Bernard Kotkin & Co., LLP

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We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success. Listed below are just some of our specialities:

  • Employee Benefit Plan
  • Commercial Audits
  • Individual and Business Tax Return Preparation
  • Accounting Software Implementation & Training

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Our firm offers a wide range of services to our individual and business clients. Because our firm is relatively small, our clients benefit by getting personalized, quality service that is beyond comparison. Below we have listed the services that we offer to our clients along with a brief description.

As the list below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not a service we provide, we would be more than happy to refer you to a qualified professional.

  • Tax Planning
  • Tax Preparation
  • Estate & Trust Tax Preparation
  • Employee Benefit Plans
  • Audit Services
  • Audits, Reviews and Compilations
  • Bookkeeping/Write-Up
  • Financial Statements
  • Accounting Software Selection & Implementation
  • Business Consulting
  • Business Entity Selection
  • Estate Planning
  • Financial Planning
  • Retirement Planning

Audit Services

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. Audits differ from reviews and compilations, as they are an intensive examination of your company's systems and records providing the highest level of assurance.

Audits, Reviews and Compilations

We view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:

  • *Audit- an intensive examination with the highest level of assurance
  • *Review - some analytical procedures conducted with limited assurance
  • *Compilation - based upon client information provided and used primarily for internal use.

Details and Specs

Hours of Operation: Not Listed
Notes: None Listed

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