Tracey & Tracey CPAs | South Jersey Accounting Solution

Latest News & Tax Tips

Stay current on the latest events

Individual Jul 4, 2025

One Big Beautiful Bill Act – Individual Tax Changes

The One Big Beautiful Bill Act (OBBBA), signed into law on July 4, 2025, introduces significant changes for individual taxpayers. The Act permanently extends current individual income tax brackets and higher standard deduction amounts, indexed annually for inflation.

Business Jul 4, 2025

One Big Beautiful Bill Act – Business Tax Changes

The OBBBA provides long-term certainty for businesses by making several major provisions permanent. The Qualified Business Income (QBI) deduction remains at 20%, and bonus depreciation returns to 100%.

International Jul 4, 2025

One Big Beautiful Bill Act – International & Energy Provisions

Internationally, the Act restructures the global minimum tax framework and establishes a permanent Opportunity Zone framework beginning in 2027.

Our Services

Maximize your future with our great services

Our mission is to give clients the greatest chance at success through effective tax and business planning. We help them understand where they are today and where they want to be in the future.

Preparation of Tax Returns & Tax Planning

We believe that the best way to maximize the tax benefits that are available for you or your business, effective tax planning is needed. Every client is different and may need different advice and time to help reach individual goals. We provide services to reach these goals.

We prepare many types of tax returns including:

Individual Returns
Partnership Returns
Corporate Returns (1120 & 1120S)
Non-Profit Returns (Form 990, 990-EZ & 990-PF)
Estate and Gift Returns
Preparation of Personal and Business Financial Statements
We also assist clients with IRS and State notices or audits if needed.

Business Consulting & Appraisals

Tracey & Tracey Certified Public Accountants can help clients analyze their current situation to help them make the best possible choices. We can help clients develop a business plan to meet specific goals or evaluate an existing plan to help in certain areas.

Some of the specific business consulting services we often provide for clients are:

Bank Financing Assistance
New Business Formation
Cash Flow Management

Strategic Business Planning

Analysis of Accounting/Bookkeeping systems including; installation, set up and assistance with Quickbooks or any other reliable software that fits the needs of your business.

Estate & Trust Planning

Estate planning is the process of anticipating and arranging for the disposal of an estate during your life.

Many of the items we participate in planning are:

Estate Devices
Tax Planning
Estate Planner (collecting all data)
Beneficiary planning

In additions to estate planning, we assist in estate administration and tax return preparation for the estate.

Tax Center

Essential resources and forms for your tax needs

Federal Taxes

Federal Refund
Use this button in order to receive general Federal tax return information.
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Federal Tax Forms
For a list of Federal forms, please visit the following button below.
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Federal Tax Payments
If you need to make Federal payments online you can sign up with the EFTPS.
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New Jersey Taxes

State of New Jersey Refund
Use this button in order to receive general tax return information for the State of New Jersey.
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Filing New Jersey Payroll Returns
To file NJ Payroll Tax Returns and make payments, click on the following link.
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State Tax Forms
For a list of State forms, please visit the following button below.
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State of NJ Tax Estimates
If you need to make state estimates quarterly, monthly or weekly for any reason.
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Filing NJ Sales Tax Returns OR Business-Related Payments
To file NJ Sales Tax Returns and make payments.
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Pennsylvania Taxes

State of Pennsylvania Refund
Use this button in order to receive general tax return information for the State of Pennsylvania.
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Filing PA Sales Tax Returns
If you make PA Sales and need to file a sales tax return.
View Resource

Tax Return Deadlines

Important Federal Calendar Year-End Tax Return Deadlines are coming soon:

1065 & 1120S

March 16, 2026

1040, 1041, 1120C, FinCEN 114-FBAR

April 15, 2026

990

May 15, 2026

Asset Management & Investments

Invest in your financial well-being

Tracey Wealth Management Co. was created to provide strategies for personal investment objectives revolving around retirement, college saving, financial asset structuring, insurance, and estate planning. Whether a client is just starting to invest in their financial well-being or they have many assets already in place, we are here to help clients develop and maintain the most appropriate strategy for them.

Our Investment Services

Retirement Income Planning

We can help you develop a strategy that generates income from your retirement portfolio.

College Savings Planning

We can help you strategize a plan in order to save for education.

Financial Asset Structuring

We can help you with your financial asset structure.

Estate & Trust Planning / Funding

We can help you with estate and trust strategies for reducing taxes on wealth that will be transferred to your loved ones.

Our Investment Sites

Note: If you would like to add web access and/or e-delivery to an existing account, please contact us:

NFS Accounts

Access your Wealthscape Investor Online® account for statements, trade confirmations, and more.

Access Account

Check the background of this firm on FINRA’s BrokerCheck

Contact Us

Get in touch with our team today

Linwood Office

327 Central Avenue, Suite 101
Linwood, NJ 08221

(609) 927-9305

Egg Harbor City Office

230 Philadelphia Avenue
Egg Harbor City, NJ 08215

(609) 965-7709

Email Us

Have questions? Send us an email and we'll get back to you shortly.

info@traceycpas.com

Welcome to your South Jersey Accounting Solution