Business Details
Trusted Accounting & Tax Services in South Jersey & Philadelphia
At 360 CPA Services, we combine over 15 years of industry expertise with a personalized approach to deliver comprehensive accounting solutions. Our team, led by Eric Kodish CPA, CFP, CDFA, MBA, specializes in tax planning, bookkeeping, and proactive financial advisory services tailored to businesses and individuals in South Jersey and Philadelphia. With a background in software engineering and finance, Eric brings a unique analytical perspective to tax strategy and business optimization. We prioritize education-focused consulting, helping clients understand financial data to make informed decisions.Our services include secure electronic tax return management, discounted payroll solutions, and virtual CFO support. We emphasize year-round communication through newsletters and free consultations, ensuring clients stay informed about tax-saving opportunities. Our commitment to face-to-face interactions and transparent pricing has established us as trusted advisors in the community.
Services
Tax Planning
Bookkeeping
Payroll Services
Virtual CFO
Wealth Management
Business Advisory
Secure Document Delivery
Tax Return Preparation
Financial Forecasting
Retirement Planning
Highlights and features
- We offer 15+ years of combined experience in accounting and financial planning
- Our team provides proactive tax advice and year-round client communication
- We deliver personalized face-to-face service for all tax preparation needs
- Secure electronic delivery and storage of tax documents available
- Virtual CFO services for business growth and financial optimization
Associations and certifications
- AICPA
- NJSCPA
- Moorestown Business Association
Services
Tax Planning
Proactive tax planning services focusing on minimizing liabilities through year-round advisory. We analyze financial situations to implement legal tax-saving strategies while ensuring compliance with evolving regulations. Our approach combines technical expertise with personalized guidance to optimize both individual and business tax outcomes.
Bookkeeping
Full-service bookkeeping solutions for businesses of all sizes. We manage accounting records, generate financial statements, and provide QuickBooks support. Our services ensure accurate financial tracking through regular reconciliations and reporting to maintain business financial health.
Payroll Services
Comprehensive payroll management including tax filings and compliance. We offer discounted third-party solutions with direct support for issue resolution. Services include wage calculations, tax withholdings, and year-end reporting to ensure accurate employee compensation.
Virtual CFO
Strategic financial guidance for business growth. Our virtual CFO services cover cash flow management, profitability analysis, and expansion planning. We help business owners make data-driven decisions through regular financial performance reviews and forward-looking recommendations.
Wealth Management
Holistic wealth management combining tax strategies with investment planning. We assist with retirement planning, asset allocation, and long-term financial goal setting. Our approach integrates tax-efficient strategies to maximize wealth preservation and growth.
People
Eric Kodish
CPA, CFP, CDFA, MBA
With 15+ years in finance, Eric combines CPA expertise with Certified Financial Planner credentials. Former software engineer with MBA from Drexel University, specializing in tax strategy and business advisory services.
Sheldon Wilen
CPA Consultant
40-year accounting veteran and former IRS employee providing specialized consulting. Offers expert guidance on complex tax matters and regulatory compliance based on extensive industry experience.
Questions
What accounting services do you offer for businesses?
We provide bookkeeping, payroll, tax planning, virtual CFO services, and business advisory solutions tailored to your specific needs.
How are your tax preparation fees structured?
Individual returns range $250–$350 with no hidden fees. Kids returns $0–$95. Business services vary by complexity.
Do you offer year-round accounting support?
Yes, we provide ongoing advisory services, quarterly check-ins, and unlimited phone consultations throughout the year.
What makes your firm different from online tax services?
We offer personalized face-to-face meetings, proactive tax planning, and comprehensive financial advisory services beyond basic tax filing.
Can you help with business financial management?
Our virtual CFO services include cash flow analysis, growth strategy, and operational efficiency improvements for businesses.
