Kosmatka, Donnelly & Co. provides a uniform and efficient approach to financial audits, reviews and compilations, delivering high-quality, meaningful financial information. Report presentations are consistent from year-to-year and are established at a level that suits your needs and meets professional standards set by the American Institute of Certified Public Accountants. Then, we go a step further to provide recommendations you can use and comparisons based on similar businesses and industrial segments.

Business Financial Planning - Management Advice

                Kosmatka, Donnelly & Co. provides management advice and business financial planning by applying our management-related knowledge base, skills, techniques and extensive resources to the problems and plans of businesses and organizations.
 
                We're able to relate to both the common and unique problems involved in managing a business...from product costing to cash-flow analysis. This includes developing new business strategies, forecasts, projections, employee compensation packages and incentive programs, as well as personnel recruitment.
 
                Plus, our Management Information Diagnostics program allows us to provide our clients with on-site operational audits of information systems, budgets, staffing, work routines and internal controls...so your business can become more successful.

Business Tax Services - Experience & Excellence

                We have some of the best professionals in the region preparing your business tax returns. Highly experienced, our tax professionals can work with you on all levels from representing your company in tax disputes to advising on impending mergers or liquidations.

                Daily communication with Washington, D.C. allows us to keep track of tax law changes and national precedents.

Computer Accounting Services - Comprehensive Reporting

                Our Computer Accounting Division provides ongoing monthly and quarterly financial statements. We specialize in customizing our financial reporting to fit individualized client needs and desires. We also offer services and expertise in generating payrolls and payroll reporting; in addition to: accounts receivable/payable processing, depreciation accounting and general ledger updating. Just let our professionals know what you need, we'll do the rest.

Personal Financial Services

Personal Income Tax Services - Expert & Comprehensive

                We have some of the best tax experts in the Valley perparing your tax returns. Highly experienced in individual returns, our professionals can work with you on all levels, from representing you in tax audits and disputes to advising on tax-related financial decisions.

                Daily communication with Washington D.C. allows us to keep track of tax law changes and precedents being set nationally. Returns are computer generated in-house for faster turnaround. Electronic filing is available. And because the financial decisions you make during the year impact April payments, we encourage tax planning throughout the year to help you make wise and cost-effective financial decisions well ahead of time.

Personal Financial Planning - Helping Meet Your Financial Goals

                More and more people are finding that, with the growing complexity of tax laws, rates of return and investment opportunities, having a CPA provide personal financial planning makes good sense. With our Accredited Personal Financial Planner (one of the first in the nation), we can help you meet your personal financial goals, whether it's minimizing your annual tax burden, planning for your children's education or protecting your assets through estate planning.