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


		TAXES AND ACCOUNTING DONE RIGHT We are licensed, proven, dedicated tax and accounting professionals. From your year end tax returns to complete tax planning we have provided individuals and businesses quality tax preparation and accounting services since 1989.
		A COMPLETE PERSPECTIVE Although some clients come to us just for their accounting and tax needs, we are pleased to say that we can provide much more than just tax preparation. We have grown, providing advice and solutions for all aspects of our client's financial lives. Our services give you simultaneous access to complete financial service including: strategies, tax expertise, insurance, mortgage and refinancing products as well as investments.
		CERTIFIED & SIMPLIFIED We are a simplified, independent solution and we can simplify budget, tax, investment*, insurance and estate planning into an integrated and comprehensive solution. See our financial planning page for more information.
		PROVEN SERVICE We know that your success is the core of our business. Our trusted reputation was earned by taking time with each client and providing caring, personalized service with your best interest in mind. This philosophy has led our clients to come back to us year after year, it is why we are so often referred.

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, CFP*
John R. Taylor, Jr., CPA, CFP *

Retirement Planning
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

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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