New Jersey imposes an inheritance tax that can significantly reduce the assets your beneficiaries receive. At GTA Accounting Group, we provide comprehensive estate and inheritance tax planning strategies that are designed to minimise your tax exposure. We work with clients to create multi-generational wealth transfer plans and coordinate with estate attorneys to align legal documents, wills, and tax planning goals. Our experts ensure that your estate complies with both New Jersey and federal regulations while helping your family retain more of what you’ve built.
Trusts are essential tools for managing and protecting wealth, but they also come with complex tax implications. Our trust tax planning services in New Jersey are designed to help clients efficiently manage both revocable and irrevocable trusts. We provide guidance on structuring trusts for tax efficiency, developing distribution strategies to reduce tax burdens, and ensuring compliance with NJ-specific trust reporting requirements. We also implement income-shifting strategies that support long-term tax savings across generations, helping your trust work for both you and your heirs.
Retirement should be about peace of mind, not tax stress. Our New Jersey retirement tax planning services are designed to preserve your savings through effective, forward-looking strategies. We help clients make informed decisions about Roth conversions, IRA withdrawals, and tax-efficient drawdown strategies. Our team also optimises Social Security and pension income to reduce taxable exposure and plans Required Minimum Distributions (RMDs) to avoid penalties. With GTA Accounting Group, you’ll have a proactive plan in place to manage your retirement income with minimal tax impact.
Businesses in New Jersey face a wide range of tax challenges, from entity selection to multi-state compliance. Our CPA team provides expert business tax planning for LLCs, S-Corps, and C-Corps tailored to your company’s goals and structure. We advise on income deferral, cash flow optimisation, and identifying available tax credits such as R&D and hiring incentives. For businesses operating across state lines, we offer guidance on nexus rules and sales tax compliance. Whether you’re based in East Brunswick, Newark, or Jersey City, we’ll help you develop a strategy that supports long-term tax efficiency and business growth.
High-net-worth individuals, investment managers, and hedge funds require sophisticated tax strategies. At GTA Accounting Group, we deliver investment tax planning services that include capital gains optimisation, passive activity tax analysis, and efficient portfolio structuring. We advise on carried interest treatment, fund allocation methods, and partnership-level taxation, including K-1 analysis and other relevant tax considerations. Whether you’re an individual investor or a fund principal, our tax planning ensures compliance while protecting and growing your capital.
As a trusted New Jersey CPA firm, we serve clients throughout the state with in-depth tax planning expertise, personalised advice, and ongoing support. We don’t believe in one-size-fits-all templates. Every client receives a personalised tax roadmap based on their goals, structure, and financial profile.
With GTA Accounting Group, you're not just filing tax returns, you’re building a tax-efficient future.
Our clients rely on us for proactive advice, transparency, and real results.
GTA Accounting Group proudly serves clients across New Jersey, including:
If you're looking for tax planning services near you in New Jersey, our CPA firm is ready to assist you locally and virtually.
Please don’t wait until it’s too late to reduce your tax bill. Whether you’re planning for retirement, managing your estate, or building your business, GTA Accounting Group provides strategic, CPA-led tax planning across New Jersey.
GTA Accounting Group
100 Horizon Centre Blvd. Hamilton, New Jersey 08691
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