Tax Services

At Beam & Associates, Inc., we offer a complete range of tax planning and preparation services to meet the unique needs of individuals and businesses.

Tax Preparation

We offer a full range of tax services as well as representation before tax authorities. Our tax preparation services include the following:

  • Individuals
  • Partnerships
  • Corporations
  • Estate & Trusts
  • Not-for-Profit Corporations

Tax Planning

By working closely with our clients, we combine our industry knowledge and tax expertise with a thorough understanding of their present situation and future goals. Proper tax planning is an essential component of compliance and daily decision making. Tax planning, which is often overlooked, helps to best manage the tax consequences of individual, business, investment, and other financial decisions.

Financial Planning

We want your financial future to be secure. As a Third Party Administrator we can advise and help set up your 401K plans and help keep you compliant.

TPA services include:

  • Annual compliance testing
  • Prepare annual 5500 filings
  • Prepare summary annual reports (for participant distribution)
  • Set up loans
  • Hardship withdrawals
  • Withdrawals for terminated employees

Contact Beam & Associates for a free consultation with one of our Principals to learn how our firm can help you with all of your individual or business accounting and tax needs. Call 973-239-5140 or fill out the brief form.

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