Business Details
43 Years
experience
Trusted Accounting & Tax Services in Northern New Jersey
Founded in 1983, Kotulak & Company & Company is a full-service accounting firm dedicated to providing comprehensive financial solutions tailored to small and mid-sized businesses. With over four decades of combined experience, our team of certified professionals has mastered the complexities of tax regulations, financial planning, and business consulting. Our approach prioritizes personalized service, leveraging cutting-edge technology to deliver precise, timely, and strategic financial insights. By aligning our expertise with each client's unique needs, we empower businesses to navigate challenges and capitalize on opportunities in dynamic economic environments.Our commitment to excellence is reflected in our long-standing relationships with clients across industries, including healthcare, real estate, construction, and non-profits. Through proactive communication and a focus on innovation, we ensure our clients receive actionable advice that drives growth and financial stability.
Services
Business Tax Planning
Personal Tax Preparation
Estate Tax Services
Financial Statements
Non-Profit Consulting
QuickBooks Support
Business Formation
Audit Services
Payroll Reporting
Wealth Management
Details
- Year established: 1983
Highlights and features
- We have over 40 years of combined experience in public accounting and financial consulting.
- Our team includes QuickBooks Professional Advisors with expertise in accounting software integration.
- We offer industry-specific insights for healthcare, real estate, construction, and non-profit clients.
- Our personalized approach ensures tailored financial strategies aligned with client goals.
- We provide seamless tax planning and compliance solutions for multi-state businesses.
What people say
Extremely helpful and responsive
Great transition experience
Professional and knowledgeable CPAs
Tailored solutions for unique needs
Trust and transparency in guidance
Services
Business Tax Planning
Our Business Tax Planning service designs coordinated strategies to minimize tax burdens for small and mid-sized enterprises. Leveraging 35+ years of expertise, we integrate cash flow optimization with personal and business tax planning. We specialize in multi-state compliance and use Intuit software for seamless integration with accounting systems, ensuring proactive, customized solutions that align with evolving business goals.
Estate Administration Assistance
Estate Administration Assistance guides executors through complex post-mortem financial processes. With decades of experience in valuation, tax filings, and asset disposition, our team collaborates with legal professionals to streamline probate court requirements. We specialize in post-mortem planning and income tax mitigation, ensuring compliance while preserving estate value for beneficiaries through meticulous, personalized guidance.
Non-Profit Consulting
Our Non-Profit Consulting service addresses financial and operational challenges for organizations of all sizes. With specialized audit expertise and treasury management experience, we ensure compliance with regulatory standards while optimizing resource allocation. The firm's two-decade track record includes advising on governance structures, funding strategies, and internal controls to enhance sustainability and mission effectiveness for non-profit clients across New Jersey and New York.
QuickBooks Professional Services
As QuickBooks Pro Advisors, we deliver comprehensive software implementation, customization, and training solutions. Our team ensures seamless integration between tax compliance systems and accounting platforms, optimizing workflow efficiency for businesses. With expertise in both desktop and online versions, we provide technical support and data-sharing solutions that enhance financial management capabilities while maintaining compliance with evolving accounting standards.
Business Financial Statements
Business Financial Statements services include projections, audit-ready compilations, and bank package preparation. We specialize in creating accurate, GAAP-compliant reports that support lending applications and strategic decision-making. Our experienced CPAs ensure transparency and regulatory compliance through rigorous review processes, leveraging technology to deliver timely, actionable financial insights for businesses seeking growth and operational improvement across multiple industries.
People
Thomas M. Kotulak
Founding Partner
With 45+ years of experience, Tom founded the firm in 1983 and specializes in estate tax planning and peer review services. He holds the PFS designation and serves as quality control reviewer for all financial engagements.
Jonathan T. Kotulak
Partner
A CPA with 20+ years at the firm, Jonathan focuses on tax resolution, audits, and financial statements. He became partner in 2014 and holds an MBA. His expertise spans accounting and business operations consulting.
David Armstrong
Partner
David has 18+ years at the firm, specializing in nonprofit audits and tax preparation. He became partner in 2016 and emphasizes personal client relationships during all stages of accounting processes.
Marina Kosoy
Partner
A CPA and MBA holder, Marina joined in 2005 and became partner in 2021. She specializes in tax preparation and nonprofit auditing, bringing 10+ years of financial analysis experience from global banking sectors.
Thomas Defazio
Senior Accountant
A CPA and CFP with 9+ years of experience, Tom specializes in tax planning and wealth management. He joined in 2024 and holds degrees in accounting and financial planning, serving small to mid-sized businesses.
Questions
What industries does Kotulak & Company & Company & Company specialize in?
We serve healthcare, real estate, construction, non-profit organizations, and professional service enterprises with tailored financial solutions.
Do you offer QuickBooks integration support?
Yes, as QuickBooks Pro Advisors, we provide implementation, customization, and software integration support for seamless accounting workflows.
How does your tax planning differ for multi-state businesses?
Our tax planning incorporates multi-state compliance strategies using Intuit software to ensure accurate filings across jurisdictions while minimizing liabilities.
What makes your non-profit consulting services unique?
Our non-profit experts combine treasury management experience with specialized audit expertise to optimize financial operations for sustainability and compliance.
How long has Kotulak & Company & Company & Company been in business?
Founded in 1983, we've provided accounting services for over four decades, building longstanding relationships with Northern New Jersey businesses.
Do you handle estate administration matters?
Yes, we assist executors with estate valuation, tax filings, and post-mortem planning through probate court processes with expert guidance.
