Joel Bendar, MBA
Joel Bendar, MBA Investment/Tax Consultant
198 Roanoke St
Woodbridge, NJ 07095-2546



Telephone: 908-634-8471

Fax: 908-634-8471

E-Mail Address: JBendar@aol.com

 

TAX PRACTICE INFORMATION

 

Type of Practice: Tax Preparation/Investment Planning

Year Tax Practice Began: 1981

Range of Tax Preparation Fees: $60 - $200

Minimum Tax Preparation Fee: $60 for 1040 with Schedule A

How Tax Return Fees Charged: Combination of hourly rate & per schedule

Specialties or Areas of Concentration: Capital Gains, Tax Exempt Schedules, Retirement Planning

Hours Open During Tax Season: Evenings by appointment

Call First for Appointment?: Yes

Accept Long Distance Clients?: No, only NY, NJ and PA

Other Business Services Offered: Financial Planning, Computer Services

 

PERSONAL PROFILE

 

Education: BS, 1968 Monmouth University; MBA, 1981 Fairleigh Dickinson University

Association Memberships: Member of the American Association of Individual Investors, Chicago, IL

Academic Teaching Experiences: Accounting Instructor, Woodbridge NJ Adult School; Bilingual Private School in Kearny, NJ.

Previous Private Employment: Saunders & Koday CPAs, from 1993 to 1995.

Previous Government Employment: IRS Revenue Agent, Manhattan District, NY, 1980

Personal Comment: Sole practitioner specializing in the areas of financial and retirement planning. Door to door service by appointment only. Computerized tax program and printing facilities. If you have multi-state tax needs, I can accomodate your requests. At the present time I am not doing electronic filing, but if there is a demand for it, I will request it for future tax seasons.

Last Updated: December 23, 1996


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