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Kiely Capital Management
Bernie and Yvonne Kiely
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   Call Kiely Capital Today 973-455-1894 973-455-1894

Tax Services

Income Tax Preparation

Income Tax Preparation by Keily Capital Managment

I am a CPA and the owner of Bernard M. Kiely, CPA; a sole proprietorship.  I have been teaching taxes at the professional level and a tax return preparer since 1983.  I specialize in:

  • The Alternative Minimum Tax (AMT)
  • Capital Loss Carryovers
  • The new 3.8% Medicare Sur-Tax on net investment income
  • The new 0.9% Medicare Sur- Tax on certain earned income
  • Stock Options and Restricted Stock Grants
  • Self-Employment Tax
  • Most out of state tax returns
  • Foreign Earned Income Exclusion
  • Credit for taxes paid to other countries

For tax preparation I work on an hourly basis and charge $250 per hour.  All tax returns are electronically filed.

Income Tax Planning

Income Tax Preparation by Keily Capital Managment

In many cases it is best to plan your taxes before year-end.  This may be the case if you have had a major change in your life such as:

    • A marriage
    • A divorce
    • A change of residency
    • New Job
    • Large bonus
    • You retired
    • A substantial capital gain

Planning ahead could save you peace of mind, taxes and/or underpayment penalties.  I charge $250 per hour for tax planning.

Audit Representation

Income Tax Preparation by Keily Capital Managment

It’s never nice to receive a notice from the federal or state taxing authorities.  It can be even worse if you are being audited.  You don’t have to go through an audit alone; I can help even if you prepared your own tax return.  If you are the subject of a tax audit I can help you in two ways.  I can sit down with you and review the audit notice, your tax return and your documentation.  I will then coach you so you can go to the audit by yourself.

I can also go to the audit with you and stand with you as you answer the auditor’s questions and while you present your documentation to the auditor.  Audit fees are $250 per hour. 

Are you looking for more full-service assistance? Look into our Financial Planning services.

       

 
 
Phone: 973-455-1894 | 51 Dumont Place, Morristown, NJ 07960 | Get directions!

Kiely Capital Management offers financial planning and investment advice. Serving Central and Northern New Jersey, Yvonne and Bernard (Bernie) Kiely provide over 25 years of experience offering discretionary asset management, retirement planning and income tax preparation. KCM is registered with the State of New Jersey as a Registered Investment Advisor.

“The only thing we sell is good advice.”

 

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