Your taxes and retirement planning, coordinated under one roof.
Our CPAs coordinate with the CFP® professionals at Vision Retirement — a fee-based fiduciary RIA and our sister firm — serving northern New Jersey and New York.
Tax Strategy
CurrentTax return filed
Retirement Readiness
ReviewedScore: 82 / 100
Coordinated Plan
AlignedCPA + CFP® professionals in sync
Feel more confident about your financial future
Build long-term wealth
Enjoy a comfortable and stress-free retirement
Feel overwhelmed when you ponder retirement?
You’re not alone. Retirement’s more challenging than it used to be, with pensions that are scarcer and costs that are higher. Many pre-retirees are forced to juggle kids in college, aging parents, and healthcare simultaneously.
The good news is that retirement is still achievable. It just takes planning that pulls your taxes, investments, Social Security, and Medicare into one harmonized strategy.
That’s where our sister firm comes in. Vision Retirement is a fee-based fiduciary RIA with CFP® professionals who serve families across Bergen County and all of northern NJ. With retirement and taxes going hand in hand, our tax-smart plans pair with year-round tax planning and personal tax return preparation services. One family of firms. One coordinated plan.
Your retirement, coordinated
Your CPA and your CFP® professional on the same page.
Why choose our sister company, Vision Retirement?
Helping families navigate complex retirement decisions.
Legally required to put your interests first — throughout the relationship, not just at the point of sale.
Clear pricing, no hidden fees, no surprises.
No proprietary funds. No incentives to push them.
Client Testimonials
-
“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
-
“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
-
“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
Reach out
Give us a call at 201-488-2828 or send us an email — we'll respond within one business day to set up an intro conversation and connect you with the right person.
Meet with a CFP® professional
We'll walk through where you are today, what you want retirement to look like, and what's on your mind — then recommend the planning approach that actually fits your situation.
Build and execute your plan
Once you decide to move forward, you'll work directly with your CFP® professional to put the plan in motion — and stay in regular contact as your life and goals evolve.
Pricing and Other Considerations
Fees vary based on services offered. Please visit Vision Retirement's website for details about firm offerings and pricing.
No obligation. No sales pressure.
Contact UsPlanning, Advice & Fiduciary Investment Services offered through Vision Retirement LLC, a registered investment advisor.
Frequently Asked Questions
-
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.
-
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.
-
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.