We are in the business of identifying problems and developing solutions for today's complex issues! Our monthly newsletter provides timely articles to help you achieve your financial goals. Find out more. Carillo & Kober, LLP is a Certified Public Accounting firm that focuses on providing high levels of professional tax, financial planning, and consulting services to individuals, businesses, estates, and trusts.
We are committed to providing our clients with the quality service and responsiveness they have come to expect and deserve. Since each client's needs, goals, and objectives are different, we take the time to thoroughly learn and understand our client's business and/or personal needs and goals so that proper planning can be achieved.
Our professionals use a proactive approach, which along with our clients' cooperation, ensure that compliance requirements are fulfilled while every opportunity is taken to minimize the impact of all federal, state, and local tax liabilities.Since federal, state, and local tax laws are continuously changing, our tax professionals frequently attend seminars which enable us to advise our clients on how these changes may affect them while custom tailoring the best solution for handling such changes.
We are committed to providing our clients with the quality service and responsiveness they have come to expect and deserve. Since each client's needs, goals, and objectives are different, we take the time to thoroughly learn and understand our client's business and/or personal needs and goals so that proper planning can be achieved.
Our professionals use a proactive approach, which along with our clients' cooperation, ensure that compliance requirements are fulfilled while every opportunity is taken to minimize the impact of all federal, state, and local tax liabilities.Since federal, state, and local tax laws are continuously changing, our tax professionals frequently attend seminars which enable us to advise our clients on how these changes may affect them while custom tailoring the best solution for handling such changes.
Services
We'd like to provide you with an opportunity to get to know our staff as well as our firm's values before you come to see us.
The following pages should give you an idea of what we're all about.
We hope you enjoy them!
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
The following pages should give you an idea of what we're all about.
We hope you enjoy them!
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles.
Our firm provides outstanding service to our clients because of our dedication to the three underlying principles of professionalism, responsiveness and quality.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.
We make sure that every client is served by the expertise of our whole firm.
Our firm is one of the leading firms in the area.
By combining our expertise, experience and the energy of our staff, each client receives close personal and professional attention.
Our high standards, service and specialized staff spell the difference between our outstanding performance, and other firms.
We make sure that every client is served by the expertise of our whole firm.
Robert G. Carillo, CPA, is the founding member of Carillo & Kober LLP, a highly competitive accounting firm specializing in individual, corporate, partnership, trust, and estate taxation.
Prior to that, Mr. Carillo was a tax partner at Lion & Carillo LLP for over seven years.
He was also a tax manager in the Personal Financial Planning Department at Mahoney Cohen & Company, the seventeenth largest accounting firm in New York, where he reported directly to the managing partner of the Firm.
He was a member of that Firm's management council committee, taught at monthly tax seminars, and was editor of the Firm's bi-monthly newsletter.
Prior to that, Mr. Carillo was a tax partner at Lion & Carillo LLP for over seven years.
He was also a tax manager in the Personal Financial Planning Department at Mahoney Cohen & Company, the seventeenth largest accounting firm in New York, where he reported directly to the managing partner of the Firm.
He was a member of that Firm's management council committee, taught at monthly tax seminars, and was editor of the Firm's bi-monthly newsletter.
Building and preserving your personal wealth requires specialized attention.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
Save enough for a comfortable retirement by identifying your retirement needs, analyzing your assets and sources of retirement income, reviewing estimated shortfalls, and identifying the best ways to save for retirement given your financial situation and risk tolerance.
Thoughts of estate planning often bring more questions than answers: Could an heir be too young to inherit?
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
Should the inheritance be given at a certain age?
Is the intended beneficiary in a shaky marriage with divorce as a possibility?
Are there children from a previous marriage?
Should inheritance be protected from potential creditors of the heir?
Are there taxes that can be avoided?
Are you able to avoid the probate court rules, delays, and costs?
Planning what happens to your estate when you're gone can seem frustrating and intimidating without qualified help.
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