For consultation call: (908) 241-6100

Families and Individuals

Koenig and Russo CPA, Services, Families and Individuals

Meeting Your Personal Financial Goals

The Koenig Group, LLC employs a comprehensive approach to tax consultation and wealth planning, offering a suite of services for individuals and families that spans college planning at birth to estate planning, and all your tax and financial well-being needs in between.

Our wealth management services are designed to help build a more secure today and a more fulfilling tomorrow. We take a systematic approach to financial, retirement, and estate planning to help you make informed, strategic decisions based on your personal goals while maximizing tax-reduction strategies such as IRA contributions and retirement plan design.

The Koenig Group, LLC provides individuals and families with customized, independent, and objective advice to make important decisions about their financial future as easy and rewarding as possible.

The Koenig Group, LLC tax-return preparation and review services are invaluable resources for generating tax-saving ideas that can help:

• Reduce cash outlays
• Reduce your overall effective tax rate
• Identify new levels of deductions
• Uncover misclassified expenses
• Address overall financial planning

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Personal Services

• Personal Wealth Building
• Individual Financial Planning
• Estate, Gift, Trust, and Charitable Consulting
• Family Wealth Planning
• Individual Income Tax Planning and Compliance
• Life Insurance Consulting
• Elder Care Services



1093 Raritan Road, 2nd floor, Clark, New Jersey 07066 United States

Registered to sell Securities in the following state(s): AZ, CA, CT, DE, GA, FL, IN, KY, MA, MD, NJ, NY, NC, OR, PA, SC

Licensed to sell Insurance in the following state(s): New Jersey & New York

CPA, tax and consulting services offered by The Koenig Group, LLC. Securities and Investment Advisory Services offered through Calton & Associates, Inc., Member FINRA/SIPC. The Koenig Group, LLC and Calton & Associates, Inc. are separate entities.  RMR Wealth Builders, ICutnc. and Calton & Associates, Inc. are separate entities.

OSJ: 500 Glen Point Centre West, Teaneck, New Jersey 07666

Robert Russo, Registered Representative

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