Koenig, Russo & Associates is a gateway to tax planning resources and an invaluable resource for generating tax savings ideas. We engage experience and research in the tax implications of income, estate, and gift planning, investment acquisition and disposition, partnerships, S corporations, trusts, executive compensation, business mergers, acquisitions, dispositions and financing transactions to reduce your tax burden.

One lesson we try to enforce to all clients is that it is far better to be safe than it is to be sorry. Proper tax planning and preparation is critical to better living. State and federal governments have become more aggressive in identifying potential audit candidates. Due to the complex and diverse disciplines of state income, franchise, sales and use taxes, local property taxes, transfer taxes, and employment taxes, it is very difficult to properly identify or quantify the total effect of all these taxes upon your financial viability.

KR&A offers exceptional tax savings ideas and savvy techniques including means for recouping overpayments, new levels of deductions, misclassified expenses, and overall planning. Wouldn't you welcome any opportunity to reduce cash outlays, receive refunds and reduce your overall effective tax rate? Let us tailor a review for you that works with economic trends and personal and professional goals and strategies.

Commercial Clients

KR&A can help you evaluate a choice-of-entity decision during the initial business formation stage and optimize results of particular transactions. We bring a wealth of compliance and tax process knowledge to every client backed by first-rate analytic and technological capabilities. Our team also offers exceptional know-how in legislative and administrative changes which can help you determine how you should respond to these changes.

Our analysts are certified public accountants and financial strategists with significant experience in analyzing and assisting emerging and established middle-market companies with achieving financial goals. KR&A will enable you to preserve value in the transfer of wealth and succession planning, evaluate proposed transactions and strategic alternatives, attract new capital and maximize owner / shareholder value.

Our Commercial Services include:
  • Traditional Accounting
  • Bookkeeping
  • Business Consulting
  • Corporate Financing and Refinancing consulting
  • Financial Reporting
  • Insurance Analysis
  • Management outsourcing
  • Pension, Benefits, and Compensation Plans
  • Tax Planning and Compliance
  • Business start up - Acquisition Analysis
  • Business succession planning

Individual Clients

For individual clients, the KR&A team offers comprehensive, independent, secure and objective tax consultation to all levels of individuals and families. We serve as our client's most trusted advisor and help make the tax planning process as simple and rewarding as possible.

Personal Services include:
  • Estate, Gift and Trust Tax preparation and consulting
  • Family Wealth and retirement Planning
  • Individual Income Tax preparation, Planning and Compliance
  • Life Insurance Consulting
  • Elder Care Services and Bookkeeping