Traphagen Financial Group

Description

Address: 234 Kinderkamack Rd, Oradell, NJ 07649 Hours: Closed ⋅ Opens 9AM Thu Wednesday9AM–5PMThursday9AM–5PMFriday9AM–5PMSaturdayClosedSundayClosedMonday9AM–5PMTuesday9AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (201) 262-1040: Place name: Category: : : : : Website: : Website: http://www.tfgllc.com/ Category: Tax preparation service Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Wednesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 PM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Traphagen Financial Group Posting publicly on the Web Write a review Reviews"Highly professional firm, very courteous staff." "Their staff is experienced and professional....." "I will never go back to this place." View all Google reviews

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Traphagen Financial Group Employees

Employee
Years
Job
Industry
Valentina Cruz Valentina Cruz Greater New York City Area Details
Valentina Cruz's Traphagen Financial Group Experience August 2013 - May 2014
Job Audit & Assurance Associate| WeiserMazars LLP
Industry Accounting
Experience
WeiserMazars LLP  December 2014 - Present
Traphagen Financial Group   August 2013 - May 2014

Skills
Teamwork, QuickBooks, GAAP, Bookkeeping, Microsoft Office, Customer Service, Team Leadership, Organization, Bilingual, Auditing, Internal Controls, Communication

Education
Kean University   2012 — 2014
Bachelor of Science (B.S.), Accounting

Union County College   2010 — 2012
Accounting

Marc A Morrone, CFP Marc A Morrone, CFP Greater New York City Area Details
Marc A Morrone, CFP's Traphagen Financial Group Experience December 2005 - December 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  December 2012 - Present
Traphagen Financial Group   December 2005 - December 2012
Gerson Lehrman Group  January 2005 - November 2005
Merrill Lynch  October 2003 - October 2004
Sands Brothers  March 2002 - August 2003
KPMG  May 2000 - August 2000

Skills
Income Tax, Wealth Management, Estate Planning, Portfolio Management, Cash Flow Management, Insurance Planning, Real Estate Finance

Education
Fordham University   1997 — 2001
Bachelor of Science (BS), Public Accounting

Boston University
Certificate in Financial Planning

Jillian Hassler Jillian Hassler Greater New York City Area Details
Jillian Hassler's Traphagen Financial Group Experience February 2014 - May 2014
Job
Industry Accounting
Experience
Traphagen Financial Group   February 2014 - May 2014
Internal Revenue Service Volunteer Income Tax Assistance (VITA)   January 2013 - April 2013
Old Bridge Township Raceway Park   June 2012 - September 2012

Skills
Lacerte, Accounting, Financial Reporting, Accounts Receivable, Managing Finances, Microsoft Excel, Microsoft Office, Microsoft Word, Budgets, Accounts Payable, Microsoft Project, Microsoft PowerPoint, Microsoft Outlook, Auditing, Financial Accounting, Bank Reconciliation, Outlook, PowerPoint, Tax, Social Networking, Time Management, Leadership, Social Media

Education
Ramapo College of New Jersey   2010 — 2014
Bachelor of Science (BS), Accounting

Iaishia Jacobs Iaishia Jacobs Greater New York City Area Details
Iaishia Jacobs's Traphagen Financial Group Experience October 2008 - Present
Job Traphagen Financial Group
Industry Accounting
Experience
Traphagen Financial Group   October 2008 - Present
Lipo Chemicals  2004 - 2008

Education
Rutgers University-New Brunswick

Bruce N. Miller Bruce N. Miller Greater New York City Area Details
Bruce N. Miller's Traphagen Financial Group Experience 2008 - May 2011
Job Principal at Bruce N, Miller CPA
Industry Accounting
Experience
Bruce N, Miller CPA   May 2011 - Present
Traphagen Financial Group   2008 - May 2011

Education
Fairleigh Dickinson University   1975 — 1979
MBA, Accounting

Glen Rock Class of '70   1966 — 1970

Chris Chudyk CPA, CITP Chris Chudyk CPA, CITP Greater New York City Area Details
Chris Chudyk CPA, CITP's Traphagen Financial Group Experience January 2000 - Present
Job Partner, Traphagen Financial Group
Industry Accounting
Experience
Traphagen Financial Group   January 2000 - Present
Montage Media Corporation  January 1998 - December 1999

Skills
QuickBooks..., Business and individual..., Business and individual..., Review and Complied..., QuickBooks and...

