accounting

tax

advisory

ABOUT

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 the founder of The Haggerty Group and has been a CPA for over 40 years. 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.  Bill engenders trust and loyalty by offering understanding and thoughtful solutions to each client’s concern, and fostering personal relationships with them. Bill’s motto has always been, “Do what’s best for the client” and his individualized approach to each of his clients’ unique issues enables Bill to present strong and effective solutions.

Kelly Haggerty, MBA, CPA

Professional Accounting, Partner

 

Kelly is a Partner/Owner with The Haggerty Group and has been practicing as a Certified Public Accountant since 2007.  Kelly has over 14 years of serving and advising businesses in all phases of the organizational life cycle.  Her experience ranges from traditional accounting and tax services for individuals and businesses to more complex consulting engagements involving business structuring, expansion, budgeting, cash flow projections, benchmarking and financial trend analysis.  Her objective when meeting with clients is to educate them on their own financial health, allowing them to make timely decisions and save money.  Professionally, she enjoys the challenge of identifying and solving problems, listening to the needs of business people, and managing the firm.

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.

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:  201-447-1343

Fax: 201.447.4958