About Us. Klatzkin & Company is a CPA and advisory firm serving the greater New Jersey and Bucks County, Pennsylvania area. We have been assisting family owned and closely held businesses, non profit organizations and individuals since 1930. For over 75 years clients have relied on us to provide accounting, tax, and audit services, and have used our firm as a sounding board for new ideas. With Klatzkin & Company, you get accountants who become trusted management advisors.

Strategic Advantages. Beyond our technical and advisory skills, our high level of personalized service and ability to meet deadlines distinguishes us. Contact with partners, returned phone calls, and quick response times are what clients deserve and receive. We are large enough to provide complex solutions, but small enough to maintain the levels of service you should expect. Our communication process ensures issues are discussed, opportunities are reviewed, and progress is ongoing.

Our Services Include:

  • Taxation. Corporate and individual planning and return preparation, estates, trusts, financial and retirement planning, sales and use tax, business entity selection, and management of all IRS or other taxing authority communications.
  • Auditing. Financial statement audits, reviews and compilations, employee benefit plan audits, agreed upon procedures, and internal controls designed to satisfy investors, lenders, and strengthen controls and results.
  • Accounting. Bookkeeping, payroll, fixed asset management, computerized accounting systems, assistance with banking or credit issues, and part-time controllership.
  • Advisory Solutions. Selling or acquiring a business, valuations, due diligence, pricing and cost analysis, succession and exit strategies, financial projections, budgets and forecasts, and new ideas. We help review opportunities and analyze the economic health of the organization and individual owners.

Call Us. If you have a question or would like to learn how Klatzkin & Company can serve your organization, please contact John Lutz, Partner at 609.890.9189.