Tax and Financial Planning Services

Tel: (908) 233-1221
Cell: (908) 868-9930
dtepp@teppabs.com

Tax Return Preparation

  • Personal tax returns and tax planning
  • Analyze your return to maximize tax savings
  • Maximize your deductions

Small Business Tax Returns and Tax Planning

  • Analyze your company’s structure to maximize tax savings
  • Partnerships and Corporations

 

Whether you are planning for your retirement, your family’s education, or are simply in need of a reliable tax preparer, Tepp ABS has the expertise to help you reach your financial goals. From individual and business taxes to personal budgeting and investing, choosing the right adviser can make all the difference.

Tax and Financial Planning Services

Financial Planning

Investment Management and Portfolio Analysis

  • Investment analysis selection
  • Periodic portfolio “balancing” to maintain diversification

Retirement and Education Expense Planning

  • Investment portfolio evaluation and analysis
  • Track performance and adjust the portfolio as needed

Personal Budgeting

  • Help you establish and maintain a family budget
  • Track and reduce your expenses