Business Details
Trusted Accounting Services in Woodbury, NY
KVLSM is a full-service accounting firm based on Long Island, dedicated to providing comprehensive tax, accounting, and consulting services tailored to both individuals and businesses. Our team of experienced professionals specializes in industries such as fashion, entertainment, technology, and retail, offering personalized solutions including financial statements, audit services, mergers and acquisitions, estate planning, IRS representation, and more. We prioritize client partnerships, leveraging advanced training, cutting-edge technology, and extensive industry relationships to deliver timely, cost-effective results.Our commitment to excellence is reflected in our continuous investment in professional development and our focus on identifying tax-saving strategies to enhance client profitability. With a structure that balances resource availability with individualized attention, we aim to serve as a trusted advisor for clients seeking financial clarity and long-term success.
Services
Tax Services
Accounting Services
Consulting Services
IRS Representation
Financial Planning
Audit Services
Bookkeeping
Business Planning
Payroll Services
Retirement Planning
Highlights and features
- We offer personalized quality service with over 20 years of experience in accounting.
- Our team provides industry-specific expertise in fashion, entertainment, and technology sectors.
- We utilize state-of-the-art technology for accurate and efficient financial solutions.
- Our client-centric approach ensures tailored strategies for tax savings and profitability.
- We maintain transparent communication and prompt professional support for all clients.
Services
Tax Services
Our tax services encompass preparation, planning, and compliance for individuals and businesses. We focus on identifying tax-saving opportunities while ensuring adherence to federal and state regulations. Clients benefit from our expertise in complex filings and IRS representation, tailored to minimize liabilities and maximize returns.
Accounting Services
We deliver comprehensive accounting solutions, including financial statements, bookkeeping, and audit services. Our approach ensures accurate financial reporting and transparency, supporting informed decision-making for businesses of all sizes.
Consulting Services
Our consulting services provide strategic guidance on business planning, mergers and acquisitions, and financial management. We help clients optimize operations, improve profitability, and navigate complex financial challenges with data-driven insights.
IRS Representation
We represent clients during IRS audits and resolve tax disputes, leveraging our expertise to negotiate favorable outcomes. This service ensures compliance while protecting clients' interests during regulatory interactions.
Financial Planning
Our financial planning services include retirement strategies, estate planning, and cash flow analysis. We design personalized roadmaps to help clients achieve long-term financial security and meet personal or business objectives.
People
Michael D. Katz
Managing Partner
Managing Partner with extensive experience in accounting and client services, leading KVLSM's strategic direction and professional excellence in tax and financial advisory.
Jay Lipner
CPA
CPA specializing in tax planning and business consulting, offering clients tailored strategies to enhance financial efficiency and compliance.
Kenneth Lipner
CPA
CPA with expertise in audit services and IRS representation, dedicated to resolving complex tax issues and ensuring regulatory compliance for businesses.
Robert J. Mauro
CPA
CPA focused on financial planning and estate consulting, helping clients secure long-term financial stability through personalized advisory services.
Randy Sofferman
CPA
CPA providing strategic accounting solutions for corporations, with a focus on audit representation and tax compliance in high-growth industries.
Questions
What services does KVLSM offer?
KVLSM provides tax preparation, accounting, audit services, financial planning, IRS representation, and consulting for individuals and businesses across industries like fashion and technology.
How does KVLSM tailor services to client needs?
We prioritize personalized attention, combining technical expertise with strategic planning to address each client's unique financial goals and challenges.
What industries does KVLSM specialize in?
Our firm specializes in serving fashion, entertainment, technology, and retail sectors, offering industry-specific insights and solutions.
Does KVLSM offer IRS representation?
Yes, we provide audit representation services for the IRS, state, and local governments to resolve tax-related issues.
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