Tax Preparation & Planning Services in New Jersey

Why Choose WFP Tax Partners?

• Personalized Service – Every client receives a tailored approach based on their financial goals.
• Expertise You Can Trust – Certified tax professionals with deep industry knowledge.
• Nationwide Service – Based in Liberty Corner, NJ, but proudly serving clients across the U.S.
• Long-Term Tax Reduction Strategies – Our planning ensures you save money now and in the future.

Comprehensive Tax Services Tailored to Your Needs

• Tax Preparation & Planning

From annual tax filings to long-term planning, we provide accurate, timely, and compliant tax services that help individuals and businesses stay ahead. We proactively strategize to reduce tax liabilities while ensuring full compliance with tax laws.

• Cash Flow Planning

We help you manage cash flow efficiently, ensuring financial stability and liquidity throughout the year. Our advisors work with you to develop a strategy that optimizes your income and expenses.

• Tax Mitigation Strategies

Our proactive tax strategies focus on minimizing tax burdens through legal deductions, credits, and deferral techniques, helping you keep more of what you earn.

• Tax Loss Harvesting

For investors, we develop strategies to offset capital gains with capital losses, reducing taxable income while maximizing investment potential.

Industries We Serve

We specialize in providing tax solutions for:

✔ Single Parents & Divorcees – Financial planning and tax strategies for unique life transitions.
✔ High-Net-Worth Individuals – Wealth management and tax-efficient investment strategies.
✔ Retirees & Pre-Retirees – Planning for tax-efficient withdrawals and retirement savings.
✔ Fortune 500 Professionals – Optimizing stock options, RSUs, and corporate benefits.
✔ Medical Professionals – Tax planning tailored for physicians and healthcare providers.
✔ Beneficiaries of Existing Clients – Ensuring continuity in wealth and tax planning.

Our Tax Process

Step 1: Initial Consultation

Schedule a meeting with our tax professionals to discuss your financial goals and gather necessary documentation.

Step 2: Customized Strategy Development

We analyze your situation and develop a tax plan that maximizes savings while ensuring compliance.

Step 3: Implementation & Filing

Our experts prepare and file your taxes accurately and efficiently, ensuring all deductions and credits are applied.

Step 4: Ongoing Support & Adjustments

We provide year-round tax guidance to help you stay ahead of tax law changes and adjust your strategy as needed.

Get in Touch Today for Tax Service Solutions!

What Our Clients Say 

⭐ ⭐ ⭐ ⭐ ⭐ – “Walter has helped the transition from working to retirement not only possible but stress free. He is knowledgeable, professional and extremely likable. Our only regret is we didn’t find Walter 10 years sooner than we did.” – Michael Guida

⭐ ⭐ ⭐ ⭐ ⭐ – “Walter & his staff are very professional, knowledgeable, friendly & Instill trust. The investments are diverse & tax consequences are always a top consideration. Walter is always in touch & on top of any changes in our circumstances, financial & other. We consider him a trusted advisor & highly recommend his services..” – Cindy Dorio.

⭐ ⭐ ⭐ ⭐ ⭐ – “Walter uses a diverse set of investments so you are protected from having your entire portfolio going down all at once. He also ties your investments with a tax strategy to help you pay the least amount of taxes. Walter’s suggestion I invest in Mewbourne Oil in 2019 and 2022 has paid off well both in saving on my taxes and in monthly dividends. Since I found Walter in 2019, I’m more confident of my financial future.” – Christopher Alberth

Address: 22 Church St, Liberty Corner, NJ 07938

Frequently Asked Questions (FAQs) 

What documents do I need to get started?

You’ll need tax documents such as W-2s, 1099s, investment statements, and records of deductions. If you’re a business owner, additional documentation may be required.

Do you offer virtual consultations?

Yes! We work with clients nationwide and provide secure, virtual tax consultations for convenience.

What is your tax preparation process?

Our process includes an initial consultation, a thorough review of your financial situation, customized tax planning, accurate tax filing, and ongoing support.

How do you help clients save on taxes?

We use proactive tax strategies, including deductions, credits, tax-loss harvesting, and long-term financial planning to minimize your tax burden.

Can you help with tax audits?

Yes. If you receive an IRS notice or are facing an audit, we provide full representation and support throughout the process.

What sets WFP Tax Partners apart from other firms?

We focus on long-term tax reduction strategies, personalized service, and year-round tax planning—not just filing taxes. Our approach ensures you save money now and in the future.