Kaplan & Schultz

Services
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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.

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Business and Personal Tax Return Preparation

Tax laws change so often, it's hard to keep up. We have years of experience preparing individual, corporate, partnership, trust, and estate tax returns. We can make sure you get every advantage you deserve.

Small Business Financial Reporting
We understand small businesses, since we are one ourselves. We can, on a consulting basis, help you with such issues as business planning, cash flow analysis, and loan application preparation.

 

IRS Representation
During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Financial Planning Small Business
Whether you're saving for major business expenditures or your child's college education, we can help you choose the investment vehicles right for you.

123 William Street - 15th Floor
New York, NY 10038

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