Our office is on Greentree Road, which means the businesses we work with are usually a ten-minute drive away — not a support ticket in another time zone. Dan Reganata CPA MBA PFS has spent 27+ years handling tax, accounting and financial planning for Cherry Hill business owners, professionals and families. You work directly with Dan Reganata, a CPA who also holds an MBA and the Personal Financial Specialist credential, so tax filing, business strategy and retirement planning are one conversation instead of three.

What We Do for Cherry Hill Clients

• Individual and business tax preparation, including multi-state and NJ/PA returns
• Year-round tax planning — entity selection, S-corp salary, retirement contributions, timing
• Monthly bookkeeping and financial reporting
• Payroll processing and quarterly filings
• Estates, trusts and succession work
• Wealth management and retirement planning

Why Cherry Hill Business Owners Choose Us

• You're across the river from Philadelphia, and that costs money. A large share of Cherry Hill households and business owners earn income in Pennsylvania. NJ/PA reciprocity, Philadelphia wage tax, and credit-for-taxes-paid rules trip up software and out-of-state preparers routinely. We handle these returns every season.
• One person owns your file. No handoff between a bookkeeper, a preparer and an advisor who never speak. Dan sees your books and your return.
• CPA plus PFS. Most local firms stop at the return. We can also tell you whether the SEP-IRA, the solo 401(k), or the defined benefit plan is the right move — and model what each does to your tax bill.
• Free, no-obligation consultation. Bring last year's return. You'll get a straight read on what was missed before you commit to anything.

Who We Work With in Cherry Hill

Owner-operated service businesses, medical and dental practices, contractors and trades, real estate investors and landlords, retirees managing distributions, and families with multi-state or self-employment income.

Cherry Hill FAQ

Where is your office?

1892 Greentree Road, Suite 2, Cherry Hill, NJ 08003 — open Monday to Friday, 9:00 AM to 5:00 PM. I live in Cherry Hill but work in Philadelphia.

Can you handle that?

Yes. NJ/PA reciprocal returns and Philadelphia wage tax situations are routine for us.

Do I have to come in person?

No. We work with clients by phone, email and secure document exchange, and in person when you'd rather sit down.

Call (856) 874-1892 or email danr@dsrjcpa.com to book your free consultation.