We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.

Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Financial Statements


We can assist you in the preparation of your financial statements in accordance with the professional standards many standards require. The financial statements produced can be a useful tool for management for making financial decisions

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 two levels of assurance:


  • Review - some analytical procedures conducted with limited assurance
  • Compilation - based upon client information provided and used primarily for internal use.
  • Should your business entity require an audit, we can refer you to a trusted CPA firm which provides the assurance.

Cash Flow Analysis


A business can be profitable and still run into trouble with cash flow. We can forecast and evaluate your financial condition, estimate financing requirements, and track cash-flow sources and uses. Klatzkin can create reports to monitor the working capital and determine when lines of credit need to be used to keep operations running smoothly.

Bookkeeping Services


We can provide our clients with excellent controls and timely record-keeping to ensure that they collect revenues, maximize profits, maintain vendor relationships and have access to the right information when making meaningful business decisions. Our professionals establish a tailored program to meet the unique needs of every client and to see to it that our clients’ books are complete, accurate, and up-to-date.


  • Bill payment
  • Recording of receipts and disbursements
  • Computation of payroll deductions and net pay
  • Maintenance of general ledger and preparation of periodic adjusting journal entries
  • Monthly reconciliation of bank and credit card accounts
  • Preparation and filing of sales tax returns
  • Preparation and filing of payroll tax returns
  • Maintenance of:

  • Payroll preparation

Most of these services can be performed on site, at the offices of our clients.

  • Accounts Receivables
  • Accounts Payables

Out of Tax Season Hours:

Monday - Friday: 9AM - 3PM