Business Details
Certified Public Accountants in New York | Goldburd & Co & Co
Goldburd & Co & Co is dedicated to helping clients achieve financial independence through expert accounting, tax, and advisory services. With a focus on minimizing tax liabilities while maximizing growth opportunities, we provide specialized solutions including audits, estate planning, and financial consulting. Our team of certified professionals combines decades of experience with a client-centric approach, ensuring personalized guidance through complex financial landscapes. We specialize in asset allocation, investment analysis, and business succession planning for individuals and corporations. Our commitment to thorough research and compliance with evolving tax regulations ensures clients receive proactive, strategic advice.By maintaining long-term client relationships, we deliver tailored strategies that address unique financial challenges. Our services extend to corporate tax planning, forensic accounting, and comprehensive retirement planning, emphasizing transparency and ethical practices. Through meticulous record-keeping and innovative accounting solutions, we enable businesses to maintain accurate financial documentation. Our expertise spans industries including real estate, healthcare, and entertainment, serving both high-net-worth individuals and nonprofit organizations. Goldburd & Co & Co remains at the forefront of accounting innovation while prioritizing the personal touch that has defined our practice since inception.
Services
Tax Management
Audits & Reviews
Estate Planning
Financial Consulting
Forensic Accounting
Retirement Planning
Bookkeeping Services
Business Succession
Highlights and features
- We offer decades of combined experience in tax and accounting services.
- Our team provides personalized financial planning strategies for retirement.
- Certified professionals deliver accurate audits and forensic accounting expertise.
- We specialize in industry-specific tax solutions for real estate and healthcare.
- Client-focused approach with transparent communication and ethical practices.
Associations and certifications
- Certified Public Accountants
Services
Tax Management
Comprehensive tax planning and preparation services help minimize liabilities through strategic compliance with current tax laws. Our expertise covers corporate taxation, individual returns, and international tax considerations. We provide year-round tax advisory to optimize financial opportunities for both businesses and high-net-worth individuals.
Audits & Reviews
Three-tier audit services deliver varying assurance levels for financial statements. Our detailed examination covers account balances, inventory verification, and transaction analysis. Reviews provide limited assurance through analytical procedures, while compilations focus on internal financial reporting accuracy without assurance, ensuring businesses maintain proper accounting records.
Estate Planning
Specialized estate and trust planning ensures smooth asset transfer while minimizing tax burdens. We develop strategies for business succession, beneficiary protections, and probate avoidance. Our services include wills, trusts, and tax-efficient gifting strategies tailored to family businesses and individual estate needs.
Financial Consulting
Business advisory covers entity selection, accounting software implementation, and financial strategy development. We assist with mergers, acquisitions, and restructuring while providing cash flow forecasting and debt advisory. Our consultants help businesses adopt technology solutions to improve operational efficiency and compliance.
Retirement Planning
Holistic retirement strategies address asset allocation, investment performance monitoring, and tax-efficient withdrawal plans. We create customized portfolios considering risk tolerance and long-term goals. Services include pension planning, social security optimization, and healthcare cost projections to ensure financial security during retirement years.
People
Jacob Goldburd
Partner
Certified CPA with specialized expertise in strategic tax planning beyond seasonal requirements. Provides ethical compliance solutions for complex tax scenarios affecting both individuals and corporations.
Joseph Goldburd
Chief Innovation Officer
Innovative finance professional serving real estate, entertainment, and healthcare sectors. Focuses on family business succession and wealth management for high-net-worth clients across multiple industries.
Scott Lefkowitz
Senior Accountant
20+ years of experience in tax and accounting services for estates, trusts, and corporations. Specializes in compliance strategies for high-net-worth individuals and nonprofit organizations with cross-state operations.
Shmuel Goldschmidt
Senior Accountant
NY licensed CPA with 15+ years of experience across for-profit and nonprofit sectors. Expertise in audit, tax compliance, and financial reporting for diverse business structures requiring precise, thorough accounting solutions.
Questions
What accounting services do you offer?
We provide general ledger preparation, bookkeeping, accounting system setup, payroll processing, and financial forecasting tailored to business needs.
Do you handle tax planning for individuals?
Yes, we offer personalized tax planning strategies for high-net-worth individuals focusing on estate preservation and tax-efficient asset transfers.
What's included in business succession planning?
Our succession planning covers entity restructuring, ownership transition strategies, and tax-efficient transfer of business assets to ensure smooth transitions.
Can you assist with nonprofit accounting?
Yes, we provide specialized accounting services for nonprofit organizations including grant management, compliance reporting, and board advisory services.
Do you offer forensic accounting services?
Yes, we provide litigation support, fraud investigations, and financial damage quantification for commercial disputes and bankruptcy proceedings.
How do you approach retirement planning?
We develop customized retirement strategies considering investment performance, tax implications, healthcare costs, and social security optimization for long-term financial security.
