Our Business Provides....................

Managing a business often means wearing many hats, and that can leave too little time to actually run your business.  You may have questions and need assistance.  That's where we can help.  Our goal is to provide timely business and tax information to our clients so they can make strategic decisions, ensuring their competitive edge in the market place.

Accurate and timely accounting information is a necessity for any successful business. Chulick & Kozleski, LLP, can assist you on either a temporary or on-going basis. Due to the size of our firm, our clients receive incomparable, personalized, quality service. We offer the following:   

  • Tax and business planning, consultation and return preparation
  • Bookkeeping
  • QuickBooks consulting and setup 
  • Payroll
  • IRS representation and dispute resolution

Tax and Business Planning, Consultation and Return Preparation

When you engage us to prepare your tax return, you are not just buying a tax return; you are acquiring a year-round resource.  All of our tax return fees include unlimited consultation.  Have a problem or need help making a decision? Call us or stop by -  there is no extra charge.

Expertise.  Peace of mind.  These are the things you can expect your tax advisor to provide.  We view our relationship with each of our clients as an on-going partnership and strive to provide quality, up-to-date tax return preparation and advice.  We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.  Additionally, our business experience allows us to go far beyond the typical tax preparation firm in helping you solve your business problems.

Whether you are an individual or operate a multi-tiered corporation or partnership, our partners and staff can accommodate your needs for tax planning and preparation.

 Accounting and Bookkeeping

The number one cause of small business failures in the United States is lack of financial information.  We can provide you with a full range of reports that will help you monitor your business better, let you see trends developing and enable you to adequately plan your financial future as well as comply with today's complex tax laws.

Our clients have found our services invaluable in managing their businesses and in giving them peace of mind, knowing that their accounting records are being kept accurately and timely.

Our monthly financial statement package includes a balance sheet, current month/year-to-date income statement, a balance sheet compared to the same date in the prior year, current month/year-to-date income statement compared to the same periods in the prior year, and, to help you detect, monitor and manage trends, a rolling twelve monthly income statement.  In addtion, we can custom design additional financial reports to help you understand your business.

Our reasonable fixed monthly accounting fee includes:

  • Financial statement package
  • General ledger maintenance
  • Bank account and credit card statement reconciliations
  • Quarterly payroll tax reports
  • Sales tax reports
  • Unlimited consultation

In addition, for those businesses that want to do their own bookkeeping, we offer QuickBooks consulting and setup.  With a QuickBooks "Pro Advisor" on staff we can help solve existing QuickBooks problems or make sure they don't occur with a proper inital setup of your company QuickBooks file. 

Payroll Service

In the diverse world of business, some companies find it difficult to manage all of the functions required to run their business.  Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll?  Allow us to take care of your payroll needs - from issuing payroll checks, direct deposit, payroll deposits, to filing the necessary payroll reports to the state and federal governments.  You will enjoy our personal service.

IRS Representation and Dispute Resolution 

It is a known fact that one of the most stressful experiences anyone can endure is dealing with the Internal Revenue Service.  This includes not just IRS audits, but also collection and prior-year return filings.  Why let those IRS issues continue to build until they become unsolvable?  Take yourself out of the loop and let our experienced professionals represent you and resolve the problem for you.  Our partners and staff have extensive experience in dealing with the IRS, and our staff includes a former IRS Revenue Agent.