Nu Sun Financial Services

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Today: 9:00 am - 5:00 pm

23 Years

in Business

(908) 769-3949Call Visit WebsiteVisit Website Map & DirectionsDirections51 Mount Bethel RdWarren, NJ 07059 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	9:00 am - 5:00 pm

Places Near Warren with Financial Planners

Plainfield (8 miles)
South Plainfield (8 miles)
Berkeley Heights (9 miles)
Basking Ridge (11 miles)
Somerville (11 miles)
Bridgewater (13 miles)
Edison (13 miles)
Westfield (13 miles)
Somerset (13 miles)
Metuchen (14 miles)

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AKA

Nu Sun Financial Services LLC

Nu Sun Financial Svc

Other Link

http://carusocpa.com

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Financial Planners, Financial Planning Consultants, Financial Services, Insurance, Investments, Mortgages, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (908) 769-3949

Address: 51 Mount Bethel Rd, Warren, NJ 07059

Website: http://carusocpa.com

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Nu Sun Financial Services

Tax Planning
Tax planning and preparation form a winning combination for our successful individual and business clients. Whether you are an individual or a multi-tiered partnership, our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.
Charitable Giving
The IRS has issued final regulations that require taxpayers to reduce the amount any charitable contribution deduction by the amount of any state and local tax (SALT) credit they receive or expect to receive in return. The rules are aimed at preventing taxpayers from getting around the SALT deduction limits. A safe harbor has also been provided to certain individuals to treat any disallowed charitable contribution deduction under this rule as a deductible payment of taxes under Code Sec. 164
Estate Taxes
Tax Services
The ideal candidate will have substantial exposure to Individual Tax Preparation, along with technical review experience. Exposure to Prosystem FX, Prosystem Access a +, Proficient in Microsoft Office. Financial statements compilation and review experience.
Roth IRA
Tax Deductions
Entity, he or she must reduce any charitable contribution deduction for federal income tax purposes if he or she receives or expects to receive a SALT credit in return. A taxpayer is generally is not required to reduce the charitable deduction on account of its receipt of state or local tax deductions. However, the taxpayer must reduce its charitable deduction if it receives or expects to receive state or local tax deductions in excess of the taxpayer’s payment or the fair market value of property transferred.
Income Tax
For New York personal income tax purposes, a taxpayer’s petition challenging a notice of disallowance (notice) of a 2021 School Tax Relief (STAR) credit was dismissed because the petition was not fi...
Capital Gains Taxes
If you own company stock in a retirement plan you may be able to take advantage of using the long term capital gains tax rate rather than your ordinary income tax rate on this investment.
Tax Return Preparation
Her main responsibilities include accounting services for various bookkeeping clients, assisting staff with monthly and quarterly write-ups, payroll tax reports and individual tax return preparation
Business Tax Return Preparation

Mutual Funds
This calculator can help you analyze the costs associated with buying shares in a mutual fund. By entering a few pieces of information, found in your fund's prospectus, you can see the impact of fees and operating expenses on your investment.
Bonds

Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel cannot be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following...
Payroll Services
Bookkeeping Services

Long Term Care
Long term care is needed by those who can't perform the basic tasks required to take care of themselves. This calculator can help you determine if you are financially prepared for this impending expense.
Asset Protection
Reverse Mortgages
This calculator is specifically designed to show you how the outstanding balance of a reverse mortgage can rapidly grow over a period of time.

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