Certified Public Accountants | New Jersey CPA | Kostka Taylor | Tax and Accounting | Investments | Insurance | Financial Planning | Retirement Planning | Mortgage Services

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 almost any financial decision or transaction.

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. Also, unlike other institutions trying sell their own investments and financial products, we are an independent advisor dedicated only 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. In many cases, for our clients, there are no additional charges for these services.

Internal Revenue Service
http://www.irs.ustreas.gov/

State of New Jersey
http://www.state.nj.us/treasury/taxation/

HD Vest Investments Services ^SM
http://www.hdvest.com/

We can help with life's changes, such as:

Change or leave a job
Retire or start receiving Social Security
Before receiving a 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 close a small business
Giving or receiving a gift over $12,000
Have or adopt a child
Have a change in your marital status
Receive a notice from the IRS or State Dept. of Revenue
Any situation where you just want to talk, or get a second opinion

Investments & Insurance Products:
- Are not insured by the FDIC or any federal government agency
- Are not deposits of or guaranteed by the bank or any bank affiliate
- May lose value

*Securities offered through H.D. Vest Investment Services

, Member SIPC
Advisory Services offered through H.D. Vest Advisory Services

Non-bank subsidiaries of Wells Fargo & Company

IMPORTANT NOTE: John Taylor Jr. is a registered representative with the following registrations 24, 6, 63, 65, 7 and can transact business with clients in AZ, CA, CT, FL, GA, MA, MI, NC, NJ, NY, OH, PA, SC, TX. John Taylor Jr. is also an investment adviser agent licensed in FL, NC, NJ, NY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and John Taylor Jr. can only conduct business in states where John Taylor Jr. is registered to conduct business. Any communication with a prospective client shall be conducted by John Taylor Jr. only if he is registered in the state where the prospective client resides.

Donald P. Kostka is a registered representative with the following registrations 6, 7, 63, 65 and can transact business with clients in AZ, FL, MI, NJ, NY, PA. Donald P Kostka is also an investment adviser agent licensed in FL, NC, NJ, NY. If you are not a resident of the states noted above, all investment-related information on this site is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services over the internet. Such an offer can only be made and Donald P. Kostka can only conduct business in states where Donald P. Kostka is registered to conduct business. Any communication with a prospective client shall be conducted by Donald P. Kostka only if he is registered in the state where the prospective client resides.

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