Tax Preparation, Planning & Consultation

Personal Tax Services

The noted jurist Learned Hand wrote, “Anyone may so arrange his affairs that his taxes shall be as low as possible.” But this worthy goal can only be achieved when your accountant is committed to staying abreast of the latest developments in the increasingly complex world of the tax code and its legal interpretations.

The shareholders and associates at PKHB attend classes and seminars throughout the year (well beyond the minimum CPE—Continuing Professional Education—hours required by the profession) to ensure that our clients experience maximum benefit and minimal exposure from changes in standards, laws, and regulations. PKHB believes spending the time to meet and get to know our personal tax clients is important and helps us identify potential tax savings and opportunities because we know our clients.

PKHB Personal Tax Services Include:
• Personal consultations
• Budgeting and Personal Accounting
• Tax Planning and Interim Review
• Small Business Start-up Advice
• Entity Selection Consultation
• Tax Return Preparation
• Representation Before IRS and Other Jurisdictions
• Tax Planning, Including Quarterly Estimates Review

Planning & Consultation

We work with attorneys and bankers to ensure compliance in your fiduciary matters. PKHB’s expert tax preparers have a thorough understanding of tax codes as they vary from state to state and county to county. Before we begin any compliance project, our consultants review your records, past filings and fixed-assets to identify opportunities for reducing your tax liabilities.

As your tax advisor, we know your complete tax history. This means your tax filings are easily defendable, should audits arise.

PKHB Planning & Consultation Services Include:
• Tax Planning
• Estate and Gift Planning
• Long-term Financial Planning
• Succession Planning
• Retirement Planning
• Affordable Care Act
• Payroll Forms: 1099s and W-2s

Leadership Profile

Richard Koskey, CPA
A. Michael Bucci, CPA
Nancy Patzwahl, CPA
Suzanne Muldoon, CPA
Jean Howe Lossi, EA

Bradley Cummings, CPA, CVA
Carol Howe, EA

Katie Zell, CPA
Matthew VanDerbeck, CPA
Gary Newkirk, CPA

Gary Newkirk, CPA

Thérèse Wolfe, CPA

Matthew VanDerbeck, CPA
Thérèse Wolfe, CPA

PKHB has tax professionals with extensive experience to meet your needs.

I have been a client of Richard Koskey since 1972 when I purchased my business. Throughout the years I have had exceptional service and advice from Mr. Koskey and all of his associates. The business has grown substantially over the years but the integrity, quality of the work, and exceptional personal service has not changed a bit. The in house staff has expertise in every aspect of financial services and can be trusted to give you the best financial advice on a personal or business level. They also do not hesitate to refer you to other trusted financial service providers when the need arises. I have the utmost confidence in Richard and the entire staff.
Lou Tumolo DVM, Owner , Rhinebeck Animal Hospital