Business Details
Your Trusted Partner for Accounting and Tax Solutions in New York
For over three decades, our firm has provided comprehensive accounting, tax, and business consulting services tailored to individuals and businesses. Our team of certified professionals combines deep industry expertise with personalized service to help clients navigate complex financial landscapes. Specializing in areas such as international taxation, estate planning, and nonprofit accounting, we prioritize client relationships and deliver solutions that align with evolving needs.With two accessible locations in New York City, we serve a diverse clientele, including freelancers, influencers, and small to mid-sized enterprises. Our commitment to peer-reviewed standards and continuous professional development ensures reliable, high-quality service. We focus on proactive tax planning, accurate financial reporting, and strategic business advice to empower clients to achieve long-term financial success.
Services
Tax Preparation/Planning
Business Consulting
Payroll Services
Estate Planning
International Taxation
Non-Profit Accounting
Financial Reporting
Bookkeeping
IRS Representation
Succession Planning
Highlights and features
- We offer over 30 years of experience in accounting and tax services.
- Our team includes CPAs and attorneys with specialized expertise in international taxation.
- We provide personalized financial planning and strategic business consulting.
- Our firm is peer-reviewed for quality assurance in financial reporting.
- We serve diverse industries, including freelancers, nonprofits, and tech startups.
Associations and certifications
- AICPA Peer Review Board
Services
Tax Preparation/Planning
We prepare federal, state, and local tax returns for individuals and businesses while implementing strategies to minimize liabilities. Our team offers year-round planning to optimize deductions and ensure compliance. Services include IRS representation, international tax guidance, and multi-state filings for diverse clients.
Business Consulting
Our consulting services cover cash flow analysis, succession planning, merger/acquisition due diligence, and operational assessments. We help businesses improve financial performance through strategic tax planning, internal controls, and growth-focused advisory tailored to startups and established firms.
Estate Planning
We assist clients in creating comprehensive estate plans to protect assets and ensure smooth wealth transfer. Services include trust and will preparation, tax minimization strategies, and probate avoidance planning, customized to individual family dynamics and financial goals.
Payroll Services
We offer full-service payroll processing with compliance assurance for tax filings and deposits. Our solutions include customized payroll setup, employee self-service portals, and secure data management, designed to reduce administrative burdens for businesses of all sizes.
Non-Profit Accounting
We provide specialized accounting for nonprofits, including tax-exempt status applications, Form 990 filings, and financial statement preparation. Our AICPA peer-reviewed services ensure compliance with grant requirements and donor reporting standards for sustainable organizational growth.
People
Charles A Kerner, CPA
Founder and Owner
A Certified Public Accountant and Attorney with over 30 years of experience, Charles specializes in tax law, estate planning, and business advisory for diverse clients including real estate entities and startups.
Kathy Lawler
Senior Accountant
A CPA with an MBA from NYU Stern, Kathy has over 20 years of experience in tax compliance and financial planning for high-net-worth individuals and small businesses across multiple industries.
Elizabeth Klein
Chief Operating Officer
With an MFA from The New School, Elizabeth brings 8 years of expertise in tax compliance and profit optimization for partnerships and S-Corps while managing day-to-day firm operations.
David Kerner
Business Consultant
An MBA holder and registered Investment Advisor, David focuses on operational workflow improvements and strategic marketing for freelancers and tech-focused clients in e-sports and media.
Tara Kelly
Office Manager
A finance graduate with 25+ years of experience, Tara oversees administrative operations and provides bookkeeping support, ensuring efficient client service delivery for the firm.
Questions
What accounting services do you offer for small businesses?
We provide tax preparation, payroll, bookkeeping, financial reporting, and strategic consulting tailored to small businesses.
Do you specialize in tax services for freelancers or influencers?
Yes, we offer customized tax planning and compliance solutions for freelancers, content creators, and artists.
Can you assist with international tax matters?
Our firm specializes in cross-border taxation, expatriate services, and global business expansion strategies.
Are your services available for nonprofit organizations?
Yes, we handle nonprofit accounting, tax-exempt status applications, and compliance reporting like Form 990.
What are your office hours and locations?
We are open Monday-Friday, 10 AM-6 PM, with offices in Midtown Manhattan near Columbus Circle.
