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Taxes

ByHinali Shah September 8, 2025September 9, 2025

Taxes

Record Keeping for Taxes

Education Expenses

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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.

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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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