Personal Income Tax Preparation: Why Working With a Certified Tax Preparer Matters More Than Ever

Admin • April 16, 2025

As tax season rolls around, millions of Americans find themselves rushing to gather documents, receipts, and financial records. For many, personal income tax filing is a stressful, confusing process that raises more questions than answers. With ever-changing tax codes, tighter regulations, and the potential for penalties, the need for professional guidance has never been greater.



At Dan Reganata, CPA, MBA, PFS, we specialize in accurate, timely, and stress-free income tax preparation. Whether you're filing for the first time, need help correcting a past return, or simply want to ensure you're maximizing your refund, our team is here year-round to help you make informed decisions and avoid costly mistakes.

Tax Forms

Why Personal Income Tax Preparation Is Critical in 2025

Tax laws have undergone significant changes over the past decade, and more adjustments are on the horizon. As of 2025, there have been over a thousand federal tax code revisions in just ten years. With updates affecting everything from standard deductions and credit eligibility to reporting requirements for freelance income and cryptocurrency gains, staying compliant is more complex than ever.



Mistakes on your return can result in delayed refunds, rejected filings, audits, or penalties. In some cases, incorrect deductions or underreported income can even trigger legal action. Proper tax preparation isn't just about getting through April—it's about protecting your financial future.

What Is a Certified Tax Preparer?

A certified tax preparer is trained, licensed, and equipped to handle all aspects of personal income tax filing. At our firm, we’re not only certified but also licensed CPAs with advanced degrees and professional designations in personal financial planning. That means we do more than plug numbers into a form—we offer complete, strategic tax support backed by deep knowledge of the U.S. tax code.


Certified tax preparers bring a level of precision and insight that software and unlicensed preparers simply can’t match. We stay up to date on all tax law changes, attend ongoing education, and comply with strict professional standards. More importantly, we understand how taxes connect to your overall financial goals.

How We Help You File with Confidence

Our goal is simple: to take the confusion and stress out of tax season. From the moment you contact us, we focus on accuracy, strategy, and convenience. Here’s what you can expect when you work with Dan Reganata, CPA, MBA, PFS:

1. Comprehensive Tax Review

We take a close look at your income, deductions, past returns, and unique circumstances. Whether you’re a salaried employee, a contractor, or a small business owner, we tailor your filing strategy to fit your situation. We review for missed opportunities, potential red flags, and areas where you may qualify for deductions or credits.

2. Secure Digital Filing

Tax preparation should be easy and safe. Our secure online portal allows you to upload documents from anywhere. You don’t have to take time off work or dig through boxes of paperwork in person. We’ll guide you through exactly what we need, and you can submit everything digitally at your convenience.

3. Accurate Return Preparation

Accuracy is the foundation of every return we file. We double-check every number, verify supporting documentation, and ensure your return meets both federal and state requirements. We also look at carryovers, prior-year losses, and other overlooked details that can affect your current and future filings.

4. Proactive Communication

We keep you informed at every stage. If something’s missing, we’ll let you know. If there’s a better way to approach your filing, we’ll explain it clearly. No surprises, no jargon—just direct, helpful advice.

5. Filing and Support

Once everything’s in order, we file your return electronically and provide confirmation. After that, we remain available for follow-up questions, IRS notices, or tax planning for next year.

Common Mistakes We Help You Avoid

Each year, the IRS reports millions of tax filing errors—many of which could be avoided with professional help. These mistakes often result in delayed refunds, additional taxes owed, or audits. Here are just a few we regularly identify and correct for new clients:


  • Incorrect or outdated personal information
  • Failing to report all income, including freelance and investment earnings
  • Overstating deductions without proper documentation
  • Claiming ineligible dependents
  • Ignoring tax benefits like education credits or retirement contributions
  • Missing filing deadlines or estimated tax payments
  • Filing under the wrong status


Our team has the training to spot these issues before they cost you. More importantly, we provide the guidance to prevent them in the future.

