ABOUT

accounting

tax

advisory

THE HAGGERTY GROUP

Your well-being is our well-being.

The Haggerty Group seeks to partner with each of its clients to achieve strength, flexibility and balance for each client’s business and personal financial profile.

Located in the heart of Ridgewood, NJ, The Haggerty Group is a family owned business which provides comprehensive tax, accounting and advisory services, real estate management services and attestation services to businesses, individuals, and nonprofit organizations. Since its inception more than two decades ago, the practice has grown, expanded and developed and is now comprised of a diverse team of professionals and staff who support the financial success of our clients by providing services of the utmost quality to each and every client.

We pride ourselves on the quality and length of our client relationships. We really enjoy what we do and are committed to providing, with utmost integrity, personalized accounting, planning, tax and management services that form a sound basis for high quality financial outcomes.

WHO WE ARE

FOUNDER

Partners

PROFESSIONALS

ASSOCIATES

William J. Haggerty, CPA

Partner

 

Bill is a graduate of St. Peter’s College in Jersey City. He is a CPA and a member of the New Jersey Society of CPAs. With over 40 years of expertise as an accountant, and over 20 as a business owner, Bill has experienced the full range of issues and challenges faced daily in this field.

Bill leads Haggerty & Bosch, LLP, an affiliate of The Haggerty Group, growing a loyal client base over a 20-year span, including many small businesses and high net-worth individuals. Many clients have been with him for over 15 years. Bill engenders trust and loyalty by offering understanding and thoughtful solutions to each client’s diverse concerns, and fostering personal relationships with them. Bill understands that there is more to accounting than adding up sums, that it is about personal choice and preference. His individualized approach enables Bill and his team to present strong and effective solutions to his clients’ unique issues.

Bill is also a member of the Bergen County Estate Planning Council, the Greater New Jersey Estate Planning Council, and the CEO Roundtable of the Commerce & Industry Association of NJ (CIANJ). He is also a 20-year member of International Rotary and has held various offices, including President of his Rotary Chapter. Bill has consulted as lecturer on accounting and tax matters, and is recipient of the prestigious Walter Head and Paul Harris Awards.

Kelly Haggerty, MBA, CPA

Professional Accounting, Partner

 

Kelly is a graduate of Rutgers University, with a BS in Business Management, and of Fordham University with an MBA in Professional Accounting. Kelly manages the accounting and tax group at the firm, developing client-specific tax strategies. She is also responsible for complex tax preparation for high net worth individuals and businesses. Under Kelly’s management, the firm has expanded the accounting services provided to small businesses, to include a quarterly review of their operating results to better understand their business health.

Kelly’s field experience since 1990 is extensive. Her innovative solutions for small businesses make their operations run smoothly and achieve peak profitability.

Kelly is a member of the CEO Roundtable of CIANJ. She is also Board Treasurer at BIG (Business Impact Group).

Anne E. Bosch, CFP

Partner

 

Anne is a graduate of the University of Denver with a BS in Business Administration, and a degree in Finance. She was part of the equity investment department of Chase Manhattan Bank, researching companies for investment opportunities.

Anne’s career in the tax field has spanned over 30 years, including her current time in private practice since 1984. She has also taught courses in tax preparation. Anne has worked hard to develop a diverse and loyal client base, some of whom have been with her for over 30 years.

In 1992 Anne expanded her client services by becoming a Certified Financial Planner, thereby taking advantage of her investment background.

Anne is a member of the Greater New Jersey Estate Planning Council and a member of the Valley Hospital Foundation Advisory Board. She has been a member of the Ridgewood AM Chapter of the Rotary International since 1998. She served on the Board for 4 years, and has received the prestigious Walter Head and Paul Harris Awards.

JANICE GANNON

Principal

 

Janice is a graduate of Fordham University with a BA in Economics and of Wharton Graduate School with an MBA in Accounting.  She has managed her own financial consulting firm for more than 25 years and has extensive experience in the real estate, entertainment, hedge fund and financial services industries.  Her proficiencies include creative problem solving and modeling, internal control and systems development, strategic planning and process improvement, and organization and talent development.  She taught accounting at the Wharton School of Commerce and Finance and coauthored a textbook, Financial and Managerial Control: A Health Care Perspective.

Janice has served as Treasurer of the Board of The Apostles’ House in Newark, President of the Ridgewood Arts Council and Treasurer of Jamboree Scholarship Fund in Ridgewood. She has appeared on stage in College Club Capers, as well as RHS Jamboree, to help raise scholarship funds for high school graduates seeking higher education.

Anthony Panza Jr.

Manager

 

Anthony joined The Haggerty Group In 2010 and immediately became immersed in a major project with one of our clients working as an onsite accounting consultant producing impressive results for the firm from the moment he came on board. We are now focusing his talents on our individual tax clients insuring that they will have a point person to take care of their needs.

ACCOUNTING

You are busy running your business – sole proprietorship, limited partnership, LLC, C-Corp or S-Corp. Let the professionals handle your accounting. The team at The Haggerty Group provides a full range of accounting services to help you with:

  • Bookkeeping
  • Invoicing
  • Accounts receivable
  • Accounts payable
  • Credit card accounting
  • Bank reconciliations
  • Payroll accounting
  • Adjusting journal entries
  • Monthly reports

We are here to help. The Haggerty Group seeks to partner with each of its clients to achieve strength, flexibility and balance for each client’s business and personal financial profile.

Your well-being is our well-being.

 

TAX

As an individual, limited partnership, LLC, C-Corp or S-Corp, you want to be in compliance with federal, state and local tax laws. You want to sleep well.  Let our tax experts at The Haggerty Group give you peace of mind. We have extensive multi-state tax experience and can help businesses working nationally decipher the complex issues regarding multi-state registrations and nexus. The team at The Haggerty Group is looking forward to being your tax advisor and making sure you are in compliance with respect to:

  • Federal, state and local income tax
  • Sales and use tax
  • Franchise tax
  • Payroll tax
  • Tax projections
  • Tax estimates
  • Filing Forms W-2 and 1099
  • Registrations
  • First notice agency responses
  • Tax audits

We are here to help. The Haggerty Group seeks to partner with each of its clients to achieve strength, flexibility and balance for each client’s business and personal financial profile.

Your well-being is our well-being.

 

ADVISORY

You want your business – sole proprietorship, limited partnership, LLC, C-Corp or S-Corp – to be strong, balanced and flexible enough to take advantage of the next opportunity. Collaborating with our business experts at The Haggerty Group will help you make smart decisions and run your business efficiently. The team at The Haggerty Group is ready to help you take the next step by providing a collaborative financial statement review that will help you with:

  • Cash management
  • Profit margins and pricing
  • Debt structure
  • Expense issues
  • Internal control
  • Hardware/software selections
  • Strategic planning
  • Business restructuring
  • Wealth management

We are here to help and give you personalized insight into your business. The Haggerty Group seeks to partner with each of its clients to achieve strength, flexibility and balance for each client’s business and personal financial profile.

Your well-being is our well-being.

 

CONTACT

The Haggerty Group

79 Chestnut Street, Suite 101

Ridgewood, New Jersey 07450

 

info@thehaggertygroup.com

 

Phone: 201.447.0185

Fax: 201.447.4958