Polo Financial Consulting & Tax Services, LLC
Richard Polo, CPA®/PFS®

CONNECT

Address:

80 East Passaic Avenue
Nutley, NJ 07110

Phone:

(973) 661-1988

Fax/Other:

(973) 661-5080

Investment-Related E-mail Address:
Tax-Related E-mail Address:

Our Services

Tax & Accounting   

  • Bookkeeping (Qbooks for Windows, Qbooks for Mac, and Qbooks Online support)
  • General ledger accounting training 
  • Corporate tax planning and strategies
  • High net worth individual tax planning and strategies
  • Sales and use tax reporting and preparation (multi jurisdiction)
  • Independent contractor reporting and 1099/ 1096 tax preparation
  • C-Corporate Tax Preparation (Form 1120)
  • S-Corporation Tax Preparation (Form 1120S)
  • Single Member LLC Tax Preparation  (Form 1040: Schedule C)
  • Multi Member LLC (Partnership) Tax Preparation (Form 1065)
  • Estate Tax Preparation (Form 706 / Form 1041)
  • Individual Tax Preparation (Form 1040) (50 states and Puerto Rico)
  • Tax audit representation (corporate and individual)
  • Insurance audit representation (workers compensation, general liability,department of labor, collective bargaining)

Specialty Services

  • Small business set-up
  • Bookkeeping
  • QuickBooks Consultants
  • Tax Planning & projections
  • Business Taxes (Partnerships, Corporations, LLC's)
  • Personal Income Taxes
  • All types of Business consulting (including purchase & sale of business's)
  • Personal financial consulting
  • Retirement projections

Estate Planning

  • Business ownership succession planning
  • Charitable remainder trusts
  • Insurance needs analysis
  •  

Investments

  • Fee-based asset management services
  • Mutual Funds

Retirement Planning

  • IRAs
  • 401(k) plans
  • SEPs
  • Simple Plans
  • Pension/Profit sharing plans

Education Planning

  • 529 plans
  • Coverdell education IRAs

Insurance

  • Insurance audit
  • Fixed and variable life insurance
  • Long term care insurance
  • Fixed and variable