Krell & Associates CPA PC

Certified Public Accountants

Certified public accountant in Rockville Centre, NY (show on map)

Full-service accounting firm serving clients worldwide with professional, personalized financial and accounting guidance.

Call (516) 394-5188

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About

Krell & Associates, CPA PC is a full-service accounting firm dedicated to providing professional, personalized services and guidance in a wide range of financial and business needs. The firm offers tax management, assurance, estate planning, financial planning, litigation support, forensic accounting, bookkeeping, payroll, cash flow analysis, business valuation, mergers and acquisitions, and more.

Services are tailored to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment.

Full-service accounting firm

Comprehensive tax management

Assurance and advisory services

Estate and trust planning

Financial and retirement planning

Services

Tax Management Services

Guides clients through full range of tax planning and preparation decisions to minimize tax liabilities and maximize cash flow.

Accounting Services

Provides accurate record-keeping, reporting, and support on financial issues for businesses of all sizes.

General ledger and financial statement preparation Bookkeeping (monthly, quarterly, or annual) Accounting system setup and support Payroll processing Cash flow budgeting and forecasting Personal financial statements Employee benefit and profit-sharing plans Corporate tax planning and return preparation Litigation support

Assurance and Advisory Services

Builds close client relationships to add long-term value through assurance of financial records and strategic business planning.

Reviews and compilations Entity selection and restructuring Accounting software selection, implementation, and support Business valuations Financial projections and forecasts Debt and finance advising Mergers and acquisitions Transaction structuring and negotiations Business succession

Reviews and Compilation

Two levels of assurance for financial statements based on client needs.

Reviews provide limited assurance and involve inquiries and analytical procedures. Compilations are based on management information and do not offer assurance.

Estate and Trust Planning and Tax Preparation

Helps navigate complex tax laws to facilitate asset transfer and minimize beneficiary tax liability.

Estate planning Trust planning Tax preparation for estates and trusts

Financial and Retirement Planning

Guides clients toward financial goals and comfortable retirement through strategic planning and investment management.

Asset allocation Investment performance monitoring College education funding Retirement plans Insurance planning Tax, estate, and business succession planning

Credentials & Certifications

CPA

Personal Financial Specialist (PFS)

Frequently Asked Questions

What is the process for tax management services? +

Tax management services at Krell & Associates, CPA PC involve guiding clients through full range of tax planning and preparation decisions with strategies that minimize tax liabilities, maximize cash flow, and keep clients on track to financial goals.

How does the accounting service ensure accurate record-keeping? +

Accounting services include general ledger and financial statement preparation, bookkeeping, payroll processing, and cash flow budgeting, ensuring accurate and insightful financial information for businesses.

What assurance services are offered? +

Assurance and advisory services focus on building close client relationships, assuring the solidity of financial records, evaluating financial procedures, and providing strategies for business planning and execution.

What is included in estate and trust planning? +

Estate and trust planning helps navigate complex tax laws to facilitate asset transfer and minimize tax liability for beneficiaries, ensuring financial security for loved ones.

How does financial and retirement planning work? +

Financial and retirement planning guides clients toward financial goals and comfortable retirement through strategic planning, asset allocation, investment monitoring, and tax planning.