Services to Reduce
Your Tax Bill and Grow Your Wealth

We go beyond compliance. Every engagement starts with a strategy conversation — what you owe, why, and what we can do about it.

Tax Planning & Compliance

Most CPA firms wait for you to hand them a pile of documents in March. We don't. Tax planning is a year-round discipline — and the decisions made in June matter more than anything you do in February.

We proactively identify strategies — entity elections, retirement contributions, deduction timing, NJ-specific credits — before the tax year closes, when there's still time to act.

NJ residents face a uniquely complex tax environment: the BAIT election for pass-through businesses, the NJ retirement income exclusion, the inheritance tax class system, and the NJ Roth IRA treatment that differs from the federal rules. We know these inside and out.

Schedule a Tax Strategy Session

What This Includes

  • Individual federal and NJ state returns (1040 / NJ-1040)
  • Business returns — S-Corp (1120-S), Partnership (1065), LLC
  • Trust and estate returns (1041)
  • Quarterly estimated tax planning and payments
  • S-Corp election analysis and implementation
  • NJ BAIT election for pass-through entities
  • IRS and NJ audit representation
  • Back-tax resolution and penalty abatement

Accounting & Bookkeeping

You can't make sound business decisions from bad books. Clean, current financials are the foundation of every good strategy — and the first thing a lender, investor, or acquirer asks to see.

Our team maintains your accounts on a monthly cadence so you always have an accurate picture of where you stand. No scrambling at year-end. No guessing on cash flow. No surprises at tax time.

Get a Bookkeeping Quote

What This Includes

  • Monthly bookkeeping and bank reconciliation
  • Income statement, balance sheet, cash flow statement
  • Accounts receivable and payable management
  • Chart of accounts setup and optimization
  • QuickBooks and accounting software management
  • Compiled and reviewed financial statements
  • Job costing for project-based businesses
  • Year-end close and tax-ready financials

Payroll Processing & Compliance

Payroll errors are expensive — in penalties, in trust, and in time. NJ has additional employer obligations (NJ Family Leave Insurance, TDI, SUI) that trip up business owners who try to manage payroll without help.

We run payroll for your business and handle all the compliance — so you pay your people correctly and on time, every time, without the administrative burden.

Ask About Payroll Services

What This Includes

  • Weekly, bi-weekly, or monthly payroll processing
  • Federal and NJ payroll tax deposits and filings
  • W-2 and 1099 preparation and filing
  • NJ employer compliance (FLI, TDI, SUI, SDI)
  • New hire reporting
  • Officer reasonable compensation analysis (S-Corps)
  • Direct deposit setup and management

Small Business Consulting

Charles Holmes has been in the room where multi-million-dollar financial decisions are made — at Deloitte, at Sean John, and as a serial entrepreneur himself. That experience is available to every C. Henry client.

Whether you're launching your first business, trying to grow profitably, or planning an exit, we bring an advisor's perspective — not just an accountant's. We tell you the truth about your numbers, help you understand what they mean, and build a plan to improve them.

Start a Strategy Conversation

What This Includes

  • Business entity formation and structure optimization
  • Financial systems design and implementation
  • Cash flow analysis and improvement planning
  • Profitability analysis by service line or product
  • Business plan financial modeling
  • Growth and scaling advisory
  • Exit strategy and business valuation support
  • Succession planning for family-owned businesses

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Download the playbook that matches your situation. Real strategies, NJ-specific, written by CPAs.

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Book Your Free 30-Minute Tax Review

We'll identify your biggest opportunities, walk you through what we'd change, and give you a clear picture of what working with us looks like — no obligation.