Business Details
Your Trusted Accounting Partner in New York City
Our firm has provided expert tax and accounting services for over 30 years, dedicated to helping individuals and businesses achieve financial success. We combine deep technical expertise with personalized attention, serving small to mid-sized proprietorships, partnerships, and corporations. Our team of certified professionals delivers tailored solutions for tax planning, business consulting, and financial management. Located near Columbus Circle, we serve the entire NYC Metropolitan Area and Long Island.Our commitment to quality is demonstrated through AICPA peer-reviewed Review and Compilation services. We specialize in addressing the unique needs of freelancers, artists, and creative professionals, offering comprehensive tax compliance and pension planning. For decades, our practice has built trusted relationships by delivering strategic financial guidance that aligns with each client's specific goals.
Services
Tax Preparation
Business Consulting
Payroll Services
Bookkeeping
Tax Planning
Financial Reporting
IRS Representation
International Tax Compliance
Pension Planning
Succession Planning
Highlights and features
- Over 30 years of expertise in accounting and tax consulting
- Specialized in serving small to mid-size businesses
- Team of certified CPAs and legal professionals
- Full-service solutions from tax preparation to financial planning
- Proven success in international tax compliance and freelancer support
Associations and certifications
- American Institute of Certified Public Accountants (AICPA) Peer Review Board
Services
Tax Preparation
We prepare federal, state, and local tax returns for individuals and businesses while identifying legal strategies to minimize tax liabilities. Our team handles complex scenarios including international tax obligations, freelance income reporting, and corporate tax compliance. Our service ensures accurate filings while maximizing deductions and credits based on current tax regulations.
Business Consulting
Our consulting services cover entity selection, succession planning, cash flow analysis, and strategic business optimization. We help companies establish proper financial structures, implement internal controls, and develop growth strategies. Our expertise spans from startup formation to mergers and acquisitions across diverse industries including real estate, healthcare, and technology sectors.
Bookkeeping
We offer comprehensive bookkeeping solutions including accounts receivable/payable management, bank reconciliations, and financial statement preparation. Our team ensures accurate record-keeping through software integration and real-time transaction processing. Services support both cash and accrual accounting methods with customized reporting for business decision-making.
International Tax
We specialize in cross-border tax matters including expatriate compliance, FBAR filings, and handling renunciation of US citizenship. Our services address tax treaties, foreign account reporting, and dual jurisdiction requirements. We help international clients navigate complex regulatory frameworks while maintaining compliance with both US and foreign tax authorities.
Freelancer Support
Our services for creative professionals include tax planning, expense tracking, and pension planning tailored to freelance income patterns. We help artists, writers, and musicians manage quarterly estimates, deduct business expenses, and structure retirement savings while addressing unique industry challenges and cash flow considerations.
People
Charles A. Kerner
Founder and Owner
Certified Public Accountant and Attorney with over 30 years of experience serving individuals, nonprofits, and businesses in real estate, healthcare, and tech industries.
Kathy Lawler
Senior Accountant
Certified Public Accountant with 20+ years of experience in taxation and financial planning, specializing in compliance solutions for freelancers and high-net-worth individuals.
Elizabeth Klein
Chief Operating Officer
Senior accountant with 8 years of experience in tax compliance and financial strategy, holding an MFA from The New School while managing accounting operations.
David Kerner
Business Consultant
MBA holder with Series 65 registration, providing business consulting and operational workflow improvements for clients in e-sports, podcasting, and creative industries.
Tara Kelly
Office Manager
Finance graduate with 25 years of bookkeeping experience, managing day-to-day operations and client financial records while providing administrative leadership.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, business consulting, payroll services, financial reporting, and tax planning specifically tailored for small to mid-sized businesses.
How do you support freelancers and creative professionals?
We offer specialized tax compliance, pension planning, and financial management services designed for the unique needs of artists, writers, and freelance workers.
Do you handle international tax matters?
Yes, we assist US citizens abroad, foreign nationals in the US, and handle complex issues like FBAR filings and renunciation of US citizenship tax requirements.
What bookkeeping solutions are available?
We provide full-service bookkeeping including bank reconciliations, financial statement preparation, and QuickBooks integration with real-time transaction support.
Are you qualified to represent clients before tax authorities?
Our firm offers complete tax representation services before the IRS and state/local taxing authorities for audit defense and compliance matters.
