Shore Financial Planning prepares tax returns for individuals and small businesses. We recommend that our clients’ create an online account with the IRS in order to independently verify your tax records on an expedited basis to help assist with ongoing: Tax Preparation Tax Planning Identity Protection Assistance with tax issues The account creation process is: […]Read more
Shore Financial Planning is a fee-only financial advisor based in Monmouth Beach, New Jersey. As a fee-only/commission-free/flat-fee financial planner, I do not sell products or collect commissions. I am a fiduciary financial planner that specializes in tax-focused planning as a CERTIFIED PUBLIC ACCOUNTANT (CPA), and CERTIFIED FINANCIAL PLANNER™ CFP® professional. I serve clients in New Jersey and remotely throughout the U.S.A.