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New Financial Management LLC (CPA firm)

New Financial Management LLC (CPA firm)

Reviews Summary

The reviews consistently highlight exceptional service, with frequent praise for professionalism, efficiency, and responsiveness. Many emphasize deep tax and financial expertise, thorough explanations, and personalized attention. Clients appreciate prompt communication, reasonable fees, and trustworthiness, often noting successful outcomes like maximized refunds or corrected filings. Several mention long-term satisfaction and strong recommendations for both individual and business needs. The overall sentiment reflects high confidence in the quality of work and client care.

About This Listing

Bookkeeping
Accounting
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services

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
Financial Statements
Tax Preparation
Tax Planning
IRS Representation
International Tax
Small Businesses
Expatriates
Foreign Nationals
Individual Taxpayers
QuickBooks
Remote Services
Bilingual Services

Contact Information

Address

1041

Chatham, NJ 07928

Visit Website Call Now Get Directions

Customer Reviews

It was a pleasure working with Cindy on our tax preperation, she really took the time to explain items on our tax return and helped us get an understanding of our taxes and was very prompt with the filing. We would highly recommend her.

Cindy was the first CPA I worked with. She?s efficient and relatable. I was able to file my income tax timely and got my refund early in Feb while many others haven?t started yet. I would highly recommend her to anyone. Thanks for your service and support!

My husband and I strongly recommend Cindy Liu, CPA & CFA. We would like to give her services a five star rating. Cindy has a great client-serving attitude, always communicating with us quickly and responds to our questions and needs warmly, which is not easy to find among accountants nowadays. Cindy is well trained with profound knowledge in accounting and finance and has rich experiences in both individual and business tax preparation. She is highly efficient and has helped maximize our tax outcome consist

Cindy did a very thorough job with my taxes. I appreciated the time she took, and the questions she asked. She was very responsive during the process. I look forward to continuing a relationship with her and having her do my taxes again next year.

Cindy is knowledgeable and trustworthy. She was very patient and explained all of my options and financials as she went along. I have such confidence that my tax obligations are managed with such diligence. I would highly recommend New Financial Management.

Cindy is a true professional! she communicates well and in an expeditious manner. Her work output is precise and completed quickly. Her fees are reasonable and very fair. I see no reason for anyone to be disappointed when using Cindy as their tax preparer.

I was most pleased with Cindy?s service. She is professional, reasonable, and caring. Since I gave her very limited time but she had managed her time well to file our taxes on time. 5 plus more star from me. Thank you.

Cindy was great! She helped our company file tax returns. She was very responsive and professional, I highly recommend!

I highly recommend Cindy- we used her for our 2021 Tax return, she did a great job not only for the tax year but also checked our 2020 tax return and identified we overpaid several thousand-dollar to the NJ state and helped us received it back!

NFM helps our school for many years in bookkeeping and other services. She is very professional, responsive with clear and efficient communication. I highly recommend this CPA firm to anybody. - LHXCS school principal 4/26/2021

My daughter, brother and I have used Cindy's services, we are happy with her financial savvy.

Cindy is a true professional and easy to work with. She is very knowledgeable, and works efficiently. I highly recommend her firm .

Cindy was so prompt and responsive. Cindy took the time to answer any concerns I had regarding my W2. I truly appreciate Cindy?s assistance and I will be completing my taxes with Cindy next year!

Highly knowledgable. Provide clients attentitive and professional service whether during peak season for tax preparation or low season for tax planning. I would highly recommend New Finacial Management.

New Financial Management has provided great service to our company. Would highly reccomend to any organization. -Al (Service First)

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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