Your Partner in financial success
Our History and Mission
Kofler & Company, formerly Kofler, Levenstein, Romanotto, has been serving the accounting needs of individuals and businesses for over 125 years. Founded in 1898 in Manhattan, we have evolved into a respected and trusted financial services firm. Our long history is built on a commitment to providing exceptional service, expert guidance, and personalized attention to our clients.
Our Team
Our team of experienced professionals is dedicated to delivering tailored solutions to meet the unique needs of our clients. Our partners have a deep understanding of various industries and are well-versed in a broad range of financial services. We place great value on building strong, long-term relationships with our clients and are dedicated to helping them achieve their personal and professional goals.
Our Services
At Kofler & Company, we offer a comprehensive range of services designed to meet the diverse needs of our clients. Our services include:
Financial Statements
We provide compilation, review, and audited financial statements to help our clients make informed decisions. Our financial statements provide banks and financial institutions with reliable financial information for lending decisions.
Tax Planning and Preparation
We offer expert tax planning and preparation services, helping our clients capitalize on tax-saving strategies and ensuring compliance with tax laws. Throughout the year, we monitor tax law revisions and discuss these changes with our clients, recommending tax-saving strategies.
Management Advisory and Consulting
We assist our clients in making strategic business decisions by providing guidance on accounting personnel training, technology selection and use, succession planning, business sales, acquisitions, expansions, and industry compliance.
Financial and Estate Planning
We understand the importance of future planning and can assist with all aspects of financial and estate planning, including trusts, gifts, business succession, and estate planning.
Retirement Planning
We have extensive knowledge of all forms of retirement plans, helping our clients establish new retirement plans, evaluate and maintain existing plans, and provide retirement alternatives.
Accounting Services
We offer a range of general accounting services, including bookkeeping, account reconciliations, financial review and analysis, month-end and year-end closing, sales tax, and payroll tax services.
Why Choose Us
At Kofler & Company, we recognize that our most important product is prompt and personal high-quality service. We take the time to understand our clients' unique needs and provide tailored solutions to help them achieve their goals.
Contact Us
We welcome new clients and invite you to contact us to evaluate your accounting needs. We are committed to being a resource for our clients, providing useful tax and accounting information.
Contact Information
Kofler & Company
100 Merrick Rd., Ste. 210E
Rockville Centre, NY 11570
Phone: 516.536.0300
Email: info@koflercompany.com
Unsatisfactory Experience
The reviews criticizing this establishment are disheartening, with one reviewer, Stacy G., giving it the lowest rating of 1 star. According to her review, the partners at this place are "nasty" and she had a "very disturbing experience" that she would not recommend to anyone. She recounts an unsettling incident where she witnessed two partners berating a staff member and shouting at them. Stacy's review concludes that the atmosphere is unprofessional, leaving a lasting impression of unrest.
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