Business Details
8 Years
experience
Expert Tax & Accounting Services in Gillette, NJ
At Berkeley Tax & Accounting, we specialize in simplifying complex tax situations for our clients. With decades of combined experience, our team of certified professionals delivers tailored tax planning, return preparation, and advisory services for individuals and businesses. We focus on minimizing tax liabilities while providing clarity and foresight for future financial decisions. Our expertise spans federal and multi-state tax returns, IRS representation, and specialized areas like trust and estate taxation. We pride ourselves on personalized service, meticulous attention to detail, and a commitment to exceeding the standards of major accounting firms through our dedicated tax practice. 
Services
Tax Advisory Services
Tax Return Preparation
IRS Audit Representation
Tax Scenario Analysis
Trust & Estate Taxation
Multi-State Compliance
Forensic Tax Analysis
Tax Policy Development
Details
- Year established: 2018
Highlights and features
- We offer over 25 years of experience in complex tax return preparation.
- Our team specializes in IRS audit representation and multi-state tax compliance.
- We provide personalized tax planning for high-net-worth individuals and businesses.
- Our approach combines forensic analysis with proactive tax scenario modeling.
- We focus exclusively on tax services year-round for unmatched expertise.
Associations and certifications
- Certified Public Accountants (CPA)
Services
Tax Advisory Services
Our tax advisory services focus on strategic planning to minimize liabilities while ensuring compliance. We analyze clients' financial situations to develop customized tax-saving strategies. With expertise in federal, state, and international tax regulations, we help individuals and businesses make informed decisions that optimize their tax positions through year-round consultation.
Tax Return Preparation
We prepare complex individual, business, and fiduciary tax returns with meticulous attention to detail. Our services cover multi-state filings, foreign tax credits, and high-net-worth portfolios. Using advanced software and deep regulatory knowledge, we ensure accurate submissions while maximizing deductions and credits across all entity types including corporations, trusts, and non-profits.
IRS Audit Representation
Our team provides expert representation during IRS and state tax audits. We handle all communications, prepare documentation, and negotiate resolutions to minimize penalties. With former IRS agents on staff, we leverage insider knowledge to protect clients' interests while resolving disputes efficiently and maintaining compliance with tax code requirements.
Trust & Estate Taxation
We specialize in trust and estate tax compliance, including fiduciary returns and inheritance tax planning. Our services address complex scenarios involving multiple beneficiaries, charitable foundations, and cross-border assets. We help clients structure their estates to minimize tax burdens while ensuring proper wealth transfer according to their wishes through comprehensive tax strategies.
Multi-State Compliance
Our multi-state tax services address nexus issues, apportionment calculations, and filing requirements across jurisdictions. We help businesses navigate varying state regulations while maintaining consistency with federal returns. This includes sales tax compliance, entity restructuring for tax efficiency, and resolving cross-state tax conflicts to ensure comprehensive regulatory adherence.
People
Linda M Ridilla
Founder & Owner
CPA with 25+ years of experience, former IRS agent specializing in complex tax returns and audit representation. Summa Cum Laude graduate of Fairleigh Dickinson University, active in the Special Olympics community.
Lisa M Jovanovic
CPA
Certified Public Accountant with 20+ years of experience in high-net-worth tax planning and fiduciary returns. Graduate of Seton Hall University specializing in multi-state tax compliance and financial analysis.
Questions
What tax services do you specialize in?
We specialize in complex tax return preparation, IRS audit defense, trust and estate taxation, multi-state compliance, and strategic tax planning for individuals and businesses.
Do you handle IRS audit representation?
Yes, our team includes former IRS agents who provide expert audit representation, handling all communications and negotiations to resolve tax disputes efficiently.
What makes your firm different?
We focus exclusively on tax services year-round, combining former IRS expertise with personalized attention to deliver quality comparable to major accounting firms at competitive rates.
Do you work with out-of-state clients?
Yes, we handle multi-state tax matters and serve clients nationwide through virtual consultations while maintaining our Gillette, NJ office for local clients.
How do you approach tax planning?
We use continuous analysis and scenario modeling to develop proactive strategies that minimize current liabilities while optimizing future tax outcomes through comprehensive financial planning.
