About
We are a full service accounting firm that deals with personal and business tax, accounting, bookkeeping, Audits, IRS & State tax issue resolution, forensic accounting, and financial planning. We have 3 CPAs on our staff and provide friendly, reliable, and knowledable service. We respond promptly to clients!
www.kotulakcpa.com
https://www.facebook.com/KotulakCPA/
Highlights
Reviews
Louis P.
Frequently asked questions
What is your typical process for working with a new customer?
We will have an meeting with the customer to determine the customers needs. The meeting can happen either in person or over the phone. We may request additional information in order to give the client a proper estimate of job cost. We may request to see historical information to get a better idea of the size and complexity of the job.
What education and/or training do you have that relates to your work?
Our Founder Thomas M. Kotulak is a certified Public Accountant and has the designation of Personal Financial Specialist.
Jonathan Kotulak is a partner of the firm and is a Certified Public Accountant
David Armstrong is a partner of the firm and is a Certified Public Accountant
Marina Kosoy is a key employee of the firm and is a Certified Public Accountant.
Do you have a standard pricing system for your services? If so, please share the details here.
Each CPA has a set hourly rate based on their level of expertise. The hourly rate varys by CPA. We disclose upfront the hourly rates of the individuals who will be working on a specific clients account.
How did you get started in this business?
Kotulak & Company, PC is a family owned business originally started by Thomas M. Kotulak. In 2005 his son Jonathan Kotulak joined the firm and worked through the ranks to become a partner in 2014.
What types of customers have you worked with?
We have a wide variety of clients from many different industries including,
Medical Practices
Professional Services (Lawyers etc)
Construction
Retail
Individual tax
Landscaping
Jewelers
Insurance Agents and brokers
and the list goes on
Describe a recent event you are fond of.
We had a recent individual tax client who was using H&R Block who had 2 kids in college. The individuals did not know about the tax credits available for qualified tuition expenses. I was able to amend 2 years of taxes and get them back a significant refund from the IRS.
In General,
Working with clients to tax plan so that their are not unexpected tax balances due during the personal tax preparation process.
What advice would you give a customer looking to hire a pro in your area of expertise?
I hear a lot of the time how a current clients former CPA is not quick to respond. Many CPAs are sole practicioners who do not have employees. This causes them to get bogged down in administrative tasks that takes their attention away from being able to promptly respond to client needs. At Kotulak & Company, PC we have an administrative staff that allows our CPAs to better focus on the clients with prompt attention.