KOFLER, LEVENTSTEIN, ROMANOTTO & CO. P.C

Service of the Highest Quality

Tax preparation in Rockville Centre, NY (show on map)

Kofler & Company, formerly Kofler, Levenstein, Romanotto, traces its origin back to 1898. Over the years we have retained the same high standard of professionalism for which we have become known. We focus on providing our clients with personal, high quality service and outstanding value. We help you manage the present while planning for the future.

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About

Kofler & Company first opened in 1898 in Manhattan and moved to Rockville Centre in 1970. The firm has a long history of a team approach to accounting, with most partners starting as staff members and rising through the ranks.

The firm provides traditional accounting, audit, and tax preparation services, as well as management advisory and consulting. Partners and staff are deeply involved in guiding clients' everyday operations, leveraging industry knowledge to achieve business success and improved quality of life. The firm focuses on both present management and long-term planning.

Long-standing tradition of personalized service

Team approach to accounting

Comprehensive range of services including tax, audit, advisory, and planning

Services

Financial Statements

We provide compilation, review, or audited financial statements that assist management in decision-making and provide reliable information for lending decisions.

Compilation Review Audited Statements

Tax Planning and Preparation

We offer expertise in individual, business, not-for-profit, estates, trusts, and retirement plans, focusing on tax compliance and tax-saving strategies.

Individual Tax Business Tax Not-for-Profit Tax Estate and Trust Tax Retirement Plan Tax

Management Advisory and Consulting

We assist clients with accounting personnel training, technology selection, succession planning, business sales, acquisitions, expansions, and industry compliance.

Personnel Training Technology Selection Succession Planning Business Sales Acquisitions Industry Compliance

Financial and Estate Planning

We assist with trusts, gifts, business succession, and estate planning, reviewing plans periodically as life circumstances change.

Trusts Gift Planning Business Succession Estate Planning

Retirement Planning

We assist with establishing, evaluating, and maintaining retirement plans for individuals and businesses, exploring retirement alternatives.

Plan Establishment Plan Evaluation Plan Maintenance Retirement Alternatives

Accounting Services

We provide general accounting services including bookkeeping, account reconciliations, financial review and analysis, month-end and year-end closing, sales tax, and payroll tax services.

Bookkeeping Account Reconciliations Financial Review Month-End Closing Year-End Closing Sales Tax Services Payroll Tax Services

Credentials & Certifications

CPA

Since All partners hold CPA credentials

Frequently Asked Questions

What do I look for when choosing an accounting firm? +

You want a firm that is established with proven longevity, technically proficient, current on the latest developments, and always on top of the latest tax changes and economic trends. The best firms provide value through excellent service and strategic thinking to help you run your business more easily and profitably.

How do I run my business most profitably? +

By establishing a business model that is viable for the industry in which it operates and constantly monitoring operating results to ensure that your company is staying true to its model.

What is the best way to provide my family with long term financial security? +

The first step is to establish a retirement plan and strive to make that a necessary part of your business model so that contributions to the plan are regular and recurring. The tax deferred value of compounded investment returns cannot be overstated. The next step is to have an efficient and comprehensive insurance program which evolves over time.

How does Kofler & Company help you meet the above goals? +

By gaining an understanding of the business you are in and becoming part of the management team. This includes regular visits to your place of business even though modern technology may seem to make that unnecessary. CALL US TO LEARN MORE!