A Partner Driven Firm Focusing on Client Success
Raymond, Perri & De Seno LLC - Logo

                                                                                   55 N Gilbert St Ste 1102
                                                                                    Tinton Falls, New Jersey

                                                                                                       07701-4956

                                                                                                     732-842-3961


Individual Services

Individual Services

When you need extra guidance on your financial records or tax preparation, then Raymond, Perri & De Seno of Tinton Falls is right for you. Each of our 3 partners has over 25 years of experience to give you personalized, individual help.

Our individual client services are on-going throughout the year, not just during  tax season. Here is a listing of ways we can help:
  • Tax planning and projections
  • Tax compliance, preparation of federal, state and local income tax returns
  • Review of employee benefits
  • Review of retirement plans
  • Review of college savings plans
  • Estate planning in coordination with client team of attorney, insurance and investment advisers
  • Preparation of gift tax returns
  • Preparation of estate tax and inheritance tax returns
  • Trust and estate administration and income tax return preparation
Make an appointment to meet our experts!
Call us at 732-842-3961

Our staff attends ongoing training!

Come to us to learn how to manage your personal or business finances easily and confidently today!

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