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Certified Public Accountants

"Man's mind stretched to a new idea never goes back to its orginal dimensions"

Oliver Wendell Holmes Jr.

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spring 2012

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> November 2011

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About Us

An Accounting Firm Devoted to Your SuccessGrowing companies need reliable financial advisory support. Business strategies change with good and bad economies, and a successful company must have the ability to adapt. The partners and staff of KDMS LLC understand the challenges facing your business in any economic environment and have experienced staff to address your specific accounting and advisory needs.We provide various financial services for private businesses and their owners, including accounting and assurance services, tax services, advising and wealth management through affiliates. We also provide through affiliates services related to personal insurance, investment management and personal financial planning. Whatever your needs may be, our team of certified public accountants and consultants are equipped with the experience and technical knowledge to help you meet your strategic objectives.As a premier greater northern New Jersey accounting firm, we base our advice on where you want to be not merely where youve been. Our staff looks closely at each factor affecting your companys bottom line, and we advise accordingly.By partnering with your company, we can help guide your business toward operational and financial strength. Our CPAs and advisors will help you achieve your goals to grow your company and minimize your taxes. Contact us today to learn more about our accounting, tax and finance services.
Our Team

Our Team

Paul M. Kaplan, CPA, MBA | Partner

Paul is a Certified Public Accountant licensed in the states of New Jersey and New York. He is a graduate of New York City University and Baruch College of Business where he received both his Bachelor of Business Administration (BBA) and Masters of Business Administration (MBA).Paul has been in public practice for 40 years, serving as a senior partner in various regional accounting firms. He specializes in IRS and State Offers in Compromise for individuals and businesses owing substantial tax debts. He also specializes in advising closely held businesses on how to grow their business and other strategic issues. Paul is a member of the American Institute of Certified Public Accountants and the State Societies of Certified Public Accountants of New Jersey and New York. He was awarded Small Business of the Year (2004) by The Greater Gateway Chamber of Commerce.

Jan Dulman, CPA | Partner

Jan received his bachelors degree in business and accounting from Virginia Wesleyan College in 1995. Jan received his CPA in Connecticut in 2001. Jan focuses his practice in private non public company and not-for-profit organization audits and reviews. He also specializes is being an outsourced controller and CFO. Jan currently serves as CFO, since June 2007, of Global Gold Corporation, a publicly traded company. Jan was an accountant at a medium sized CPA firm, Radin, Glass & Co., from May 2001 to December 2002.

Howard Samuels, CPA, MST | Partner

Howard is a CPA licensed in NY & NJ, has Masters Degree in Taxation from Pace University in NYC and his undergraduate degree in accounting from Syracuse University. Howard has been practicing accounting and tax for approximately 20 years with experience including 5 years with Ernst & Young, 5 years with KPMG LLP and 4 years with Anchin, Block and Anchin (all public accounting firms). Howard is a member of the AICPA (American Institute of Certified Public Accountants), NYSSCPA (NY State Society of Certified Public Accountants) and NJSCPA (New Jersey Society of Certified Public Accountants). Howard is the Tax Partner in the firm and has extensive experience and expertise with freelancers, start up companies, high net worth individuals, non-for-profit entities and charities.
Services

Services

Tax ServicesWe prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and legislation, we are in a position to identify key tax planning opportunities that minimize both your current and future tax liabilities. We provide our individual and business clients with the taxation expertise and knowledge that they deserve throughout the year. Tax services offered include but are not limited to:Tax planning & return preparationIndividualsCorporationsPartnershipsLLCs/LLPsEstates, trusts & giftNot-for-profit organizationsTaxing authority representationDivorce and support issuesTax effects of buying/selling a businessAccounting ServicesProviding financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis. Our firm provides a full range of cost effective accounting services including the following:General ledger & financial statement preparationBookkeeping (Monthly/Quarterly/Annual)Accounting system setup for new businessesComputerized payroll servicesBusiness tax return preparation (Sales & Use/Business Property)Personal financial statementsLitigation supportAudits, Reviews and CompilationsWe view our role in the financial reporting process as an opportunity to provide constructive solutions for maximizing your company's profitability and efficiency. We provide financial reporting on all three levels of assurance:Audit- an intensive examination with the highest level of assuranceReview - some analytical procedures conducted with limited assuranceCompilation - based upon client information provided and used primarily for internal useCash Flow & Budgeting AnalysisA business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.Financial Forecasts & ProjectionsForecasting is a necessity when trying to effectively manage and lead a business to profitability. From simple projections to complex financial modeling, our experienced staff can assist you in achieving your company's financial goals.Forensic AccountingWe use accounting and auditing skills to provide an analysis of financial records in conjunction with dispute resolutions, as well as fraud and theft investigation. Our damage measurement methods can determine the extent of financial loss and illegal accounting practices.Business ConsultingWe gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business.Consulting ServicesWe gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible strategies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:Accounting software selection and implementationType of entity selectionBusiness valuationsBuying/selling a businessComputer systemsFinancial & retirement decisionsEstate, trust & gift planningBusiness Entity SelectionChoosing the form of entity of your business (e.g. "S" corporation, sole proprietor, limited liability company) is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the pros and cons of each entity type to help you determine the most advantageous form of business for your company.IRS RepresentationDuring our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.Other ServicesDue to our diverse client base, we encounter a wide array of financial and tax issues. As a result, we have gained valuable experience over the years in numerous specialized areas, many of which are listed below. We feel our ability to provide such a variety of services reflects our versatility and competency, as well as our dedication to quality client service.Mergers & acquisitionsAsset protectionInvestment reviewBankruptciesLitigation supportCash flow forecastingEmployee benefit plansExpert witness servicesInternet commerce
Clients, Expertise & Testimonials

Clients, Expertise & Testimonials

Clients

Papaya King

Empellon Restaurants

Velvet Cigar Bar

LeSportsac Inc.

