About
About Us
My name is Bob Bell, and I began preparing taxes in 2006 at a large tax preparation franchise. Having a passion for numbers and investing, tax preparation came naturally. Within a couple of years, I secured a sizable client base mostly because of referrals. In 2012, I ended my employment with the franchise and began preparing taxes independently. I continually enroll in yearly tax refresher courses, and I am also recognized by the IRS as an Annual Filing Season Program Participant (AFSP). “An AFSP is a voluntary program that recognizes the efforts of return preparers who are generally not attorneys, certified public accountants, or enrolled agents. The IRS issues an Annual Filing Season Program Record of Completion to return preparers who obtain a certain number of continuing education hours in preparation for a specific tax year (irs.gov).”
My client base grew quickly and continues to grow (13.1% in 2021 and 18.2% in 2023, respectively). 99% of the clients that I have retained are from referrals. I have experience purchasing into a franchise, being a landlord, and being an entrepreneur. My experience has given me a firsthand knowledge on how taxes can be impact small businesses.
My future consists of retiring from my current full-time position as a New Jersey Transit bus operator and beginning an encore career as a financial consultant or advisor. I am only a few classes away from completing a bachelor’s degree in personal finance in addition to an Enrolled Agent (EA) designation to my credentials. “Enrolled agent status is the highest credential the IRS awards. Individuals who obtain this elite status must adhere to ethical standards and complete 72 hours of continuing education courses every three years (irs.gov).”
Why People Trust Us
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Frequently Asked Question
When should I contact an accountant?
As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business’s organization, tax purposes and operations, along with target pricing and profit margins.
What are my options for raising money?
Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business’s next step!
How can I know which accountant is right for me?
Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding “Yes!”
Can I deduct work expenses?
No you can not unless you are Self Employed.
Do I need to claim my uber / lyft income?
Yes, if it’s over $600.00 for the year.
Can I claim my Adult child as a dependent?
Yes, if they have minimum income.
How can I reduce my tax liability?
Contribute to retirement account.
