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    Are You Aware Of The Business Credits And Other Tax Benefits Available?

    ByHinali Shah September 9, 2025September 9, 2025

    It’s a challenging time for many businesses. Therefore, any help you can…

    Read More Are You Aware Of The Business Credits And Other Tax Benefits Available?Continue

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    Boost Morale And Save Taxes With Achievement Awards

    ByHinali Shah September 9, 2025September 9, 2025

    Some small businesses struggle with employee morale for a variety of reasons,…

    Read More Boost Morale And Save Taxes With Achievement AwardsContinue

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    Year-end Tax Planning Strategies For Businesses

    ByHinali Shah September 9, 2025September 9, 2025

    Now is a good time to consider year-end strategies to help reduce…

    Read More Year-end Tax Planning Strategies For BusinessesContinue

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    Feeling Charitable? Be Sure You Can Substantiate Your Gifts

    ByHinali Shah September 9, 2025September 9, 2025

    As the end of the year approaches, many people give more thought…

    Read More Feeling Charitable? Be Sure You Can Substantiate Your GiftsContinue

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    Unlocking The Potential Benefits Of ESOPs

    ByHinali Shah September 9, 2025September 9, 2025

    Wouldn’t it be great if your employees worked as if they owned…

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  • blog

    Updated Guide To Robust Depreciation Write-offs For Your Business

    ByHinali Shah September 9, 2025September 9, 2025

    Tax-saving benefits are generally available when your business puts newly acquired qualifying…

    Read More Updated Guide To Robust Depreciation Write-offs For Your BusinessContinue

  • blog

    Could You Be Hit With The Trust Fund Recovery Penalty?

    ByHinali Shah September 9, 2025September 9, 2025

    If you own or manage a business with employees, you could be…

    Read More Could You Be Hit With The Trust Fund Recovery Penalty?Continue

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    Tax Season Cleanup: Which Records Can You Toss?

    ByHinali Shah September 9, 2025September 9, 2025

    If you’ve filed your 2024 tax return, you may be eager to…

    Read More Tax Season Cleanup: Which Records Can You Toss?Continue

  • blog

    The High Cost Of Worker Misclassification: Tax Implications And Risks

    ByHinali Shah September 9, 2025September 9, 2025

    The consequences of misclassifying an employee as an independent contractor can be…

    Read More The High Cost Of Worker Misclassification: Tax Implications And RisksContinue

  • blog

    Choosing The Optimal Accounting Method For Tax Savings

    ByHinali Shah September 9, 2025September 9, 2025

    Choosing The Optimal Accounting Method For Tax Savings The accounting method your…

    Read More Choosing The Optimal Accounting Method For Tax SavingsContinue

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“Archer Lewis” is a brand name under which Archer Lewis, LLC, its subsidiary entities, and Jarrard, Nowell & Russell, LLC provide professional services. Archer Lewis, LLC, its subsidiary entities, and Jarrard, Nowell & Russell, LLC practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Lota and Bernard Accountants, LLC is a subsidiary entity of Archer Lewis, LLC. Jarrard, Nowell & Russell, LLC is a licensed independent CPA firm that provides attest services and Archer Lewis, LLC and its subsidiary entities provide bookkeeping, tax and advisory services. Archer Lewis, LLC and its subsidiary entities are not licensed CPA firms. The entities practicing under the “Archer Lewis” brand are each individual firms that are separate legal and independently owned entities and are not responsible or liable for the services and/or products provided by any other entity providing services and/or products under the “Archer Lewis” brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Jarrard, Nowell & Russell, LLC, and Archer Lewis, LLC and its subsidiary entities.

Copyright © 2026 Lota and Bernard Accountants, LLC | All Rights Reserved Privacy Policy

Kathleen Bernard, CPA
Kathleen earned her Bachelor of Science – Accounting from Ramapo College in 1991. She received her CPA license in February 1994, and is also licensed as a CPA in New York. Kathleen joined the firm in 1991 and became a partner in 2006. She is currently a member of the American Institute of Certified Public Accountants and the New Jersey State Society of Certified Public Accountants. Kathleen served as the President of the Bergen Chapter of the NJSCPA, and is currently a Co-chairperson for the Bergen Chapter’s Annual Tax Seminar.
  • Who We Are
  • What We Do
  • Who We Serve
  • Resources
    • Forms Documentation & Links
    • Blog
    • Send me Files Securely
  • Contact
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