Have you planned for
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Specializing in Three Major Areas of Personalized Service
AccountingOur firm provides overall management of financial records ranging from periodic basis bookkeeping to ongoing services conducted more regularly. Monitoring accounts receivable and accounts payable are important, but overall cash flow management needs to take precedence. Business requirements regarding payroll, payroll taxes, sales taxes, and other industry specific taxes are often overwhelming. Our firm can provide assistance in all areas, including addressing your requirements under the new laws regarding health care. Tracking your business activity should be done throughout the year. Planning is key.
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Tax Preparation & PlanningA good tax plan can save individuals and businesses significantly when it comes time for tax return filings. Understanding and complying with ever-changing laws become more important as complexity increases year to year. There are many planning tools available that will afford maximum tax benefit in regard to asset allocation, the right time to buy and sell assets, how and when to fund retirement plans, real estate investing and more. Planning is a year-round necessity, and our firm is always here to assist and
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Major Life EventsLife is less stressful and runs more smoothly without big financial surprises. Our firm can help you determine your ongoing financial needs in personal arenas, and we are willing to work with you as life evolves and priorities change. Planning for retirement and your own future life care needs are our specialty. Also, putting a financial plan in place for your estate can protect your heirs from the possibility of significant tax liabilities and ongoing court costs. Devising a solid plan, structured and centered around your own personal intentions, will ensure that your wishes will be carried out exactly as intended.
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249 Herbert Avenue
Unit B Closter, NJ 07624 201-768-5010 |
Patricia J. Villano proudly serves clients in Bergen County (NJ), Rockland County (NY) and beyond. With over 25 years of experience, she is committed to helping business owners, professionals, individuals and families pursue a prosperous financial future by serving as a trusted, experienced and knowledgeable wealth management expert and advocate. The firm of Patricia J. Villano, CPA specializes in coordinating and simplifying your financial strategies so you can focus on your life, passions, and goals.
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