Education
Ramapo College of New Jersey   1995 — 1999
Bachelors, Accounting

Jeffrey Hanson, CPA, PFS Jeffrey Hanson, CPA, PFS Greater New York City Area Details
Jeffrey Hanson, CPA, PFS's Traphagen Financial Group Experience January 2012 - Present
Job Financial Planner and Tax Advisor at Traphagen Financial Group, LLC
Industry Accounting
Experience
Traphagen Financial Group   January 2012 - Present
Moretrench  November 2009 - January 2010
Westfield Area YMCA  May 2008 - August 2008

Skills
Tax Preparation, Financial Planners, Income Tax, Estate Planning, QuickBooks, IRS, Outlook, Strategic Financial..., Accounting, Auditing, Microsoft Excel, Sarbanes-Oxley Act, Account Reconciliation, Internal Controls, Residential Mortgages, Investment Advisory, Portfolio Management, Estate Tax, Financial Accounting, Budgets, CPA

Education
Montclair State University   2011 — 2012
Masters, Accounting, 3.575

Lock Haven University of Pennsylvania   2005 — 2009
BS, Accounting

Jim Lawrence, CPA, CCPS Jim Lawrence, CPA, CCPS Greater New York City Area Details
Jim Lawrence, CPA, CCPS's Traphagen Financial Group Experience August 1991 - Present
Job Partner, Traphagen Financial Group
Industry Accounting
Experience
Traphagen Financial Group   August 1991 - Present
New Jersey Society of CPAs  June 2013 - May 2015
NJSCPA Bergen Chapter   2009 - 2011
Internal Revenue Service  July 1987 - August 1991

Skills
Tax Preparation, IRS, Multi-State Sales Tax, Income Tax, Tax, Accounting, Financial Planners, Cash Management, QuickBooks, Financial Accounting, CPA, Internal Controls, Tax Returns, GAAP, Finance, Preparation, Corporate Tax, Strategic Financial..., Auditing, Accountants, Tax Accounting, Partnership Taxation, Tax Research, Sales Tax, SEC filings, Forensic Accounting, Tax Advisory, Corporate Tax Planning, International Tax, Business Valuation, Business Advisory, Personal Tax Planning, Estate Tax Planning, Payroll Taxes, US GAAP, Tax Law, LLC, Personal Income Tax...

Education
Rutgers, The State University of New Jersey-Newark   1983 — 1987
BS, Accounting

Edward J. Leach, CFP®, MBA Edward J. Leach, CFP®, MBA Greater New York City Area Details
Edward J. Leach, CFP®, MBA's Traphagen Financial Group Experience October 2013 - June 2014
Job Director of Financial Planning and Financial Advisor at HIGHLAND Financial Advisors, LLC
Industry Financial Services
Experience
HIGHLAND Financial Advisors, LLC   June 2014 - Present
Traphagen Financial Group   October 2013 - June 2014
Toys R Us  June 2013 - October 2013
HIGHLAND Financial Advisors, LLC   January 2010 - May 2013

Education
Montclair State University   2012 — 2014
Master of Business Administration (M.B.A.)

Fairleigh Dickinson University-Florham Campus   2010 — 2011
CFP Certification, Certified Financial Planner Certfication Program

Ramapo College of New Jersey   2008 — 2010
Bachelors of Science Business Administration, Finance & Economics

Pace University - Lubin School of Business   2006 — 2008
Finance & Economics

Tiera Shelgren Tiera Shelgren Pearl River, New York Details
Tiera Shelgren's Traphagen Financial Group Experience January 2013 - Present
Job Investment Liaison & 401(k) Coordinator at Traphagen Financial Group
Industry Financial Services
Experience
Traphagen Financial Group   January 2013 - Present
JPMorgan Chase  September 2011 - January 2013

Skills
Investments, Finance, Portfolio Management, Customer Service, Securities, Retirement, Microsoft Excel, Sales, Microsoft Office, College Education...

