Numbers Are Our Family Business

More About Kalish and Associates

About Us

Numbers are our family business.

At Kalish and Associates, we have two generations working with nearly 100 years of combined experience to keep your taxes, books, accounting and finances in order. Kalish and Associates was started in 1986, by husband and wife accounting team Sheldon and Cathy Kalish. In 2013, their daughter and fellow CPA Jackie decided to join the family firm.

Kalish and Associates prides itself on the personal service we provide for our clients. It’s our friendly individual approach with our clients that has helped us maintain relationships for over 40 years and continue to grow our firm primarily through referrals from existing clientele.

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Testimonials

Kalish and Associates are the best in the business. They have been vital in the success of my business as they have advised on best practices for my corporation. Cathy and Jackie are a fabulous team and always responsive whenever I have a question. They handle my personal and business tax returns and their professionalism and organization throughout the process always is seamless. I will continue to refer them to all clients as I have the utmost trust in their services.

Jason P.

I have known the Kalish accounting group for over 30 years. Their level of expertise, knowledge and commitment for my business and my family are exceptional. This group of extraordinary people are dedicated to delivering solutions to any and all of my concerns. They answer all my questions promptly and with thoroughness, that is unrivaled in the accounting industry. They make you feel as if you are their only client and part of their family. I am a lifelong believer in the Kalish accounting group.

Dr. Keith P.

We have been fortunate to have worked with Kalish and associates for more than 20 years. From the conception of our practice, and every step of the way, Kalish and associates has been there to provide expert advice, support and strategy for all of our accounting and tax needs. To this day it still baffles me to find how knowledgeable and committed Cathy is with our practice. She makes us feel as if we are the only practice that she manages. I have had the privilege of referring friends and colleagues to Kalish and associates and, without exception, they feel the same way. Kalish and associates is a perfect blend of expertise and superb customer service combined into one.

Dr. Eduardo G.

Kalish and Associates has been taking care of all my business and personal accounting needs for the past 18 years. Their expertise in accounting runs in the family. Sheldon, Cathy, and Jackie are down to earth and work together to make sure they do the best for their clients. Phone calls and emails are always a priority and they respond to you in a timely manner. They are experienced in working with medical and dental practices and have assisted hundreds of clients with accounting as well as with practice transitions and sales. Over the years, they have become my friends, not just my accountants and advisers. I highly recommend Kalish and Associates.

Dr. Carolina R.

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Tax Services

Kalish and Associates specializes in personal tax returns for individuals as well as small to midsize businesses.

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Tax Services

Kalish and Associates specializes in personal tax returns for individuals as well as small to midsize businesses. We have nearly 100 years in combined experience and we credit most of our success to our longstanding client relationships and referrals. We are a small family accounting firm that cares about saving you and/or your business money, by identifying valuable credits and deductions. We also provide faster tax refunds with E-file at reasonable rates.

  • Individual tax preparation
  • Business tax preparation - corporate, LLC, etc.
  • Multi-state tax preparation for businesses
  • Estate tax return preparation and filing
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Financial Accounting

Kalish and Associates provides a full range of financial accounting services to our business clients. We prepare accurate well organized record keeping that will help your business run more efficiently. Our firm’s cost effective accounting services include:

  • Ledger and financial statement preparation
  • Bookkeeping (Monthly/Quarterly/Annual)
  • Payroll services
  • Business tax return preparation
  • Personal financial statements
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Financial Accounting

Kalish and Associates provides a full range of financial accounting services to our business clients.

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Bookkeeping

Kalish and Associates offers bookkeeping services so business owners can focus on the growth of their business.

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Bookkeeping

Kalish and Associates offers bookkeeping services so business owners can focus on the growth or their business. We are available to record transactions for all balances in the financial statement, including collecting customer invoices and employee expenses, and recording taxes/provisions. Our services include reconciliation of accounts between local books and corporate accounting, along with maintaining the integrity and accuracy of general ledger balances.

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Consulting

Kalish and Associates can be your trusted advisor. Here are some of the areas in which we provide consulting services:

  • Accounting software selection and implementation
  • Analyzing financial statements
  • Entity selection
  • Buying or selling a business
  • Estate, trust and gift planning
  • Profitability analysis
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Consulting

Kalish and Associates can be your trusted advisor

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