About Us
Samuel Klein and Company, founded in 1921, has grown to be one of the 25 most prestigious independent accounting and consulting firms in the State of New Jersey.
Services
From accounting and auditing to taxation and management advisory services, we keep on top of the latest developments.
Partner Network
Experts in Cash Flow and Yield Verification, Commercial Mortgage Loan Defeasance, and Arbitrage Rebate Compliance
ABOUT US
Over 100 years in business, Samuel Klein and Company, founded in 1921, has grown to be one of the 25 most prestigious independent accounting and consulting firms in the State of New Jersey. Conveniently based in Newark, the firm has broad and diversified experience in accounting and assurance services, taxation, management advisory services, and business consulting.
Countdown to the 2025 Tax Deadline!
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Beat the deadline and let us know how we can help your tax season be as stress free as possible!
OUR SERVICES
Client Services
From accounting and auditing to taxation and management advisory services, we keep on top of the latest developments.
Governmental Assurance
Our expertise in governmental accounting enables Samuel Klein and Company to provide local governments and school boards throughout the State of New Jersey with services that are unparalleled in scope and thoroughness.
Tax Services
We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and
legislation.
Consulting Services
We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound.
Accounting Services
Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised.
Cash Flow and Yield Verification
We provide a range of verification services, including current and advanced refunding bond issues, defeasance processes for outstanding bonds, restructuring of existing escrow accounts. Plus other specialized models such as City of Houston Ordinance No. 97-416 allocations, Multi-purpose issue calculations–including transference proceeds and Variable rate bonds—and Securitization cash flow modelling too!
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Loan Defeasance Verification Services
When a borrower cannot prepay an outstanding commercial, mortgage-backed security pool loan without incurring a prepayment penalty, an alternative is to execute a collateral defeasance of the loan and relieve the borrower of its existing indebtedness. In a collateral defeasance, the real estate collateral securing the mortgage loan is released from the lien and replaced or substituted with United States government securities to make the remaining debt service payments through the scheduled maturity date
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Start Improving Your Business Today!
Please feel free to contact us with any questions or comments you may have - we'd love to hear from you.
973-624-6100
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