Tailored Tax Services for Every Situation

No two tax returns are the same. We offer personalized service for individuals in all income brackets and life stages, including:


  • First-time filers who need help understanding tax basics
  • Families navigating child tax credits, education deductions, or dual income
  • Freelancers, gig workers, and small business owners with complex income structures
  • Retirees managing retirement income, pensions, or required minimum distributions
  • Individuals facing audits, past-due returns, or penalties


We don’t believe in one-size-fits-all tax preparation. Our services are designed to reflect your needs, not just fill out a form.

Planning Beyond April 15

Tax preparation isn’t just for tax season. Smart financial planning means looking ahead, not just backward. We offer year-round services to help you prepare for future filings, reduce your tax liability, and make strategic decisions.


This includes:


  • Adjusting withholdings to avoid underpayment penalties
  • Setting up quarterly estimated payments for self-employed clients
  • Planning for major life changes, such as buying a home, changing jobs, or starting a family
  • Managing tax implications of investments, sales, or retirement withdrawals
  • Establishing repayment plans for outstanding IRS debt


Our clients benefit from proactive tax strategies, not just last-minute fixes.

How to Prepare for Your Tax Appointment

To make the most of your tax preparation session, it helps to come prepared. Here's a list of documents we recommend you gather:


  • W-2 forms from employers
  • 1099 forms for contract, freelance, or investment income
  • Mortgage interest and property tax statements
  • Records of charitable donations
  • Medical expenses and insurance coverage
  • Education costs (tuition, student loan interest)
  • Childcare expenses and provider details
  • Business expense receipts, if self-employed
  • Previous year's tax return (if you're a new client)


If you’re not sure what you need, we’ll provide a personalized checklist based on your situation.

Behind on Taxes? We Can Help

If you've missed the filing deadline or haven't filed in years, don’t panic. You're not alone—and you're not beyond help.


We’ve worked with clients who’ve fallen behind on taxes due to job changes, illness, or financial hardship. Our team helps you file late returns, resolve penalties, and set up repayment plans that fit your budget. The sooner you address the issue, the more options you'll have to move forward.

Get the Refund You Deserve

We work hard to ensure you’re not leaving money on the table. Whether it’s a credit you weren’t aware of, a deduction you thought you couldn’t claim, or an adjustment from a past filing error, we help maximize your legal refund.


Tax software often misses these details. We don’t.

Contact Us to Get Started

Tax preparation is too important to leave to chance. Whether you’re filing a simple return or dealing with a complex situation, we’re here to make the process smooth, accurate, and stress-free.


Call us at (856) 874-1892 or message us online to book your appointment today. Our team is available year-round and ready to help.

