Passion. Experience. Diligence.
At Charles A. Kerner, CPA, P.C., we are a full-service tax and accounting firm dedicated to providing exceptional service to businesses and individuals. With over 30 years of experience, our team of certified public accountants and professionals is committed to helping our clients achieve their financial goals.
Business Accounting & Tax Planning Services
Our firm excels at providing timely service for clients from a diverse spectrum of industries. We offer a range of services, including:
- Entity-type selection and formation
- Financial statement preparation and review
- Estate planning and wealth transfer strategies
- Business tax planning and consulting
- Payroll and bookkeeping services
Individual Services
We are dedicated to providing personalized services to our individual clients, including:
- Personal, fiduciary, and gift tax returns
- Multi-year tax projections and analysis
- Trusts vs. life estate deeds
- Eldercare questions and planning
- Roth IRA conversion and mortgage refinance decisions
Payroll & Bookkeeping Services
Our firm offers full-service payroll solutions with Patriot Software, as well as expert bookkeeping services, including:
- Initial bookkeeping setup
- Linking books to bank accounts and payroll services
- Structuring internal financial statements
- Real-time assistance in posting difficult transactions
- Desktop vs. online software decisions
Expertise and Expertise
Our team of experts includes:
- Charles A. Kerner, CPA, ESQ, founder and owner, with over 30 years of experience
- Kathy Lawler, CPA, senior accountant, with over 20 years of experience
- Elizabeth Klein, MFA, chief operating officer and senior accountant, with over 8 years of experience
- David Kerner, MBA, business consultant and chief technology officer, with an MBA from Hofstra University
- Tara Kelly, office manager and bookkeeper, with over 25 years of experience
Our Passion and Commitment
At Charles A. Kerner, CPA, P.C., we are passionate about delivering exceptional service to our clients. We understand the importance of finding the right accountant and are committed to helping you achieve your financial goals. Contact us today to schedule a consultation.
Overview
The reviews are overwhelmingly positive, with all reviewers giving 5-star ratings. The reviewers praise Charles and his team for their expertise, professionalism, and helpfulness in managing their taxes and finances.
Expertise and Knowledge
Reviewers appreciate Charles' ability to explain complex situations in a clear and concise manner, using charts and figures to help them understand their options. His knowledge in capturing and amortizing startup expenses, handling taxes, financial plans, and side hustles is highly valued.
Professionalism and Accessibility
Charles and his team are described as professional, efficient, and informative. They are accessible for both in-person and phone appointments, making it convenient for clients to seek their services.
Results and Savings
Several reviewers mention the significant savings they achieved with Charles' guidance. One reviewer was able to save way more than they would have on their own, while another received a refund nearly five times their previous year's return.
Trust and Recommendation
The reviewers trust Charles and his team, with many stating they would highly recommend their services to others. They appreciate the personalized attention and the feeling of being in good hands.
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