Business Details
50+ Years
experience
Your Trusted Partner for Accounting & Tax Services in Huntington
A B Cookler has been a trusted accounting and financial resource on Long Island for over 50 years, dedicated to building lasting client relationships that extend beyond annual tax preparation. Our team of certified professionals specializes in clarifying complex tax codes and financial regulations to help individuals and businesses achieve long-term financial stability. With expertise in accounting, tax preparation, and business advisory services, we prioritize client trust through personalized guidance and community engagement.Our services include customized QuickBooks setup, payroll tax management, and estate tax planning tailored to meet diverse financial needs. We emphasize transparency in financial communication, offering educational resources to demystify accounting jargon. Celebrating our 50th anniversary, we continue evolving to better serve clients through enhanced digital tools and timely financial insights while maintaining our commitment to personalized service.
Services
Accounting & Bookkeeping
Business Taxes
Personal Taxes
Business Consulting
QuickBooks Support
Estate Taxes
Tax Planning
Insurance Audits
Government Correspondence
Tax Audit Representation
Details
- Year established: 1975
Highlights and features
- We offer 50+ years of combined accounting expertise
- Our team includes CPA-certified professionals
- We provide customized QuickBooks setup and support
- Personalized financial guidance for Long Island clients
- Proven track record with business and individual tax matters
Associations and certifications
- Certified Public Accountant (CPA)
- QuickBooks Pro-Advisor
What people say
Treat me like a Fortune 500 company
Work more efficiently
Customized QuickBooks setup
35+ years experience
Timely financial insights
Services
Accounting & Bookkeeping
We provide comprehensive accounting and bookkeeping services including monthly/quarterly financial statements, payroll tax management, and sales tax reporting. Our team ensures accurate financial records through trial balances and general ledger maintenance. Clients receive timely, organized financial data to support informed business decisions.
Business Taxes
Our business tax services cover corporate, partnership, payroll, and sales tax return preparation. We handle government correspondence and specialize in complex business tax matters. With experienced CPAs on staff, we ensure compliance while identifying tax-saving opportunities for Long Island businesses of all sizes.
Personal Taxes
We prepare individual tax returns while managing audits, payment arrangements, and government communications. Our approach combines technical expertise with personalized guidance to address unique financial situations. Clients benefit from strategic tax planning to optimize personal financial outcomes.
Business Consulting
Our consulting services include new business setup, QuickBooks implementation, and insurance audit support. We offer tailored financial strategies for business growth, combining technical accounting knowledge with practical operational advice to help entrepreneurs succeed.
Tax Planning
We develop customized tax planning strategies for individuals and businesses to maximize future savings. Our proactive approach identifies tax-efficient solutions while maintaining compliance. Clients receive ongoing guidance to navigate changing tax regulations and achieve long-term financial goals.
People
Lori Wilson
President/Owner
CPA with 25+ years in accounting and business advisory. Joined A B Cookler in 2004, became owner in 2017. Holds BS in Accounting from Long Island University. Active in Huntington Chamber of Commerce.
Kerry Keilitz
Senior Accountant
BS in Accounting with tax specialization. 10 years experience, QuickBooks Pro-Advisor, and member of National Conference of CPA Practitioners. Joined A B Cookler in 2018 with expertise in tax and accounting software.
Patrice Byers
Bookkeeper
MBA in Finance from Pace University with 18 years in accounting and finance. Joined A B Cookler in 2019. Specializes in accurate financial record-keeping and client-focused accounting solutions.
Audrey Krostich
Certified Public Accountant
CPA with 35+ years experience in individual and corporate tax matters. Master's in Taxation. Joined A B Cookler in 2015, providing expert tax preparation and advisory services for diverse client needs.
Iris Saad
Office Manager
Bachelor's in Computer Science with extensive operations management experience. Joined A B Cookler in 2017. Coordinates office operations while leveraging technology expertise to enhance client service delivery.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting services including bookkeeping, financial statements, payroll tax management, and sales tax reporting tailored to small business needs.
Do you offer QuickBooks setup and support?
Yes, we provide customized QuickBooks setup, training, and ongoing support to ensure accurate financial management for your business.
What tax planning services are available?
We offer strategic tax planning for individuals and businesses, identifying savings opportunities while maintaining compliance with current tax regulations.
How do you handle tax audits?
Our experienced team represents clients during tax audits, managing government correspondence and ensuring proper documentation for both individual and business tax matters.
