Technology is the one industry where change is not only inevitable but welcome. It is evident in the new releases of software offering unique features and benefits. In “next-gen” hardware that offers the ability to perform business and other functions at a lightning-quick speed. Succeeding in an environment of change is not always easy because it requires attention to both what’s new and what’s next. While success differs for each type of technology company, the need to optimize and proactively manage the tax and financial situation is consistent for all. To accomplish this, it’s essential to work with an experienced provider that has the industry knowledge to analyze and optimize your position.

Klatzkin works with technology companies providing guidance on tax, accounting, audit, and other business management issues. We work with companies in Lower Bucks County, Pennsylvania, and across Central New Jersey to identify opportunities, resolve challenges, and uncover new opportunities. No matter your location, our focus remains the same, providing best-in-class advice and guidance to propel your company to success.

  • Our Technology Services

    • Tax preparation, planning and compliance
    • Financial statement preparation
    • Assistance with securing equity investors
    • Business plan development & review
    • Choice of entity selection
    • Part-Time CFO services
    • R&D credit consulting
    • Income and sales tax nexus issues
    • Review of financial systems and processes and implementation
    • Financial forecasting and budgeting
  • Let Us Help You Move Forward

    Technology is complicated, and so are the business issues industry companies’ face. If you have concerns about your accounting, financial reporting or process or need additional guidance with taxes, Klatzkin can help.



JEANMARIE F. MOORE is a Partner and focuses on serving the tax, accounting, and assurance needs of nonprofits, educational institutions, professional service firms, and technology companies.


JOHN BLAKE focuses on helping with the tax needs of real estate, technology and manufacturing, distribution, and wholesale companies.

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