, or serving high-net-worth individuals in affluent suburbs.

For CPA Professionals: The New Jersey Society of CPAs provides extensive resources across a densely populated state. Northern New Jersey (near NYC) offers sophisticated practices serving financial services and high earners, while central Jersey focuses on pharmaceuticals and Princeton area clients. Jersey Shore and Southern regions provide alternatives with lifestyle benefits. The state faces challenges from high taxes and cost of living driving some migration, but proximity to NYC and Philadelphia maintains strong demand for accounting services. Compensation is strong to offset high living costs.