Business Details
29 Years
experience
Your Trusted Accountants in Jericho, NY
Berman & Sosman & Rosenzweig has been committed to client success since 1997, when Richard Sosman and David G. Rosenzweig merged their accounting practices. Our firm combines decades of shared experience with a deep understanding of evolving tax regulations and financial strategies. We serve a diverse client base ranging from individuals filing personal tax returns to corporations with $100 million in revenue, providing tailored solutions that prioritize compliance, strategic planning, and personalized attention. Our reputation is built on professional excellence, with clients valuing our competence, responsiveness, and proactive approach to identifying financial opportunities and risks. We emphasize year-round tax planning to minimize liabilities while maximizing deductions and credits, ensuring clients maintain compliance without sacrificing growth potential.Our team specializes in financial planning, audit preparation, QuickBooks implementation, and litigation support, addressing complex business needs with precision. As trusted advisors, we collaborate with attorneys, insurance professionals, and investment managers to deliver comprehensive financial strategies. Our commitment to transparency and client education empowers individuals and businesses to make informed decisions about their financial future. With offices in Jericho, NY, we serve clients across industries including healthcare, law, real estate, and manufacturing. Every service we provide is grounded in our founding principles of professionalism, creativity, and genuine care for our clients' long-term success.
Services
Financial Planning
Tax Preparation
Audit Services
QuickBooks Support
Litigation Consulting
Details
- Year established: 1997
Highlights and features
- We provide year-round tax planning expertise since 1997.
- Our team holds Certified Public Accountant (CPA) credentials.
- We serve diverse industries from healthcare to manufacturing.
- We offer personalized financial strategies for individual and business clients.
- Our proactive approach identifies financial risks before they occur.
What people say
Expertise
Personalized attention
Proactive planning
Tax savings
Reliable service
Services
Financial Planning
Our comprehensive financial planning service helps clients establish clear financial goals, assess resources, and develop strategic frameworks for business expansion or personal wealth management. We specialize in retirement planning, estate structuring, insurance evaluation, and family partnership arrangements. By collaborating with external specialists, we ensure all aspects of your financial future receive expert attention while maintaining tax efficiency.
Tax Preparation
We provide year-round tax planning and preparation services designed to minimize liabilities while maximizing deductions across personal and corporate tax returns. Our expertise encompasses complex tax situations, ensuring compliance with evolving federal and state regulations. Clients receive detailed explanations of all filing requirements and potential tax-saving opportunities tailored to their specific circumstances.
Audit Services
From basic bookkeeping to certified audits, our audit services ensure accurate financial reporting and compliance with industry standards. We assist businesses in developing financial forecasts, establishing credit facilities, and maintaining transparent records that support strategic decision-making while adhering to regulatory requirements.
QuickBooks Support
Our QuickBooks specialists provide software setup, training, and data cleanup services to optimize business financial management. We help clients maximize productivity through proper implementation of both desktop and online versions while offering guidance on custom reporting and cash flow monitoring solutions.
Litigation Consulting
We deliver expert financial analysis and litigation support in complex legal cases, particularly in matrimonial disputes and business litigation. Our services include asset verification, income attestation, and expert testimony to assist attorneys in building strong financial cases while maintaining strict professional standards.
People
David G. Rosenzweig
Co-Managing Partner
David G. Rosenzweig, CPA, co-founder of the firm since 1997, brings extensive audit and tax expertise to our clients. His focus on compliance and strategic planning has helped numerous businesses maintain financial stability while navigating complex regulatory environments.
Richard Sosman
Co-Managing Partner
Richard Sosman, CPA, combines decades of accounting experience with strategic business insights. His leadership in financial reporting and client advisory services has established long-standing relationships with attorneys and financial professionals across multiple industries.
Questions
How does your firm help businesses with tax planning?
We provide year-round tax planning to identify deductions, minimize liabilities, and ensure compliance with evolving regulations.
What accounting services do you offer?
We deliver full-cycle accounting services including bookkeeping, financial reporting, audit preparation, and credit facility structuring.
Can you assist with QuickBooks implementation?
Yes, our specialists provide QuickBooks setup, training, and data cleanup for both desktop and online versions.
Do you handle complex litigation support cases?
We offer forensic accounting, asset valuation, and expert testimony services for legal proceedings.
What industries do you specialize in?
We serve healthcare providers, law firms, real estate companies, manufacturers, and professional service practices.
How do you support clients year-round?
Beyond tax filing, we provide ongoing financial planning, compliance checks, and strategic business advisory services.
