Omni 360 Advisors LLC • Integrated Tax, Legal & Financial Solutions
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About
Princeton Financial Group, LLC is a full-service financial service firm based in Princeton, NJ. Born from the merger of Thomas Colitsas & Associates, P.A., and Sound Financial Solutions, it offers comprehensive financial planning and investment management, tax and accounting services, and business planning. Princeton Financial Group is dedicated to building strong relationships with clients and actively supports local community organizations and charities. With over 45 years of experience in the industry, they specialize in serving businesses, trusts, estates, and individuals.
Specialties
Industry
Sales & marketing, Financial services, Healthcare, Retail / consumer goods, Technology / IT, Manufacturing, Real estate, Education, Non-profit, Construction, Other industries
Annual income
Less than $100K in revenue, $500K - $1M in revenue, $1M - $5M in revenue, $100K - $500K in revenue, Greater than $10M, $5M - $10M in revenue
Accounting software
QuickBooks, Xero, NolaPro, Sage, Quicken, TurboTax, Customer currently don't use any accounting software
Accounting needs
Balancing books / bookkeeping, Preparing tax returns, Preparing financial statements, Managing AR and AP
Accounting for
Individual or sole proprietorship, Partnership, S-Corp, C-Corp / Corporation, Non-profit
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Services offered
Accounting
Business Tax Preparation
Individual Tax Preparation