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Mahwah
Full Service Financial Planning & Tax preparation firm. Currently taking on new tax clients. Tax Preparation- We offer preparation of your annual tax return federal and state tax filings. 1040 Personal income tax 1065 Partnerships 1120s S-Corporations 1120 C-Corporations 1041 Estate & Trusts 990 Exempt organizations 709 Gift Tax filings Multi State tax filings Tax Planning-
Mahwah
I am a CPA and spent approximately 15 years of my career working in public accounting providing accounting and consulting to businesses. I then spent 10 years as the CFO of a large family owned business. A few years ago I decided to start my own business providing accounting and consulting services. Besides taking care of accounting and bookkeeping needs; I have a broad background on how to operate, manage and grow a businesses.
Mahwah
LydFam Management is a boutique, full-service tax and accounting firm offering a wide range of financial services to individuals and businesses. We specialize in tax preparation and planning, bookkeeping, accounting, and CFO services.
I’ve worked as a CFO in private business as well as a CPA in public practice so know the concerns of employees and employers as well as business owners. My unique work experience coupled with easy accessibility and personal correspondence with all my clients allow them to obtain extensive knowledge of various financial and accounting issues. I specialize in individual, corporate and estate & trust taxes as well as retirement plans and health insurance plans for all size companies.
Individual, Corporate, Estate & Trust, and Partnership taxes. Establishing the right type of Entity for your new business; Payroll Taxes; Temporary CFO services; Retirement plans; Health Insurance plans, matching your business with the right sized bank.
A great, responsive accountant can provide invaluable insights and advice on a myriad of issues businesses face every day. As an accountant who also works in the private sector as a CFO, I understand these needs more than most public accountants.
Meeting people and helping them make proper decisions idioms to ensure they are complying with the laws as well as minimizing their tax liabilities. Over the years, many of my clients have become close personal friends. I love to network my clients with each other too.
I felt their were gaps in one-to-one interactions that I could fulfill. Also I feel tremendous satisfaction in helping people and this was a great way to express that feeling
I’m personable and very responsive. You can pick up the phone anytime and call me and I’ll either answer if I can or call back shortly. I like to go the extra mile and help my clients lower their tax burden with ideas on how they can accomplish this-if applicable. And I tell it like it is so my clients know what to expect when they talk to me.
Certainly! I understand COVID protocols has steered many functions to remote or online; however, if possible, I always prefer meeting prospective clients face to face.
Utilization of online and remote transmission of information.
