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Tax-focused guidance for growing businesses

Grow your business with smart tax & financial strategy.

The Ickovitz Group partners with business owners to simplify accounting, optimize taxes, and support long-term, sustainable growth.

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Tax-focused strategies for closely held businesses and their owners.
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Monthly accounting and CFO-level insight into your financials.
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Proactive, year-round planning designed to reduce tax burdens.
Prefer to call? 732-503-9438

Industries We Serve

We work with business owners who value insight, strategy, and proactive planning—not just year-end compliance.

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Medical & Dental Practices
Support for practices balancing patient care and complex billing.
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Real Estate
Entity structure, tax strategy, and cash flow clarity for investors.
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Professional Services
Advisors, agencies, and firms needing accurate, timely financials.
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Therapy Providers
Support for solo practitioners and group practices.
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E-Commerce
Inventory, margins, and tax complexity—translated into clarity.
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Merchant Cash Advance
Accounting and tax support for MCA providers.
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Retail & Wholesalers
Helping you understand performance across products and locations.
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Automotive
From service to sales, aligning operations with financial results.
Our Mission: Empower Growth

At The Ickovitz Group, we strive to deliver outcomes that transform the lives of the clients we work with and the communities we serve. As a tax, accounting, and consulting firm rooted in our community, our mission is to empower growth—the growth of our clients’ businesses and the people behind them.

This purpose drives and inspires our work every day.

Advisory & Accounting Services

Build a solid financial foundation and gain strategic insight with monthly accounting and fractional CFO support.

Advisory Services

Monthly Accounting

Our monthly accounting services keep your financial records accurate and organized all year long. From receivables and payables to expense tracking, we provide the clarity you need to make confident, timely decisions.

  • Accurate, up-to-date books throughout the year
  • Visibility into cash flow and profitability
  • Support for business owners across multiple industries

We handle the details so you can stay focused on leading and growing your business.

CFO Services

Strategic financial leadership for small and medium-sized businesses that need insight, not just reports.

CFO Services

Fractional, Interim & Project-Based CFO

Our CFO services deliver high-level financial guidance without the cost of a full-time hire. We work with owners to plan, model, and forecast—then measure progress using metrics designed specifically for their business.

  • Financial planning, budgeting, and forecasting
  • Cash flow and scenario modeling
  • Key performance metrics aligned to your goals

We help connect your strategy, operations, and numbers so you can move forward with confidence.

Tax Services

Proactive tax compliance and planning designed to minimize tax burdens today and over the long term.

📃 Tax Compliance

Comprehensive Tax Compliance

We focus on tax services for individuals and closely held businesses, including corporations, partnerships, and trusts. Our proactive approach leverages current tax developments and proven strategies to minimize current and future obligations.

  • Corporate, partnership, and LLC returns
  • Multi-state filing and local compliance
  • Sales tax, city business licenses, and personal property forms

We frequently prepare tax returns for both the company and its owners, creating more integrated planning and easing information gathering.

📊 Tax Planning

Proactive, Year-Round Tax Planning

As a tax-focused firm, we build a complete picture of your business and related tax considerations. Our year-round planning is designed to create efficiencies and real tax savings.

  • Dynamic year-end tax planning
  • Business and entity structuring
  • Pension plan consulting and PTE taxes
  • Cost segregation analysis and other targeted strategies

The goal: maximize tax efficiency to support your broader financial and business objectives.

How we approach tax: Understand the full picture, identify opportunities, and implement strategies that align with your goals.
Assess your situation Design a tax strategy Implement & refine over time

About The Ickovitz Group

Led by Chaim Ickovitz, CPA, The Ickovitz Group combines deep technical expertise with a client-first, relationship-driven approach.

Founder & Principal
Chaim Ickovitz, CPA

Chaim began his career at a boutique accounting firm specializing in tax compliance and planning for high-net-worth individuals and growing businesses. Prior to founding The Ickovitz Group, he served as a senior accountant at PwC, focusing on clients in the Asset Management space.

Known for his deep technical expertise and client-first mindset, Chaim works closely with business owners to navigate an ever-changing tax landscape. His approach emphasizes clarity, education, and collaboration.

He is passionate about building long-term relationships and is trusted by clients and colleagues alike for thoughtful advice, practical recommendations, and an ability to connect the details to the bigger picture.

Tax-focused from day one Working with closely held businesses

Get in Touch

Ready to talk about your numbers, your goals, and what’s next for your business? We’d be glad to connect.

Office
695 Cross Street, STE 281
Lakewood, NJ 08701
Phone
Share a bit about your business, and we’ll follow up to schedule a conversation and explore how we can help.
We aim to respond as soon as possible on business days.