Weisberg Peter CPA CFP CSA

At Peter Weisberg, CPA, CFP, we believe in taking a proactive approach to accounting and financial planning. For years, we have been providing personalized guidance to individuals and businesses throughout the Delray Beach, FL area. Our goal is to help our clients achieve their financial goals and maintain financial viability in the present while planning for the future.

Our Mission

Our mission is to provide high-quality financial guidance and accounting services to our clients. We strive to understand our clients' unique needs and circumstances, and provide tailored solutions to address their concerns. Our expertise ranges from basic tax management and accounting services to more in-depth services such as audits, financial statements, and financial planning. Our team of experienced professionals is dedicated to providing exceptional service and attention to detail.

About Our Firm

For over 25 years, Peter Weisberg, CPA, CFP, has been providing quality accounting and financial planning services to individuals and businesses. With his extensive knowledge and experience in taxation and financial planning, Peter is well-equipped to help his clients achieve their goals and position themselves for the future. Peter holds a Certified Public Accountant (CPA) designation and a Certified Financial Planner (CFP) designation. He is committed to staying up-to-date on the latest financial and regulatory changes, ensuring that his clients receive expert guidance and advice.

Services

Peter Weisberg, CPA, CFP offers a wide range of services to individuals and businesses. Our professional services include:

• Tax & Business Services
• Financial Planning
• Tax Preparation & Planning
• IRS Representation
• Bookkeeping & Write-Up Services
• Financial Statement Preparation
• Bank Reconciliations
• Payroll Services
• Investment Planning
• Retirement Planning
• Estate Planning
• Insurance Planning
• Mortgages

We understand that every client has unique needs and goals. Our team of experienced professionals is dedicated to providing personalized guidance and tailored solutions to help our clients achieve their financial objectives.

Why Choose Us

At Peter Weisberg, CPA, CFP, we pride ourselves on our commitment to exceptional service, attention to detail, and expertise. Our experience and knowledge in taxation and financial planning enable us to provide our clients with valuable guidance and advice. We believe in taking a proactive approach to accounting and financial planning, ensuring that our clients are well-prepared for the future.