Business Details
37 Years
experience
Your Trusted Partner for Accounting Solutions in Pompano Beach
Jeffrey Steiner, CPA, PA, CPAs, LLC has been delivering expert accounting services for over 35 years, combining the professionalism of a large firm with the personalized attention of a boutique practice. Our team of certified public accountants specializes in tax planning, financial strategy, and advisory services for individuals, businesses, and corporations. Headquartered in Pompano Beach, Florida, we serve clients across South Florida and beyond, offering tailored solutions for complex financial needs. Our expertise spans small business accounting, real estate, healthcare, legal practices, and homeowners associations. We prioritize accessibility, responsiveness, and deep industry knowledge to ensure clients receive comprehensive, strategic guidance.With a focus on continuous service and client loyalty, we provide IRS representation, merger facilitation, and litigation support. Our commitment to excellence is reflected in our long-standing client relationships and dedication to staying current with evolving tax laws. We believe in serving as trusted partners, offering private consultations and payroll services to meet diverse accounting demands. Our firm's reputation is built on integrity, technical proficiency, and a client-first approach that delivers measurable value.
Services
Tax Planning
Audit Advisement
Mergers & Acquisitions
Estate Planning
Payroll Services
IRS Representation
Business Consulting
Financial Analysis
Details
- Year established: 1989
Highlights and features
- We offer 35+ years of continuous accounting experience in South Florida
- Our team includes certified public accountants with industry-specific expertise
- We provide ultra-personalized service with direct access to senior professionals
- Our clients benefit from strategic tax planning and complex financial advisory
- We serve diverse industries including real estate, healthcare, and legal practices
Services
Tax Planning
Our tax planning services help individuals and businesses optimize financial outcomes through strategic tax reduction techniques and compliance solutions. We specialize in complex individual tax strategies, business tax planning, and international tax considerations. With certified CPAs guiding your financial decisions, we ensure alignment with long-term goals while maintaining regulatory compliance.
Mergers & Acquisitions
We facilitate seamless business mergers and acquisitions with comprehensive financial analysis, due diligence support, and transaction structuring. Our team provides valuation services, tax implications analysis, and post-merger integration guidance. With decades of experience in corporate finance, we protect clients' interests throughout the entire transaction process while ensuring regulatory compliance.
IRS Representation
Our certified professionals provide expert IRS representation during audits, collections, and tax dispute resolution. We develop strategic defense plans, negotiate settlements, and ensure proper documentation. With deep understanding of tax law and audit procedures, we advocate for clients' interests while minimizing financial exposure and resolving issues efficiently.
Estate Planning
We offer comprehensive estate and trust planning services to preserve wealth across generations. Our approach includes tax-efficient gifting strategies, trust formation, and probate planning. By integrating financial planning with legal considerations, we help clients protect assets while addressing unique family circumstances and long-term legacy goals.
Business Consulting
Our business consulting services provide strategic financial guidance for growth, compliance, and operational efficiency. We serve diverse industries including real estate, healthcare, and legal practices with customized solutions. From startup entity selection to established business restructuring, we deliver actionable insights based on 35+ years of practical experience.
People
Jordan Wald
Certified Public Accountant
Jordan Wald brings decades of accounting expertise to Jeffrey Steiner, CPA, PA, specializing in tax strategy and business advisory services for South Florida clients.
Jeff Steiner
Certified Public Accountant
Jeff Steiner offers extensive experience in financial planning and IRS dispute resolution, serving Pompano Beach clients with personalized, expert accounting solutions.
Sam Shanley
Office Manager
Sam Shanley oversees daily operations at Jeffrey Steiner, CPA, PA, ensuring efficient service delivery and client support for the firm's accounting professionals.
Questions
What accounting services do you offer?
We provide tax planning, IRS representation, business consulting, estate planning, mergers & acquisitions support, and payroll services for individuals and businesses.
How long have you served South Florida clients?
Our firm has delivered continuous accounting services to South Florida since 1989, with over 35 years of combined experience from our lead CPAs.
What industries do you specialize in?
We specialize in real estate, healthcare, legal practices, homeowners associations, and small business accounting with tailored financial solutions.
How do you differ from larger accounting firms?
We combine big-firm expertise with personalized service, offering direct access to senior CPAs and customized solutions for each client's unique needs.
