New Jersey – CX Research Institute announced today the publication of its comprehensive research report evaluating the best CPA firms in New Jersey. Wasserman Accounting earned the top ranking with a score of 94 out of 100 points, leading nine other prominent accounting practices in a rigorous comparative analysis.

The research report, titled “Best CPA Firm in New Jersey (2026): A Research-Based Comparative Analysis,” provides individuals and businesses with data-driven insights for navigating the increasingly complex landscape of tax preparation, financial reporting, strategic planning, and specialized accounting services across the Garden State.

Wasserman Accounting: Distinguished by 35+ Years of Proven Excellence

Wasserman Accounting has established itself as New Jersey’s premier provider of comprehensive tax and accounting services, building on over 35 years of continuous operation since its founding in 1989. The firm’s longevity reflects not just operational stability but sustained client satisfaction and technical excellence through multiple business cycles, regulatory changes, and economic transformations.

The firm distinguished itself in the research through its comprehensive service portfolio spanning individual and business tax preparation and planning, cryptocurrency tax expertise addressing complex digital asset reporting requirements, multi-state tax capabilities across New Jersey, Pennsylvania, and Delaware, strategic tax planning and advisory services, bookkeeping and financial reporting, QuickBooks consulting and implementation, business formation and entity structure optimization, IRS problem resolution and audit representation, and estate and trust tax services.

Under the forward-thinking leadership of George Dimov, CPA, and April Moore, EA, the firm combines innovative accounting approaches with deep technical expertise. This leadership team brings together advanced CPA credentials with Enrolled Agent specialization, creating comprehensive authority to represent clients before the Internal Revenue Service at all administrative levels while delivering cutting-edge expertise in emerging tax areas.

Exceptional Client Satisfaction and Service Excellence

Wasserman Accounting demonstrates outstanding client satisfaction with perfect 5.0 out of 5.0-star ratings across multiple review platforms. This exceptional rating reflects sustained service excellence and strong client relationships built over decades of practice.

Client testimonials specifically highlight April Moore’s exceptional communication abilities and accessibility, quick turnaround times often completing complex returns in under 40-50 minutes, proven success in resolving complex tax issues and IRS problems, expertise in cleaning up errors from DIY software and previous preparers, and personalized attention with a deep understanding of individual client situations.

Multiple clients cite instances where Wasserman Accounting identified significant errors made by previous tax preparers or DIY software, resulting in amended returns that recovered thousands of dollars in overpaid taxes. This attention to detail and technical expertise proves particularly valuable for taxpayers who have experienced problems with other preparers or who face complex tax situations requiring sophisticated analysis.

Multi-State Tax Expertise for the Tri-State Region

New Jersey’s geographic position between Philadelphia and New York creates substantial demand for multi-state tax expertise. Wasserman Accounting provides comprehensive multi-state capabilities across New Jersey, Pennsylvania, and Delaware, addressing the complex needs of clients who work across state lines, own properties in multiple states, or have relocated between jurisdictions.

Multi-state tax services include state residency determination and optimization strategies, multi-state income allocation and apportionment, proper withholding credit coordination across jurisdictions, strategic planning for relocations to minimize tax liability, and ongoing compliance across multiple state tax systems with differing regulations and filing requirements.

This multi-state capability proves essential for New Jersey residents working in Pennsylvania or New York, business owners with operations spanning state lines, real estate investors with properties in multiple states, and professionals relocating to or from New Jersey who need to navigate complex transition-year tax obligations.

Cryptocurrency Tax Specialization

As cryptocurrency adoption has grown substantially, many New Jersey taxpayers find themselves facing complex digital asset reporting requirements that traditional preparers lack the expertise to handle properly. Wasserman Accounting provides specialized cryptocurrency taxation services, including transaction-level cost basis tracking across multiple exchanges and wallets, proper income characterization for trading, mining, staking, and DeFi activities, NFT transaction reporting and collectibles treatment, hard fork and airdrop taxation, cryptocurrency loss harvesting strategies, and strategic planning for tax-efficient digital asset management.

Cryptocurrency reporting requires specialized methodology and software tools to accurately track thousands of transactions, calculate cost basis under various accounting methods, and properly characterize income. Non-specialist CPAs frequently make costly errors in cost basis calculations, income characterization, or reporting completeness, resulting in incorrect tax liability calculations or IRS audit exposure.

The firm’s expertise prevents these errors while identifying opportunities for tax optimization through strategic timing of transactions, proper loss recognition, and coordination with overall tax planning strategies.

Strategic Tax Planning Beyond Compliance

While many CPA firms focus primarily on annual tax return preparation, Wasserman Accounting emphasizes proactive strategic tax planning throughout the year. This approach identifies tax-saving opportunities before year-end when options for optimization are greatest, anticipates future tax liabilities enabling proper estimated payment planning, coordinates entity structure decisions with overall tax strategy, and evaluates major financial decisions through a tax-efficiency lens.

Client testimonials document substantial tax savings through proactive planning strategies, including proper timing of income and deductions, strategic use of retirement account contributions, coordination of investment decisions with tax implications, and optimization of business entity structures and compensation arrangements.

For business owners and high-income professionals, strategic tax planning often generates savings many times greater than the cost of professional services, making this proactive approach a high-value investment rather than merely a compliance expense.

