Kenneth P. Alevras, CPA is a full-service firm providing accounting, tax and financial management services tailored to meet your financial goals. We are committed to offering personal and professional service, with the sole goal of helping you eliminate uncertainty through proper tax planning, while allowing more time to focus on building your business and personal net worth.
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QuickBooks Pro Advisor
Before entering private practice in 1990, Ken was an accountant at Arthur Andersen LLP. He received his undergraduate degree in Accounting from Seton Hall University and is an active member of the New Jersey Society of Certified Public Accountants and an Alpha Kappa Psi alumnus. A former president of the Kiwanis Club and treasurer of the Normandy Shores Beach Club, Ken has volunteered his time with many non-profits and local hockey organizations.
Prior to joining Ken in private practice, Christine worked in the tax and audit fields at EisnerAmper in Edison, N.J., and for NUI Corporation as a supervisor of financial reporting and SEC filings. She received her undergraduate degree in Accounting from Seton Hall University.
Julia joined the firm in 2005 after emigrating from the United Kingdom, where she worked for Lloyds Bank. Julia graduated from the City of Westminster College in London and with Highest Honors from the College of Saint Elizabeth. She is a former officer of the College of Saint Elizabeth Alumni Association board of directors and a Phi Alpha Theta alumna.
Individual and business tax preparation
Income and sales tax filings
Foreign account disclosures (FBAR)
Registered Investment Advisor
Tax planning strategies
Retirement plan review and establishment
Contact us to learn more about our services.
With a client list of more than 80 agents nationwide and extensive knowledge of how agencies do business, we can help you take advantage of every available deduction. Using the most current technologies, the systems we implement allow a free flow of information between our offices.
Establish a streamlined bookkeeping system, including bill paying, filing system, credit card system, tax payment system, deduction finder and more.
Transition agents who are manually paying bills to using QuickBooks for writing checks, reconciling and entering payroll and deposits, etc.
Prepare a comprehensive tax projection report twice a year, as well as a Profit and Loss Statement with current period and prior year analysis.
Provide insight to determine where you stack up against your peers.
Review your plan annually and provide recommendations based on current tax laws and costs.
Recommend the correct plan level for your situation, assist with implementation and review it twice a year. We’ll also review the impact of payments on a surviving spouse to take advantage of tax savings.
Review and explain annual security report provided to agents.
Evaluate benefits that are accruing and recommend when to retire and start receiving payments, as well as the impact of payments on a surviving spouse and any court cases and/or tax code that provide them a safe haven.
Track your personal net worth annually to provide insight on liquidity, debt cost, potential retirement assets and more.
Contact us to set up a complimentary review.
We recommend the following professionals who have assisted our firm and our clients in reaching their goals.
“In 2003, I approached Ken for help opening a creative hot spot. From naming the business to advertising and payroll, Ken’s concerns and advice gave me the confidence to establish my business.”
“Ken has provided me with thousands of dollars of tax savings advice. He is quite well versed on many matters, and I call him before I make any financial decisions.”
“Ken takes the time to analyze my business and compare it to the growth of similar businesses to help me make financial projections. I would recommend him to anyone who’s looking for a professional, trustworthy and friendly accountant.”
“Ken takes the time to understand my business and my specific needs. He is an integral part of my planning process from preparation of financial reports and budgeting to discussions on office staffing.”
“Ken’s firm set up all my systems, from Quicken to paying bills to keeping better records. His advice is accurate, timely and proactive. Best of all, he understands our unique business.”
“Ken has been a vast wealth of knowledge for me, for all my tax needs, and even business ideas. His knowledge and accuracy on our accounts has been beneficial to our company’s growth.”
“Ken set up an accounting system for me that is very easy to use and understand, and his recommendations have been extremely helpful. He calls me on a regular basis and visits my office once a year just to talk face to face."
Certified Public Accountant
256 Columbia Turnpike
Florham Park, NJ 07932