Planet Financial, Inc.
Beaufort, New Jersey
Beaufort, New Jersey
Planet Financial, Inc. is a public accounting firm based in Roseland, NJ which provides tax services for C corporations and S corporations, partnerships, individuals and trusts. The firm also provides audited, reviewed and/or compiled financial statements for businesses of various sizes.
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What kind of accounting services do you provide?
Tax Return Preparation -Individuals, Corporations, Partnerships, Trusts
Audit, Review and/or Compilation of Financial Statements
Fixed Asset Management & Depreciation Calculations
Budgeting /Quick-books Assistance
Why is it so important for businesses to hire a great accountant?
CPAs organize historical business financial activity and present a picture of your business to banks and other lenders.
What do you love most about your job?
Client services and interaction to enable them to improve their businesses and lives
What inspired you to start your own business?
Brian Bertscha was previously employed by excellent CPA firms in NYC and NJ serving hundreds of business and high net worth individuals in a variety of industries before deciding to employ myself and serve my own clients.
Why should our clients choose you?
My knowledge and experience will provide built in added value to your service experience.
Can you provide your services online or remotely? If so, please add details.
We've offered services online and remotely for over 20 years. Virtual CPA services are our specialty.
What changes have you made to keep your customers safe from Covid-19?
Virtual CPA services are our specialty. We've offered services online and remotely for over 20 years.
Tax Preparation
You send a copy of your prior year tax returns along with current year documents/organizer questionnaire.
We request a retainer payment and will produce your tax returns from the information provided.