Ove Arup & Partners Ltd.

SELI Inc.

A Caring Hand (Billy Esposito Foundation)

Chowder Inc.

Council for Unity Inc.

Tatra Travel

Turn the Corner Foundation

Expertise

Investment bankers and analysts (in all of the major brokerage and investment firms)

Advertising

Public Relations/Marketing

Fast food and restaurant establishments

Doctors and dentists and related billing companies

Retail and wholesale clothing, accessories, toys

Freelancers and companies in media related fields (writers, editors, publishers, photographers, graphic designers, artists, internet/website designers etc.)

Attorneys and law firms

Real estate

Travel companies (US & international)

Non for Profit entities (public and private charities)

Film and TV actors, producers and directors

Papaya King (NYC) & Seth C.

I initially met Howard via a recommendation from a colleague of mine regarding a personal tax accountant. I had used other accountants prior to Howard and the simplest way to describe my experience was "I didn't realize what I was missing previously." Howard's responsiveness, honesty, advice and work ethic are second to none. I have looked for additional ways to integrate Howard into my professional life and am currently utilizing Howard's services for a restaurant that I acquired in addition to a small venture that I started this year.

Rick K.

Howard is a true tax professional. I have been using his services for both my business and personal tax planning since 2003.

Jennifer K.

Every time I meet with Howard or talk to him on the phone, my mind is put at ease by the fact that he really knows what he's talking about. I have a tendency to panic when it comes to money, but with Howard's guidance, I feel more confident than ever in my ability to manage it well.

Daniel M.

We have been using Howard for our taxes for a number of years and through several interstate moves. I have found him to be highly professional and the results have been wonderful. I would highly recommend Howard to anyone looking for an accountant.

Lisa L.

Howard is detail oriented and thorough. He has been a great resource for sound tax advice for our company since day one.

Elizabeth D.

Howard is a great accounting resource for small agencies/ marketing consultancies. He really understands the advertising business and is able to give specific advice for our industry. He helped with all the ins and outs of setting up our financial systems and also helps us keep a keen eye on our bottom line.

Financial Tools & Info

Financial Tools and Info

Events Calendar

The interactive calendar highlights federal and state tax due dates, special firm events and other important dates that may be of interest to you. Because the calendar is continually updated, check back often to keep track of filing requirements, deadlines and other events that will help you stay current and up-to-date.

Tax Guides and Recent Updates

Handy online guides to understanding taxes in your Personal And Business Life with the most up-to-date tax resources and online technology put together in a plain language, reader-friendly format. They incorporate the latest tax laws out of Washington, DC, along with rulings and decisions from the IRS and the federal courts.

Client Tax Organizer

A tax organizer can facilitate the process of pulling together your tax information. This basic tax organizer is designed for new clients and allows you to enter your information right on the screen. You can then print the completed tax organizer and fax or mail it to the office. Current clients should contact the office to request a "proforma" tax organizer that includes prior year information and carryover data.

Federal Tax Forms & IRS Publications

Looking for a federal tax form? Browse this online tax forms library to find downloadable IRS forms. The forms are presented in PDF format and are acceptable for filing with the IRS. You may also choose from dozens of helpful tax publications developed by the IRS to help taxpayers have a better understanding of various tax issues. Available in PDF format, these publications are written in a plain language format geared specifically to taxpayers.

Links

The Internal Revenue Service

Home of the IRS on the Web. The IRS has definitely done a nice job on their website.

New Jersey Department of Taxation

Connecticut Department of Revenue Services

New York State Department of Taxation and Finance

Sister States Tax Directory

Links to all 50 States Tax Departments.

Where's My Refund?

Check the IRS website for the status of your refund.

Charities NYS

The New York Attorney General's one-stop resource for charitable organizations, fundraisers, grantmakers and members of the public.

Contact

Need a fee quote for a tax return or audit or accouting? A simple email or phone call is all you need for a free quote or consultation. Just have a quick question? Feel free to email or call us and we are happy to help!

Address570 W. Mount Pleasant Ave.Suite 104Livingston, NJ 07039 Telephone(973) 716-0200(973) 716-0832Emailinfo_kdmscpa.com
Address1375 Broadway3rd floorNew York, NY 10018Telephone(212) 731-8060

Seminars

Seminar Information

Location

Address1010 Somewhere Ave.Livingston, NJ 07039 Telephone(973) 555-1212

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