Moorestown households and business owners tend to have layered finances: equity compensation, rental property, business income and retirement accounts all in the same return. Dan Reganata CPA MBA PFS handles that complexity as a matter of routine — Dan Reganata is a CPA with an MBA and the PFS credential, which means the tax return and the financial plan get built from the same set of numbers.

What We Do for Moorestown Clients

• Individual and business tax returns
• Equity compensation and RSU/stock option planning
• Rental and investment property accounting
• Bookkeeping and payroll for owner-operated businesses
• Retirement and education funding plans
• Estate and trust returns

Why Moorestown Clients Choose Us

• Burlington County corporate corridor. Many Moorestown clients are executives or consultants with W-2 income plus a side entity, deferred comp, or equity awards. Those returns need someone who models the tax before the transaction, not after.
• Rental and investment property. Depreciation, passive activity limits and the eventual 1031 or sale question all get handled with the basis records intact.
• Planning that survives retirement. Roth conversion windows, required minimum distributions and Social Security timing are tax decisions first. The PFS credential is exactly for this.
• You talk to the CPA. Not an account manager relaying questions.

Moorestown FAQ

Do you handle RSUs and stock options?

Yes, including withholding checks so you're not surprised in April.

Can you prepare returns for rental properties in multiple states?

Yes, multi-state filings are routine.

Do you offer year-round advice or just tax season?

Year-round. Most of the value happens between September and December.

Book a free consultation — (856) 874-1892 or danr@dsrjcpa.com.