Greenberg Kennedy

Kennedy & Associates, LLC is a trusted and experienced public accounting firm dedicated to providing high-quality, personalized services to clients across the United States. With decades of expertise and a commitment to client success, we craft tailored solutions for your tax, accounting, and audit needs.

About Jim Kennedy and Staff

At the helm of Kennedy & Associates, LLC stands Jim Kennedy, CPA, CGMA. A third-generation Certified Public Accountant, Jim holds licenses in Pennsylvania and New Jersey and is also a licensed Chartered Global Management Accountant (CGMA). His diverse background encompasses numerous roles, including Tax Examiner for the Internal Revenue Service, Controller for various businesses, and Adjunct Professor of Tax and Accounting. Jim is recognized as a leading expert in real estate investments and taxation, regularly appearing on television and radio, and publishing articles on tax and accounting related topics.

Services

Our comprehensive services span across various financial aspects of your life and business:

• Tax Services: Preparation, planning, and consulting for individual and business taxes, including international taxation.
• Accounting Services: Bookkeeping, financial statement preparation and analysis, and internal control assessments.
• Audit Services: Audits for businesses, non-profits, and employee benefit plans.
• Management Advisory Services: Strategic planning, operational efficiency assessments, and financial risk management.
• Financial Planning Consulting: Retirement planning, estate planning, and business succession planning.

Industries Served

We proudly serve clients across multiple industries, including:

• Real Estate Investing
• Startups and Small Businesses
• Professional Practices
• Construction and Manufacturing
• Technology and Software

Empowering Clients with Knowledge

At Kennedy & Associates, LLC, we believe in empowering our clients through personalized consultations and educational resources. We provide:

• Free consultations for new clients to assess their tax and financial situations.
• Regular newsletters and articles covering industry trends and tax updates.
• Custom-designed workshops and webinars on relevant financial topics.