More About Us

Fisher Glenn, LLC was established in 1992 in Stratford, New Jersey where it and has earned a reputation for exceptional service and professionalism at reasonable prices. Fisher Glenn was established with the goal to provide excellence in accounting and tax services to small businesses and individuals in the local community. Some of our top services include income tax returns, sales tax filings, budgeting and forecasting, business registration, Quick Books installment and set-up, along with many other financial services.

Fisher Glenn, LLC has five employees who are dedicated to providing our clients with timely competent service. We strive to foster long-term relationships built on a foundation of loyalty and trust. It is our goal to respond to our clients questions and needs with a sense of urgency and serve them as we want to be served ourselves.

Mary Kilpatrick is our Administrative Assistant. She has her Associates Degree in Business from Camden County College. Mary is also a lifelong resident of Stratford, NJ where Fisher Glenn is located.

Patrice Fields has been a Fisher Glenn employee for more than 15 years. She has an Associate Degree in Accounting from Camden County College, and her B.A. in Organization Management from Eastern University. Patrice primarily works on individual tax preparation.

Amelia Kaselaan is our Administrative Marketing Assistant. She is currently an undergraduate Business Marketing student at Rutgers University – Camden

Jacqueline Pinolini is a Rutgers University - Camden graduate. She has her B.A. in Accounting and Business Administration. Jacqueline primarily works with business accounts with Quick Books in preparation for corporate tax returns.

Our Recommended Record Retention Policy

Well that depends on your circumstances. IRS states that you must keep all tax records as long as they are material to the administration of the tax law. That means holding your records as long as you are subject to audit by the IRS. Normally, the IRS can audit your returns for three years from the time you file them or the due date, whichever comes later. So rule # 1 is, “Hold everything for at least four years.” But the IRS has the right to go back beyond the four years, up to six years, to audit a return if it suspects that gross income has been underreported by 25% or more on the return. In addition, there is no time restriction if a false or fraudulent return has been filed. IRS can go back as far as they want to assess tax, interest and penalties. To be totally safe, you may want to keep basic records for six to eight years. But if you are totally confident in the accuracy of your returns, the four year period is a minimum.

What records should you keep to support your tax return? You will want to keep copies of all tax returns filed together with all documents used to prepare the return such as W-2’s, 1099’s and any other income statements for items reported on the return. Also you will want to keep all backup information to substantiate your deductions for medical expenses, taxes, interest and contributions.

Records of assets must be kept until they are sold. This is necessary to determine the gain or loss of the asset. If you are depreciating the asset, you will need to keep records until the asset is fully depreciated.

Our Privacy Policy

We receive and collect nonpublic personal information from various forms and statements that you provide directly or instruct third parties to submit to us. These include originals or copies of documents such as W-2’s and 1099 forms which contain information necessary to prepare tax returns. This personal information will also include information given to us verbally or in writing such as Social Security numbers and birth dates.

No personal client information is ever disclosed to any person or organization except as required by law or as instructed
by the client in writing.

Client information is not seen by anyone in our office except those who need the information in order to deliver the requested tax preparation services to the client. We maintain physical, electronic and procedural safeguards that comply with federal regulations to guard nonpublic personal information. When paper records are discarded, they are shredded to prevent disclosure of the contents. When a client becomes inactive, this privacy policy will still apply to all of that client’s records.