Tax Planning Services

Union County tax planning servicesNavigating the complexities of tax regulations requires foresight and expertise, especially when strategic business decisions are on the line. At Angelo & Associates CPAs, a premier Union County, NJ CPA firm, we leverage our extensive tax planning experience to guide you through decisions with confidence, ensuring they align with your financial goals. Specializing in both business and individual tax planning, we're committed to optimizing your tax position with proactive strategies.


Proactive Strategies for Business and Individual Tax Savings

Our approach to tax planning is both strategic and personalized. We stay ahead of the constantly evolving tax laws to shield your profits from unnecessary tax liabilities. For businesses contemplating crucial decisions or individuals looking for ways to protect their earnings, our team provides tailored advice to maximize tax savings.

  • Strategic Tax Planning: We assess the potential tax implications of business decisions, aiming to reduce your overall tax burden and enhance profitability.
  • Comprehensive Business Structure Analysis: For startups and existing businesses, we evaluate the most tax-efficient structures to maximize savings now and in the future.
  • Personalized Income Tax Planning: We devise strategies that lower individual tax liabilities, allowing you to retain more of your hard-earned money.

Expertise Across the Tax Spectrum

Our tax planning services extend to specialized areas, ensuring comprehensive coverage for our clients:

  • Alternative Minimum Tax (AMT) Planning: Navigate the AMT with our expert planning and compliance strategies.
  • Multi-State Tax Planning: Our experienced team manages the complexities of multi-state operations, ensuring compliance while minimizing tax liabilities.
  • Succession Planning: We help you plan for the future of your business with a clear, tax-efficient succession strategy that aligns with your personal and professional goals.

Dedicated to Your Financial Success

With Angelo & Associates CPAs, your financial well-being is our top priority. Through diligent tax planning and a commitment to personalized service, we strive to ensure your financial decisions are both sound and strategically advantageous. Let us help you turn the tax planning maze into a path toward financial growth and stability.


We listen, analyze, and create customized plans that drive your business forward. Partner with Angelo & Associates CPAs and transform challenges into opportunities for success.

Contact us or call us today at 732-382-2272 and ask for Billy Angelo to discuss your business needs with an experienced Union County CPA.