Accounting, Accounting - Bookkeeping Services, Bookkeeping, Business Services, Certified Public Accountants, Tax Preparation
KKB&N is a client-focused professional service firm providing innovative solutions as trusted business advisors. The firm, founded in 1990, is built on a solid foundation of personal integrity and dedication to our clients. Each of our clients has unique personal, business, and organizational goals. To help reach these objectives, we offer a full range of services, including:
tax planning and preparation
QuickBooks setup & support
new business formation
We coordinate our actions to provide excellent professional services for each client in a timely, personalized manner at a fair price. We also are committed to helping our clients keep up with a constantly changing business environment; therefore, each of our staff continues their professional education.
Why do our clients choose us?
We are large enough to handle unique situations
We are small enough to be their personal accountant
We have a unique combination of high caliber work and individually tailored services making us different from other firms
It is this special combination that has brought many organizations, businesses, and individuals to us, year after year. No business is too large or too small and all are treated in the same professional manner with integrity & excellent service.
Accounting: Accurate reporting and record keeping are an essential part of running a business. KKB&N offers a wide variety of accounting services to help your business run smoothly, including:
financial statement preparation
cash flow budgeting and forecasting
general ledger review
fixed asset management
Audit Services: KKB&N offers audit services to private companies and non-profit organizations to ensure compliance with regulatory standards.
Our audits also provide an opportunity to look closely at your organization’s processes, allowing us to identify means of streamlining operations and a chance to detect problems before they turn into a crisis.
Bookkeeping: As a small business owner, you need to stay focused on your core business. KKB&N can take care of your routine bookkeeping tasks so you don’t have to. We will handle all of your bookkeeping needs, including:
payroll and sales tax management
Tax Planning & Preparation:
KKB&N offers tax planning and preparation for the following:
estates and trusts
and limited liability companies
Our partners and staff keep current on the latest tax laws and legislation and will work with you throughout the year to develop effective tax strategies and minimize your tax liabilities.
Retirement Planning: At KKB&N, we recognize the importance of retirement planning. Whether you are an individual client or a business owner, we can help you set goals for retirement and create a strategy for you to reach them. Our firm can assist with:
estate and tax preparation
other long-term planning
Succession Planning: One of the most important parts of running a family business is planning for succession.
Is passing the business along to your family the right choice, or should you sell to a third party?
Will your family own or manage the business, or both?
Our firm can help you ensure that every angle is considered before you make a decision.
Bank Financing: Preparation is key when applying for a business loan. KKB&N is happy to assist with your application, preparing the necessary financial statements and providing personal representation. We know the details that a bank wants to see and will do our best to create a successful loan proposal.
QuickBooks Setup & Support: As Certified QuickBooks ProAdvisors, our firm can answer all of your questions about the QuickBooks program.
How we can help:
Choosing the right version of the program
Provide setup and installation assistance
Provide initial or ongoing training for your staff
New Business Formation: Setting up a new business? KKB&N can help you select the appropriate entity type and make sure your incorporation documents are filed properly. We will help you set up new financial systems and answer questions about tax planning for the business.
IRS and State Tax Issues & Problems: If you need help with an audit or IRS dispute, professional guidance can be invaluable. KKB&N is happy to work with you to ensure a prompt resolution to your problem.
We have extensive experience dealing with federal and state agencies and will contact them directly on your behalf — so you don’t have to.
Edward M. Behrens, CPA
Edward M. Behrens, CPA, has been with the firm since 1985, and a partner since 1990. He graduated, cum laude, with an Accounting degree from Mercy College, Dobbs Ferry, NY in 1982.
Ed lives in Middletown with his wife, Cathy, and has been a member of the Middletown Rotary since 1989 where he serves on the Board and is the Treasurer. He is a member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Ed has served on the Advisory Board of the Salvation Army and has also served on the Board of the Middletown Business Improvement District.
Joseph J. Neenan, CPA
Joseph J. Neenan, CPA, has been with the firm since 1997, and a partner since 2002. Joe graduated from Orange County Community College with an A.S. degree in Business Management in 1993 and from SUNY New Paltz with a B.S. degree in Accounting in 1995.
Joe lives in Deerpark, NY and has been a member of the Port Jervis Rotary Club since 2002. As past President, he has also served as Treasurer since 2004. Joe is a member of the New York State Society of Certified Public Accountants and the American Institute of CPA’s.
W. Kurt Wieman, CPA
W. Kurt Wieman, CPA has been with the firm since 1995, and a partner since 2013. Kurt graduated from Orange County Community College with an A.S. degree in Accounting in 1997 and from SUNY New Paltz with a B.S. degree in Accounting in 2000.
Kurt lives in Middletown with his wife and two children. He is currently serving on the board of the INSPIRE Foundation as Treasurer and is a past treasurer of the Kiwanis Club of Middletown from 2005-2014. He is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Lori A. Vreeland, CPA
Lori A. Vreeland, CPA, has been with the firm since 2006 and a partner since 2013. Lori graduated from the State University of New York at Oneonta in 1997 with a B.S. degree in Accounting.
Lori lives in Middletown with her husband and two sons. Lori is currently the treasurer for Minisink Cares, Inc. She has also served as Treasurer for the Minisink Valley Youth Football League and Minisink Aquatics. Lori has assisted many local non-profits with filings and organization. She is a member of the New York State Society of Certified Public Accountants and the American Institute of Certified Public Accountants.