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ALM Accounting, Tax & CFO Services

ALM Accounting, Tax & CFO Services

Reviews Summary

The reviews consistently highlight exceptional accounting expertise, strategic financial guidance, and efficient service. Clients praise the accountant's deep knowledge of tax laws, ability to simplify complex concepts, and dedication to improving business processes. Many note her patience, attention to detail, and competitive pricing. The service is described as trustworthy, forward-thinking, and tailored to both business and personal needs, with particular strength in handling small to medium-sized enterprises. Clients repeatedly emphasize satisfaction with the high-quality, personalized approach.

About This Listing

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls

Who Can Work with a CPA?

Individuals seeking tax prep, retirement planning, or financial advice
Small business owners needing bookkeeping, payroll, or tax compliance
Freelancers and contractors with 1099 income or complex returns
Couples planning finances together or managing joint returns
Investors with capital gains or rental property income
Anyone looking for year-round financial guidance and peace of mind

*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*

First-Time Clients

If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.

What to Know Upfront:

Documentation Bring your most recent tax returns, income details, and any financial concerns
Availability Appointments fill up quickly during tax season — book early if possible

*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*

What to Bring

Government-issued ID for verification
Tax documents (W-2s, 1099s, investment summaries, etc.)
Receipts or logs for deductible expenses, donations, or mileage

*Tip: Organize your documents in advance to save time and ensure accuracy.*

Preparing for Your Appointment

Write down any financial goals or questions in advance
Check if your CPA offers virtual sessions or document uploads
Bring a notebook or use a notes app for key takeaways
Know your deadlines for filing, payments, or compliance

*Note: Preparation helps you make the most of your CPA’s expertise.*

How to Get Started

Use our directory to find highly reviewed CPAs near you. Reach out directly to schedule your consultation.

Other Helpful Info

Many CPAs offer both in-person and remote consultations
Fees may be flat-rate, hourly, or based on service complexity
Some CPAs specialize in industries like healthcare, real estate, or tech
Check for client reviews and credentials (CPA license, EA, etc.)

*Note: Every CPA is different — take time to find one who fits your goals and style.*

Features

Bookkeeping
Accounting
Business Consulting
Financial Statements
Payroll
CFO Services
Tax Preparation
Tax Planning
IRS Representation
Budgeting
Forecasting
Financial Advisory
Estate and Trust Tax
Small Businesses
Individual Taxpayers
Non-profits
QuickBooks
Internal Controls

Contact Information

Address

9 Gawain Dr

Manalapan Township, New Jersey 07726

Visit Website Call Now Get Directions

Hours

Sunday Closed
Monday 9AM-5PM
Tuesday 9AM-5PM
Wednesday 9AM-5PM
Thursday 9AM-5PM
Friday 9AM-5PM
Saturday Closed

Customer Reviews

Almira has handled my family?s accounting needs for years & she is simply spectacular. She is very bright, clever & personable. She is always up to date on all tax law changes, nuances, etc & has an incredible way of explaining them so that it?s easy to understand. She?s trustworthy, quick, efficient & very detail oriented. She is a great listener who patiently answers all questions & works with us to form financial strategies that are best suited for our family. With Almira?s high level of expert serv

ALM Accounting & CFOs have provided our company with superior service and expertise. Their team not only helps us to manage all of our financial needs but also provides us with strategic guidance to ensure our business is always headed in the right direction, save cost, and improve margins and net profits. Almira is not only a pleasure to work with, but is also very strategic and forward-looking while addressing the day to day accounting needs. We are a small-medium company and do not necessarily have the

Almira, has worked as an accountant for out two Manhattan hotels for years. Almira restructured our accounting processes so that they were more efficient than ever. Not only is Almira intelligent and diligent, but she is also extremely patient with her clients. I cannot tell you how many times she has been willing to review her work and explain it to those that are not as financially or accounting savy. Her current rates do not do justice to the type of work she puts in. I highly recommend Almira for any s

I have known Almira for over 15 years and retained her accounting services for a mid-size non profit, for a small for profit firm and for my family's tax returns. She is simply spectacular with a wide range of skill sets for small to medium sized corporate and complex family returns. She is a skilled business accountant who can set up a small to medium sized firm and supervise its operation with a very wide set of accountancy skills and business awareness. She is always on time with reports. She is so

Wonderful woman, answered all my questions and charged a very competitive price for what she filed for me. See you next year!

Frequently Asked Questions

What qualifications should I look for in a CPA?

Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.

How do I find a CPA in my area?

Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.

What’s the difference between a CPA and an accountant?

A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.

How do I know if a CPA specializes in my needs?

Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.

Should I check a CPA’s reviews before hiring?

Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.

How can I verify a CPA’s license?

Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.

What questions should I ask during a CPA consultation?

Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.

How much should I expect to pay for a CPA’s services?

Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.

Can I work with a CPA remotely?

Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.

How do I assess a CPA’s communication skills?

During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.

What red flags should I watch for when screening a CPA?

Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.

Should I choose a CPA from a large firm or a solo practitioner?

Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.

How often should I meet with my CPA?

For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.

Can a CPA help with both personal and business finances?

Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.

What should I do if I’m not satisfied with my CPA?

Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.

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