Scott Loeffler, CPA

Services for Individuals

At Scott Loeffler, CPA we go beyond tax preparation to help our clients prepare for the future. We offer individuals and families in the Northern NJ area with a variety of valuable tax planning services including succession, estate, trust, and retirement planning.

Northern NJ CPA firm Scott Loeffler, CPA has extensive experience helping families and individuals minimize their tax liability and can help you with all your tax planning and preparation needs. We take the time to explain the options carefully so that each of our clients has a clear picture of their financial standing. 

Our many tax services for individuals and families include:

Tax return preparation

• Individual income tax return (1040)
• Income tax return for estates and trusts (1041)
• Sole proprietorship taxes
• Gift tax returns

Tax planning and consulting

• Strategic tax planning to minimize tax liability
• Cash flow management
• Financial planning and budgeting
• Succession planning
• Insurance planning
• Retirement planning
• Estate and trust planning
• College savings plans

Want to discuss our individual tax services in more detail? Contact Scott Loeffler, CPA at 973-585-4989 to schedule your free initial consultation today. 

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