TAX & ACCOUNTING

TAX SERVICES

Our seasoned professionals will help you navigate through today's various tax challenges to help find the most effective solutions to your personal or business tax issues.  Our firm has prepared and filed thousands of individual, corporate, partnership, and estate/trust returns. The team has a thorough understanding of federal, state, and local tax regulations necessary for today's increasingly complex tax law changes.  

• Tax Return Preparation, Planning, and Advice for Individuals, Corporations, Partnerships, Estates, and Trusts
• Federal and State Tax Representation
• Estate, Gift and Trust Tax Planning and Compliance
• Sales Tax Research and Compliance
• High Net Worth Tax Planning

ACCOUNTING SERVICES

In today's economic environment, companies are facing certain challenges in managing their resources like never before. Our firm provides all traditional accounting services including but not limited to bookkeeping, preparation of financial statements, and budgeting; however, our most valuable proficiency is in examining your business and streamlining procedures. Our professionals will utilize insight of your business operations and goals to increase profitability and eliminate wasted resources.

Accounting services provided include, but are not limited to:

• Accounting Write-Up Services
• Reviews and Compilations of Financial Statements
• Agreed-upon Procedures Engagements and Special Purpose Reporting
• Development of Financial Strategies, Profit Planning, Projections, and Budgeting
• Implementation of Accounting Systems
• Business Valuation and Forensic Services
• Mergers and Acquisitions
• Cash Flow Forecasts and Projections

Koerner & Associates is available for all of your tax & accounting needs in New Jersey and throughout the country.