Business Details
25 Years
experience
Your Trusted Partner for Accounting and Tax Services in Somerville, NJ
Owen & Kwiecinski, LLP has been delivering exceptional accounting, tax, and financial planning services since 2001. Our firm was founded by Bob Owen and Chris Kwiecinski, who bring decades of combined experience in public accounting, business valuation, and financial strategy. We specialize in providing tailored solutions for small to medium-sized businesses and individuals, combining technical expertise with personalized service. Our team holds advanced certifications including CPA, CFP, and CVA, ensuring our clients receive authoritative guidance across tax preparation, estate planning, and business advisory services.We prioritize professionalism through continuous education, responsiveness through timely communication, and quality through rigorous internal standards. Our approach focuses on long-term client relationships, offering proactive advice to help clients navigate complex financial landscapes. By maintaining deep industry knowledge and leveraging technology-driven solutions, we empower clients to achieve financial clarity and growth. Our commitment to transparency, ethical practices, and client education has established us as a trusted partner in the communities we serve.
Services
Tax Preparation
Business Valuation
Financial Planning
Payroll Services
QuickBooks Setup
Estate Planning
IRS Audit Representation
Tax Planning
Small Business Accounting
Details
- Year established: 2001
Highlights and features
- We have over 20 years of experience in accounting and tax services
- Our team includes CPA, CFP, and CVA certified professionals
- We offer personalized, responsive client service
- We provide comprehensive financial solutions tailored to individual and business needs
- We prioritize professionalism, quality, and client education
What people say
Expert guidance
Timely service
Deep knowledge
Personalized solutions
IRS expertise
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing while maximizing deductions and credits. Our certified professionals handle complex returns for individuals and businesses, including electronic filing for faster refunds. We offer year-round tax planning advice to minimize liabilities and maintain IRS compliance through comprehensive documentation and strategic adjustments to withholding.
Business Valuation
Certified Valuation Analysts provide precise business valuations for mergers, acquisitions, or succession planning. We analyze financial statements, market conditions, and industry trends to determine fair market value. Our reports include detailed analysis of assets, liabilities, and future earnings potential to support informed business decisions and dispute resolutions.
Small Business Accounting
Comprehensive accounting solutions include bank reconciliations, financial statement preparation, and general ledger maintenance. We manage monthly or quarterly cycles to ensure accurate financial records while providing customizable packages with payroll integration and unlimited consultations. This service supports cash flow management, financial reporting, and tax preparation readiness.
QuickBooks Setup
Professional implementation of QuickBooks software tailored to business needs includes chart of accounts setup, transaction entry, and employee training. We ensure accurate migration from existing systems while establishing proper accounting methods. Ongoing support maintains data integrity and optimizes software features for efficient financial management.
Personal Financial Planning
Customized financial strategies address retirement planning, education savings, and estate preservation. Certified financial planners analyze assets, liabilities, and long-term goals to develop comprehensive plans balancing risk management with growth objectives. Services include investment strategy optimization and estate tax minimization techniques to secure family financial futures.
People
Bob Owen
Managing Partner
Certified Public Accountant with over 30 years' experience since 1991, holding CFP and CVA certifications. Specializes in tax strategy, financial planning, and business valuation. Provides expert witness testimony and conducts educational seminars on financial matters.
Chris Kwiecinski
Partner
CPA since 1993 with expertise in corporate taxation and industry-specific consulting. Handles IRS representation and financial planning for manufacturing, nonprofit, and retail sectors. Also serves as LPL Financial representative for investment and retirement solutions.
Questions
What accounting services do you offer for small businesses?
We provide complete bookkeeping, financial statements, payroll processing, and QuickBooks implementation services tailored to small business needs.
How can you help with tax problems?
Our team handles IRS audits, back taxes, payment plans, wage garnishments, and tax debt resolution with experienced representation.
Do you provide personal financial planning?
Yes, our certified financial planners help with retirement strategies, estate planning, education savings, and investment optimization.
What experience do your accountants have?
Our partners combine 50+ years of experience with specialized certifications including CPA, CFP, and CVA designations.
Can you help with business valuations?
We offer certified business valuations for acquisitions, disputes, or succession planning using industry-specific analysis methods.
Are your services available remotely?
Many services support remote delivery through secure portals while maintaining personal consultation options.
