Business Details
38 Years
experience
Trusted Accounting and Audit Services for Cooperatives
For over 35 years, Czarnowski & Beer has provided superior financial services in traditional and non-traditional auditing, accounting, and tax sectors to clients across the New York metropolitan area and beyond. Our firm prioritizes client needs by identifying tailored solutions that minimize taxes, reduce costs, and enhance revenue while maintaining a commitment to quality control. We leverage extensive industry expertise and innovative technologies to deliver accurate audits, proactive tax planning, and strategic financial guidance for cooperatives, condominiums, small businesses, nonprofits, and high-net-worth individuals.Our triennial peer review process, principal involvement in all engagements, and ongoing staff education ensure adherence to professional standards. By maintaining open communication with clients year-round, we provide actionable insights and robust frameworks of protection to support long-term financial success.
Services
Audit Services
Tax Planning
Financial Consulting
Cost-Savings Analysis
Nonprofit Accounting
Details
- Year established: 1988
Highlights and features
- We offer 35+ years of specialized expertise in cooperative and condominium accounting.
- Our team provides tailored financial frameworks to minimize taxes and enhance revenue.
- We utilize innovative technologies for audit accuracy and operational efficiency.
- Our quality control system includes triennial peer reviews and principal engagement.
- We maintain 180+ satisfied clients through proactive, year-round client communication.
Associations and certifications
- AICPA
Services
Audit Services
Our audit services include balance sheet reviews, tax return preparation, and compliance assessments for cooperatives and condominiums. We use GAAP standards to evaluate financial health, identify risks, and deliver clear reports. Our process ensures timely completion before annual meetings, with a focus on minimizing deficits and maximizing tax benefits.
Tax Planning
We develop customized tax strategies to reduce liabilities for individuals, businesses, and nonprofits. Our approach includes analyzing deductions, credits, and investment opportunities while ensuring compliance with evolving regulations. We prioritize long-term financial planning to enhance wealth preservation and growth.
Cost-Savings Analysis
This service involves comparative cost studies, energy efficiency evaluations, and internal control assessments to identify savings opportunities. We analyze procurement processes, vendor contracts, and operational expenses to recommend actionable cost-reduction strategies tailored to client needs.
Nonprofit Accounting
We offer governance support, tax compliance, and financial reporting for nonprofit organizations. Our services include board training, fund analysis, and regulatory compliance to ensure transparency and sustainability while aligning financial practices with organizational missions.
Financial Consulting
Our consulting services focus on strategic financial planning, risk management, and internal control development. We assist clients in budgeting, reserve fund management, and capital project planning to strengthen financial stability and operational efficiency for long-term success.
People
Stephen Beer
Senior Managing Partner
Stephen Beer is a CPA and Senior Managing Partner at Czarnowski & Beer, overseeing strategic operations and client relations. With decades of experience in cooperative and condominium accounting, he ensures the firm maintains industry-leading standards through innovative practices and quality control.
Avi Zanjirian
Partner
Avi Zanjirian serves as a Partner, specializing in audit and tax services for real estate entities. He contributes expertise in regulatory compliance and financial reporting, working closely with clients to develop tailored solutions that enhance operational efficiency and financial transparency.
Fred Heilbronner
Quality Review Manager
Fred Heilbronner manages quality assurance processes, ensuring all engagements meet professional standards. His role involves reviewing audit procedures, mentoring staff, and implementing controls to maintain the firm's reputation for accuracy and reliability in financial reporting.
Julie DiVita Meyers
Director of Operations
Julie DiVita Meyers oversees daily operations, coordinating audit teams and client communications. She ensures efficient service delivery while maintaining the firm's commitment to personalized attention and timely financial reporting for cooperatives and condominium clients.
Michael Avezov
Audit Manager
Michael Avezov, a CPA and Audit Manager, leads audit engagements for residential real estate clients. He specializes in financial statement preparation, tax compliance, and internal control evaluations, providing actionable insights to optimize client financial health.
Questions
What accounting services do you specialize in for cooperatives?
We provide audits, tax preparation, cost-savings analysis, and financial consulting tailored to cooperatives, focusing on compliance, reserve funding, and tax benefit optimization.
How do you help clients minimize tax liabilities?
Our team identifies tax deductions, credits, and planning strategies specific to your entity type, ensuring compliance while maximizing savings through proactive annual reviews.
What sets your audit process apart?
We combine triennial peer reviews, principal involvement, and proprietary quality controls with clear financial statement formatting to ensure accuracy and actionable insights.
Do you offer services for nonprofit organizations?
Yes, we provide governance support, tax compliance, and financial planning for nonprofits, emphasizing cost-effectiveness and regulatory adherence.
How do you handle client communication outside tax season?
We maintain year-round communication to provide ongoing guidance, promptly address inquiries, and update clients on financial developments affecting their operations.
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