We are pleased to announce that we have re-branded and launched a new logo in celebration of the Firm's First 50 Years in 2020! The re-brand of our new logo represents the collaboration of our Accounting and Wealth Management Teams. This important announcement is timely as we prepare to celebrate a very exciting milestone in our Firm's history - our First 50 Years in 2020!
We are very excited about the progressive and successful Firm that we are today and look forward to the future and the "Next 50 years". Since our Firm was founded in 1970, the world has changed dramatically, but what has not changed is our mission, vision, and values. We are still 100% dedicated to our clients and their goals.
Over the next few months and throughout 2020, we will mark our five decades in business by planning and participating in a variety of philanthropical initiatives; honoring our clients, associates & community.We will celebrate our history and look forward to the next 50 years. Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ.
We are very excited about the progressive and successful Firm that we are today and look forward to the future and the "Next 50 years". Since our Firm was founded in 1970, the world has changed dramatically, but what has not changed is our mission, vision, and values. We are still 100% dedicated to our clients and their goals.
Over the next few months and throughout 2020, we will mark our five decades in business by planning and participating in a variety of philanthropical initiatives; honoring our clients, associates & community.We will celebrate our history and look forward to the next 50 years. Traphagen CPAs & Wealth Advisors is a comprehensive financial services firm comprised of accounting, tax and wealth management located in Bergen County, NJ.
Services
In honor of our first 50 years, Traphagen CPAs & Wealth Advisors is proud to announce our "50 Acts of Kindness" campaign to acknowledge the many ways that "Traphagen Gives Back" to our #community.
Our "50 Acts of Kindness" will range from #volunteer experiences to significant charitable contributions, and all will have a common theme: "CARE."
By sharing our stories, and leading by example, we hope that that we can #inspire others to "Do Good, " "Give Back" and perform "Acts of Kindness" as well.
Our "50 Acts of Kindness" will range from #volunteer experiences to significant charitable contributions, and all will have a common theme: "CARE."
By sharing our stories, and leading by example, we hope that that we can #inspire others to "Do Good, " "Give Back" and perform "Acts of Kindness" as well.
To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services.
Earned through our integrity, expertise & knowledge, education beyond credentials, objectivity; free of personal bias & conflicts of interest, and our commitment to excellence.
Earned through our integrity, expertise & knowledge, education beyond credentials, objectivity; free of personal bias & conflicts of interest, and our commitment to excellence.
Traphagen CPAs & Wealth Advisors provides individual tax, assurance, and advisory services to many individuals.
Our experienced professionals provide individuals with sound tax advice and can identify tax planning strategies to minimize your tax liabilities and protect your assets.
We work with a vast range of professionals to provide accounting and assurance, tax, and business advisory services.
With our managing partner serving on the board of banking institutions, our alliances with attorneys and collaboration with insurance agencies, we are confident we can handle all your business and personal needs.
Our experienced professionals provide individuals with sound tax advice and can identify tax planning strategies to minimize your tax liabilities and protect your assets.
We work with a vast range of professionals to provide accounting and assurance, tax, and business advisory services.
With our managing partner serving on the board of banking institutions, our alliances with attorneys and collaboration with insurance agencies, we are confident we can handle all your business and personal needs.
Traphagen CPAs & Wealth Advisors offers a comprehensive suite of wealth management services with a thorough department that includes specialists in all wealth management disciplines.
We employ a 'team' approach for our clients to ensure that each client establishes a relationship with the team members that specialize in the areas that are most applicable to their unique situation.
In addition, this ensures all clients will always have access to at least one of their advisors.
The advantage of a wealth manager that not only manages your portfolio but also protects that wealth through proper estate and tax minimization planning is significant.
We employ a 'team' approach for our clients to ensure that each client establishes a relationship with the team members that specialize in the areas that are most applicable to their unique situation.
In addition, this ensures all clients will always have access to at least one of their advisors.
The advantage of a wealth manager that not only manages your portfolio but also protects that wealth through proper estate and tax minimization planning is significant.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice.
We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances.
All examples are hypothetical and are for illustrative purposes.
We can not and do not guarantee their applicability or accuracy in regards to your individual circumstances.
All examples are hypothetical and are for illustrative purposes.
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