# Tax Advisory for NJ Businesses and Owners - Shree Accounting LLCSource: https://shreecpas.com/services/tax-advisory/ Publisher: Shree Accounting LLC, 688 Tabor Road, Morris Plains, NJ 07950 · (201) 888-1035 · pras@shreecpas.com> Tax planning and compliance for businesses and their owners: entity choice, BAIT and PTET, multi-state filings, RSUs, estates and returns in every state.# Tax Advisory for NJ Businesses and OwnersTax planning and compliance for businesses and their owners: entity choice, BAIT and PTET, multi-state filings, RSUs, estates and returns in every state.Tax advisory is the planning that happens before the return: choosing the right entity, timing income and deductions, making elections on time and keeping the business and its owners compliant in every state where they owe. We plan for the business and for the people who own it together, because most decisions affect both.## What we handle- **Business tax planning:** entity choice, S-Corporation elections and reasonable salary, New Jersey BAIT and New York PTET elections, owner compensation and retirement plans. See [tax planning and strategy](https://shreecpas.com/services/tax-planning/) . - **Returns and compliance:** partnership, S-Corp, C-Corp, trust, nonprofit and individual returns, with extensions and estimates handled deliberately. See [tax preparation](https://shreecpas.com/services/tax-preparation/) . - **Multi-state tax:** nexus reviews, sales and income tax registration, apportionment and voluntary disclosure. See [multi-state tax and nexus](https://shreecpas.com/services/multi-state-tax/) . - **Owners and executives:** NJ/NY commuter returns, RSUs and stock options, international income and estate planning. See [NJ/NY commuter tax](https://shreecpas.com/services/nj-ny-commuter-tax/) , [equity compensation](https://shreecpas.com/services/equity-compensation-tax/) , [international tax](https://shreecpas.com/services/international-expat-tax/) and [estate and wealth planning](https://shreecpas.com/estate-wealth-tax-planning-in-nj/) .## How the year runs1. A mid-year projection of the business’s and owners’ tax for the year, with the decisions still open. 2. A year-end planning meeting with specific actions and their dollar effect. 3. Estimated payments set from real numbers, so April holds fewer surprises. 4. Returns prepared by the firm that knows your books, with elections tracked against their deadlines.## Frequently asked questions### Do you prepare the owners’ personal returns too?Yes, and we recommend it. Business and personal returns interact through K-1s, BAIT and PTET credits, estimated payments and retirement contributions, so planning them together usually saves money.### Can you represent us in a tax audit?Yes. As a CPA firm we represent clients before the IRS and state tax departments, including New Jersey and New York sales tax, income tax and residency audits.Talk it through with a CPAA free 45-minute strategy session with an experienced CPA. We’ll look at your situation and tell you exactly what we’d do, whether or not you engage us.[Book a free strategy session](https://shreecpas.com/contact/) [(201) 888-1035](tel:+12018881035)Talk to a CPAFree 45-minute strategy session. Reply within one business day.[Book a strategy session](https://shreecpas.com/contact/)[(201) 888-1035](tel:+12018881035)Written and reviewed by[Prasanna Thiruvenkatachari](https://shreecpas.com/about/)CPA (New Jersey), CFE, CGMALast reviewed October 16, 2026Other services- [Client Accounting Services in New Jersey](https://shreecpas.com/services/client-accounting-services/) - [CFO Advisory and Cash Flow Forecasting](https://shreecpas.com/services/cfo-advisory/) - [Finance Systems, Automation and AI Tools](https://shreecpas.com/services/finance-automation-ai/) - [Multi-State Tax and Nexus Services](https://shreecpas.com/services/multi-state-tax/) - [NJ and NY Commuter Tax for Remote Workers](https://shreecpas.com/services/nj-ny-commuter-tax/) - [Small Business Bookkeeping, Payroll and Tax](https://shreecpas.com/services/small-business-accounting/) - [Tax Planning and Strategy for NJ Businesses](https://shreecpas.com/services/tax-planning/) - [Tax Preparation Services in New Jersey](https://shreecpas.com/services/tax-preparation/) - [RSU and Stock Option Tax Planning in NJ](https://shreecpas.com/services/equity-compensation-tax/) - [Estate and Wealth Tax Planning in NJ](https://shreecpas.com/estate-wealth-tax-planning-in-nj/) - [Fractional CFO Services in New Jersey](https://shreecpas.com/services/fractional-cfo/) - [Expat and International Tax CPA](https://shreecpas.com/services/international-expat-tax/) - [Nonprofit Accounting and Form 990 in NJ](https://shreecpas.com/nonprofit-form-990-cpa-in-nj/)## Related readingJune 24, 20262 minute read### [The NJ BAIT Election Explained: A SALT-Cap Workaround](https://shreecpas.com/nj-bait-election/)If you own a profitable pass-through business in New Jersey—an S-Corp, partnership, or multi-member LLC—there's a state election that can save you thousands of dollars…June 24, 20262 minute read### [NJ Residents Working in NYC: How to Avoid Double Taxation](https://shreecpas.com/nj-nyc-double-taxation/)It's one of the most common—and most misunderstood—tax situations in our area: you live in New Jersey, but you work for an employer based in New York City. Maybe you…June 24, 20262 minute read### [RSUs and Taxes: Why High Earners Get a Surprise Bill](https://shreecpas.com/rsu-taxes/)If you work for a public company—or a private one heading toward an IPO—a chunk of your compensation probably comes as Restricted Stock Units (RSUs). They're a great…--- General information, not tax advice for your situation.