Business Details
Your Trusted Partner for Accounting and Financial Advisory Services
Kofler & Company & Company has been delivering exceptional accounting services since 1898, maintaining the same high standards of professionalism that established our reputation. Our firm specializes in providing personalized, high-quality service that combines traditional accounting practices with forward-thinking financial strategies. We focus on building long-term relationships with clients, offering tailored solutions for tax planning, financial reporting, and business advisory services. Our team approach ensures continuity and expertise, with partners who have dedicated their careers to the firm since joining as staff accountants. We actively invest in staff development through rigorous training programs and professional certification support. Our services encompass audit, tax preparation, management consulting, and estate planning, addressing the comprehensive financial needs of businesses and individuals.We prioritize understanding our clients' industries to deliver actionable insights that enhance operational efficiency and profitability. Our commitment to excellence is reflected in our meticulous attention to compliance and our proactive approach to identifying financial opportunities. We serve as trusted advisors, helping clients navigate complex regulatory environments while achieving their long-term objectives. With six generations of experience, we continue to adapt our services to meet evolving client needs while preserving the core values that have defined our success.
Services
Financial Statements
Tax Planning
Management Advisory
Financial Estate Planning
Retirement Planning
Accounting Services
Highlights and features
- We offer six generations of accounting expertise since 1898
- Our partners have decades of combined experience mentoring staff
- We provide industry-specific financial insights tailored to client needs
- We maintain rigorous compliance with continuing professional education
- We combine traditional accounting practices with modern advisory services
Services
Financial Statements
We prepare compilation, review, and audited financial statements that support management decision-making and satisfy lending institution requirements. Our experts help clients interpret financial data to improve business performance while ensuring compliance with accounting standards. Our services provide reliable financial documentation for business operations and strategic planning.
Tax Planning
Our comprehensive tax services cover individual, business, and estate tax planning with a focus on compliance and optimization. We monitor tax law changes year-round to implement savings strategies while representing clients during audits. Our approach combines regulatory compliance with proactive tax reduction opportunities for individuals and businesses.
Management Advisory
We provide strategic guidance on business operations, technology implementation, and succession planning. Our advisory services include accounting system evaluations, merger/acquisition support, and industry compliance consulting. Our partners serve as external management resources to enhance operational efficiency and long-term business sustainability.
Financial Estate Planning
Our estate planning services address trusts, business succession, and wealth transfer strategies. We help clients develop comprehensive plans that adapt to changing life circumstances while minimizing tax implications. Our approach ensures smooth transitions for family-owned businesses and personal asset protection.
Retirement Planning
We offer customized retirement planning for individuals and businesses, including plan establishment and maintenance. Our services cover pension options, 401(k) administration, and retirement income strategies. We help clients create sustainable financial futures through tailored retirement solutions for all business sizes.
People
Salvatore V. Bulone
Partner
Partner with extensive experience in accounting and business advisory services. Committed to delivering personalized financial solutions while mentoring staff development. Specializes in helping businesses optimize financial operations through strategic planning and compliance management.
Jerrold Langsner
CPA
Certified Public Accountant with specialized expertise in tax planning and financial reporting. Focuses on providing comprehensive accounting solutions to businesses and individuals. Actively involved in client advisory services and staff training programs to maintain high service standards.
Richard Limoncelli
CPA
Experienced CPA offering expert guidance in audit services and business consulting. Dedicated to helping clients achieve financial objectives through strategic planning and compliance solutions. Contributes extensive industry knowledge to client advisory engagements and staff development initiatives.
Tanya Lee Behnke
CPA
Certified Public Accountant specializing in tax compliance and financial planning services. Provides tailored solutions for individual and business clients while supporting staff development through professional training programs. Focuses on delivering accurate, timely accounting services that meet client needs.
Questions
What accounting services do you offer?
We provide financial statements, tax planning, management advisory services, estate planning, retirement solutions, and comprehensive accounting services for businesses and individuals.
How long have you been in business?
Kofler & Company & Company & Company has been serving clients since 1898, making us one of the most established accounting firms in the region with six generations of experience.
What makes your firm different?
Our team approach combines long-term partner expertise with continuous staff development, offering personalized service grounded in decades of industry experience and professional excellence.
Do you serve specific industries?
We work with diverse businesses while maintaining deep expertise in accounting principles that apply across multiple industries through our comprehensive consulting services.
Reviews (1)
Stacy G.
May 30, 2013
Report
This place should be voted one of the worst. The partners are all nasty, had a very disturbing experience and would not recommend them to anyone. I actually caught two partners putting down the staff and yelling at the poor individual. Very unprofessional!
