Modern Tax Advisors

09/20/2026

Hey everyone! As we gear up for tax season at Modern Tax Advisors, I’m looking to bring on a highly experienced accountant to join our team for a few months.

We need someone who is thoroughly familiar with Lacerte and comfortable handling Individual, S-Corp, Partnership, and Trust tax returns.

A few major perks of this role:

Streamlined workflow: Most of the data entry will already be pre-populated for you.

Zero admin headaches: We have a full administrative staff on board to handle all the backend operations.
Flexible setup: Remote work capabilities are fully available.

If you or someone you know is looking for a great seasonal opportunity and fits the bill, please shoot me a DM or tag them below!

05/11/2026

Dear Valued Clients,

It is with a heavy heart and profound sadness that we share the news of the passing of our dear friend and colleague, Regina Hatton.
Regina was an integral part of our firm, but more than that, she was a person of immense kindness and warmth who touched the lives of everyone she worked with. We know that many of you shared a close professional bond with her and valued her dedication, expertise, and the genuine care she brought to her work every day.
Our entire team will deeply miss her. As we navigate this difficult time, our thoughts and deepest sympathies are with her daughters and her family. We are committed to honoring Regina’s legacy by continuing to serve you with the same excellence and integrity that she personified.
We understand that you may have questions regarding your ongoing matters. We are working closely as a team to ensure a seamless transition and will be reaching out individually where necessary.
Thank you for your understanding and for your shared appreciation of the wonderful person Regina was.
Link to obituary and services for those interested

https://www.evergreenmemorialfuneralhome.com/obituaries/Regina-Hatton?obId=48359341

Sincerely,
Modern Tax Advisors

03/01/2026

🤝 Your Taxes, Your Way: Digital Convenience or the Personal Touch

At Modern Tax Advisors, we believe that while technology should make life easier, it should never replace a real human relationship. We serve clients across all of New Jersey and throughout the country, and we firmly believe the choice of how you work with us should be yours.
Whether you’re a tech-savvy professional or someone who prefers the handshake and the face-to-face conversation, we’ve built our firm to accommodate you.

💡 Online or Offline: You Set the Pace

• The In-Office Experience: For our many clients who value the "offline" personal touch, our doors at 215 Morris Avenue are open. We love it when our neighbors stop by. You can drop off your paper files, sit down in a comfortable office, and know that your sensitive information is being handled with care by local experts.
• The Digital Advantage: For those who are out of state or simply prefer the convenience of home, our secure TaxDome portal allows you to scan documents and sign forms from anywhere in the world.
• Advice-Driven Planning: Regardless of how you file, every personal return includes a complimentary planning meeting. We usually hold these deep-dive sessions after April 15th to map out your 2026 goals, but if you have a pressing matter right now, we’ll make time to sit down (or hop on a call) immediately.

👋 Meet the Partners in Your Corner

You aren't just a number on a spreadsheet. You’ll have direct access to our three partners—George, Cliff, and Kevin—who lead a dedicated team of 10 professionals. We combine decades of tax expertise with a "human-touch" approach that treats every client like family, whether we’re meeting across a desk or across a screen.

📅 Visit Us or Connect Remotely
We are open Monday through Friday in the heart of Spring Lake, but we are ready to serve you wherever you are. Let’s make 2026 the year you get the expert tax guidance you need, exactly the way you want it.

📍 Find us: 215 Morris Avenue, Spring Lake, NJ
📞 Call the team: (732) 359-6672
🌐 Web: ModernTaxAdvisors.com

02/28/2026

🏘️ New Jersey Seniors: Is Your "Stay NJ" Check in the Mail? 📮

If you’re 65 or older, there is some very exciting news hitting mailboxes this week! As of February 2026, the State of New Jersey has officially begun distributing the first-ever round of Stay NJ property tax relief benefits.

At Modern Tax Advisors, we’ve been fielding lots of questions about this new program. It’s designed to help our long-time neighbors stay right here in the community they love by cutting property tax bills by up to 50% (capped at $6,500).

