You work hard and give faithfully. You deserve a financial team that takes both seriously. Tax strategy, financial planning, investments, and business advisory — one team, one plan — in Marlton, NJ and nationwide. Built on the conviction that how you handle money matters to God.
Build a business that serves your life, [[not the other way around.|text-color-teal]]
You started your business to create freedom. Somewhere between payroll, cash flow, and quarterly taxes, it started running you. We bring accounting, tax strategy, and CFO-level guidance together so you can stop reacting and start leading. Your business should fund your life, not consume it.
Clarity for today, [[confidence for tomorrow.|text-color-teal]]
You make good money. You tithe. You save. But if someone asked "Can you retire at 62?" you're honestly not sure. That's not a failure. It's what happens when nobody connects your income, your taxes, your giving, and your goals into one plan. We do that — and we build it around what matters most to your family.
Disciplined investing [[aligned with your values.|text-color-teal]]
Markets are noisy. Most investors react to the latest headline and wonder if they should be doing something different. Our approach is evidence-based, tax-efficient, and low-cost. Your portfolio should reflect your convictions, support your financial plan, and let you sleep through a downturn instead of refreshing your phone at 2 a.m.
Paying taxes is not voluntary, [[but overpaying is.|text-color-teal]]
Nobody wakes up excited about tax season. Sound Tax handles preparation, planning, and year-round strategy so you stop guessing what you owe and start making decisions with real numbers. And because your tax team and financial planner are under the same roof, nothing falls through the cracks.
Tax Services Include (via Sound Tax LLC):
Individual Tax Preparation. Accurate preparation and filing. No surprises at signing.
Comprehensive Annual Tax Planning. Year-round strategy so you know what you owe before December, not after.
Outsourced CFO Model. Bookkeeping, tax strategy, and CFO-level guidance for business owners who want one team running the financial side.
Simple process. [[No jargon. No pressure.|text-color-teal]]
Working with a financial advisor doesn't have to mean confusing jargon, stacks of paperwork, or feeling like you're being sold something. Our process is simple, personal, and anchored in biblical stewardship.
We Listen First
We Build Your Plan
We Stay With You
Your finances should reflect what you believe, not just what you earn.
Sound Advice [[for faithful stewards.|text-color-teal]]
You don't have to figure this out alone, and you shouldn't have to.
Whether you're a business owner trying to get your taxes, cash flow, and financial plan on the same page, or a family that wants to be more intentional with what God has entrusted to you, we'd love to hear your story. No sales pitch. No commitment. Just a conversation to see if we're a good fit.
It's time your finances reflected your faith. Let's talk.