Business Details
Expert Accounting and Tax Services in New York
Charles A Kerner, CPA, CPA, P.C. is a full-service tax and accounting firm with over 30 years of experience serving businesses and individuals. Our team of certified professionals provides hands-on expertise in business accounting, tax preparation, estate planning, and financial consulting. We specialize in serving freelancers, artists, influencers, non-profits, and small to mid-sized businesses, offering tailored solutions to meet diverse financial needs. Our firm excels in expatriate services, international taxation, and non-profit accounting, with a focus on compliance and strategic planning. Located near Columbus Circle, we serve the New York City metropolitan area and Long Island.Our services include payroll processing, bookkeeping, business consulting, and audit preparation, ensuring comprehensive support for clients. We prioritize personalized service, combining legal and accounting knowledge to address complex financial scenarios. Our team includes experienced CPAs, attorneys, and business consultants dedicated to client success. We maintain peer-reviewed status for financial reporting and non-profit auditing, demonstrating our commitment to quality. With a focus on transparency and client education, we help individuals and organizations achieve long-term financial goals.
Services
Business Accounting
Tax Prep/Planning
Payroll Services
Estate Planning
International Taxation
Non-Profit Accounting
Bookkeeping
Consulting
Expatriate Services
Financial Statements
Highlights and features
- We offer over 30 years of combined experience in accounting and legal services.
- Our team provides personalized financial strategies tailored to client needs.
- We specialize in niche areas like influencer taxation and non-profit compliance.
- Our firm maintains peer-reviewed status for financial reporting excellence.
- We combine CPA and legal expertise to address complex financial scenarios.
Associations and certifications
- Peer Review Board of the American Institute of Certified Public Accountants
What people say
Expertise in expatriate taxes
Personalized financial strategies
Knowledgeable staff
Reliable compliance support
Effective audit preparation
Services
Business Accounting
We provide comprehensive business accounting services including tax preparation, financial statement compilation, and audit support for corporations, partnerships, and LLCs. Our team handles payroll processing, cash flow analysis, and compliance reporting while offering strategic tax planning to minimize liabilities. With expertise in multiple industries, we deliver tailored financial solutions for growing businesses.
Estate Planning
Our estate planning services help clients navigate complex tax implications and legal requirements for asset distribution. We assist with trust creation, will preparation, and probate avoidance strategies while addressing unique family circumstances. Our team coordinates with legal professionals to ensure comprehensive wealth transfer plans that protect assets and minimize tax burdens for future generations.
Payroll Services
We offer full-service payroll solutions with Patriot Software integration, including tax filing, direct deposit, and compliance management. Our services cover wage calculations, tax withholdings, and year-end reporting while maintaining strict regulatory compliance. Clients receive customized payroll systems with secure employee self-service portals for pay stub access and tax documentation.
Non-Profit Accounting
Specialized accounting services for non-profit organizations include tax-exempt status maintenance, Form 990 preparation, and compliance auditing. We implement proper revenue/expense coding systems and provide board training on financial reporting. Our peer-reviewed expertise ensures adherence to specific non-profit accounting standards and regulatory requirements.
International Taxation
We assist businesses with cross-border tax planning, treaty analysis, and compliance for US and foreign entities. Services include foreign tax credit optimization, transfer pricing guidance, and expatriate tax compliance. Our team collaborates with international specialists to address complex tax implications of global business operations and expansion strategies.
People
Charles A Kerner, CPA
Founder and Owner
Certified Public Accountant and Attorney with over 30 years of experience serving businesses and individuals. Specializes in estate planning, corporate law, and non-profit organizations. Holds dual CPA and legal credentials in New York State.
Kathy Lawler
Senior Accountant
Certified Public Accountant with 20+ years of experience in taxation and financial consulting. MBA from NYU Stern with expertise in working with freelancers and high-net-worth individuals for tax compliance and wealth maximization.
Elizabeth Klein
Chief Operating Officer
Senior accountant with 8 years of experience in tax compliance and financial strategy. Holds MFA from The New School and B.A. from Columbia University. Specializes in profit optimization for small businesses and partnerships.
David Kerner
Business Consultant
MBA holder and registered Investment Advisor with Series 65 license. Focuses on operational workflow, marketing strategies, and technology solutions for accounting practices and freelance clients.
Tara Kelly
Office Manager
Finance graduate with 25 years of bookkeeping and administrative experience. Manages daily operations and client bookkeeping services, specializing in financial record organization and office management systems.
Questions
What accounting services do you offer for freelancers?
We provide tax preparation, compliance, and strategic planning specifically for freelancers, including deductible expense tracking and income reporting.
Do you handle international tax compliance?
Yes, we specialize in cross-border tax planning, foreign tax credits, and compliance for US citizens abroad and foreign nationals in the US.
Can you assist with non-profit organization setup?
We help establish tax-exempt status, prepare required filings, and implement accounting systems compliant with non-profit regulations.
What estate planning services are available?
We offer trust creation, will preparation, probate avoidance strategies, and tax-efficient asset distribution planning tailored to individual needs.
Do you provide payroll solutions for small businesses?
Yes, we offer integrated payroll services with tax filing, compliance management, and employee self-service portals through Patriot Software.
How do you handle IRS audit representation?
Our team provides complete representation before the IRS and state tax authorities, including audit defense and negotiation of payment plans.
Reviews (5)
Alana Stewart
Mar 02, 2021
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Charles was incredible. We've just started a business and he helped us immensely in capturing and amortizing our startup expenses. Very knowledgable and helpful to setup a plan moving forward on profitable years.
Aaron Schue
Nov 23, 2020
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Charles has served as my family's accountant for years now, and has been absolutely fantastic. He has handled my taxes, financial plan, side hustles, my wife starting a new business, etc. all with skill and experience. Highly recommend.
Edgar Kab
Nov 17, 2020
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Very knowledgeable and efficient. Charles was able to talk me through a complicated situation and explained my options using charts and figures. I'm glad I made the call!
E. Kacz
May 08, 2020
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Charles and Elizabeth are a delight to work with, always accessible, practical, knowledgeable, always operating in their clients best interest, highly, highly recommended, .
Becky R.
Apr 15, 2020
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Great accountant! I have been using Mr. Kerner to help me file my personal taxes for the past three years and I have absolutely no complaints. He is fast, efficient and informative. He is available for both in person and phone appointments and is very professional. I plan on using Mr. Kerner again in the future and would highly recommend him to those looking for a new accountant!
