New Jersey CPA | Dimov Wasserman CPA

July 31, 2025

Tax Planning Services DIMOV WASSERMAN Offers in New Jersey

DIMOV WASSERMAN is a Certified Public Accounting (CPA) firm based in New Jersey, specializing in services such as tax preparation, accounting, and business consulting. The firm serves both individuals and businesses, focusing on personalized, proactive financial strategies to help clients maintain compliance and achieve long-term financial clarity.

Dimov Wasserman CPA

105 Creek Crossing Blvd

Hainesport, NJ 08036

(609) 265-1590

DIMOV WASSERMAN offers year-round tax planning services tailored to New Jersey residents and businesses. While most firms focus solely on preparing tax returns, this firm emphasizes forward-looking strategies that minimize liabilities, optimize deductions, and position clients to meet long-term financial goals. Whether you’re self-employed, investing in real estate, running a tech startup, or preparing for retirement, tax planning is a core service—not an afterthought.

Personal Tax Planning Services

For individuals and families, DIMOV WASSERMAN develops customized plans that anticipate life changes and integrate tax-saving tactics such as:

  • Withholding optimization to avoid large refunds or underpayment penalties
  • Estimated quarterly payment scheduling for freelancers or 1099 earners
  • Retirement contribution planning (Traditional and Roth IRAs, SEP, Solo 401(k))
  • Education tax strategies: 529 plan funding, student loan interest deductions
  • Charitable giving and donor-advised fund setup

They help clients take advantage of credits, track deduction limits, and adjust strategies ahead of each year’s changes in tax code or financial landscape.

Business Tax Planning

Small and midsize businesses benefit from proactive planning around income distribution, payroll, deductions, and entity structure. DIMOV WASSERMAN works with NJ entrepreneurs on strategies such as:

  • S-Corp salary vs. distribution optimization
  • Bonus planning and year-end profit shifting
  • Business expense classification and substantiation
  • Section 179 and bonus depreciation strategies
  • NJ sales tax and gross income tax coordination

For startups, they also provide cap table guidance and tax strategies for managing venture capital, grants, and equity compensation.

Real Estate and Investment Planning

Real estate investors and high-net-worth individuals receive strategic tax modeling related to:

  • 1031 exchanges and capital gains deferral
  • Passive income and passive loss limitations
  • Cost segregation studies and accelerated depreciation
  • Opportunity Zone investments

The firm coordinates investment tax strategies with financial advisors to ensure seamless integration across portfolios.

Multi-State and Remote Work Planning

With the rise in remote and hybrid work, DIMOV WASSERMAN helps clients navigate tax obligations across states, ensuring they:

  • Avoid double taxation
  • Comply with NJ resident filing rules
  • Properly allocate income to nonresident states (NY, PA, etc.)

Year-End and Pre-Year Strategy Sessions

Clients benefit from annual check-ins and pre-year close meetings that allow time to implement strategies before December 31. These sessions often cover:

  • Last-minute charitable deductions
  • Deferring income or accelerating expenses
  • Finalizing business purchases that qualify for immediate expensing
  • Capital loss harvesting for investors

Tech-Driven Planning and Projections

DIMOV WASSERMAN uses tax planning software and scenario modeling to project multiple outcomes based on income, deductions, and investment decisions. This enables clients to make confident, data-backed choices throughout the year—not just at filing time.

Conclusion

Tax planning with DIMOV WASSERMAN is not a once-a-year event—it’s a strategic partnership. By looking ahead and tailoring advice accounting firm to each individual or business, they help New Jersey clients retain more of their income, avoid surprises, and align financial decisions with smart tax outcomes. Whether you’re growing a https://servicebucket.blob.core.windows.net/new-jersey-cpa/new-jersey-cpa/how-do-i-switch-from-a-solo-tax-preparer-to-dimov-wasserman-cpa.html company, investing in rental property, or mapping out retirement, proactive planning with the right CPA makes all the difference.