💡 What You Need to Know Right Now:

• Check Your Mail: The first quarterly installment (averaging around $637) is currently being sent via paper checks to those who applied last season.

• The "PAS-1" Streamline: To make things easier, the state now uses a single application for Stay NJ, ANCHOR, and Senior Freeze.

• The 2026 Filing Window: If you missed
the first round, the application window for the next cycle is open right now!

🤝 How Our Team Can Help:

Navigating three different property tax programs while managing your federal Tax Planning can feel like a puzzle. Our team of 10 specialized professionals—including George, Cliff, and Kevin—is here to ensure you’re applying for the right combination of credits to maximize your return.
Whether you need help with the new PAS-1 form or want to see how these credits impact your overall Accounting strategy, we provide the "human touch" that keeps the process simple and stress-free.

👋 Visit Us on Morris Avenue
We are open Monday through Friday in the heart of Spring Lake. Stop in, say hello to our staff, and let’s make sure you aren't leaving any of your hard-earned money on the table this year.

📍 Find us: 215 Morris Avenue, Spring Lake, NJ
📞 Call the team: (732) 359-6672
🌐 Web: ModernTaxAdvisors.com

02/27/2026

👋 Real People, Real Solutions

You won't find a "one-size-fits-all" approach here.

Whether you’re working with George, Cliff, Kevin, or our extended support staff, you’re getting the "human touch" of a local Spring Lake firm. We take the time to understand your business's story, not just its ledger.

Our office at 215 Morris Avenue is open Monday through Friday.

Stop by for a coffee and a conversation—let’s make sure your March 16th filing is the foundation for a prosperous 2026!

02/17/2026

🚨 REFUNDS ARE UP ACROSS THE BOARD! 🚨

The news is out, and the numbers don't lie—refunds are significantly higher this year thanks to the One Big Beautiful Bill!

Whether it’s the increased SALT tax deduction, the new "no tax on tips or overtime" rules, or the senior bonus, there are more ways than ever to keep your hard-earned money in your pocket.

At Modern Tax Advisors, we are open for new business and ready to show you the difference an expert touch makes.

Why Join the Family?

We believe in providing a smooth, exceptional experience that lasts all year, not just during tax season. That’s why we offer a unique benefit to every single one of our clients:

• Complimentary Mid-Year Planning: Every tax return we prepare includes a mid-year planning meeting at no additional charge.
• Proactive Strategy: We don’t just look at what happened last year; we help you plan for the one ahead to ensure no surprises.
• Expert Guidance: From navigating "Trump Accounts" to maximizing Section 179, we’ve got you covered.

⏰ The Clock is Ticking!
There are only 57 days left until the April 15th deadline. Don't leave your refund to chance or settle for a "one and done" tax prep service.
Become part of the family today!

📞 Call us at 732-359-6672 to schedule your appointment.

02/13/2026

02/12/2026

🃏 Gambling & Your Taxes: The "Phantom Income" Trap 🎰

If you spent any time at the tables, online casinos or sports betting apps this past year, there is a serious tax trap you need to know about. Many people believe they only owe taxes if they "finished the year up," but the IRS sees it very differently.
At Modern Tax Advisors, we are seeing more neighbors get hit with unexpected bills because of how gambling winnings impact your Adjusted Gross Income (AGI).

⚠️ The "Gotcha": Winnings vs. Losses
The IRS requires you to report your total winnings as income. You are not allowed to just subtract your losses and report the difference.

• The Problem: Your winnings increase your AGI, even if you lost that money back the next day.
• The Trap: Because your AGI is higher, you may suddenly find yourself "earning too much" to qualify for critical tax benefits like the Child Tax Credit, Student Loan Interest Deductions, or even Lower Medicare Premiums.
• The Loss Limit: You can only write off your gambling losses if you itemize your deductions. If you take the Standard Deduction (which most people do), you pay tax on every dollar you won, and your losses count for zero.

