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    Quarterly Estimated Tax Payments in 2026: Who Must Pay and How to Avoid Penalties

    ByHinali Shah April 6, 2026April 6, 2026

    Tax season isn’t just an annual event in April. For many business…

    Read More Quarterly Estimated Tax Payments in 2026: Who Must Pay and How to Avoid PenaltiesContinue

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    Preparing for New Tips and Overtime Reporting Requirements in 2026

    ByHinali Shah March 3, 2026March 3, 2026

    Understanding Tips and Overtime Reporting Requirements 2026 Tips and Overtime Reporting Requirements…

    Read More Preparing for New Tips and Overtime Reporting Requirements in 2026Continue

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    Financial Wellness Tips 2026: Your Tax-Smart Personal Finance Guide

    ByHinali Shah February 3, 2026February 3, 2026

    Financial Wellness Tips 2026 are no longer just about saving more or…

    Read More Financial Wellness Tips 2026: Your Tax-Smart Personal Finance GuideContinue

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    One Big Beautiful Bill 2025–2026: Key Tax Updates for Individuals and Businesses

    ByHinali Shah January 6, 2026January 6, 2026

    What You Need to Know About the One Big Beautiful Bill 2025–2026…

    Read More One Big Beautiful Bill 2025–2026: Key Tax Updates for Individuals and BusinessesContinue

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    Save Big on Overtime: Your 2025–2028 Tax Deduction Guide

    ByHinali Shah December 3, 2025December 3, 2025

    Keep More of Your Hard-Earned Overtime Starting in 2025, eligible hourly employees…

    Read More Save Big on Overtime: Your 2025–2028 Tax Deduction GuideContinue

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    Required Electronic IRS Payments: What Developments Are Happening—and How to Get Ready

    ByHinali Shah November 19, 2025November 19, 2025

    Why the IRS Is Moving to Electronic Payments The IRS is moving…

    Read More Required Electronic IRS Payments: What Developments Are Happening—and How to Get ReadyContinue

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    Offset Nursing Home Costs With Possible Tax Breaks

    ByHinali Shah September 9, 2025September 9, 2025

    If you have a parent entering a nursing home, taxes are probably…

    Read More Offset Nursing Home Costs With Possible Tax BreaksContinue

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    Beware of “Wash Sales” When Selling Securities

    ByHinali Shah September 9, 2025September 9, 2025

    If you’re planning to sell stock or other securities at a loss…

    Read More Beware of “Wash Sales” When Selling SecuritiesContinue

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    Year-end Gifts And The Gift Tax Annual Exclusion

    ByHinali Shah September 9, 2025September 9, 2025

    With the holidays and year-end approaching, you might be considering making gifts…

    Read More Year-end Gifts And The Gift Tax Annual ExclusionContinue

  • blog

    What’s Your Taxpayer Filing Status?

    ByHinali Shah September 9, 2025September 9, 2025

    For many people, December 31 means a New Year’s Eve celebration. However,…

    Read More What’s Your Taxpayer Filing Status?Continue

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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.
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