Top-Rated Corporate Tax Preparation Services in Cherry Hill, NJ for 2025

July 15, 2025
Top-Rated Corporate Tax Preparation Services in Cherry Hill, NJ for 2025 Tax season can be a source of stress and confusion for many businesses, especially in a constantly evolving financial and regulatory environment. For corporations operating in Cherry Hill, NJ , selecting a reliable tax preparation partner is crucial—not just to file returns, but to build long-term financial resilience . That’s where Dan Reganata CPA MBA PFS steps in as one of the top-rated corporate tax preparation services in the region for 2025. Let’s explore why Cherry Hill businesses trust this firm year after year, and how your company can benefit from their personalized, expert-level approach.  Why Corporate Tax Services Matter More in 2025 Running a business in 2025 means adapting to rapid changes in tax codes, digital compliance requirements, and shifting local laws. New Jersey corporations especially face evolving rules on pass-through income, depreciation, and deductions. Hiring a top-rated tax preparation service is no longer optional—it’s a smart investment. Corporate tax errors can result in costly fines, audits, or missed deductions that stunt business growth. By aligning with a CPA firm that understands local tax laws, IRS regulations, and advanced financial planning, companies protect their assets and maintain focus on growth. Introducing Dan Reganata CPA MBA PFS – Local Expertise Meets Strategic Financial Guidance With offices based in Cherry Hill, NJ , Dan Reganata offers something many firms cannot: a local-first , boutique service that still delivers big-firm strategic intelligence. His credentials include: CPA (Certified Public Accountant) – ensuring complete technical tax compliance. MBA – giving insight into financial strategy, operations, and scalable growth planning. PFS (Personal Financial Specialist) – integrating tax decisions with personal wealth strategies for business owners and executives. But what sets his firm apart is not just the certifications—it's the customized, hands-on approach every client receives. Complete Corporate Tax Services for New Jersey Businesses Here’s what you can expect from the corporate tax preparation services offered by Dan Reganata CPA MBA PFS: Entity Type Evaluation & Structuring Before tax planning even begins, your business structure matters. S Corporation? LLC? C Corporation? The firm helps you understand which entity type minimizes your tax burden while meeting your operational needs. This step is particularly valuable for startups or businesses expanding across state lines. Annual and Quarterly Tax Return Preparation Corporate tax filings must be accurate, timely, and compliant with both IRS and New Jersey Division of Taxation rules. Dan Reganata’s team ensures every form is complete—whether it’s Form 1120, 1120S, NJ CBT-100, or quarterly estimated taxes. They also handle sales tax , payroll tax , and multi-state filings when required. Proactive Tax Planning Why wait until March or April to handle taxes? This firm focuses on year-round planning to help reduce taxable income and increase available capital. Planning strategies may include: Section 179 expensing Bonus depreciation Retirement plan funding Tax credit optimization R&D deductions Audit Support and IRS Representation Even the most compliant businesses can face audits. Dan Reganata offers professional representation before the IRS or NJ tax authorities. This includes documentation support, communication handling, and ensuring the audit resolves favorably. Financial Reporting & Tax Alignment Tax preparation isn’t isolated—your