Business Directory

Accounting

Berard & Associates CPAs
Berard and Associates CPAs

PO Box 3108, Ball St., Port Jervis, NY  12771 AND 44 Park Ave Suffern, NY, 10901 Phone: (845)357-5668 Fax: (845)357-5637 Berard and Associates CPAs is an independent certified public accounting firm with offices in Rockland and Orange counties in New York.  Our strengths are that we are a local firm with over 25 years experience in accounting services and audits.
www.berardcpas.com
(845) 856-5237
(845) 856-5239
Cooper Arias, LLP
Cooper Arias, LLP
Cooper Arias, LLP

892 St. Rt. 17B, PO Box 190, Mongaup Valley, NY 12762

Are you looking for a firm large enough to offer a full array of accounting, taxation, auditing and consulting services, but small enough to know you on a personal level? Then look no further than Cooper Arias LLP. The firm started in 1988 as a small one person operation, and has grown today to a staff of 24 in three offices, and includes 7 CPA's, each offering top-notch credentials and experience. Whether you need accounting, auditing, tax planning, estate and trust work, small business consulting, or a full complement of other individualized services, we will give you the full resources you would expect only from a large accounting firm while maintaining the personal touch.

Member : American Institute of CPAs and New York Society of CPAs
www.cooperarias.com
845-796-1800
John T. Donahue, CPA
John T. Donahue, CPA


 
John T. Donahue, CPA
Consulting/Business Services
32 Ball St. PO Box 3108, Port Jervis, NY 12771

A full-service accounting firm licensed in New York & Pennsylvania offering a broad range of services for business owners, executives, and independent professionals. Affordable, experienced, friendly and providing outstanding service to clients because of our dedication to professionalism, responsiveness and quality.

Please call today at (845) 856-5237- for a free initial consultation

Email: john@johndonahuecpa.com


Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.

PROFESSIONALISM
Our firm is one of the leading firms in the area. By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms. We make sure that every client is served by the expertise of our whole firm.

RESPONSIVENESS
Our firm is responsive. Companies who choose our firm rely on competent advice and fast, accurate personnel. We provide total financial services to individuals, large and small businesses and other agencies.
To see a listing of our services, please take a moment and look at our services page. Because we get new business from the people who know us best, client referrals have fueled our growth in the recent years.
Through hard work, we have earned the respect of the business and financial communities. This respect illustrates our diverse talents, dedication and ability to respond quickly.

QUALITY
An accounting firm is known for the quality of its service. Our firm's reputation reflects the high standards we demand of ourselves.
Our primary goal as a trusted advisor is to be available and to provide insightful advice to enable our clients to make informed financial decisions. We do not accept anything less from ourselves and this is what we deliver to you.
We feel it is extremely important to continually professionally educate ourselves to improve our technical expertise, financial knowledge and service to our clients.
Our high service quality and "raving fan" clients are the result of our commitment to excellence.
We will answer all of your questions, as they impact both your tax and financial situations. We welcome you to contact us anytime.



http://johndonahuecpa.com/
845-856-5237
KKB&N CPA’s
KKB&N CPA’s



Our Team




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:

accounting
tax planning and preparation
retirement planning
succession planning
bank financing
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.




Services


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:


bank reconciliations
payroll calculations
payroll and sales tax management
checkbook adjustments
and more



Tax Planning & Preparation: 
KKB&N offers tax planning and preparation for the following:


individuals
corporations
partnerships
estates and trusts
non-profit organizations
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:


investments
gifting
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.


Partners
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.




Visit our Website
845-342-5818
845-342-5820
Paul M Brislin, E.A.
Paul M Brislin, E.A.
Accounting and Tax Related Services
Full service tax preparation and related services in New York, New Jersey and Pennsylvania for individuals, corporations and partnerships.  Paul M. Brislin, E.A. is an Enrolled Agent (E.A.), to represent taxpayers before the Internal Revenue Service (IRS).  With more than three decades of expertise, Paul ensures that each and every client receives individual attention.  Paul will come to your location, if required, review in detail your tax information and identify every deduction and credit that you deserve, thereby maximizing your refund or minimizing your amount owed.

Paul M. Brislin, E.A.'s services include support in the event of an audit and tax planning.  Available year round, seven days a week and able to meet with you at your convenience.  Fees are customized to the needs of each client and offering a free consultation.

 
www.paulbrislinea.com
(973)293-3018
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Robert W Schultz CPA
Robert W Schultz CPA
Accounting and Bookkeeping Services
Accounting and Bookkeeping Services
Old School Ethics
Forward-Thinking Finance
Robert W. Schultz is a skilled accountant with over 35 years of experience in the tri-state area. Specializing in the areas of tax preparation, accounting and bookkeeping, financial statements, and IRS applications, he and his dedicated employees are available to help with all of your financial needs. Call today to see what they can do for you.
 
Visit our Website
(845) 858-8443
(845) 856-4834
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Sedore & Co., CPA’s
Sedore & Co., CPA’s
Sedore & Co., CPAs

7 West Broome Street

Port Jervis, NY 12771

Tel: (845) 858-8825

Office Hours: M-F 8:30am to 5:00pm

Sedore means professional accounting and consulting services with personal one-to-one customer service.
www.sedoreco.com
(845) 858-8825