Business Details
Your Trusted Partner for Accounting & Tax Solutions
Experts in business tax preparation and planning, we serve as your small business tax return specialists. Our mission is to offer clients peace of mind and superior value through honest, dedicated, and knowledgeable professionals. With decades of combined experience, our team provides high-quality accounting services tailored to individual and business needs. We prioritize customer relationships, service quality, and satisfaction, ensuring every decision aligns with our core values. Our CPAs and support staff work collaboratively to deliver expert tax filing services, forecasting, and planning. Norman L. Kotzker, a QuickBooks specialist with over 40 years of experience, and Lauren D.Brodsky-Kozar, with 23 years in accounting, lead our client-focused approach. We differentiate ourselves through a values-driven culture that emphasizes transparency, expertise, and personalized service. Our lighthearted yet professional demeanor makes complex tax matters more approachable for clients. We are committed to maintaining the highest standards of integrity and professionalism in all our client interactions. This dedication to excellence has fostered long-term relationships with our clientele, who trust us to navigate their financial needs effectively.
Services
Business Tax Preparation
Tax Filing Services
Tax Planning
QuickBooks Specialist
Individual Tax Returns
Highlights and features
- We offer decades of combined experience in accounting and tax services.
- Our team includes QuickBooks-certified specialists with technical expertise.
- Personalized service prioritizes client-specific financial needs and goals.
- Values-driven approach ensures transparent and ethical business practices.
- Proven track record of long-term client relationships and satisfaction.
Associations and certifications
- CPA
Services
Business Tax Preparation
Comprehensive tax preparation for businesses, ensuring compliance and optimized returns. Our CPAs handle complex filings while minimizing liabilities. Services include income tax, payroll tax, and quarterly estimated tax submissions tailored to business structures.
Tax Planning
Strategic tax planning to maximize savings and ensure year-round compliance. We analyze financial situations to develop customized plans, including retirement contributions, expense timing, and entity structure optimization for individuals and businesses.
QuickBooks Specialist
Expert QuickBooks support for small businesses, including setup, reconciliation, and training. Our certified specialists streamline financial processes, improve accuracy, and provide ongoing bookkeeping solutions to enhance business efficiency.
Individual Tax Returns
Accurate preparation of individual federal tax returns with attention to deductions and credits. We handle standard and complex returns, including investment income, rental properties, and self-employment taxes, ensuring compliance with current regulations.
Tax Filing Services
Timely and error-free tax filing for businesses and individuals. Our services include electronic filing, extension requests, and resolution of past-due returns, ensuring adherence to IRS deadlines and requirements.
People
Norman L. Kotzker
CPA
Over 40 years of accounting experience, specializing in tax laws, forecasting, and QuickBooks solutions. Known for approachable expertise and long-term client relationships.
Lauren D. Brodsky-Kozar
CPA
23 years of experience in individual and business tax services. Provides expert planning and filing solutions with a client-friendly approach and technical proficiency.
Questions
What accounting services do you offer?
We provide business tax preparation, individual returns, tax planning, QuickBooks support, and compliance services tailored to small businesses and individuals.
How experienced is your team?
Our CPAs have over 60 combined years of experience in tax and accounting, with specialized expertise in business planning and software solutions.
Do you handle complex tax situations?
Yes, we manage complex filings including multi-state returns, self-employment income, rental properties, and business entity structuring.
How do you ensure client satisfaction?
We prioritize personalized service, transparent communication, and ongoing support to address each client's unique financial needs and goals.
Can you assist with QuickBooks setup?
Yes, our certified specialists provide QuickBooks setup, training, and reconciliation services to streamline your business accounting processes.
