Koerner U0026 Associates, LLC

koerner & associates is a certified public accounting firm that provides, in addition to traditional accounting and tax services, an expertise in estate and tax planning, business valuations and forensic accounting services for clients across the united states, our team of multifaceted professionals has significant experience in the breadth of services expected from a much larger firm, while providing client services on a personal level. our clients, many of whom have been with us since the beginning, are proof of the value of an alliance with a professional advisor who has always put their interests first. this loyalty, so rare in business today, is the result of the financial success they have enjoyed and the service they have come to expect. our specialties include: • tax preparation, planning and advice for individuals, corporations, partnerships, estates, and trusts. • federal and state tax representation • business valuation and forensic services • mergers and acquisitions • audits, reviews, and compilations of financial statements • audit and tax preparation of employee benefit plans • agreed-upon procedures engagements and special purpose reporting • development of financial strategies, profit planning, projections, and budgeting • implementation of accounting systems • cash flow forecasts and projections

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