News & Blog

18
Jan
2022

by: Joan Halter in: 3 Ways to Do Your Taxes tag: 3 Ways to Do Your Taxes

3 Ways to Do Your Taxes: Turbo Tax, H&R Block, or Accountant

This tax season, as every year in recent history, there are 3 main ways to do your taxes. Should you file via H&R Block, TurboTax, or an accountant? The user interfaces on H&R Block and TurboTax are more sophisticated than they used to be, but should you trust the AI behind them to alleviate the anxiety you (along with many […]

31
Dec
2021

by: Joan Halter in: How long should I keep my tax returns tag: How long should I keep my tax returns

How Long Should I Keep my Tax Returns?

One of the most common tax-related questions we hear from our clients is: “How long should I keep my tax returns?” Firstly, once your taxes have been submitted for the year, what should you do to manage the paperwork that remains? While the majority of people can safely dispose of their personal tax documents (all of the paperwork you gathered […]

30
Nov
2021

by: Joan Halter in: Estate Planning, New Jersey Inheritance FAQs, NJ estate planning tag: estate planning in new jersey, new jersey estate planning, New Jersey Inheritance FAQs, nj estate planning

New Jersey Inheritance FAQs

If you are the executor or a beneficiary of an estate, you may benefit from reading our list of New Jersey Inheritance FAQs. New Jersey’s inheritance tax law has been in effect since 1892 and is currently based on how each beneficiary is related to the decedent, and how much they will receive after the decedent passes away. When we […]

17
Nov
2021

by: Joan Halter in: NJ business owners tag: income tax planning, new jersey tax pro, NJ business owners, nj tax prep, tax planning nj, year end financials

Year-End Planning for NJ Business Owners

As we approach the end of 2021, it’s time for NJ business owners to begin to limit their annual tax liabilities. Today we’re sharing strategies that we recommend to each of our clients who operate businesses locally. Create a Cash Balance Plan Business owners who earn over $250,000 per year often benefit from incorporating a cash balance plan. While these […]

26
Oct
2021

by: Joan Halter in: what to expect from your NJ CPA tag: what to expect from your NJ CPA

What to Expect from Your NJ CPA in a Remote Working Environment

Halter CPA has recently relocated to a smaller office across town at 69 S. Main Street, Mullica Hill. Given the choice between raising our rates and rescaling our internal operations, the decision was clear. We are proud to remain dedicated to offering personalized, boutique accounting services at affordable rates. We also want to ensure that you all know what to […]

30
Sep
2021

by: Joan Halter in: Best Accountant in Gloucester County tag: Best Accountant in Gloucester County, best accountant in Gloucester County 2021, best of Gloucester County, best of Gloucester County 2021, Gloucester County accountant, Gloucester County CPA

Voted Best Accountant in Gloucester County 2021!

We at Joan W. Halter, CPA are proud and grateful to have been voted the “Best Accountant in Gloucester County” for 2021! Since our founding in 1991, our primary goal has been to provide outstanding service to each and every one of our clients. By voting for us as the best Gloucester County accountant, you’ve affirmed that you recognize and […]

20
Sep
2021

by: Joan Halter in: NJ disaster relief tag: 2021 quarterly tax deadlines, disaster relief, New Jersey disaster relief timelines, NJ disaster relief

NJ Disaster Relief Timelines Extended

At Joan W. Halter, CPA, our hearts are heavy on behalf of our communities that have been devastated by Hurricane Ida. If you were directly affected by the hurricane, either at your home or place of business, recent announcements by the IRS regarding your tax return due date extensions may provide a small bit of respite as you work on […]

09
Sep
2021

by: Joan Halter in: boutique accounting firm, Boutique Accounting Firm in South Jersey tag: Boutique Accounting Firm in South Jersey, mullica hill accountant, professional accountant in Mullica Hill, south jersey cpa

The Benefits of Working with a Boutique Accounting Firm in South Jersey

When our clients first meet with us at Halter CPA, they sometimes ask how the experience of working with us will differ from their being a client of a corporate accounting firm. Today, let’s talk about the benefits of working with a boutique accounting firm in South Jersey, and how our level of service simply cannot be matched by a […]

10
Aug
2021

by: Joan Halter in: NJ accountant tag: NJ accountant

5 Ways to Help Your NJ Accountant Help YOU

Independent business owners often find that the day-to-day operations consume most of their time. As a result, details like accounting can be pushed to the side. The catch: a business needs accurate, effective, and prompt accounting if it is to join the 25% of enterprises that survive and thrive. The good news is that hiring an NJ accountant is a […]

27
May
2021

by: Joan Halter in: NJ CPA, successful small business tag: NJ bookkeeping, NJ CPA, NJ investing, NJ small business owners

5 Things Your NJ CPA Can Help You With Outside of Tax Season

Tax season is to accountants what the holiday shopping season is to retailers, and Joan Halter CPA is no exception. In fact, many people only reach out to their accountants around tax season. We believe this is a missed opportunity! Today, we’re sharing 5 things your NJ CPA can help you with outside of tax season. 1. Beneficial Fund […]