Our Services Include:

•Tax Management Services
•Accounting Services and Tax Preparation
•Estate and Trust Planning
•Financial and Retirement Planning
•IRS Representation
•Entity Selection and Restructuring
•QuickBooks Accounting Help and Assistance
•Payroll Services
•Financial Projections and Forecasts
•Business Valuation
•Mergers, Acquisitions, and Sales

Firm History

Originally the firm was started by Ira D. Warner and Bernard I. Berman in 1970, with an office in Asbury Park, NJ. In 1978 the firm moved to the Old Mill Plaza in Sea Girt then again moved in 1997 to our present location. The partners actively conduct the service for their clients and applicable staff members are utilized when appropriate. 

Services provided to our clients cover a wide range of specialties- including tax, retirement, and estate planning as a well as all necessary accounting services. 

The firm participates as host in presentation for CPE (Continuing Professional Education) credits for our Certified Public Accountants and Enrolled Agent. We are members of the New Jersey Society of Certified Public Accountants and National Association of Enrolled Agents. We continue to strive to maintain the highest quality assurances required by our profession.