Solving problems through expertise is central to the professional service business model. Whether a law firm, an engineering firm, architectural firm, financial adviser, insurance agency or healthcare provider, success is based on how effectively client needs are met. While the specific service differs between lawyer, doctor, dentist, and insurance agent, the common thread is the quick, painless, and competent delivery of solutions. It’s this focus that opens the door to financial vitality and success. While service delivery is essential, it’s critical to work with a provider that can help navigate financial hurdles, leverage tax planning opportunities, and keep you moving towards success. Many of the recently enacted tax reform changes represent an opportunity for S-Corporations and other business entity types.

Klatzkin works with professional service companies to provide guidance on tax, accounting, audit, and less compliance-focused, business issues. Our team works with companies in Lower Bucks County and across New Jersey to identify problems, resolve challenges, and uncover new opportunities. Our work extends to areas of New York and Pennsylvania, ensuring industry companies are well-positioned to manage their reporting needs.

  • Our Services Include:

    • Financial Statement Audits, Compilations & Reviews
    • Employee Benefit Plan Audits
    • Agreed Upon Procedures
    • Tax Planning & Compliance
    • Multi-State Tax Compliance
    • Buy/Sell Agreements
    • Exit/Succession Planning
    • Budgeting & Forecasting
    • Outsourced Accounting/Part-Time CFO
  • Let Us Help You Move Forward

    Professional services can be a complicated business that requires established expertise, excellent client service, and focuses on results. If you are experiencing issues with your accounting, financial reporting or process or need additional guidance with taxes, Klatzkin can help.


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