Perez Jerry J CPA

Welcome to Jerry J. Perez CPA, your premier accounting and financial services firm. Our mission is to provide quality, personalized financial guidance to individuals and businesses in the Brielle, NJ area. With years of experience, we specialize in helping our clients maintain financial viability in the present while working towards their future goals. Our commitment to high standards, expertise, and professionalism has earned us a reputation as a trusted and respected firm in the community.

Our Services

At Jerry J. Perez CPA, we offer a wide range of services to meet the unique needs of our clients. These services include:

• Retirement Planning: We help individuals plan for a secure retirement by assessing their financial situation and providing tailored advice on investment strategies and budgeting.
• Estate Planning: Our team helps individuals and families create a comprehensive plan for managing their assets, ensuring the smooth transfer of wealth and minimizing taxes and fees.
• Wealth Management: We provide expert management of investments, financial planning, and retirement planning to help our clients achieve their financial goals.
• Business Services: Our team offers a range of services to businesses, including bookkeeping, financial planning, and tax preparation.
• Bookkeeping Services: We provide accurate and timely financial record-keeping to individuals and businesses, ensuring compliance with accounting standards.
• Reviews & Compilations: Our team prepares financial statements, income tax returns, and other essential financial documents.
• Cash Flow Management: We help businesses manage their cash flow effectively, ensuring they have sufficient liquidity to meet their financial obligations.
• Bank Financing: Our team assists businesses in securing financing from banks and other financial institutions.
• Business Advisory Services: We offer expert advice on business operations, strategy, and planning to help businesses thrive.
• Financial Planning for Businesses: Our team helps businesses create a comprehensive financial plan, including budgeting, forecasting, and cash flow management.
• Succession Planning: We help business owners transition their businesses effectively, ensuring the smooth transfer of ownership and minimizing tax liabilities.
• New Business Formation: Our team helps entrepreneurs establish a new business, providing guidance on registration, tax compliance, and financial planning.
• Tax Services: We offer a range of tax services, including individual and business tax preparation, tax planning, and tax relief.
• IRS Audit Representation: Our experienced team represents clients in IRS audits, ensuring their rights are protected and their interests are represented.

Why Choose Us

At Jerry J. Perez CPA, we pride ourselves on our expertise, experience, and commitment to providing exceptional service. Our team is dedicated to delivering personalized financial guidance, ensuring our clients achieve their goals and achieve financial success.