Charles Montecino, Certified CPA

Trusted. Dedicated. Accurate.

Welcome to Charles K. Montecino, CPA where we offer solutions for all types of IRS problems, including: IRS audits, Offer in Compromise, wage garnishments, levy releases, penalty abatement, audit representation, filing of old tax returns, installment payments, installment agreements, garnishment, lien and levy removal. Our experience spans 35 years to both businesses as well as individuals.

Located in Southern New Jersey, we support a broad geographic radius and with close proximity to Pennsylvannia and New York we also serve the Philadelphia area with clients in the surrounding cities of Horsham, Jenkintown, Blue Bell, Willow Grove, Warminster, Newtown and Bensalem. Our services stretch to New York assisting the Brooklyn area as well as New York City.

We have experience representing retailers, service businesses, wholesalers, manufacturers, and all types of contractors including small, family owned businesses. Here to guide you with your financial, tax and accounting needs, our array of services can help you take the right steps so that you feel confident about your finances.

Community oriented, many of our clients live and work in and around our office including:

Cherry Hill, Vineland, Sicklerville, Sewell, Pennsauken, Glassboro, Hammonton, Clayton, Haddonfield, Maple Shade, Moorestown, Marlton, Blackwood, Bellmawr, Woodbury, Berlin, Turnersville, Princeton, Trenton, Lawrenceville, West Deptford, Medford, Plainsboro, Paterson, Elizabeth, Camden and Willingboro.

Some of our affiliations include: American Institute of Certified Public Accountants (including the Tax Practice Section), New Jersey Society of Certified Public Accountants, Pennsylvania Institute of Certified Public Accountants, and the American Society of Tax Problem Solvers.

Whether you need to plan for retirement, college, divorce, or have a plan prepared for your estate, we can help you meet your goals. In addition to financial planning, we offer assistance working with QuickBooks to help benefit your business and save you time. Our tax center makes doing your taxes a breeze, and allows us to relieve some of that number crunching stress. We’ve also cut the work in half by providing you with the tools you need to help your planning process with a list of recommended books, a tax organizer and more.

Estate Planning

Our Estate Planning services allow you to create a secure future for your children, family, beneficiaries, successor, or guardian. We can work with you to create an estate plan that you are comfortable with. In addition to your estate plan, we can help provide the information you need, as well as the help to create living trusts and wills, or last will and testament. It is our goal to help you take charge of your future.

Retirement Planning

It is important to start planning your retirement early. Learn the best way to invest for your retirement and learn about saving strategies, 401K’s, IRA versus ROTH IRA and which is better for you. Whether you are looking to start planning early, or you need to have a last minute retirement plan, we can help you find the best investment.

College Planning

Obtaining a degree can be a financial challenge, but it doesn’t have to be unattainable. Our college planning services can help outline a plan that makes you or your child’s college, or your advanced degree fit into your financial boundaries. Find out what your options are, get the most out of financial aid, and let us help take away the pressure. Learn about saving and planning early, education tax credits, and get your questions answered.

Divorce Planning

Divorce can presents several tax related challenges. Not only does property need to be assigned and properly reflected in the prepared return but also ramifications of income adjustments, alimony, child support and deductions need to be addressed. We will present a balanced and constructive opinion weighing options and offering suggestions for the best possible outcome for all parties involved.

Helpful Links:

American Society of IRS Problem Solvers
www.astps.org

AARP Money
www.aarp.org/money

American Bar Association Estate Planning
www.abaret.org/rppt/public

Estate Planning Links
www.estateplanninglinks.com

Smart Money
www.smartmoney.com/personal-finance/estate-planning

Digital Women
www.digitalwomen.com

Financial Calculators
www.dinkytown.com

Historical Stock Quotes
http://bigcharts.marketwatch.com/historical/default.asp?

Current Stock Quotes
http://bigcharts.marketwatch.com/quotes

Bloomberg Business News
www.bloomberg.com

MSNBC News
www.msnbe.msn.com