Midland Park,
New Jersey
Local accounting & tax services
Archer Lewis Midland Park
6 Prospect Street, Suite 3A, Midland Park, New Jersey, 07432
Phone
201-444-4411Hours
Mon–Fri: 9AM–5PM
Overview
About our office
Bergen County is one of the most affluent and business-dense counties in the country, and the tax complexity that comes with that is real. Chuck and Kathy have spent years working through it with clients in professional services, real estate, and family-owned businesses who needed advisors that could keep up. If you're doing business in North Jersey, the stakes are too high for anyone who's still learning on your file.
Meet the team
Meet our team
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Chuck Lota
I have been in public practice for 45 years, 38 years as managing partner of Lota & Bernard, LLC, a firm in Bergen County, New Jersey. We are a boutique firm specializing in privately owned business owners, individuals, estates & trusts. Services include audits, reviews and compilations, tax planning & preparation, accounting and advisory services and estate & trusts.
Chuck Lota
I have been in public practice for 45 years, 38 years as managing partner of Lota & Bernard, LLC, a firm in Bergen County, New Jersey. We are a boutique firm specializing in privately owned business owners, individuals, estates & trusts. Services include audits, reviews and compilations, tax planning & preparation, accounting and advisory services and estate & trusts.
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Kathy Bernard
Kathleen became a partner at Lota & Bernard LLC in 2006, having worked for the firm since graduating college in 1990. Over her 34 years she has served in various volunteer positions at the NJ Society of CPAs including president of the Bergen Chapter and most recently served a 3 year role as a Board of Trustee for the Society. She is currently serving as the Chairperson for the Bergen Chapter Tax Seminar committee, and as a PAC trustee for the NJCPA. Kathleen enjoys giving back to the profession, especially by visiting local high schools and colleges to promote the profession and encourage future leaders.
Kathy Bernard
Kathleen became a partner at Lota & Bernard LLC in 2006, having worked for the firm since graduating college in 1990. Over her 34 years she has served in various volunteer positions at the NJ Society of CPAs including president of the Bergen Chapter and most recently served a 3 year role as a Board of Trustee for the Society. She is currently serving as the Chairperson for the Bergen Chapter Tax Seminar committee, and as a PAC trustee for the NJCPA. Kathleen enjoys giving back to the profession, especially by visiting local high schools and colleges to promote the profession and encourage future leaders.
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What we offer
Our services
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01
Tax
Tax planning works best as a year-round conversation, not a once-a-year filing. Archer Lewis advisors stay engaged with your business throughout the year, backed by 600+ specialists nationwide.
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02
Estate, Trust, & Gift
What you've built deserves a plan for what happens to it. Archer Lewis handles estate, trust, and gift tax work for business owners and families who want control over how their wealth transfers, and to whom.
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03
Federal, State & Local Tax
Federal, state, and local tax obligations don't slow down, and neither do we. Archer Lewis handles accurate, on-time filing across every jurisdiction where your business operates.
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04
Tax Authority Representation
Facing the IRS alone is a mistake. Archer Lewis stands between you and the tax authorities, handling audits, appeals, and collections so you don't have to.
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05
Tax Planning
Filing accurately is the baseline. Tax planning is what actually reduces what you owe: year-round strategy that shapes decisions before the tax consequences are locked in.
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06
Accounting
Accurate financials are the foundation for every decision a business makes. Archer Lewis keeps your books clean and current, giving you numbers you can rely on well beyond tax season.
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07
Bookkeeping
Accurate books aren't optional. They're the foundation of every good business decision. Archer Lewis handles your bookkeeping so your numbers are always current, clean, and useful.
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08
Payroll
Payroll has to be right every time: employees expect it, the IRS requires it, and mistakes are expensive to fix. Archer Lewis handles payroll accurately and on time so you never have to think about it.
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Industries we serve
Industries our Midland Park office serves
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01
Small Business
Most small business owners handle their finances longer than they should. Archer Lewis takes it off your plate: bookkeeping, tax, payroll, and planning handled by a local team that knows your business.
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02
Real Estate
Real estate tax is its own discipline. Archer Lewis works with property owners, investors, and developers who need specialists in depreciation, 1031 exchanges, cost segregation, and real estate tax strategy.
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03
Professional Services
Law firms, consultancies, engineering firms, and other professional service businesses have their own financial complexity. Archer Lewis works with professional service firms that need advisors who understand how they operate.
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Midland Park, New Jersey
70 years of trusted advice. One conversation away.
Address
6 Prospect Street, Suite 3A, Midland Park, New Jersey, 07432
Ready when you are
Sit down with an advisor who knows your business and stays with you all year — not just at tax time.
Also available
Other services at our Midland Park office
- Business Consulting/Advisory (general, financing, entity selection)
- Real Estate Consulting