Education
SUNY Albany
Finance & Information Technology Management

Kathryn Marsico, CPA Kathryn Marsico, CPA Greater New York City Area Details
Kathryn Marsico, CPA's Traphagen Financial Group Experience 1996 - Present
Job Tax Advisor, Compliance Manager/Investment Liaison
Industry Financial Services
Experience
Traphagen Financial Group   1996 - Present

Skills
Finance, Income Tax, SEC filings, College Education..., Compliance, Wealth Management, Financial Services, Personal Tax Planning, Retirement Planning, Estate Planning

Education
Montclair State University
Bachelor of Science, Business Administration with concentration in Accounting

Nicholas Patrikis Nicholas Patrikis Greater New York City Area Details
Nicholas Patrikis's Traphagen Financial Group Experience July 2015 - Present
Job Associate at Traphagen Investment Advisors
Industry Investment Banking
Experience
Traphagen Financial Group   July 2015 - Present
Value Line Inc.  October 2011 - July 2015
Laidlaw & Company  December 2008 - December 2009

Education
Manhattan College
Bachelor's Degree, Finance, 3.33

Bruce N Miller CPA MBA Bruce N Miller CPA MBA Greater New York City Area Details
Bruce N Miller CPA MBA's Traphagen Financial Group Experience 2008 - 2011
Job Independent Accounting Professional
Industry Accounting
Experience
Bruce N. Miller CPA   2011 - Present
Traphagen Financial Group   2008 - 2011

Skills
Tax, QuickBooks, Income Tax, Internal Controls, Tax Preparation, Accounting, Financial Accounting, Cash Management, Corporate Tax, Tax Accounting, Auditing, Tax Returns, VAT, Partnership Taxation, GAAP, Tax Research, Strategic Financial..., CPA, Sales Tax, Financial Planners, SEC filings, Tax Advisory, International Tax, Fixed Assets, Accountants, Forensic Accounting, Tax Law, Financial Statements, Payroll Taxes

Education
Fairleigh Dickinson University   1975 — 1979
MBA, Accounting/Taxation

Earlham College   1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government

JoAnne Geylin JoAnne Geylin Greater New York City Area Details
JoAnne Geylin's Traphagen Financial Group Experience September 2001 - March 2007
Job Director, EisnerAmper LLP
Industry Accounting
Experience
EisnerAmper LLP  January 2015 - Present
Rotenberg Meril Solomon Bertiger & Guttilla, P.C.   November 2013 - January 2015
EisnerAmper LLP  October 2007 - November 2013
KPMG Peat Marwick  February 2007 - October 2007
Traphagen Financial Group   September 2001 - March 2007
Frank Hiza & Associates   September 1993 - October 2001
Lane Bryant  1982 - 1984

Skills
Tax Preparation, Income Tax, Personal Income Tax..., Tax, Payroll, College Recruiting

Education
Ramapo College of New Jersey   1982 — 1984
BA, Accounting

Emerson NJ

Sarah Lefebvre Sarah Lefebvre Greater New York City Area Details
Sarah Lefebvre's Traphagen Financial Group Experience November 2009 - May 2011
Job Accountant at Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC
Industry Accounting
Experience
Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC   August 2011 - Present
Traphagen Financial Group   November 2009 - May 2011
J.H. Cohn LLP   October 2008 - April 2009
Dorfman Abrams Music, LLC  January 2007 - May 2008

Skills
Accounting, Corporate Tax, QuickBooks, Auditing, Income Tax, Tax, GAAP, Tax Accounting, Tax Preparation, Tax Returns

Education
Montclair State University
B.S., Accounting

Cresskill High School

Jessica Offer Jessica Offer Greater New York City Area Details
Jessica Offer's Traphagen Financial Group Experience February 2007 - April 2008
Job CPA, Manager at WithumSmith+Brown,PC (WS+B), team member of Financial Services, Trust & Estate, and ERISA Niche Groups
Industry Accounting
Experience
WithumSmith+Brown  September 2008 - Present
Traphagen Financial Group   February 2007 - April 2008
Pathmark Stores, Inc.   June 2004 - February 2007

