Business Details
Trusted Accounting & Business Advisory Services in New Jersey
Segan & Garbuio Cpa's PC has established itself as a trusted leader in accounting and business advisory services, combining decades of industry experience with a client-centric approach. Our team of certified professionals specializes in delivering tailored solutions across a diverse range of industries, including construction, healthcare, real estate, and technology. We pride ourselves on fostering long-term relationships with clients by providing strategic guidance, from financial planning and tax optimization to forensic accounting and succession planning.Our commitment to excellence is reflected in our recognition by peers, contributions to professional boards, and community initiatives, including over $1 million in charitable donations. With a focus on innovation and integrity, we empower businesses and individuals to achieve their goals through actionable insights and personalized service.
Services
Business Advisory
Tax Planning
Forensic Accounting
Estate Planning
Wealth Management
Business Valuations
Financial Statements
Succession Planning
Risk Management
SBA Disaster Loan Assistance
Highlights and features
- We offer decades of experience in accounting and advisory services across diverse industries.
- Our team combines specialized expertise with personalized service to meet client needs.
- We prioritize long-term client relationships through strategic, results-driven solutions.
- Our community involvement reflects a commitment to ethical and impactful business practices.
- Recognized as industry leaders, we provide education and forensic services to peers and courts.
Services
Business Advisory
Our business advisory services provide strategic guidance to help companies navigate financial challenges and growth opportunities. We deliver customized solutions in risk management, transaction support, and operational efficiency, leveraging industry expertise to drive sustainable success for clients across construction, healthcare, and technology sectors.
Tax Planning
We specialize in federal, international, and private client tax planning to minimize liabilities while ensuring compliance. Our team develops proactive strategies for individuals and businesses, including SBA disaster loan assistance and tax credit optimization, tailored to evolving regulatory landscapes and client financial goals.
Forensic Accounting
Our forensic accounting services address complex financial disputes and litigation support needs. We conduct thorough analyses of financial records, detect fraud, and provide expert court testimony, combining accounting expertise with investigative rigor to resolve legal and regulatory challenges.
Estate Planning
Estate planning services focus on preserving wealth and facilitating smooth asset transitions for individuals. We design comprehensive plans addressing tax implications, trust structures, and legal documentation, ensuring clients' financial legacies align with their personal and family objectives.
Wealth Management
Wealth management services integrate investment strategies, retirement planning, and risk management to grow and protect client assets. Our approach emphasizes long-term financial security, tailored to high-net-worth individuals and families seeking personalized, holistic advisory solutions.
People
Phillip E. Goldstein
Chief Executive Officer
Phillip E. Goldstein, CPA, leads with a commitment to excellence, ensuring clients receive top-tier accounting and advisory services through strategic leadership and industry innovation.
Pincus Lieberman
Co-Founder and Managing Director
Pincus Lieberman, CPA, co-founded the firm and drives client satisfaction through personalized service, leveraging decades of experience in accounting and business advisory.
Benjamin Mills
Managing Director
Benjamin Mills, CPA, combines financial insight and entrepreneurial vision to deliver results-driven solutions, focusing on strategic growth and operational efficiency for clients.
Bruce Margulies
Managing Director
Bruce Margulies, CPA, supports client success through expertise in accounting and advisory services, contributing to the firm's rapid growth and industry recognition.
Questions
What industries does Goldstein Lieberman & Company serve?
We serve construction, healthcare, real estate, technology, family businesses, hospitality, and renewable energy sectors, among others.
What accounting services are offered?
Services include tax planning, forensic accounting, business valuations, estate planning, wealth management, and advisory consulting.
Does the firm support community initiatives?
Yes, we've donated over $1 million to charities and received awards for corporate citizenship and community impact.
Are there offices in New York and New Jersey?
Yes, we have offices in both New Jersey and New York to better serve our regional and national clients.
