Business Details
38 Years
experience
Certified Public Accountant Services in Hackettstown, NJ
William Somers, CPA has provided quality financial guidance to individuals and businesses for over 30 years. Our expertise spans tax management, accounting services, audits, financial statements, and financial planning. We serve clients throughout the New Jersey, New York, and Pennsylvania tri-state area with personalized attention and professional expertise. Our mission focuses on maintaining client financial viability while proactively addressing future goals through open communication and sound analysis. The firm combines decades of experience with a team-oriented approach to deliver high-standard accounting solutions.We maintain strong relationships with clients through consistent communication and tailored financial strategies. Our professionals hold advanced degrees and certifications, including Master's in Taxation and Certified Public Accountant licenses. We serve diverse industries including family-owned businesses, real estate, law firms, startups, and manufacturing sectors. Our commitment to excellence has earned us recognition as a leading accounting firm in Northwest and Central New Jersey. We integrate tax and investment planning to provide comprehensive financial solutions aligned with client objectives.
Services
Tax Management
Accounting Services
Audits
Financial Planning
IRS Representation
QuickBooks Help
Payroll Services
Estate Planning
Business Advisory
Wealth Management
Details
- Year established: 1988
Highlights and features
- We offer 30+ years of experience in accounting and tax services
- Our team includes Certified Public Accountants with advanced degrees
- We provide personalized service tailored to specific client needs
- We serve diverse industries with specialized financial expertise
- We maintain high standards of excellence and professionalism
Services
Tax Management
Our tax management services help clients navigate complex tax regulations while minimizing liabilities. We provide strategic planning and preparation for individuals and businesses. Our expertise ensures compliance with evolving tax laws while optimizing financial outcomes through proactive planning strategies.
Accounting Services
We offer comprehensive accounting solutions including bookkeeping, financial statement preparation, and system setup. Our services support businesses from startups to established enterprises with accurate record-keeping and financial reporting. We help implement efficient accounting processes tailored to specific business needs.
Audits
Our audit services provide assurance through thorough examination of financial records. We offer three assurance levels including full audits, reviews, and compilations. Our professionals verify account balances and transactions to ensure accuracy and compliance with accounting standards.
Financial Planning
We develop customized financial plans integrating tax strategies with investment management. Our services include retirement planning, estate planning, and investment advisory through our affiliated wealth management practice. We focus on long-term financial security and tax-efficient strategies.
IRS Representation
Our firm provides professional representation during IRS audits and tax disputes. We assist with resolving compliance issues and communicating with tax authorities. Our experience helps minimize stress and potential penalties during audit processes.
People
William Somers
Founder/CPA
Certified Public Accountant with 30+ years of experience. Master's in Taxation from Seton Hall University. Specializes in tax planning and business advisory services for small to medium businesses.
William A. Somers
CPA
New York Licensed CPA with experience in GAAP/GAAS audits. Graduated magna cum laude from Rowan University with degrees in Accounting and Finance. Provides analytical solutions for business clients.
Pamela Jacobson
Accountant
Six years of experience in tax preparation and accounting services. Holds a Bachelor's in Finance from Seton Hall University. Specializes in individual and business tax returns and payroll services.
Stephanie Somers
Administrative Manager
Manages internal IT and administrative functions. Handles client bookkeeping, data entry, and workflow coordination. Ensures efficient office operations and client service delivery.
Toby Monka
Administrative Assistant
Handles front desk operations, client communications, and bookkeeping. Former office administrator with 30 years of experience in civil engineering firms. Provides administrative support to all staff members.
Questions
What accounting services do you offer?
We provide tax management, audits, financial statements, bookkeeping, payroll, and business advisory services for individuals and businesses.
Do you specialize in any particular industries?
We serve family-owned businesses, real estate, law firms, startups, manufacturers, healthcare providers, and cannabis industry clients.
How can you help with IRS issues?
Our firm offers professional IRS representation during audits and provides guidance on resolving tax compliance matters.
Do you offer QuickBooks support?
Yes, we provide QuickBooks training, setup, support, and review services to ensure accurate financial tracking.
What financial planning services are available?
We offer retirement planning, investment management, estate planning, and comprehensive financial strategy development.
Are you available for in-person consultations?
Yes, we welcome in-person consultations at our Hackettstown, NJ office by appointment.
