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Tax Wealth & Financial Services Inc

Financial planner

5.0· 49 reviews on Google · as of Nov 1, 2026

Tax Wealth & Financial Services Inc in Point Pleasant Boro, New Jersey is listed as a CPA in the IRS federal preparer directory, with tax advisory & planning and tax preparation on record as practice areas. As of November 1, 2026, the Google Business listing for Tax Wealth & Financial Services Inc showed a 5.0-star average across 49 reviews.

Tax Wealth & Financial Services Inc does not participate in TaxScout — requests sent through TaxScout do not reach it. Details above come from public IRS and business records.

Publicly listed contact for Tax Wealth & Financial Services Inc

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All tax preparers in Point Pleasant Boro, NJ →All tax preparers in New Jersey →Data last verified: Nov 1, 2026IRS data as of: Oct 23, 2026

526 Bay Ave 2nd Floor, Point Pleasant Beach, NJ 08742

CPA in the IRS federal preparer directoryListed in the IRS federal preparer directoryState licence not verified by TaxScout
Specializes in
Tax Advisory & PlanningTax Preparation
Languages
English

Typical tax-prep fees in New Jersey

New Jersey average, not a firm's price

Form 1040 + state, standard deduction

$235

Form 1040 + state, itemized

$305

Add Schedule C (self-employed)

+$205

Partnership return (Form 1065)

$919

S corporation return (Form 1120-S)

$1,359

C corporation return (Form 1120)

$1,344

Average fees reported by New Jersey practitioners in the National Society of Accountants 2020-2021 Income and Fees Survey, State Averages (published 2020). Survey averages, not adjusted for inflation. They are not Tax Wealth & Financial Services Inc's prices; this practice has not published its rates. Source

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About this practice

Tax Wealth & Financial Services Inc operates from 526 Bay Ave 2nd Floor, Point Pleasant Beach, NJ 08742 in Point Pleasant Boro, New Jersey. TaxScout has not independently verified a New Jersey Board of Accountancy licence for this practice.

On Google Business Profile, the firm is categorized as a financial planner.

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