Tax and Advisory Services

You are extremely smart but too busy running your practice to manage your tax planning too. I service many professional clients and I understand your complicated lives. Do you have a tax plan and other strategies in place that supports your goals of providing for your children's college funds? Funding your retirement program? Planning your charitable giving? Tax strategies cover many areas of taxation --- income, real estate, corporate. I have saved my clients money and time for more than 20 years. Even when they do retire and move away, they still remain my clients (long distance!). I like to think it's my sparkling charm that keeps them with me. But, really, it's the quality of the work.

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Rick Packo

Rick Packo, CPA
732.585.3117
More about Rick Packo

Getting a handle on your costs of your private practice

Cash-projections, employee benefits and asset protection for the sole practitioner

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Reclassifying physicians as employees for Federal tax purposes