Kostka Taylor, LLC, CPAs

OUR APPROACH We distinguish ourselves from other accounting firms with our caring, client-focused approach and our comprehensive service. We are licensed, certified and experienced to help our clients with their financial decisions or transactions. A DEDICATED ADVOCATE We understand that you have options when it comes to your finances, but no one can offer you a more complete financial analysis or comprehensive strategy than us. Also, unlike other institutions trying sell their own investments and financial products, we are an independent advisor dedicated to you. Make us your first call and let us earn our reputation with you. THE RIGHT ADVICE Whether you are a small business, a medium-sized business or an individual, there are many situations where the right advice is critical, helping both to avoid mistakes and prevent missing opportunities. We can help with life's changes, such as: Change or leave a job Retire or start receiving Social Security Distribution from a 401k, IRA, or pension plan Buy, sell, or refinance a house or rental property Receive an inheritance Sell or redeem stocks, bonds, or mutual funds Start, sell, or dissolve a small business Giving or receiving a gift over $14,000 New Birth or Adopt a child Change in your marital status Notices from the IRS or other taxing agency Any situation where you just want to talk, or get a second opinion Investment and financial planning services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with HD Vest. List of Services Tax and Accounting: Financial Statement Preparation Individual and Business Tax Preparation Electronic Filing Payroll and Sales Tax Services and Reporting Estate and Trust Tax Preparation Tax Planning and Consulting Investments*: Individual Retirement Accounts (IRAs) Mutual Funds College 529 Plans Brokerage Accounts *Including Managed Accounts Insurance: Life Insurance Long Term Care Insurance Business Group Health Insurance Disability Insurance Fixed and Variable Annuities* Financial Planning Services* Provided by: Donald P. Kostka, CPA/PFS, CFP® John R. Taylor, Jr., CPA/PFS, CFP® Planning For Your Future Rollovers* College Planning IRA's* Tax Reduction Strategies SEP's* Cash Flow Analysis Simple's* Insurance Analysis 401K's* Estates & Trusts Mortgage Services: New Home Purchases Refinances Notary Services *These services are offered by Donald P. Kostka and John Taylor, Jr. through their affiliation with HD Vest.

Address: 1711 Route 46 East, Parsippany, NJ 07054, USA

Phone: +1 973 299 0444
FAX: +1 973 299 0519