Kotulak & Company

Business Details

43 Years

experience

Trusted Accounting Services in Clifton, NJ

Since 1983, Kotulak & Company & Company has been a trusted full-service accounting firm dedicated to serving small and mid-sized businesses across Northern New Jersey. Our expertise spans accounting, auditing, tax services, financial consulting, and specialized support for non-profits, healthcare providers, real estate, and construction industries. With over 35 years of experience, we prioritize personalized service, tailoring our approach to meet the evolving needs of each client. Our team combines deep industry knowledge with advanced technology solutions, including QuickBooks ProAdvisor expertise, to streamline financial processes.

We emphasize proactive communication, long-term client relationships, and staying ahead of regulatory changes to ensure our clients thrive. Our commitment to excellence is reinforced by peer-reviewed quality control standards and decades of service to diverse sectors, making us a reliable partner for businesses seeking strategic financial guidance.

Services

Tax Planning Financial Statements Non-Profit Consulting Estate Tax Services QuickBooks Support Business Startups Healthcare Accounting Real Estate Services Construction Industry Services Peer Review

Details

Year established: 1983

Highlights and features

We offer over 35 years of experience in accounting and tax services tailored to small businesses.
Our team provides personalized service with a focus on proactive communication.
We integrate advanced technology solutions, including QuickBooks ProAdvisor expertise.
Our client-centric approach ensures tailored financial strategies and dedicated support.
We specialize in working with non-profits and various industries across Northern New Jersey.

Associations and certifications

QuickBooks ProAdvisor
Peer Review Program Participant

What people say

Extremely helpful Professional and they do a great job Good people Knowledgeable and professional CPAs Highly recommend

Website

Update Listing

Services

Tax Planning

Our tax planning services focus on minimizing liabilities through legitimate strategies, coordinating personal and business tax goals. With specialized expertise in estate, gift, and non-profit tax matters, we utilize advanced software to ensure accuracy. Clients benefit from proactive advice and seamless integration with QuickBooks for efficient compliance.

Financial Statements

We prepare detailed financial statements for audits, bank loans, and business projections. Our services cover compilation, review, and audit engagements, ensuring compliance with regulatory standards. Tailored reports help clients make informed decisions and demonstrate financial stability to stakeholders.

Non-Profit Consulting

Specialized support for non-profits includes audits, tax compliance, and treasury management. We address unique financial challenges, ensuring adherence to grant requirements and nonprofit regulations. Our team helps organizations improve operational efficiency and maintain transparency.

Estate Administration

We guide executors through estate settlement, handling asset valuation, tax filings, and post-mortem planning. Our expertise simplifies complex legal and financial processes, ensuring compliance with probate requirements and minimizing tax burdens for beneficiaries.

QuickBooks ProAdvisor

As certified QuickBooks ProAdvisors, we offer software implementation, customization, and integration with tax systems. Our support streamlines accounting workflows, training clients to maximize efficiency while maintaining accurate financial records aligned with compliance needs.

People

Thomas M. Kotulak

Founding Partner

With over 45 years in public accounting, Tom specializes in small business and non-profit consulting, estate tax planning, and peer review services. He holds the Personal Financial Specialist (PFS) designation and mentors clients on financial strategy.

Jonathan T. Kotulak

Partner

A licensed CPA with an MBA, Jonathan focuses on tax and accounting services for small businesses. He transitioned from staff accountant to partner and advises on IRS compliance, audits, and financial planning.

David Armstrong

Partner

David has over 15 years of experience in nonprofit audits and tax preparation. He contributes expertise in financial consulting and presents at legal association events, emphasizing client relationship-building.

Marina Kosoy

Partner

Marina specializes in business tax planning and nonprofit audits, combining corporate finance and public accounting experience. She holds an MBA and actively participates in local community organizations.

Gina Gallichio

Office Manager

Gina has managed client relations and firm operations for over 30 years. She coordinates client appointments, handles financial administration, and supports partners in ensuring smooth daily operations.

Questions

What accounting services do you offer for small businesses?

We provide tax planning, business financial statements, payroll processing, and strategic consulting tailored to small businesses.

Do you specialize in non-profit organizations?

Yes, we offer audits, tax compliance, and financial management services specifically for non-profits.

Can you help with estate and gift tax planning?

Our team assists with estate tax returns, gifting strategies, and post-mortem planning to minimize liabilities.

Do you integrate with QuickBooks software?

Yes, we are QuickBooks ProAdvisors and provide setup, training, and seamless tax integration.

What industries do you serve?

We specialize in healthcare, real estate, construction, manufacturing, and professional service firms.

How can I schedule a consultation?

Reviews (6)

Write a Review

Mila Eisenfrats

Sep 21, 2021 Report

We'd like to thank the Kotulak & Co for their assistance. Appreciate the effective and professional way Marina conducted our matter. Good understanding and preparation, everything was delivered quickly. Overall service experience was absolutely excellent. Thank you Marina!

George Chen

Apr 24, 2021 Report

Kotulak & Company is the best accounting firm you could ever find. Look no further - they are professional, extremely knowledgeable, personable, and a real pleasure to work with. They have helped me so much in my professional and personal affairs. I highly recommend them. You won't be disappointed - trust me!

Michael Soroko

Jan 08, 2021 Report

I have been working with Kotulak and Co for a few years now on both my personal and business tax returns. They have been extremely helpful and have always gone above and beyond. Their team has a wide depth of knowledge, but with a smaller boutique feel where my family and business always feel like we are truly valued. I highly recommend K & Co. for anyone looking for help or a great CPA!

Chris Pickhardt

Feb 10, 2019 Report

I am extremely happy with the service and professionalism of Kotulak & Company. John helped me out with a complex return, while keeping me informed at each step along the way. He was VERY thorough and patient, as taxes can be a daunting endeavor for me at times. I could not be happier with the service I received and would definitely recommend John and his team to anyone seeking a new CPA firm. You will not be disappointed!

Maryann Hackett

Oct 28, 2018 Report

This is our first year having our taxes prepared by Kotulak and Company, PC. As we can all agree, tax season as a stressful time of year. However, Jon made a stressful situation much easier. He is very personable and was quick to reply to any of my questions or concerns. I would like to thank Jon for his exceptional professionalism, knowledge and excellent service. Highly recommended.

Allison Green

Mar 21, 2018 Report

My husband and I have been clients of Kotulak & Company for over fifteen years, and we cannot say enough good things about this wonderful business. Excellent service, professionalism and just an all around outstanding business. We highly recommend Kotulak and Company for all personal and business accounting needs.