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What we do

Your Success is Our Business.

Kramer & Associates Tax and Advisory, LLC provides a wide range of services to individuals and businesses in a variety of industries. 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:

Financial Planning Services

Effective management of financial affairs requires extensive knowledge, organization, and constant vigilance. Our firm provides a complete range of consulting and advisory services to help with the complexities of financial planning. We truly care about our clients and strive to form lasting relationships with each of them - providing beneficial information, access to a wealth of resources, and a proactive stance in serving each client's needs.

Our financial planning services include:

  • Financial planning to Achieve Specific Goals
  • Retirement Planning
  • Estate and Business Succession Planning

Full Range Business Tax Services

Today's business environment faces a wide range of ever-changing tax issues at federal, state and local levels. Our firm can help you plan, navigate and reduce the burdens of your compliance with increasingly complex tax issues. The staff at Kramer & Associates Tax and Advisory, LLC have experience with a wide range of business taxes - income, franchise, multi-state income, sales, employment, excise and business tax credits. Our knowledgeable professionals guide clients from business startup with the choice of business entity and accounting methods, to business succession strategies that minimize income, estate and gift taxes.

Individual Tax Planning and Return Preparation Services

Expertise. Peace of mind. These are the things that you can expect your tax advisor to provide. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation and advice. We keep abreast of current tax laws throughout the year to minimize your tax liabilities and to maximize your future opportunities.

Management Advisory Services

It has been said that if you fail to plan, you plan to fail. Kramer & Associates Tax and Advisory, LLC are dedicated to assisting clients with the analysis of potential business transactions, evaluation of business financial analysis, budgeting and business projections. Our experience provides a sounding board and knowledge base to advise clients with the development of their short-term and long-term strategies. We are a valuable resource both through the technical skills for analysis, and the experience in working with a strong base of small business clients.

Payroll Services

In the diverse world of business, some companies find it difficult to manage all of the many functions required to run their businesses. Wouldn't it help you to rely on a trusted and accessible business partner to handle your payroll? Allow us to take care of your payroll needs - from issuing the payroll checks to filing the necessary tax returns.

Business Valuation Services

ESOPs, litigation support, mergers and acquisitions, divorce settlements, buy - sell agreements... In these cases, you need to know what your business is worth. Rely on our firm to assist you through these difficult processes. We will do a comprehensive analysis that can help you make informed decisions.

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