Profile
New Financial Management
ListedChatham CPA Firm for Tax Preparation and Bookkeeping
About
About
New Financial Management is a Chatham, NJ based CPA firm serving individuals and small businesses with tax and accounting support. The firm works with clients in New Jersey, New York, Pennsylvania, and surrounding areas, and it accepts both in-person and remote clients.
Its services include individual and business tax preparation, tax consultation and planning, accounting and bookkeeping, IRS and state tax notice and audit resolution, and business formation…
New Financial Management is a Chatham, NJ based CPA firm serving individuals and small businesses with tax and accounting support. The firm works with clients in New Jersey, New York, Pennsylvania, and surrounding areas, and it accepts both in-person and remote clients.
Its services include individual and business tax preparation, tax consultation and planning, accounting and bookkeeping, IRS and state tax notice and audit resolution, and business formation or dissolution. The firm also lists support for payroll services, sales tax, and QuickBooks setup among its capabilities.
Founder and manager Xin (Cindy) Liu is identified as a CPA with CFA and MBA credentials. The firm notes service in English and Chinese, with a focus on practical tax and bookkeeping support for individual taxpayers and small businesses.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Accounting services | In-person | ||
| Accounting services | Remote | ||
| New business formation | In-person | ||
| New business formation | Remote | ||
| Bookkeeping services | In-person | ||
| Bookkeeping services | Remote | ||
| Payroll services | In-person | ||
| Payroll services | Remote | ||
| Business tax preparation | In-person | ||
| Business tax preparation | Remote | ||
| IRS notice and audit help | In-person | ||
| IRS notice and audit help | Remote | ||
| Individual tax preparation | In-person | ||
| Individual tax preparation | Remote | ||
| Sales tax | In-person | ||
| Sales tax | Remote | ||
| Tax planning | In-person | ||
| Tax planning | Remote | ||
| Tax services | In-person | ||
| Tax services | Remote | ||
Client types
Client types
Tax focus
Tax focus
Software tools
Software tools
Service areas
Service areas
Languages
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