Acumen Associates Inc.

Contact us: info@acumenassociatesinc.com
Phone:732-322-4433



Our core services include:



  1. Business Consultation: We provide comprehensive business advisory services to help our clients navigate complex commercial landscapes and make informed decisions. Our team of experienced consultants works closely with businesses to identify growth opportunities, optimize operations, and develop strategic plans for long-term success.
  2. Deduction Optimization: We specialize in identifying and maximizing tax deductions for our clients, ensuring they minimize their tax liability while staying compliant with all relevant regulations. Our tax experts leverage in-depth knowledge of the tax code to help businesses and individuals optimize their deductions and maximize their returns.
  3. Tax Return Preparation: As part of our suite of financial services, we offer professional tax return preparation for both businesses and individuals. Our team of experienced tax preparers meticulously review financial records, identify all eligible deductions, and file accurate tax returns to help our clients avoid costly mistakes and ensure they receive the maximum refund possible.
  4. Additional Fees:
    1. Consultation Fee: $175 Per hours (If you decided to go with our services, then $50.00 Credit toward the services)
    2. Onboarding Fee: We charge a $100 onboarding fee for new clients to cover the extra time required to review their prior tax returns and financial history.
    3. Detailed Explanations or Payment Arrangements: If you have a balance due and require a detailed explanation or need to make payment arrangements, additional fees may apply.
    4. Unorganized Records or Raw Data: If you provide unorganized records or raw data instead of summarized information, we may need to charge additional fees for the extra time required to process and organize your financial information.
    5. Complex Tax Situations: Additional fees may be charged for services such as handling more than a couple of W-2s, 1099s, or stock trades, tax planning, tax research, or the preparation of additional forms and worksheets.
    6. Slow Response to Requests: If you are slow to respond to our requests, it can cause us to spend extra time re-reviewing prior work, which may result in additional fees.
    • By being transparent about our pricing structure, we aim to provide our clients with a clear understanding of the services they can expect and the associated costs. Our goal is to deliver exceptional value while ensuring a smooth and efficient tax preparation and business advisory experience.


Tax Return Preparation Personal





​Personal Federal Income Tax Preparation Only ( Not Include Tax Planning or Advice)

  • ​Minimum Fee is $220 (Include one State)
  • Schedule A $25.00
  • Additional State filling $50
  • Additional W2 $40.00
  • Schedule E $75.00
  • Local City filling $75.00
  • Schedule C filing $75.00
  • Schedule D filing $150 to $750
  • All other Forms $35.00


  • Personal Federal AMENDED Income Tax Preparation
    • ​Minimum $850 to $1450


Business Federal Income Tax Preparation





Business Federal Income Tax Preparation Only ( Not Include Tax Planning or Advice)


By focusing on these three key areas - business consultation, deduction optimization, and tax return preparation - we are able to provide our clients with a comprehensive suite of services to support their financial and operational goals.

  • Business Income Tax Preparation (Include one State)
    • S-Corp $450 to $750
    • LLC or Partnership $450 to $900
    • C-Corp - $750 to $1150
  • Sales Tax Return Preparation: $250 per filling Per State, per filling.
  • Business Federal AMENDED Income Tax Preparation
    • ​Minimum $1,500.00 to $2,000


Tax Planning



We typically schedule a 15-minute complimentary quick chat

  • Hourly Rate: $200 Per hour (Tax Planning/Advisory Service)
  • Average Tax Planning cost is between $1500 to $2500 (one-time charges)
  • We can often run one or two alternative scenarios to highlight savings opportunities. By analyzing these alternative scenarios, we can provide you with a deeper understanding of the tax implications and help you make an informed choice that aligns with your overall financial goals.
  • We will also advice you on the need to making quarterly estimated tax payments

Absolutely, tax planning is a critical service that sets us apart from many traditional tax firms. We are proud to include comprehensive tax planning as a core component of our Business Advisory and Tax Patrol Services, as well as offering standalone Tax Plan engagements.

First, we'll need to gather some key details about your current financial situation Once we have that information, we can model out the potential tax implications of each scenario, considering factors like:

  • Your current and projected income levels
  • Potential deductions and credits available for a new vehicle purchase
  • Impact on your alternative minimum tax (AMT) exposure
  • Optimization of pass-through entity tax deductions (PTET) if applicable
  • Any other unique tax considerations based on your personal and business circumstances.




Payroll Service





  • Payroll Accounts Setup, Transfer, Closing
    • $500 to $600 Depending on State
  • Employees data Transfer
    • $20 Per EE
  • Small Business Payroll $125 Monthly (1 to 5 Employees)
  • Small Business Payroll $175 Monthly (6 to 15 Employees)


Bookkeeping SERVICES





We maintain books and records in our office, client received detailed reports

  • Monthly/Quarterly Bookkeeping Services
    • Small Businesses starting at $160 per month
  • Quarterly Review and Reconciliation
    • Small businesses starting at $500 per quarter


Other FeeS



  • Business Plan: $250 to $350
  • Living Will: $300
  • Trust: $1000 to $5000 (Note it all depends on which type of trusts Revocable living trust or Charitable Trust etc.). Note: Lawyer fee is separate.
  • Estate Planning: $6000 to $10,000 (Note: Lawyer fee is separate).
  • Business Formation
    • $325 + state filing fee (Included - Federal EIN, State Filling and S Corp Election)