📉 New for 2026: The 90% Rule
Under the new One Big Beautiful Bill (OBBBA), the rules have tightened even further. For the 2026 tax year, you can now only deduct 90% of your losses against your winnings.

Example: If you won $10,000 but lost $10,000, you still have to report $1,000 as taxable "phantom income." You’re paying taxes on money you don’t even have!

📂 DON'T FILE TOO EARLY!
We cannot stress this enough: Download your 1099s and W-2Gs before you submit your return. Many sportsbooks and casinos don't mail these anymore; you have to log in and find them. If you file without them and the IRS receives a copy later, it will trigger an automatic (and expensive) audit or adjustment.

👋 Let our team help. Don't let a few lucky bets ruin your tax return. Our specialized staff in Spring Lake is here Monday through Friday to help you navigate these complex rules and protect your credits.

📍 Visit us: 215 Morris Avenue, Spring Lake, NJ
📞 Call the team: (732) 359-6672
🌐 Web: ModernTaxAdvisors.com

02/11/2026

Personalized Service, Modern Convenience

At Modern Tax Advisors, we believe tax preparation should be built around your life, not our office hours. While many firms are moving to a "remote-only" model where you never meet the person handling your finances, we’re doing things differently.

We are a truly hybrid practice. Whether you want to sit down across the desk from us for a face-to-face deep dive or you prefer to handle everything from the comfort of your couch, we are built to accommodate you.

Why Choose Modern Tax Advisors?

• Face-to-Face Expertise: We value the conversation. If you want to meet in person to discuss your goals and your return, our doors at 215 Morris Avenue in Spring Lake are open.

• 100% In-House: Your sensitive data is never outsourced. Every return is prepared right here by our team—giving you peace of mind and direct accountability.

• Total Virtual Flexibility: Prefer to stay digital? We can handle everything from document collection to your final signature electronically.

• Powered by TaxDome: We’ve invested heavily in the TaxDome platform to make your experience seamless. It’s a secure, all-in-one portal where you can upload documents, message us, and track the progress of your return in real-time.

Tax season doesn't have to be a headache. Whether you’re local to the shore or working with us from across the country, we provide the high-tech tools you want with the high-touch service you deserve.

Ready to get started?
DM us here or call Jaclyn to set up your account today!

02/10/2026

👋 Looking for a Tax Partner Who Actually Listens? Welcome to the Family! 🏠

If you’ve been feeling like just another number at a big-box tax firm, it’s time for a change. At Modern Tax Advisors, we are officially opening our doors to new clients for the 2026 season!

Located right in the heart of Spring Lake, we pride ourselves on bringing a "human touch" to a world that’s becoming increasingly automated. Whether you’re a local family, a retiree navigating the new Stay NJ property tax benefits, or a small business owner overwhelmed by bookkeeping—we’ve got your back.

What Makes Us Different?
🌟 A Team of 10 Experts: We have a full house of 10 professionals dedicated to your success. This means more eyes on your returns and faster answers to your questions.
🌟 Local Expertise: We live and work here. We understand the specific tax needs of Jersey Shore residents and business owners.
🌟 Personalized Service: Our staff is available Monday through Friday in our Spring Lake office. No waiting weeks for a callback—we are here when you need us.

Our Core Services:
• 📈 Strategic Tax Planning (Federal & State)
• 📖 Professional Bookkeeping
• ⚖️ Full-Service Accounting
💡 Limited New Client Openings!

To ensure every client receives the personalized attention they deserve, we limit the number of new families and businesses we take on each year.
Ready to get started? Call us to schedule your initial consultation and experience the difference of a local, specialized tax office.

📍 Visit us: 215 Morris Avenue, Spring Lake, NJ
📞 Call today: (732) 359-6672
🌐 Explore: ModernTaxAdvisors.com

Take a look at our Home page. Modern Tax Advisors is a full service tax, accounting and business consulting firm located in Spring Lake, NJ.