Tax & Accounting Services

Joseph Apuzzo, CPA, has expert solutions for all our clients’ tax and accounting concerns. Whether you are a business in need of tax planning or accounting services, a high-net-worth individual needing assistance managing your financial transactions, or a senior who needs help with estate and Medicaid planning, we have you covered. We offer a comprehensive selection of services to help our clients manage their personal and business taxes, family home office, and more.

Joseph Apuzzo, CPA, has expert, comprehensive solutions for all our clients’ tax and accounting concerns.

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Whether you are a business in need of tax planning or accounting services, a high-net-worth individual needing assistance managing your financial transactions, or a senior who needs help with estate and Medicaid planning, we have you covered.

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Managing Tax and Accounting Obligations

We excel in the management of personal, business, and fiduciary taxes. If they matter to you, they matter to us. Joseph Apuzzo, CPA, offers accounting services ranging from reporting on monthly cash flow to managing contracts and financial arrangements.

At Joseph Apuzzo, CPA, we excel in the management of personal, business, and fiduciary taxes. If they matter to you, they matter to us.

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Wealth Management Consulting

Our wealth management and financial planning services help high-net-worth individuals manage their finances—from monthly payroll and expenses to real estate and other investments—so they can lead the lives they desire and meet their goals.

Our wealth management and financial planning services help high-net-worth individuals manage their finances—from monthly payroll and expenses to real estate and other investments.

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Family Home Office and Bookkeeping Services

With wealth come new challenges and increased responsibilities, including complex administrative and bookkeeping functions. Our services can improve financial management, providing administrative freedom and peace of mind.

With wealth come new challenges and increased responsibilities. Our services can improve financial management, providing administrative freedom and peace of mind.

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Medicaid / Senior Planning

With our Senior Planning Services and FREE Medicaid consultation, we provide direction and clarity to help alleviate the stress of this often overwhelming process.

With our Senior Planning Services and FREE Medicaid consultation, we provide direction and clarity to help alleviate the stress of this often overwhelming process.

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