financial statements should reflect your tax strategy. The firm coordinates bookkeeping , profit and loss analysis , and cash flow reporting to ensure consistency and reduce red flags. Key Features That Make It “Top-Rated” The firm’s reputation in Cherry Hill isn’t built on marketing gimmicks—it’s earned through outstanding service delivery , transparency, and long-standing relationships with local business owners. Here’s what clients consistently praise: ✅ Personalized, One-on-One Consultations Unlike many chain firms that treat clients like file numbers, Dan Reganata offers face-to-face discussions , remote meetings, and customized plans that reflect your industry, size, and future goals. ✅ Local Knowledge + National Standards Tax laws vary by municipality and state. Operating from Cherry Hill , this CPA firm understands New Jersey’s corporate tax codes , including CBT rates, surcharges, and sales tax rules, while still aligning with national standards. ✅ Technology and Security Their systems are secure, cloud-based, and encrypted to protect sensitive corporate data. This gives peace of mind to companies handling confidential records and financials. ✅ Quick Turnaround Times Businesses have deadlines. The firm begins work promptly and ensures all submissions are made before state and federal deadlines—avoiding costly penalties. What Cherry Hill Businesses Are Saying Local companies in industries like construction, healthcare, real estate, retail, and logistics have relied on Dan Reganata CPA MBA PFS to handle everything from quarterly planning to full-service corporate tax preparation. “Dan’s team saved us over $20,000 just by helping restructure our expenses during tax season. We trust them completely.” “You won’t find a more detailed, caring CPA in South Jersey. They explain everything and help you make smart decisions.” — Tax Law Updates for 2025: How the Firm Keeps You Ahead In 2025, the following changes may affect New Jersey corporations: Higher IRS audit rates for businesses with over $1M in revenue Updates to bonus depreciation phase-out starting this year NJ minimum tax increase for large C-Corps Digital filing mandates for certain businesses Dan Reganata CPA MBA PFS stays ahead of these updates through professional education, state tax bulletins, and CPA association briefings. Clients are notified proactively , with strategic options presented long before deadlines hit. Corporate Clients Served Industries served include: Real estate development & property management Legal and medical practices E-commerce businesses Technology and software startups Construction firms and general contractors Franchise operations Manufacturing companies This breadth of experience ensures the firm understands niche deductions, industry benchmarks, and IRS risk areas—minimizing exposure and maximizing savings. Beyond Tax Season: Full Financial Integration Tax planning doesn’t end with filing. This firm helps with: Bookkeeping & Payroll Management Retirement Plan Contributions & Funding Buy/Sell Agreements and Business Valuation Mergers & Acquisition Tax Guidance Exit Planning & Succession Strategy By offering these services under one roof, Cherry Hill businesses gain continuity, data consistency, and cost efficiency. How to Get Started Ready to upgrade your corporate tax strategy for 2025? Step 1: Contact the Office Call (856) 874-1892 Email danr@dsrjcpa.com Step 2: Schedule a Free Consultation Whether in person or over Zoom, the team will discuss your goals, documents, and options. Step 3: Receive a Custom Quote & Timeline Transparent pricing, clear deliverables, and realistic filing timelines—no surprises.