Skills
CPA, Auditing, Financial Services, Tax Preparation, Accounting, GAAP, Tax, ERISA, Financial Reporting, Defined Benefit, Internal Controls, US GAAP, Income Tax, Financial Accounting, Tax Returns, Corporate Tax, QuickBooks, SEC filings, Tax Accounting

Education
Ramapo College of New Jersey   2004 — 2008
Bachelors, Accounting and Economics

Johnny Ocampo Johnny Ocampo Greater New York City Area Details
Johnny Ocampo's Traphagen Financial Group Experience November 1997 - October 1999
Job Senior Accountant at Pantone LLC
Industry Printing
Experience
Pantone LLC  January 2003 - Present
BD  October 1999 - January 2003
Traphagen Financial Group   November 1997 - October 1999

Skills
Microsoft Office, Marketing, Research, Microsoft Excel, Pricing, Sales Management, Financial Reporting, Access, Purchasing, Forecasting, Financial Analysis, Accounting, Manufacturing, Sarbanes-Oxley Act, Variance Analysis, Budgets, Process Improvement, Spreadsheets, Strategic Planning, Inventory Management, Customer Service

Education
Ramapo College of New Jersey   2003 — 2005
Accounting, Accounting

Bogota High School

Belinda Shirley, CPA Belinda Shirley, CPA Greater New York City Area Details
Belinda Shirley, CPA's Traphagen Financial Group Experience September 2014 - August 2015
Job Senior Tax Associate at Perelson Weiner LLP
Industry Accounting
Experience
Perelson Weiner LLP  August 2015 - Present
Traphagen Financial Group   September 2014 - August 2015
Kuhn & Koviak CPAs, Inc.   November 2012 - July 2014
ColeyDocter, Inc.   January 2012 - November 2012
John D. Arnold, CPA   February 2011 - January 2012

Skills
QuickBooks, Bookkeeping, Income Tax, Financial Accounting, Tax, General Ledger, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Year-end Close, Accounting, CPA, Tax Preparation, Tax Returns

Education
California Baptist University   2011 — 2012
Master of Business Administration (MBA), Accounting

California Baptist University   2007 — 2011
BS, Accounting

Grace Schmidt Grace Schmidt Greater New York City Area Details
Grace Schmidt's Traphagen Financial Group Experience February 1999 - July 2009
Job Roadside Asst. at Mercedes Benz USA
Industry Financial Services
Experience
Mercedes Benz USA  October 2011 - Present
CVS Caremark Corporation  June 2011 - Present
Traphagen Financial Group   February 1999 - July 2009
St. Catherine's of Bologna School   September 1999 - December 2004
CBS Inc  July 1983 - August 1993

Skills
Outlook, Tax Preparation, Invoicing, Tax, Tax Returns, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Microsoft Excel, Finance, Event Planning

Education
Ramapo College of New Jersey
BA, Communications

Andre Fatovic Andre Fatovic Greater New York City Area Details
Andre Fatovic's Traphagen Financial Group Experience June 2010 - August 2011
Job Compliance Specialist at Bank of TokyoMitsubishi UFJ
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ  June 2013 - Present
Samsung Electronics America  March 2013 - May 2013
Paul Davis Restoration, Inc  November 2012 - February 2013
Traphagen Financial Group   June 2010 - August 2011
U.S. Soccer Federation   June 2006 - July 2008

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Spanish, Access, Microsoft Office, Customer Service, Analysis, Finance, Negotiation

Education
University of Delaware - Lerner College of Business and Economics   2008 — 2012
Bachelor of Science - Finance, Minors: Economics and International Business with a Language (Spanish)

William Tobias William Tobias Bethlehem, Pennsylvania Details
William Tobias's Traphagen Financial Group Experience December 1993 - May 1995
Job CPA at Morey, Nee, Buck & Oswald, LLC
Industry Accounting
Experience
Morey, Nee, Buck & Oswald, LLC   January 2013 - Present
Traphagen Financial Group   December 1993 - May 1995

Education
Le Moyne College   1987 — 1992
Bachelor of Science (B.S.), Accounting