Kopin & Company, CPA, PC provides a wide range of services to individuals and businesses in a variety of industries. At Kopin & Company, CPA, PC, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:


Tax Management Services

At Kopin & Company, CPA, PC, we guide our clients through a full range of tax planning and preparation decisions for maximizing cash flow, and keeping them on track toward their financial goals. Our expertise, experience, and research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We make every effort to be up to date on tax legislation and can make sense of their various receipts, invoices, and notices.

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Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Our accounting services steer you closer to your goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

  • General ledger and financial statement preparation
  • Bookkeeping (monthly, quarterly, annually or onsite as your internal bookkeeper)
  • Accounting system setup and support
  • Payroll processing
  • Cash flow budgeting and forecasting
  • Personal financial statements
  • Employee benefit and profit-sharing plans
  • Corporate, partnership and LLC tax planning and return preparation
  • Litigation support

We can set up financial reports for your review to streamline your business and save you valuable time. These reports can guide your business in making financial decisions, planning, and evaluating performance.

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Assurance and Advisory Services

At Kopin & Company, CPA, PC we focus on building close client relationships that add long-term value. This includes maintaining financial records, evaluating procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution. Our clients benefit from an objective analysis to assist in controlling costs, increasing efficiency and implementing new technologies and procedures to take advantage of changes in the marketplace, new and existing accounting standards, and ever changing tax laws. Our assurance services will improve information quality or its context, meaning more success for your business.

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Audits, Reviews, and Compilation

Kopin & Company, CPA, PC’s financial statement services comprise all three levels of assurance depending on the needs of your business.

  • Audits offer the highest level of assurance to third parties and include in-depth examination and confirmation of account balances, inventories, and other selected transactions. We perform audits for you to identify possible errors or misstatements, ascertaining the validity and reliability of your information.
  • Reviews provide limited assurance to outside interests and involve inquiries and analytical procedures that confirm financial statement results and identify any items requiring further analysis. We perform reviews to ensure the integrity of your data.
  • Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

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    Estate and Trust Planning and Tax Preparation

    Effective estate and trust planning can ensure financial security to loved ones. For businesses, it establishes and ensures a smooth succession of ownership. Kopin & Company, CPA, PC’s role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability to your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will minimize the complications that your loved ones will have to deal with during a time of loss.

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    Litigation Support and Forensic Accounting

    Kopin & Company, CPA, PC litigation support and forensic accounting services can be employed in a wide range of situations including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can sort through the transactions and get to the bottom line.

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    Bookkeeping/CFO

    Accurate record-keeping is essential to a successful business yet can be complicated and time consuming. Kopin & Company, CPA, PC will help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business. You choose the level of service that you need from monthly, quarterly, or yearly reviews to total outsourcing, having a member of our staff do all of your bookkeeping on your premises.

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    QuickBooks Accounting Help and Assistance

    QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup, and use it properly. We don’t just help you use the software, we help you use it more efficiently and effectively.

    Kopin & Company, CPA, PC offers the following solutions to help meet your QuickBooks needs:

  • Personal Training – We train you personally, either one-on-one or several individuals within your organization at your location.
  • Installation – We install QuickBooks on your stand alone computer or in a network environment, in either single or multi-user mode.
  • Setup – We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.
  • Support – Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.
  • Review – Our QuickBooks review service helps companies that have the human resources to perform daily accounting functions but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.
  • Upgrades – We assist you with keeping your Quickbooks version up to date with the most current release and with obtaining technical support from the software provider.

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    Computer Consulting

    As technologies rapidly advance, companies increasingly need to update their computer systems. Kopin & Company, CPA, PC can audit your system competencies and gauge upgrade needs as well as provide support in choosing and implementing new hardware or network systems. We help in putting your computer problems at bay as well as improving your computer system’s performance taking your budget into consideration.

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    Payroll Services

    Kopin & Company, CPA, PC’s payroll services can help you reduce the time spent on administration through developing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns. We will also prepare payrolls including direct deposit of checks into employees’ bank accounts, tax deposits, and quarterly and annual reports.

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    Employee Benefits, Pension, and Profit-Sharing Plans

    Choosing and administering benefit plans for your employees is often a complex process. Kopin & Company, CPA, PC will implement and administer your benefit, retirement and profit-sharing plans with an eye toward rewarding your employees and reaching your company’s financial and business goals. We can also help maximize tax advantages in implementing these plans. As your business grows, you and your employees will be rewarded for the hard work that contributed to its success.

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    Cash Flow and Budgeting Analysis

    Good cash management can improve a company's liquidity, reduce costs, and increase profitability. Kopin & Company, CPA, PC can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business' ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business' success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

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    Business Valuation

    The range of needs for valuing businesses continues to widen, and Kopin & Company, CPA, PC can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

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    Mergers, Acquisitions, and Sales

    Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Kopin & Company, CPA, PC can provide professional know-how to help you successfully structure and negotiate the deal. Kopin & Company, CPA, PC employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for your business for optimum success.

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    Debt and Finance Advising

    Whether your needs are corporate or personal, Kopin & Company, CPA, PC's professionals can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

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