Carl Weinberg

Our Story

At Weinberg & Co., we're more than just a CPA firm - we're a trusted advisor and partner in your business. With over 40 years of history and experience, we've seen it all and have the expertise to help you navigate the ever-changing business landscape. Our approach is hands-on, with a focus on understanding your unique needs and goals. We're not just number-crunchers; we're your partner in building a successful and sustainable business.

Our Services

At the heart of our services are our core areas of expertise: Business and Individual Tax, Business Advisory, Estate & Gift Tax Planning, Financial Statement Audit & Assurance, and Personal Wealth Planning. Whether you're a business looking to grow and thrive or an individual seeking guidance on your financial future, we're here to help.

Business & Individual Tax

Taxes aren't fun, but they're a critical piece to the puzzle when considering the financial overview of your business. We provide high-level strategic tax advice for your business and help implement that strategy across the business and down to the individual level. We're big on tax planning, checking in throughout the year to ensure we're on track with our overall tax strategy for your business and you personally.

Business Advisory

Your growth is our growth. We're invested and interested in growing your business. Our business advisory services help you make informed decisions, identify opportunities, and mitigate risks. We take the time to understand your unique needs and goals, providing tailored advice and guidance to help you succeed.

Estate & Gift Tax Planning

You've spent a lifetime accumulating assets, and we're here to help you plan for what happens next. Our estate and gift tax planning services ensure that your hard-earned assets are protected and preserved for future generations.

Financial Statement Audit & Assurance

Our full-service audit department provides financial statement compilations, reviews, and audits to suit your internal and external reporting requirements. We also perform a variety of specialized audits and assurance services to give you the confidence you need to make informed decisions.

Personal Wealth Planning

We're successful when you can show up on a Monday morning and have the option to close up shop. Our personal wealth planning services help you achieve financial freedom and security, giving you the peace of mind you deserve.

Our Team

At Weinberg & Co., we're more than just a CPA firm - we're a team of dedicated professionals who are passionate about helping our clients succeed. Meet our team of experts, led by Partners Dean Weinberg, Kimberly Wyman, and Carl Weinberg, and Staff Accountant Yaming Zhang, CPA.

Our Office

We're more than just a CPA firm - we're a part of the community. Located in Warwick, Rhode Island, we serve clients across the US and globally. We're proud to be a Rhode Island-based CPA firm with a local and global outlook.