Avoid Financial Errors with Reliable Bookkeeping Services in Cherry Hill, NJ

July 15, 2025
Avoid Financial Errors with Reliable Bookkeeping Services in Cherry Hill, NJ In today’s fast-paced business world, even minor financial oversights can spiral into costly complications. From tax penalties to cash shortages, consistent inaccuracies in bookkeeping can drain resources and hinder growth. That’s why businesses in Cherry Hill, NJ need trustworthy bookkeeping experts—professionals who not only record every transaction accurately but also provide insights that support smart decision-making. Enter Dan Reganata CPA MBA PFS , a local firm offering reliable bookkeeping services backed by a full suite of accounting , payroll , and tax planning expertise. Why Reliable Bookkeeping is Essential for Cherry Hill Businesses Reliable bookkeeping is more than balancing ledgers or settling invoices. It’s the backbone of solid business management. When your books are clean and current, you gain: Accurate Financial Picture : Know exactly where you stand at any point. Smarter Budgeting & Forecasting : Plan future investments and reserve funds. Tax Compliance & Filing Readiness : Legally sound, audit-ready records. Better Cash Flow Management : Catch gaps before they become crises. Informed Growth Decisions : Measure performance to identify opportunities. Without timely and precise bookkeeping , small businesses may misreport earnings, miss deductions, or make strategic missteps—challenges that Cherry Hill's vibrant business community can't afford. Meet Your Local Bookkeeping Partner: Dan Reganata CPA MBA PFS Located at 1892 Greentree Road, Suite 2, Cherry Hill, NJ 08003 , Dan Reganata’s firm is deeply rooted in South Jersey. As a CPA , MBA , and Personal Financial Specialist (PFS) , Dan blends technical rigor with strategic insight to deliver high-quality bookkeeping and financial services. Their full‑service bookkeeping division offers: Regular financial reporting General ledger maintenance Accounts payable & receivable tracking Budgeting & cash flow planning Bank and credit card reconciliations Custom tasks tailored to your needs This comprehensive approach ensures businesses maintain perfectly balanced books , reducing risk and freeing leaders to focus on growth. Key Benefits of Their Trusted Approach 1. Highly Organized, Stress‑Free Records With Dan’s team managing daily transactions and reconciliations, businesses gain organized financial systems that provide peace of mind. 2. Industry‑Specific Guidance Every business is unique, and so are its bookkeeping needs. Dan’s team offers expert advice tailored to your sector—whether it’s retail, services, healthcare, or real estate. 3. Time & Cost Savings Outsourcing bookkeeping frees up your time and internal resources. With streamlined processes and clear reporting, internal teams can focus on core operations. 4. Seamless Tax Preparation Well-maintained books mean faster, more accurate tax filing. Regular record‑keeping cuts down last-minute scramble and minimizes errors that invite penalties. What Their Bookkeeping Services Include Here’s a detailed look at core offerings from Dan Reganata CPA MBA PFS: Financial Reporting Every Month Receive timely income statements , balance sheets , and cash flow summaries —equipped with insights vital for evaluating business health. Ledger & Reconciliation Management Ensure every transaction—from deposits to credits—is accurately recorded. The team diligently reconciles bank and credit card accounts each month. Accounts Payable & Receivable Track what’s owed and what’s due. Prompt processing reduces late fees, improves vendor relationships, and boosts cash flow accuracy . Budgeting & Cash Flow Planning Forecast expenses and income to navigate seasonal swings or market fluctuations. Budgets help your business stay stable and responsive. Custom Services Whether it’s job costing for projects, segmenting sales by channel, or reconciling specialized accounts—you’ll receive bookkeeping aligned with your goals . Clean-up & Catch-up Fell behind? Their team can tidy up, reconcile past quarters, and position your business for current financial clarity . How Bookkeepers Help You Make Smart Decisions Dan Reganata CPA MBA PFS’s approach is proactive and educational: Comparative Analysis : Track growth by comparing current and prior periods. Trend Forecasting : Project future revenues and costs to guide business strategy . Data-Driven Advice : Gain insights into margins, cost control, and pricing to steer operations effectively . This level of strategic clarity accelerates informed decisions and builds long-term resilience. Bringing Technology & Security to the Table Though the website does not dive into details, it’s typical for modern bookkeeping firms like Dan’s to integrate cloud-based systems—offering: Real-time financial tracking Bank feed automation Secure data storage & backups Custom dashboards for key metrics These tools support accurate bookkeeping and simplify file-sharing, audits, and tax prep. Cherry Hill Community & Service Coverage Serving Cherry Hill as well as Haddonfield, Moorestown, Mount Laurel, Marlton, and surrounding communities, Dan Reganata CPA MBA PFS brings local understanding to their bookkeeping services. They know region-specific policies, cash-flow timings, and business trends—ingredients to more relevant and responsive service.  Real Client Impressions Praise for Dan Reganata’s bookkeeping acumen is widespread: Testimonials highlight his patience, meticulousness, and stress-alleviating support during tax season. Yelp notes: “When it comes to … bookkeeping services, no one compares to Dan Reganata CPA MBA.” Blog posts emphasize his precision and compliance-driven mindset, reinforcing their reputation for reliable accounting & bookkeeping . These endorsements showcase the consistent value businesses receive.

