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Private Client Services
High net-worth individuals are often significantly concerned with developing investment strategies, reducing income taxes, and “building, protecting, and preserving wealth for generations”.

Find out how you can benefit from PNF Certified Public Accountants & Healthcare Consultants’ integrated approach which combines tax knowledge, planning experience, and a high level of personalized service, using an objective, independent, and client-driven approach.
Our comprehensive services include:
  • Compliance (personal, gift, estate, fiduciary, business, payroll)
  • Transactional (purchases, sales, structuring)
  • Income tax planning (projections, strategies)
  • Executive compensation
  • Tax controversy and procedure
  • Needs analysis
  • Consulting services/sophisticated strategies
  • Product options (Life, Health, Dbl, Group, LTC)
Cash Flow, Education, and Retirement
  • Financial planning analysis (including retirement simulations)
  • Education and event funding (529 plans, real estate purchases)
  • Financing strategies (personal mortgages, business loans)
Entrepreneurial Business Services
  • Start-up entities (formation, SS-4, S Elections)
  • Set up accounting systems (training, implementation)
  • Outsourcing functions (G/L, A/P, A/R, payroll, QuickBooks)
  • Asset allocation and strategic planning
  • Manager/Fund selection
  • Monitoring and reporting
Estate, Gift, Trust, and Charitable Planning
  • Gift and estate strategies (succession planning, flow charting)
  • Document review (wills, trusts, DPOA)
  • Philanthropic strategies (foundations, CRATS, CRUTS, CLTS)
  • Legacy planning and elder care planning
  • Asset protection
  • Estate administration
Personal Accounting and Bookkeeping
  • Bill paying and banking functions
  • Personal books and records
  • Brokerage tracking
  • Fiduciary accountings
Qualified Plan Services
  • Plan design and structure
  • Investment selection
  • Fiduciary and employee education
Family Office Services
  • Lead advisor, strategic planning, and compliance
  • Asset placement and allocation
  • Concierge-type services
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197 Route 18 suite 235S, East Brunswick, NJ 08816