Lipner Sofferman & Company

Accountant in Jericho, NY (show on map)

Full-service accounting firm on Long Island offering tax processing, financial statements, mergers and acquisitions, estate and trust consulting, and more.

Call (516) 487-4070

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About

KVLSM LLP is a full-featured accounting firm located on Long Island that provides comprehensive tax processing, financial statement preparation, audit services, mergers and acquisitions consulting, estate and trust advisory, IRS representation, cash flow analysis, financial and retirement planning, CFO services, and employee benefit plan management across various industries such as fashion, entertainment, technology, and retail.

Full-service accounting and tax advisory

Specialized services for fashion, entertainment, and technology sectors

Personalized client attention with a mid-sized firm structure

Comprehensive financial and retirement planning

IRS representation and litigation support

Services

Accounting Services

General ledger & financial statement preparation, bookkeeping, accounting system setup, computerized payroll services, business tax return preparation, personal financial statements, litigation support.

General ledger & financial statement preparation Bookkeeping (Monthly/Quarterly/Annual) Accounting system setup Computerized payroll services Business tax return preparation Personal financial statements Litigation support

Tax Services

Tax planning, tax preparation for various entities, estate, trust & gift tax preparation, fashion models, entertainers & related fields, IRS representation, payroll services, sales tax services, state income tax services.

Tax planning Tax preparation for individuals, corporations, partnerships, trusts, estates, not-for-profit organizations Estate, trust & gift tax preparation Specialized tax services for fashion models, entertainers & related fields IRS representation Payroll services Sales tax services State income tax services

Audit Services

Intensive examination of company systems and records providing the highest level of assurance.

Intensive examination of company systems and records Highest level of assurance

Bookkeeping/Write-Up

Day-to-day bookkeeping tasks ensuring well-organized financial records for efficient business operations.

Day-to-day bookkeeping Well-organized financial records Efficient business operations

Outside CFO

Acting as the company’s chief financial officer to assist in financial decision making, planning, and analysis.

Chief financial officer role Financial decision making Planning and analysis

Financial Planning

Planning for personal and business financial goals, including retirement and budgeting analysis.

Retirement planning Budgeting analysis Personal and business financial goals

Credentials & Certifications

CPA

ATA

CGMA

Frequently Asked Questions

What is the firm's mission? +

To provide exceptional financial and professional services while maintaining the highest levels of integrity and professionalism, meeting current and future client needs, and cultivating long-term success.

What is the firm's vision? +

To be regionally recognized as the accounting firm of choice for comprehensive financial and professional services to individuals and businesses alike, fostering a dynamic environment for staff growth and success.

What services does KVLSM LLP offer? +

KVLSM LLP offers a full spectrum of accounting, auditing, and tax services including financial statements, preparation and audit services, mergers and acquisitions, estate and trust consulting, tax preparation, IRS representation, cash flow and budget analysis, financial and retirement planning, CFO services, and employee benefit plans.

How does the firm handle tax planning? +

Tax planning is integrated into the overall business strategy to minimize both current and future tax liabilities using the firm's experience and access to current tax law developments.

What is the firm's approach to audit services? +

The firm conducts intensive examinations of company systems and records to provide the highest level of assurance, distinguishing audits from reviews and compilations.

How does the firm assist with bookkeeping? +

The firm provides day-to-day bookkeeping tasks ensuring well-organized financial records for efficient business operations.

What specialized services are available for fashion models and entertainers? +

The firm offers complete tax filings, compliance, consulting, planning, and bill paying for fashion models, entertainers, and related fields, addressing foreign income, non-resident alien tax matters, and state and country income allocation.