Joseph A. Cannova CPA CFP® - a Certified Public Accounting Firm and a Certified Financial Planning Firm
Do you have your taxes prepared by an accountant? Your Investments managed by an advisor? Your insurance provided through a broker? Or are you doing it all yourself? Our firm can help you with all of it!
We provide comprehensive tax, accounting, and consulting services in concert with complete wealth management services for individuals and businesses. Whatever tax or financial circumstances you may have, we have the experience, insight and knowledge to assist you in pursuing your goals.
Conveniently located in Toms River, NJ, Joe Cannova has been providing clients with outstanding personalized service for over 25 years. The trust we have earned from our clients and the strong relationships that have been built over the years make us proud.
*Investment and financial planning services are offered by Joseph A. Cannova through his affiliation with HD Vest.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Read this overview to learn how financial advisors are compensated.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
Apps that help small business owners better manage and grow their business.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
This questionnaire will help determine your tolerance for investment risk.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Smart investors take the time to separate emotion from fact.
Agent Jane Bond is on the case, cracking the code on bonds.
What if instead of buying that vacation home, you invested the money?
Are Real Estate Investment Trusts right for your portfolio?
Why are 401(k) plans, annuities, and IRAs so popular?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.