Roman & Kulpa, LLC

Providing Tax Consulting, Return Preparation and Personal Financial Planning Services

Accounting firm in Moorestown, NJ (show on map)

3.0

★★★☆☆

2 reviews

Roman & Kulpa, LLC offers comprehensive accounting and tax services for individuals and businesses, including tax planning, preparation, and financial planning.

Call (856) 234-2525

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About

Roman & Kulpa, LLC is a small accounting firm that prides itself on delivering personalized, high-quality service to both individual and business clients. The firm offers a wide range of services including tax planning and preparation, bookkeeping, business succession planning, buying and selling a business, consulting services, estate planning, management advisory services, and IRS representation.

With a team led by experienced CPAs, the firm aims to provide strategic financial solutions and support to ensure clients' tax and financial goals are met efficiently and effectively.

Personalized service

Comprehensive tax and financial planning

Experienced CPAs with diverse credentials

Services

Bookkeeping/Write-Up

Meaningful, well-organized financial records ensure that your business operations will run more efficiently on a daily basis and are the foundation of a successful business. Our qualified staff can assist you with the day-to-day tasks associated with bookkeeping.

Consulting Services

We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.

Strategic planning Financial analysis Operational improvement

Tax Planning & Preparation

Tax planning and preparation form a winning combination for our successful individual and business clients. Our experienced staff can develop tax strategies that take advantage of new tax laws and legislation.

Federal and state tax planning Compliance and strategy Personal Financial Planning (PFS) services

Estate Planning

Effective estate planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving spouse, and can reduce or eliminate the tax due on the transfer of your business and other assets.

Will and trust preparation Probate avoidance strategies Gifting and charitable planning

IRS Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented before the various federal and state tax agencies.

Appeals and audits representation Penalty abatement requests Offer in compromise negotiation

Notary Public

Bring us your important documents to notarize.

Document notarization Witnessing signatures

Credentials & Certifications

CPA/PFS

Since 1984

MST (Master of Science in Taxation)

Since 1991

CEPA (Certified Estate Planner)

Since N/A

CPA

Since N/A

MBA

Since N/A

Reviews

Rating

★★★☆☆

Reviews

"Matt Kulpa is an exceptional professional."

Frequently Asked Questions

What is the first-time homebuyer credit? +

The first-time homebuyer credit is a tax credit that provides up to $8,000 for eligible first-time homebuyers, with a phased reduction based on modified adjusted gross income (MAGI). For the 2025 tax year, the credit is reduced to $6,500 for MAGI between $125,000 and $145,000 for single filers and $225,000 and $245,000 for married couples filing jointly. The credit is partially phased out above these income thresholds.

How does the One Big Beautiful Bill Act affect my business? +

The One Big Beautiful Bill Act (signed into law July 4, 2025) consolidates and revises various tax provisions, impacting areas such as the Foreign-Derived Intangible Income (FDII) and employer shared responsibility payments (ESRP). For businesses, it may alter tax calculations and reporting requirements, necessitating updated compliance strategies.