Real strategies from a real CPA. No fluff. No upsell. Just the playbooks we wish every client came in already knowing — so we could spend our time implementing, not explaining.
Because informed clients make better decisions — and better decisions lead to better outcomes. We'd rather earn your business by demonstrating value than by keeping you in the dark.
Download it, read it, use it. No follow-up sales calls unless you ask. We earn trust by being useful first.
Every strategy in these guides is something we've implemented for real clients. Not listicle filler — actionable specifics.
Generic federal tax advice misses half the picture. Our guides cover the NJ-specific rules that change your strategy — the BAIT, the inheritance tax, the retirement exclusion.
Select the playbook that matches where you are right now. Enter your email and it's yours immediately.
For NJ Professionals, W-2 Earners & Investors · v002
17 strategies to reclaim $3,000–$9,000 before December 31st — written for NJ residents earning $100K or more who have never had a proactive tax planning conversation.
Several of these strategies must be in place before December 31st to take effect this tax year. Download now to see which ones still apply to your situation.
A client in Middlesex County — a W-2 engineer with a brokerage account — recovered $5,800 in the first year using three strategies from this guide. All three are in here.
+ Bonus: NJ W-2 Professional Tax Deduction Checklist — one page, print it, use it every year.
For NJ Homeowners & Pre-Retirees Planning Their Estate · v002
NJ's inheritance tax starts at 11% and reaches 16% for beneficiaries outside your immediate family — including siblings, nieces, nephews, and unmarried partners. Most families don't learn this until it's too late to change anything.
Estate planning is the one area where waiting costs you permanently. This guide shows you what to restructure while you still can.
A client family came to us six months after a parent passed. The estate was structured to generate a $47,000 NJ inheritance tax bill. We identified two planning moves that would have eliminated it entirely. Both are in this guide.
+ Bonus: NJ Inheritance Tax Class Reference Chart — print it, share it with your family, and know exactly where you stand.
For NJ LLC Owners & Self-Employed Professionals Netting $80K+ · v002
If your business nets more than $80,000 and you're still a sole prop or single-member LLC, one entity decision could save you $10,000–$25,000 per year in self-employment tax. This guide shows you the math — and 18 more strategies with real deadlines.
The S-Corp election, NJ BAIT election, and several year-end deductions have IRS and NJ filing deadlines. Download now to see which ones you can still act on this tax year.
Open to page 1 for the S-Corp savings worksheet: enter your net income, see your SE tax savings in under 60 seconds — no accountant required to run the numbers.
+ Bonus: 2025 NJ Small Business Tax Deadline Calendar — every estimated payment, election window, and year-end deadline on one page.
The guides available on this page are provided for educational and informational purposes only. They do not constitute tax advice, legal advice, accounting advice, or any other professional advisory service. Downloading a guide does not create a client relationship, engagement agreement, or any professional obligation between you and C. Henry Companies LLC or any of its professionals.
Tax laws — at both the federal and New Jersey state level — change frequently. The strategies described in these guides reflect rules in effect at the time of publication, which may be amended, repealed, or modified by legislation, regulation, or IRS/NJ Division of Taxation guidance at any time. Do not rely on this content as current or complete legal or tax guidance.
Every individual's, family's, and business's financial and tax situation is unique. The applicability, benefit, and risk of any strategy described herein will vary substantially based on your specific facts and circumstances. What is advantageous for one taxpayer may be neutral or harmful to another.
C. Henry Companies LLC expressly disclaims all liability for any loss, penalty, interest, or other harm resulting from reliance on these materials without obtaining independent professional tax advice tailored to your specific situation. Always consult a qualified tax professional before implementing any tax strategy.