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

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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.
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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!

Contact Us!

OUR SERVICES

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client service

Client Services

From accounting and auditing to taxation and management advisory services, we keep on top of the latest developments. 
Miscellaneous

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 service

Tax Services

We prefer to take a proactive vs. reactive approach to tax services. By keeping current on new tax laws and
legislation. 
consulting service

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 service

Accounting Services

Providing financial information to our clients in a timely and accurate manner is a commitment that we feel can not be compromised. 
Litigation support

Not For Profit

Need to expand on the Not For Profit Services

consulting service

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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Accounting service

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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Litigation support

Arbitrage Rebate and Yield Restriction

Arbitrage is the profit that results from investing lower-yielding tax-exempt proceeds in higher-yielding taxable securities. Yield restriction is limiting the earnings on investments of tax-exempt bond proceeds to a certain yield as defined in the bond documents. IRS regulations require that positive arbitrage earnings and earnings in excess of the restricted yield be paid to the government. Many organizations are not aware that they have an arbitrage rebate or yield restriction compliance requirement until notified by the IRS or by their trustee.

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Start Improving Your Business Today!

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Please feel free to contact us with any questions or comments you may have - we'd love to hear from you.
973-624-6100 Contact Us
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