Services
At Klein Mirsky, we provide exceptional accounting and bookkeeping services tailored to small businesses. We ensure your finances are organized and current, allowing you to focus on key business matters. Plus, we deliver regular, insightful financial reports, so you always have a clear picture of your business's financial health.
Accounting & Tax
- Income tax preparation and compliance
- New entity formation and EIN filing
- Business start-up consulting
- Financial statement preparation: reviews and compilations
- Payroll and sales tax management
- Budgeting and financial forecasting
- General business consulting
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Bill payment services
Bookkeeping
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General ledger maintenance
- Accounts payable and receivable management
- Bank and credit card reconciliations
- Financial statement preparation
- Monthly, quarterly, and annual financial reporting
- Sales tax calculation and filing
- Expense tracking and categorization
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End-of-year financial closing
- QuickBooks setup
Tax Planning
- Income tax planning and consulting
- Comprehensive tax planning strategies
- Estate and trust tax planning
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Retirement tax planning
- IRS and state tax audit representation
- Tax impact analysis for major financial decisions
- Multi-state tax planning and compliance
- Year-round tax advisory services
About Us
Established in 2021, our firm was founded by Gary and Alison, who together bring over 15 years of expertise in accounting, bookkeeping, and tax planning. Licensed in both New York and New Jersey, we are proud to serve a diverse clientele with a broad range of financial needs. Gary's extensive background in real estate, tax planning, estate planning, and trusts complements Alison's deep experience in small business accounting, bookkeeping, and payroll services. This dynamic partnership has enabled our firm to offer comprehensive financial solutions, tailored to meet the unique needs of our clients. Our commitment to excellence and personalized service has been the cornerstone of our growth and success in the industry.
