Tax Planning & Preparation for Professionals and Small Businesses in Monmouth County
Lead by an EA and CFA with institutional finance experience. Clear advice, careful preparation, no surprises.
Services
I work with professionals and small business owners who want clear answers and careful preparation. My focus is accuracy, planning, and long-term outcomes — not volume.
Enrolled Agent (EA) and Chartered Financial Analyst (CFA)
Background in institutional portfolio management and financial analysis
Experience with complex individual and small business situations
Local Monmouth County practice — no outsourcing, no offshoring
Entity structure, estimated taxes, SALT/BAIT, retirement and cash-flow planning. Proactive advice throughout the year.
IRS and state notices, second opinions, and year-round support for clients who want an advisor, not just a filer.
Why JNG Tax and Advisory
Ongoing Advisory
Tax Planning
Individuals, self-employed, rental and investment income, equity compensation, and small businesses. Done on-time, accurately, and in-house.
Tax Preparation
Get in touch
Services
I work with professionals and small business owners who want clear answers and careful preparation. My focus is accuracy, planning, and long-term outcomes — not volume.
Enrolled Agent (EA) and Chartered Financial Analyst (CFA)
Background in institutional portfolio management and financial analysis
Experience with complex individual and small business situations
Local Monmouth County practice — no outsourcing, no offshoring
Entity structure, estimated taxes, SALT/BAIT, retirement and cash-flow planning. Proactive advice throughout the year.
IRS and state notices, second opinions, and year-round support for clients who want an advisor, not just a filer.
Why JNG Tax and Advisory
Ongoing Advisory
Tax Planning
Individuals, self-employed, rental and investment income, equity compensation, and small businesses. Done on-time, accurately, and in-house.
Tax Preparation
Get in touch
JNG Tax Planning & Advisory EA • CFA
Shrewsbury, Red Bank, Middletown, New Jersey
info@jngtaxadvisory.com
© 2026 JNG Services LLC
EA services provided under IRS Circular 230
Privacy Policy | Secure Upload
JNG Tax Planning & Advisory EA • CFA
Shrewsbury, Red Bank, Middletown, New Jersey
info@jngtaxadvisory.com
© 2026 JNG Services LLC
EA services provided under IRS Circular 230
Privacy Policy | Secure Upload
JNG Tax Planning & Advisory EA • CFA
Shrewsbury, Red Bank, Middletown, New Jersey
info@jngtaxadvisory.com
© 2026 JNG Services LLC
EA services provided under IRS Circular 230
Privacy Policy | Secure Upload