Tax Preparation in Cherry Hill, NJ
A tax return is a report on decisions you already made. We prepare it accurately — and then tell you what to do differently next year, which is the part most preparers skip.
Dan Reganata CPA MBA PFS prepares individual, business, estate and trust returns for clients across Cherry Hill, Haddonfield, Moorestown, Mount Laurel and Marlton. Every return is prepared and signed by a CPA. You are not handed to a seasonal preparer.
Returns We Prepare
- Individual federal and NJ returns (Form 1040, NJ-1040), including itemized deductions and multi-state filings
- NJ/PA reciprocal returns and Philadelphia wage tax situations
- Sole proprietor and single-member LLC (Schedule C)
- Partnerships and multi-member LLCs (Form 1065)
- S corporations (Form 1120-S) and C corporations (Form 1120)
- Rental and investment property (Schedule E)
- Estates and trusts (Form 1041) and NJ inheritance tax filings
- Amended and prior-year returns for people catching up
What You Get Beyond the Filed Return
A written summary of what drove your result, an estimate for next year's quarterly payments if you need them, and a short list of the specific moves that would lower next year's bill. If we find something a prior preparer missed, we'll tell you whether amending is worth it.
What to Bring
Last year's return, all W-2s, 1099s and K-1s, business income and expense records or bookkeeping file, mortgage and property tax statements, retirement contribution records, and details on any property sold or purchased.
Call (856) 874-1892 to get on this season's calendar.
