Eliminate retirement-planning complexities and stress.
Your taxes and retirement planning under one roof — our CPAs alongside CFP® professionals at our sister firm, Vision Retirement, serving Bergen County and northern New Jersey.
Feel more confident about your financial future
Build long-term wealth
Enjoy a comfortable and stress-free retirement
Feel overwhelmed whenever you ponder retirement?
You’re not alone.
In the past, retirement was more easily attainable; you put in the work, earned your gold watch, and sailed off into the sunset. That’s not the case anymore, however. Most of us don’t have pensions to rely on, and the money we’ve saved doesn’t go as far as it used to. We also have looming expenses our parents’ generation didn’t need to contend with such as higher education for our kids, aging parents, and sky-high healthcare costs—not to mention myriad investment options to sift through!
While these circumstances are challenging, they’re certainly not impossible to overcome. The American Dream is still there for the taking; it just requires more planning and effort.
We can help you achieve such goals through our sister company, Vision Retirement, whose CFP® professionals serve individuals and families across Maywood, Bergen County, and northern New Jersey. And because retirement and taxes go hand in hand, we also keep your plan tax-smart with year-round tax planning and personal tax return preparation.
Why choose our sister company, Vision Retirement, for your retirement-planning needs?
Fiduciary standard of care: You’ll receive advice that’s always in your best interest and never about the firm’s bottom line.
Easy engagement: Regardless of whether you’re just starting out or have accrued significant assets, you can work with Vision Retirement in the absence of any net worth or minimum investment requirements.
Expertise: Work directly with a CFP® professional, the top credential in the industry.
Client Testimonials
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“The Leeds team has supported us for forty years, from buying our first home, starting a family, and ultimately founding a business. By providing guidance, support, and representation as needed, we're happy to be friends, well past just clients!”
Jim, New Jersey
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“I have and continue to use Kevin Leeds and his company to do my personal and small business tax returns and tax planning since 1993. Kevin and his staff are current on all the constantly changing tax rules and laws, and their rates are reasonable. I would recommend them without hesitation.”
Alan R., New York
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“Working with Leeds Accounting gives me confidence in knowing my finances are accurately recorded and reported. Their extensive industry experience, professional certifications, and excellent communication skills are why I remain a satisfied client after twenty-five years.”
Leslie, Georgia
How it Works
ONE
Contact us to schedule a no-obligation appointment
TWO
Meet with a CFP® professional to discuss your challenges and concerns
THREE
Engage with your financial advisor
Pricing and Other Considerations
Fees vary based on services offered. Please visit the Vision Retirement’s website for details about firm offerings and pricing.
Planning, Advice & Fiduciary Investment Services offered through Vision Retirement LLC, a registered investment advisor.
Frequently Asked Questions
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Absolutely. Through our sister firm, Vision Retirement, a registered investment advisor, our CFP® professionals build retirement plans for individuals and families wherever life takes them. We're based in Maywood and serve clients across Bergen County, northern New Jersey, and well beyond — with no net worth or minimum investment requirements to get started.
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A CFP® professional has met rigorous education, examination, and experience requirements and is held to a fiduciary standard, meaning the advice you receive is always in your best interest. At Vision Retirement, our sister firm, you work directly with a CFP® professional on tax-smart income, Social Security, and drawdown planning.
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Yes — that's the advantage of having both under one roof. Leeds Accounting & Tax Services handles your tax planning and return preparation while our sister firm, Vision Retirement, guides your investments and retirement income, and the two are coordinated. That means Roth conversions timed to your tax bracket, Required Minimum Distributions and Social Security planned so they don't spike your return, and withdrawals sequenced to keep your lifetime tax bill as low as possible.