Services

New Business Startups

We make the process easy by guiding you through each step of business formation and set-up. We have handled this process seamlessly for many of our existing clients. Do-it-yourselfers can download many of the common forms from the IRS and NJ websites.

Business Tax Planning

Employment of legitimate tax saving techniques, proper planning of tax payment cash flows, coordinated with business owners personal tax plan.

Business Tax Returns

All entity types including multi-state and multi-level. Our tax software is an Intuit product, the same Company that produces Quickbooks accounting, allowing seamless integrations between the programs.

Personal Tax Planning and Preparation

Our tax software integrates with both Quicken and Quickbooks for integration efficiency.

Estate and Gift Tax Planning and Preparation

Dramatic savings can be achieved through proper advance planning. We work with clients on a gifting program, and with executors in fulfilling their duties.

Business Financial Statements

Projections, bank packages, compilations, review and audit services

Assistance to Non-Profit Associations

The firm has been involved in the treasury function of several non-profit associations giving us valuable insight into proper operation of these organizations from both a financial and operational viewpoint.

Estate Administration Assistance

We have provided assistance to executors and their attorneys in the detailed and complex issues of settling an estate, from valuation and disposition of assets, post-mortem planning, releases, income and estate taxes, etc.

General Tax Planning

Our specialty for many years has been the development of coordinated plans to reduce the tax burdens of the small businesses and their owners.

Technology Services

Quickbooks Professional Advisor

We install, train, and handle tech support for your Quickbooks software, as well as provide an efficient path to work with us on compliance services. We also assist clients with customizations within Quickbooks itself and its interfaces with other third party software.

Industries

Healthcare

Kotulak & Company, PC has over two decades of serving health care practices. We serve a variety of medical professionals and practices.

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Professional Service Enterprises

As a certified public accounting and consulting firm, we understand your professional practice from both a service and business operations perspective.

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Not For Profit

Kotulak & Company, PC is committed to serving this important sector. The size and scope of our not-for-profit clients varies greatly ...

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Real Estate

Kotulak & Company, PC has been providing services to Real Estate businesses and professionals for over two decades.

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Construction

Kotulak & Company, PC provides a full range of accounting, audit, tax and consulting services to the construction industry. Our clients include a wide ...

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Other

Our in-depth understanding of the manufacturing and wholesale distribution sector, plus creative solutions, have helped many companies in New York ...

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