Business Details
32 Years
experience
Trusted Accounting & Tax Services in Clark, NJ
Since 1994, Horwitz & Associates PC has provided personalized accounting, tax, and financial planning services to individuals and businesses. Our expertise spans financial statement preparation, estate planning, IRS audit representation, and strategic tax advisory, supported by certified professionals with decades of combined experience. We prioritize open communication to understand client needs, thorough research for sound analysis, and proactive strategies to ensure financial viability.Our team includes CPAs, attorneys, and financial planners dedicated to delivering excellence in accounting, financial planning, and business advisory services. With a focus on client-centric solutions, we help manage risk, optimize tax efficiency, and ensure wealth preservation through tailored guidance.
Services
Tax Preparation
Financial Planning
Payroll Services
Estate Planning
Business Valuation
IRS Audit Representation
QuickBooks Support
Retirement Planning
Bookkeeping
Forensic Accounting
Details
- Year established: 1994
Highlights and features
- We offer over 30 years of combined experience in accounting and tax advisory.
- Our team includes certified public accountants (CPAs) and legal professionals.
- We provide tailored financial strategies for individuals and small businesses.
- We offer IRS audit representation and tax relief services.
- Our QuickBooks specialists ensure efficient accounting software utilization.
What people say
Leading firm
Quality service
Personal attention
Responsive team
Expertise demonstrated
Services
Tax Preparation
Our tax preparation service ensures accurate and compliant filing for individuals and businesses. We maximize deductions and credits while minimizing liabilities through expert analysis of current tax laws. Clients benefit from proactive planning to optimize annual returns and avoid penalties.
Financial Planning
We create comprehensive financial plans tailored to individual goals, covering retirement strategies, risk management, and wealth preservation. Our approach integrates tax efficiency with investment analysis to build sustainable financial security for clients across all life stages.
IRS Audit Representation
Our IRS audit representation service provides expert support during tax controversies. We handle communications, prepare documentation, and negotiate resolutions for audits, levies, and liens. Certified professionals advocate for clients to achieve favorable outcomes with minimized financial impact.
QuickBooks Support
We offer QuickBooks setup, training, and troubleshooting for businesses. Our specialists optimize software configurations for accurate financial tracking and reporting. Clients receive ongoing support to maximize efficiency in managing accounting processes through QuickBooks platforms.
Estate Planning
Our estate planning service includes wills, trusts, and tax strategies to preserve wealth for future generations. We coordinate with legal professionals to ensure asset distribution aligns with client wishes while minimizing estate tax liabilities through customized planning solutions.
People
Paul A. Kleespies
CPA, CGMA
Paul Kleespies founded the firm in 1994 with over 30 years of accounting experience. He specializes in tax strategy and business advisory services for small businesses and high-net-worth individuals.
Larry Horwitz
CPA
Larry Horwitz joined the firm through the 2014 merger, bringing expertise in estate planning and forensic accounting. He focuses on complex tax issues and litigation support services for corporate clients.
Kevin Carlin
CPA, JD
Kevin Carlin provides legal and tax advisory services. With both accounting and law credentials, he specializes in resolving tax disputes and structuring business transactions for optimal compliance.
Diane J. Bray
Tax Specialist
Diane Bray manages individual tax preparation and small business filings. She focuses on maximizing deductions for clients while maintaining compliance with state and federal regulations.
Suzanne McCullough
Financial Planner
Suzanne McCullough develops retirement and investment strategies. She works with clients to create personalized financial plans that integrate tax considerations and long-term wealth goals.
Questions
What tax services do you offer for small businesses?
We provide comprehensive tax preparation, planning, and audit defense for businesses, including deductions optimization and compliance with federal/state regulations.
Can you help with QuickBooks setup and training?
Yes, our specialists offer QuickBooks configuration, workflow optimization, and customized training to ensure efficient financial management for your business.
Do you handle complex IRS issues like tax liens?
Our team specializes in IRS audit representation, lien resolution, and payment plan negotiation to resolve tax collection issues effectively.
What financial planning services are available for individuals?
We offer retirement planning, estate strategies, investment analysis, and tax-efficient wealth management tailored to individual financial goals.
Are your accounting services suitable for startups?
Yes, we assist new businesses with entity selection, financial setup, tax planning, and bookkeeping to establish strong accounting foundations.