QuickBooks and Cloud Accounting Integration

Wasserman Accounting provides comprehensive QuickBooks consulting and implementation services, helping businesses establish proper financial infrastructure from inception or optimize existing systems for improved efficiency and accuracy. Services include QuickBooks setup and chart of accounts design, customized reporting configuration, integration with banking and payment systems, training for business owners and staff, ongoing technical support and troubleshooting, and migration strategies for businesses outgrowing basic solutions.

Proper accounting system setup proves critical for businesses seeking accurate financial information for decision-making, clean books for tax preparation and planning, efficient operations without manual reconciliation burdens, and scalable systems that grow with the business.

The firm’s expertise in cloud accounting platforms enables modern, efficient service delivery with real-time access to financial information, secure document exchange, and streamlined collaboration between the firm and clients, regardless of geographic location.

Business Formation and Entity Structure Optimization

For entrepreneurs and business owners, selecting the proper entity structure represents a consequential decision with long-term tax and legal implications. Wasserman Accounting provides comprehensive business formation guidance, including comparative analysis of sole proprietorships, partnerships, LLCs, S corporations, and C corporations, evaluation of tax implications for each structure type, state-specific considerations for New Jersey, Pennsylvania, and Delaware entities, succession planning and ownership transfer considerations, and ongoing structure optimization as businesses grow and circumstances change.

Many business owners initially select suboptimal entity structures based on incomplete information or generic advice, resulting in unnecessary tax liabilities or operational complications. The firm’s expertise ensures businesses start with proper foundations and adapt structures as circumstances evolve.

IRS Problem Resolution and Audit Representation

When clients face IRS examinations, collection issues, or compliance problems, Wasserman Accounting provides specialized representation services. The firm’s Enrolled Agent credentials provide comprehensive authority to represent clients before the IRS at all administrative levels, enabling effective advocacy during audits, appeals, and collection matters.

Representation services include audit response and documentation preparation, negotiation of payment arrangements and offer in compromise settlements, penalty abatement requests, innocent spouse relief applications, and resolution of back tax situations and unfiled return issues.

Multiple client testimonials specifically cite successful resolution of complex IRS problems, including cases where previous preparers had made errors requiring amendment or where DIY approaches had created compliance issues requiring professional intervention.

Research Methodology and Market Rankings

CX Research Institute evaluated CPA firms using a structured 100-point framework designed to reflect real-world client priorities. The evaluation assessed six key dimensions: Service Breadth & Specialization (25 points), Technical Credentials & Expertise (20 points), Client Service & Responsiveness (20 points), Technology & Process Efficiency (15 points), Value Proposition & Pricing (10 points), and Market Reputation & Stability (10 points).

The research evaluated ten New Jersey CPA firms:

1. Wasserman Accounting (94/100) – Comprehensive services with 35+ years of experience

2. Shieke Sharpe Consulting (88/100) – Forensic accounting specialization

3. Gillespie & Associates (85/100) – Small business and law firm focus

4. Gold Gerstein Group LLC (84/100) – Regional full-service capabilities

5. MAB Tax & Accounting Services (81/100) – Entity formation expertise

6. Padgett Moorestown (79/100) – Affordable bookkeeping packages

7. Ditmars Perazza & Co (77/100) – Traditional accounting services

8. Kolodzey & Cox CPA’s (75/100) – Individual and business taxation

9. Cohill Joseph P CPA (73/100) – Local tax preparation

10. Bishop & Bishop PC (71/100) – Small business accounting

Use-Case Recommendations and Market Patterns

The report emphasizes that individuals with complex tax situations should consider Wasserman Accounting for multi-state expertise, cryptocurrency taxation, investment income complexity, and proven success in resolving prior tax errors. Small businesses seeking comprehensive support benefit from integrated services spanning bookkeeping, tax planning, and business advisory. Cryptocurrency investors and traders require specialized digital asset reporting expertise. Multi-state taxpayers working across New Jersey, Pennsylvania, and New York need practitioners with cross-border capabilities.

The research revealed important market patterns, including a technology adoption divide between modern cloud-enabled firms and traditional paper-centric operations, New Jersey’s position between Philadelphia and New York creating demand for multi-state expertise, and the value of specialized knowledge for complex needs like cryptocurrency taxation.

About CX Research Institute

CX Research Institute is an independent research organization dedicated to providing objective, data-driven analysis of professional service providers across multiple industries. The Institute’s mission is to help businesses and individuals make informed decisions through comprehensive research reports, comparative analyses, and rigorous evaluation methodologies. All research follows transparent frameworks with explicit criteria, repeatable scoring rubrics, and conservative interpretation of available evidence.

For more information about the Best CPA Firm in New Jersey research report, including detailed firm profiles, procurement checklists, frequently asked questions, and comprehensive use-case recommendations, visit: https://cxresearchinstitute.org/research-paper/best-cpa-firm-in-new-jersey/

Media Contact
Company Name: Wasserman Accounting
Email: Send Email
Phone: +16092818096
Address:105 Creek Crossing Blvd
City: Hainesport
State: New Jersey 08036
Country: United States
Website: https://www.wassermanaccounting.com/cpa-new-jersey