Individual Tax Preparation in New Jersey

This page explains Brick Taxes LLC’s individual tax preparation services, what is included, how to work with us, and what to expect from the process. It is for New Jersey individuals and families who want a preparer for their federal and state returns, including W-2 employees, homeowners, retirees, and people with occasional gig income.

Call 732-540-1040 to talk about your return. Our office is at 88 Queen Ann Rd, Brick, NJ 08723.

Who this is for

Our personal tax preparation service may be a good fit if you are:

• A W-2 employee, including a remote employee with multi-state withholding questions.
• A parent or caregiver navigating children, dependents, and related credits.
• A homeowner with tax documents or home-related questions.
• A retiree or senior with pension, retirement, or investment income.
• Earning gig or 1099 income that is not a full-time business, such as rideshare, delivery, online resale, freelance work, or side consulting.
• Responding to an IRS or New Jersey notice about a return we can still review.
• Looking for help with a prior-year return or unfiled returns.

If you operate a full-time business, our self-employed and business services page is likely a better fit.

What is included in your income tax preparation

Your engagement is designed to move from document gathering to filed returns with a review in between. Depending on your situation, income tax preparation includes:

• An intake interview to understand your household and tax situation.
• Review of the documents you provide.
• A completeness check to identify missing forms or information.
• Preparation and electronic filing of your federal Form 1040.
• Preparation of your New Jersey return.
• A check for credits and deductions you may have missed.
• A review conversation before filing, so you can ask questions.
• A copy of your filed return and e-file confirmation.
• Year-round access to Brick Taxes LLC for questions related to your tax work.

We explain the return in plain English and discuss any questions before you approve filing.

Federal and New Jersey, handled together

Federal and NJ tax preparation involves more than transferring federal figures onto a state form. New Jersey starts with its own income categories under the New Jersey Gross Income Tax Act, and its treatment of some income and deductions differs from federal rules. That is why we prepare both returns as one coordinated engagement. (New Jersey Division of Taxation; NJ-1040 instructions)

Retirement income is one area where careful state-specific review matters. Eligible taxpayers claim the New Jersey pension and retirement income exclusion on the New Jersey return, subject to the state’s requirements; it is a common place for do-it-yourself filers and chain offices to overlook a potential tax benefit. (New Jersey Division of Taxation: Retirement Income Exclusions; NJ-1040 instructions)

Four ways to work with us

Choose the delivery method that works best for you. The preparation itself does not change.

1. In-office: Meet with us at our Brick office.
2. Fully remote: Use virtual tax preparation from wherever you are. Upload documents securely, review by phone or video, sign electronically, and have us e-file your returns.
3. Hybrid: Combine an office visit with secure uploads or remote review.
4. Secure mailbox drop-off: Leave your documents in the secure mailbox without a meeting, then review your return with us before filing.

Our online tax preparation process includes secure document upload, a phone or video review, electronic signature, and e-filing. All four delivery methods are handled by the same preparer and produce the same return.

How the process runs

1. Request an appointment by phone, through our contact page, or using the booking link below.
2. Complete intake so we understand your household, income sources, and questions.
3. Upload or drop off documents using your chosen delivery method.
4. We prepare and review your federal and New Jersey returns.
5. You review with us and get a chance to ask questions.
6. You approve and e-sign the returns.
7. We e-file the approved returns.
8. You receive confirmation and a copy for your records.

What to bring

Common documents include:

• Prior-year federal and state returns, if available.
• Forms W-2, 1099, and other income statements.
• Social Security numbers and dates of birth for you and your dependents.
• Childcare, education, and other credit-related documents, if applicable.
• Mortgage interest, property tax, charitable contribution, and other deduction records, if applicable.
• Notices from the IRS or New Jersey, if you want us to review them.
• Bank details if you want to discuss direct deposit or payment options.

See the full document checklist: What to Bring: Documents Needed.

Homeowners can also use our separate homeowner tax preparation checklist.

What it costs

The published fee schedule lists federal Form 1040 preparation starting at $175. The final fee depends on the forms, schedules, and states involved; the New Jersey resident NJ-1040 is listed separately on the pricing page.

There are no filing percentages and no surprise add-ons. Brick Taxes LLC provides a written fee explanation or estimate before work begins, so you can understand the expected scope and cost before deciding to proceed. For a fee question, call 732-540-1040.

Who prepares your return

Your return is prepared by an IRS Enrolled Agent. Matthew Jones is a federally licensed IRS Enrolled Agent with representation rights before the IRS and 25 years of tax preparation experience. Learn more about the Enrolled Agent credential and representation rights.

Serving Brick, Ocean County, and all of New Jersey

Our office is at 88 Queen Ann Rd, Brick, NJ 08723. We serve people in Brick Township and nearby communities, including Point Pleasant, Point Pleasant Beach, Manasquan, Wall Township, Howell, Lakewood, Toms River, Jackson, and Beachwood.

If you are searching online for “tax preparation services near me,” you can meet with us in Brick or work remotely. We serve clients across New Jersey and out of state through secure remote service.

Next steps

Ready to discuss your return? Contact Brick Taxes LLC to ask a question, request an appointment, or book a call.

• Call 732-540-1040.
• Send a message through our contact page.
• Book a call on Calendly.
• Explore our tax preparation services.

You can read what clients say on our public Google reviews page, or see more client feedback on our reviews page.

Frequently asked questions

Can you prepare both my federal and New Jersey returns? Yes. We prepare federal and New Jersey tax preparation as one engagement, with a review of the state-specific information needed for your New Jersey return.

Can I work with you if I do not live near Brick? Yes. Virtual tax preparation is available to clients across New Jersey and out of state through secure document upload, a phone or video review, electronic signature, and e-filing.

Can you review a prior-year or unfiled return? Yes. Contact us with the years involved and any notices or documents you have so we can discuss the appropriate scope of work.

Brick Taxes LLC is not a financial consulting firm and does not provide financial or investment advice. This content is a technical and mathematical illustration only; readers should consult their own financial advisor. There is no referral arrangement, and Brick Taxes LLC receives nothing for saying so.

To get started, call 732-540-1040 or contact Brick Taxes LLC. More than 105 Five-Star Google Reviews & Counting.