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Kimmel, Lorah & Associates, LLP provides a wide range of services to individuals and businesses in a variety of industries. At Kimmel, Lorah & Associates, LLP, we strive to meet each client's specific needs in planning for the future and achieving their goals in an ever-changing tax and regulatory environment.

Our professional services include, but not limited to:

Attest and Accounting Services

At Kimmel, Lorah & Associates, LLP, we focus on building close client relationships that add long-term value. This includes assuring the solidity of financial records, evaluating financial procedures and working to produce strategies that help our clients face the myriad challenges of business planning and execution.

Our full slate of attest and accounting services include:

  • Audits, reviews, and compilations of financial statements
  • Employee benefits plan audits
  • Agreed-upon procedures
  • Performance measurement services
  • Surprise examination audit of investments held by investment advisor

Peer Review Services

In 1988, peer reviews were mandated by the American Institute of Certified Public Accountants as a method to uphold the highest professional standards. Participation in the Program has become an AICPA membership requirement for public practices, and peer review has also become a licensing requirement in the majority of states. At Kimmel, Lorah & Associates, LLP, we assist other CPA firms to meet their peer review requirements. We perform both System and Engagement Reviews.

Tax Services for Individuals and Businesses

At Kimmel, Lorah & Associates, LLP, we provide our clients with a full range of tax planning and preparation services that minimize your tax liabilities. Our expertise, experience, analysis and thorough research allow us to optimize opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws.

Our tax services include:

  • Individuals
  • Privately held businesses
  • Private foundations and not-for-profit organizations
  • Professional services corporations/partnerships

IRS and State Tax Audit Representation

Professional representation can be vital during a tax audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for a tax audit, the professional representation you can find with our firm can put many of your worries at bay.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Kimmel, Lorah & Associates, LLP's role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well-thought-out plan as to how to distribute the assets left in one's estate so as to avoid complications and to be sure that the individual’s wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don't have any complications to deal with during a time of loss.

Financial and Retirement Planning

Kimmel, Lorah & Associates, LLP's goal is to help you reach your financial goals and maintain financial independence through a comfortable retirement. We can guide you through tough decision-making processes such as asset allocation, investment performance monitoring, college education funding, retirement plans, insurance, and tax, estate, and business succession planning. Whether you are developing an investment strategy or evaluating current investments, Kimmel, Lorah & Associates, LLP can ensure that your portfolio will take into account tax implications for an advantageous after-tax return. The road to retirement is a long one and we can help you to take the proper steps to reach your goals.

Litigation Support and Forensic Accounting

Kimmel, Lorah & Associates, LLP litigation support and forensic accounting services can be employed in a wide range of situations, including commercial litigation, financial investigations, business valuations, business and marital dissolutions, and bankruptcies. These services can involve quantification of economic loss or damages, analysis of financial records, and fraud and theft investigation. Financial and personal records are often vast and confusing to sort through. With our professional training in this matter, we can make sense of these records and transactions and get to your bottom line.

New Business Entity Selection and/or Restructuring of Existing Business Entity

Your business entity has a large impact on your taxes and other liabilities. From your company's inception through its growth and development, Kimmel, Lorah & Associates, LLP can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Business Valuation

The range of needs for valuing businesses continues to widen, and Kimmel, Lorah & Associates, LLP can provide in-depth analysis to help you identify and analyze the factors that drive the value of your company or one in which you have an interest. Uses for this service include estate planning and compliance, buying and selling businesses, divorce matters, family limited partnerships and ESOPs. There are so many factors that contribute to the perceived value of a business. Our expert help can help you evaluate entities that you have an interest in and guide you towards making business decisions that you feel confident with.

Mergers, Acquisitions, and Sales

Business transactions and transitions are complicated affairs, and whether you're buying, selling, or considering a potential merger, Kimmel, Lorah & Associates, LLP can provide professional know-how to help you successfully structure and negotiate the deal. Kimmel, Lorah & Associates, LLP employs careful analysis and due diligence to determine a fair asking price, pinpoint the most favorable tax structures, evaluate financial and cash flow impact, and assess compatible business functions and tactics. Expanding or contracting your business is a huge undertaking. With our expert advice, you can make the right business decisions for optimum success.

Orphans' Court Accounting and Auditing

At Kimmel, Lorah & Associates, LLP, we take special pride when we are asked by a Judge to perform account management services for an estate or perform an audit of such account. Our dedicated team of accountants perform a very detail analysis to assist in the ordering Judge in the management of that estate.


Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Kimmel, Lorah & Associates, LLP can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, set up and use it properly. We don't just help you use the software, we help you use it more efficiently and more effectively.

Kimmel, Lorah & Associates, LLP offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company's location.


We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.


We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current set up. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.


Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.


Our QuickBooks review service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This review ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the correct financial condition of your business. Reviews may be conducted at any time, but monthly reviews provide you with up-to-date information and feedback about your business.

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