Licensed CPA · NJ & NY
20+ Years of Experience
Tax Accountant & Business Consultant in Saddle Brook, NJ
With over 20 years of experience, I help entrepreneurs across New Jersey, New York, Connecticut, and Pennsylvania take control of their finances. From strategic tax planning and preparation to full-service bookkeeping and consulting, I provide the expert support you need to minimize your tax liability and scale your business with confidence.
About the firm
Your Trusted Expert in U.S. Accounting & Taxes
Running a business requires immense energy, and you shouldn’t have to drain it by stressing over IRS compliance. My goal is to take the financial heavy lifting completely off your shoulders. I empower entrepreneurs to focus on what they do best – scaling their operations and maximizing profits – while I proactively work to minimize their tax liabilities.
At Joanna Wasiak CPA, LLC, we offer more than just number-crunching. From real estate accounting and strategic tax planning to comprehensive bookkeeping, payroll, and business advisory, our services are designed to optimize your bottom line. Ultimately, we ensure you keep more of your hard-earned money and reclaim your most valuable asset: time spent with family and friends.
- 0+
Years of Experience
- CPA
NJ & NY
- MST
Master of Science in Taxation
WHY CHOOSE ME
Financial Solutions Tailored to Your Business
Dedicated Personal Attention
You will work directly with a seasoned CPA, not passed off to a junior associate. I take the time to deeply understand your unique goals, tailoring my services so you get exactly the financial support you need to scale—without any unnecessary overhead.
Proactive Tax Strategy
I don’t just file your returns; I plan ahead. As a Certified Tax Planner, I proactively identify every legal opportunity and loophole to minimize your tax burden, ensuring you remain fully compliant with the IRS while keeping more cash in your pocket.
Expert Start-Up Advisory
Launching a new venture? I provide Big Four-level guidance right from the start. From optimal entity selection and incorporation to setting up your QuickBooks and payroll, I lay a solid financial foundation so your new business can thrive from day one.
THE FIRM IN NUMBERS
Expertise That Makes a Difference
Navigating the U.S. tax code requires more than just basic bookkeeping; it demands strategic vision. For over two decades, I have successfully managed the financial complexities of diverse enterprises—ranging from individual entrepreneurs and single-member LLCs to international corporations. Whether your operations are rooted in the New York metropolitan area or stretch across the country, I provide the high-level oversight required to keep your business compliant and profitable.
- 0+
Years in Practice
- 0
U.S. States Served
- 0%
Personalized Focus
WHAT MY CLIENTS SAY
Building Financial Confidence, One Business at a Time
FAQ
Frequently Asked Questions
Find answers to the most common questions regarding U.S. accounting, tax filing, and business consulting.
- Do you only work with clients located in New Jersey?
While my office is based in Saddle Brook, NJ, I am fully equipped and qualified to prepare tax returns for clients across all 50 U.S. states. I also have extensive experience handling international and expat tax situations, particularly complex U.S.-Polish tax matters. We can handle everything remotely via phone, email, or video call.
- What is the difference between tax preparation and strategic tax planning?
Tax preparation is essentially recording history—filing your forms based on what already happened last year. Strategic tax planning is a proactive approach. As a Certified Tax Planner (AITP), I analyze your unique financial situation year-round to identify legal loopholes, deductions, and strategies designed to minimize your tax liability before the year even ends.
- Do you have specialized experience in real estate accounting?
Yes, real estate taxation is one of my primary specialties. I work directly with investors, developers, and property managers. I offer advanced financial solutions including 1031 exchange assistance and cost segregation studies to help you accelerate depreciation deductions and defer capital gains taxes.
- I am starting a new business. Can you help me choose the right entity?
Absolutely. Selecting the right legal structure—such as an LLC, S-Corp, or Partnership—is one of the most critical decisions you will make for liability protection and tax optimization. I provide comprehensive start-up advisory services, guiding you through entity selection, business formation, and setting up your accounting software.
- Can you represent me or my business in an IRS audit?
Yes. Receiving a notice from the IRS can be incredibly stressful, but you do not have to face it alone. I provide professional IRS representation and problem resolution services to handle audits, notices, and disputes efficiently.
- Do you offer ongoing bookkeeping and payroll, or just annual taxes?
I offer full-service, year-round financial support tailored to your business needs. As a certified QuickBooks ProAdvisor, I can help set up your accounting system, manage your ongoing bookkeeping, process your payroll, and prepare your financial statements so you can focus entirely on growing your business.
- How do we get started, and do we need to meet in person?
The first step is simply scheduling a free initial consultation so I can understand your specific business goals and challenges. While I am always happy to meet in person at my Saddle Brook office, our meetings and your tax preparation interview can be conducted entirely by phone, mail, or email—whichever is most convenient for your schedule.
INSIGHTS & RESOURCES
Latest Articles and News for U.S. Entrepreneurs
LET'S WORK TOGETHER
Put Your U.S. Finances in Expert Hands
Schedule a free consultation · Joanna Wasiak, CPA, MST