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Year-End Tax and Financial Planning for Individuals

As year-end approaches, now is the ideal time to review your financial picture and take steps to capture available tax savings. With new tax legislation, economic shifts, and evolving personal circumstances…

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Year-End Tax and Financial Planning for Small Businesses

As we approach the end of the year, it’s a great time to take stock of your financial health and ensure your tax strategies are working for you. This year has brought unique challenges and opportunities…

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Transition Options for Your Family Business

For many family-business owners, the question “What happens next?” looms large as retirement, health, or changing priorities enter the picture. Choosing among selling, merging, or passing the business…

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Experience That Matters

Haefele Flanagan - Premier South Jersey CPAs and Financial Advisors

From our two locations, Maple Shade, New Jersey and Philadelphia, Pennsylvania, the Haefele Flanagan team offers hands-on financial planning tailored to our client’s industry and business needs. Backed by over 50 years of experience, our bookkeepers and CPAs understand the complex financial demands facing modern organizations and businesses, especially in industries that require specialized expertise. If you need help organizing and getting to the next level, learn more about industries we work with and the services we offer.