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Tax Services

Ensuring Timely, Accurate and Individualized Tax Services

accountant pointing out data on his computer screen

Every year the federal government makes 400 to 800 changes in the tax laws. Is it any wonder that most people have trouble keeping track?

At Cappelle Accounting, we stay up to date on the latest tax laws, in real time. We hope to become a valued asset to yourself, your family, and your business. Our current client’s have all been referred to us by word of mouth advertising – that’s over thirty years of happy client’s recommending us to their friends and families! What does Cappelle Accounting do differently in order to keep our customers’ needs first? To name a few reasons:

  • Our team is comprised of licensed CPAs and Bookkeepers, meaning they require continuing education credits, so
    their knowledge is always up to date.
  • We pride ourselves on our accuracy and efficiency and are constantly working on new ways to better serve our clients.
  • We treat each account with the same attention to detail that they all deserve, regardless of size.
  • We never lose sight of the simple yet crucial understanding that our prosperity is dependent upon your prosperity.

At Cappelle Accounting, we are here to guide you through the unwieldy terrain of your personal and business finances.

We help you save money on your state and federal taxes, as well as help business owners streamline their operations and increase their profitability.

Professional Tax Services For Individuals, Businesses and Estates

Our professional accounting team, consisting of certified CPA’s, with over 50 years of combined experience, will bring you high-end expert service.

Our Service Includes:

  • Highly Qualified CPA’s: A reliable tax professional to assist you in the completion of your tax returns
  • Multiple ways to submit your return: In-Person, Drop Off In office, or Virtually.
  • Security:  We take multiple safety and security measures to ensure that anything that you send through to our secured portal, secured email, or mailed directly to the office, is treated with the highest level of confidentiality.

Take the Stress Out of Tax Season:
Ensure You're Getting the Most Out of Your Return

strategic tax planning services

Why should you be stacked in administration and accounting work? We can help in multiple ways:

  • We take the burden off your shoulders and help you focus on what matters; getting your business to the next level and handling your day to day operations.
  • We monitor the ever-changing regulations as well as federal and local finance requirements.
  • We ensure accurate tax filing – the first time.
  • We offer advisement services, so you leave feeling confident about your tax filing as well as your forecast for the upcoming year.

Upload To Our Secured Portal

Get your taxes completed by submitting through our secured virtual portal

Submit your tax paperwork, sign and pay for your completed return, and access your documents all through our secured portal.

When you submit your taxes through our portal, you will also receive a complimentary 30-minute post-tax season appointment.  If you have any questions for the accountant, this gives you ample time to sit down and discuss them with him, either virtually or in person.

Stop By And Utilize Our Drop-Off Service

line drawing of person sitting behind desk and computer which is what you will find when you come in to drop off your taxes to have them completed.

Stop into the office and drop your paperwork off at the desk.  We will call to notify you of completion, price, and business hours so you can stop back in to pick your finalized return up.

When you utilize our drop-off service, you will also receive a complimentary post-tax season appointment to discuss any questions or concerns you may have regarding your upcoming year’s finances.  Available virtually, over the phone or in person, these appointments usually begin in the early summer.

Schedule An In-Person Appointment With A CPA

icon line drawing of person meeting with one of our certified public accountants to have their taxes completed.

If you’d prefer to sit and speak with an accountant at the time of your tax filing, we offer in-person visits by appointment only.  Please contact us at 856-629-2111.

If you’d like to schedule your appointment at our Linwood location, please contact us at 609-646-1290.

We will be happy to set you up for a face-to-face meeting with your CPA so you can discuss any questions or concerns you have regarding your year-end taxes.

Individual Tax Preparation

Everyone has a goal at tax time to either owe less or receive more back from their tax return.  Be sure you aren’t paying the government more than you should!  Completing taxes online, or through software at home is a risky endeavor, since improper tax preparation can end up costing you more in the end.  Having your taxes prepared accurately on the first submission is the key to successfully and legally reducing your tax liability, and our experienced CPA’s are here to help you every step of the way.

Get Your Taxes Completed By A Pro

Business Tax Preparation

As a trusted business advisor, we develop an intimate understanding of each of our client’s unique business needs.  This understanding allows our certified public accountants to offer specialized services that enable them to fully evaluate and understand how to minimize our client’s tax obligations.

By simplifying what could be complicated, we lay the foundation for the execution of a plan that takes into consideration all aspects of tax law, giving you peace of mind knowing your account is in the best hands possible.

Get Business Tax and Accounting Support

Estate Tax Preparation

Most of us will only be a personal representative or executor of an estate once or twice in our lives, if ever.  The infrequency of this role usually means that many are unprepared or under-prepared to handle such an overwhelming task.

We are here to help you through what can be a daunting process.   We will evaluate your unique situation to determine which filings are needed and accurately prepare the returns.  Our goal is to give you peace of mind in knowing that we will handle the tax filing efficiently and expediently. By delegating that massive task, you can focus on the remaining affairs of the estate or trust.

Get Help With Estate Returns

Tax Planning

Though the majority of the population only thinks about their taxes when it comes time to file, hiring a knowledgeable and experienced CPA  can help you plan for next year’s taxes while you still have time to maximize your benefits.  Planning for the upcoming year can pay off in a big way when the next filing deadline comes around.

We can support you every step of the way, no matter what your situation is. Whether you’re making strategic business decisions to take advantage of tax credits and deductions, saving for retirement, managing your investment portfolio, or scheduling quarterly payments to avoid a big tax payment at the end of the year, we are here to help.

Get Tax Planning Support