Top Accounting Firm in Cherry Hill, NJ for Startups and Corporations

July 15, 2025
Top Accounting Firm in Cherry Hill, NJ for Startups and Corporations  Managing a business is never easy—especially when your finances, taxes, and operations are all on the line. Whether you’re a small startup or a rapidly growing corporation, navigating accounting complexities can quickly become overwhelming without the right guidance. That’s why partnering with the top accounting firm in Cherry Hill, NJ can be a game-changer for your long-term success. In the heart of South Jersey, Dan Reganata CPA MBA PFS has emerged as a trusted financial ally for companies at every stage of their journey. Known for reliable service, personalized attention, and strategic thinking, this local firm offers much more than basic tax filing. They deliver full-service accounting designed to grow with your business—and protect it. Why Choosing the Right Accounting Firm Matters More Than Ever Startups face rapid change, unpredictable income streams, and the pressure to scale fast. On the other hand, established corporations manage large workforces, multiple revenue channels, and strict compliance requirements. Both types of businesses rely on accurate financials and timely insights to survive and thrive. A reliable accounting firm provides: Accurate bookkeeping and reconciliations Tax savings through smart planning Payroll and compliance support Strategic advice tailored to industry trends Peace of mind during audits or financial decisions In 2025, when businesses are navigating post-COVID recovery, inflation, supply chain shifts, and labor challenges, financial clarity is no longer a luxury—it’s a necessity. Meet Dan Reganata CPA MBA PFS – Cherry Hill’s Trusted Accounting Expert Located at 1892 Greentree Road, Suite 2 , Dan Reganata’s firm has been serving clients across Cherry Hill, Haddonfield, Moorestown, Mt. Laurel, and Marlton for years. Dan’s powerful combination of qualifications— Certified Public Accountant (CPA) , MBA , and Personal Financial Specialist (PFS) —makes him uniquely suited to help both small and large businesses make smart financial decisions. His team combines professionalism with local market knowledge, creating personalized financial strategies while maintaining compliance with federal, state, and New Jersey-specific tax regulations. The firm’s mission revolves around: Honesty and transparency Proactive communication Efficiency and responsiveness Customized financial guidance Services That Set the Firm Apart As the top accounting firm in Cherry Hill, Dan Reganata CPA MBA PFS offers a comprehensive range of services tailored for both startups and corporations. Full-Service Bookkeeping From daily transactions to monthly reconciliations, this firm provides: General ledger management Bank and credit card reconciliation Expense categorization Accounts payable and receivable Clean-up services for outdated records Bookkeeping is the bedrock of any business. Poor financial tracking leads to bad decisions. This firm ensures your records are accurate, organized, and always ready for tax time or business evaluations. Tax Planning and Preparation Tax services go beyond filing annual returns: Business entity selection (LLC, S-Corp, C-Corp) State and federal tax filing (Form 1120, 1065, 1040, NJ CBT-100, etc.) Estimated tax payments and quarterly planning IRS and New Jersey Division of Taxation representation Year-round strategies to minimize liabilities With 2025 introducing changes to depreciation, digital reporting, and business deductions, staying ahead with a tax expert is essential. Payroll Solutions Whether you're paying a team of 2 or 200, payroll accuracy and compliance matter: Payroll processing Employee benefits and deductions Tax reporting and W-2/1099 filings Integration with bookkeeping and QuickBooks Direct deposit and digital pay stub solutions Dan’s team uses secure systems to process payroll while ensuring tax compliance and local regulation accuracy. Business Advisory and Consulting Accounting isn’t just numbers—it’s strategy. This firm provides high-level insight into: Budgeting and forecasting Business valuation Financial analysis and KPIs Cash flow optimization Expansion, merger, or acquisition strategy Exit and succession planning Startups benefit from early-stage guidance, while corporations appreciate support during growth or leadership transitions. Wealth and Retirement Planning for Business Owners Through a Personal Financial Specialist (PFS) designation, Dan Reganata also offers: Retirement planning for owners and employees Investment coordination with tax strategy Estate and trust advisory 401(k) and SEP-IRA setup Business continuity planning Integrating business accounting with long-term wealth management ensures complete financial alignment. How Startups Benefit from a Local CPA Firm Startups in Cherry Hill often focus on product development, marketing, or scaling—but fail to prioritize foundational accounting. That leads to disorganized finances and funding challenges later. Here’s how Dan Reganata’s firm supports startups: Business registration and EIN assistance QuickBooks setup and training Tax ID and NJ Sales Tax applications R&D credit analysis and filing Budget projections and burn-rate tracking Clean monthly reports to attract investors Instead of hiring a full in-house CFO early on, startups can use this firm to handle financial operations affordably and professionally. Why Corporations Prefer Local Expertise Larger firms need a deeper bench— accountants who know both macro-level strategy and micro-level compliance. Dan’s firm excels at helping corporations: Reduce overhead with outsourced services Navigate state-specific tax laws Ensure financial statements meet audit standards Manage inventory, COGS, and supply chain data Evaluate capital expenses and depreciation schedules Comply with employee benefit tax rules Their team builds efficient workflows, saving time and money while reducing the risk of errors or penalties.