New Financial Management

At New Financial Management, we are a team of dedicated professionals committed to providing high-quality tax and accounting services to individuals and small businesses. Our mission is to provide personalized and professional services at reasonable prices, ensuring that our clients receive the best possible solutions for their financial needs.

Our Story

Our founder and manager, Xin (Cindy) Liu, is a certified public accountant (CPA) with many years of hands-on experience in tax and accounting for both individuals and small businesses. With a strong background in the asset management industry and a Chartered Financial Analyst (CFA) certification, Xin brings a unique perspective to our clients' financial situations. Her extensive education, including a MBA degree from Vanderbilt University, has equipped her with the skills and knowledge to provide top-notch services.

Our Services

We offer a comprehensive range of services designed to meet the diverse needs of our clients. Our individual tax services include preparation of 1040, 1040NR, Schedule A, B, C, D, E, and more, as well as foreign tax credits, foreign income exclusions, and foreign financial assets. For businesses, we provide tax services such as 1120, 1120S, 1065, 990, and 990 T, among others. Our accounting and bookkeeping services include income statements, balance sheets, journal entries, bank reconciliations, AR/AP, and QuickBooks setup. Additionally, we offer tax consultation and planning, IRS and state notice and audit resolution, and business formation and dissolution services.

Our Features

At New Financial Management, we pride ourselves on our professional tax services, high-quality accounting and bookkeeping services, and reasonable pricing. We are a bilingual firm, with services offered in both English and Chinese. Our experienced CPA has an MBA in accounting and finance and is a Chartered Financial Analyst (CFA). We are based in Chatham, NJ, but we accept remote clients from surrounding areas.

Our Customers

We serve individuals and small businesses in NJ, NY, PA, and surrounding areas, including cities such as Madison, Chatham, Summit, Short Hills, Millburn, Morristown, Morris Plains, Springfield, Livingston, Union, Elizabeth, Newark, West Orange, South Orange, Maplewood, Parsippany, Whippany, New Providence, Berkeley Heights, Wayne, Westfield, East Hanover, Florham Park, Scotch Plains, Plainfield, Bedminster, Basking Ridge, and more.