Business Details
41 Years
experience
Your Trusted Tax & Accounting Partner in Rhode Island
Weinberg & Co. & Co. is a full-service tax, accounting, and consulting firm with over four decades of experience serving clients globally. Our approach is distinguished by its hands-on nature, where we integrate into our clients' management teams to provide strategic financial guidance tailored to their unique needs. With expertise in business advisory, estate planning, audit assurance, and entertainment industry services, we prioritize long-term client growth over transactional relationships.Our firm combines personalized service with forward-thinking insights, leveraging technology to deliver consistent support across domestic and international markets. We emphasize transparency in tax strategy, wealth planning, and business succession, working collaboratively with clients' existing advisors to optimize outcomes. Our Rhode Island roots anchor a practice that extends to major U.S. markets and global locations through a dedicated Hong Kong office.
Services
Business Tax Advisory
Estate Planning
Audit Assurance
Wealth Management
Entertainment Accounting
Details
- Year established: 1985
Highlights and features
- We provide 40+ years of hands-on experience in tax and accounting services
- Our team becomes an extension of your management for strategic decision-making
- We service clients globally through technology-enabled solutions
- Our expertise spans specialized entertainment industry financial management
- We offer comprehensive wealth planning beyond basic accounting practices
Services
Business Tax Advisory
Our strategic tax advisory services help businesses navigate complex financial landscapes while optimizing tax efficiency. We provide year-round guidance to align tax strategies with business goals, specializing in corporate and individual tax planning. Our approach combines regulatory compliance with proactive savings opportunities for sustainable growth.
Estate Planning
We develop comprehensive estate plans to protect family legacies and facilitate smooth business succession. Our services include trust structuring, gift tax planning, and intergenerational wealth transfer strategies. We collaborate with legal professionals to create customized solutions for high-net-worth individuals and family businesses.
Audit Assurance
Our audit department delivers financial statement compilations, reviews, and audits tailored to reporting requirements. We specialize in employee benefit plan audits and Rhode Island Motion Picture Tax Credit audits while providing actionable insights to improve financial operations and regulatory compliance.
Wealth Management
We help business owners build personal wealth outside their primary enterprises through strategic financial planning. Our services focus on asset protection, risk management, and creating financial independence through customized investment strategies and multi-generational planning.
Entertainment Accounting
We offer specialized financial services for entertainment industry professionals including tax planning, business management, and strategic consulting. Our expertise covers cash flow management, wealth accumulation, and reporting requirements specific to artists, athletes, and entertainment companies.
People
Carl Weinberg
Managing Partner
Carl Weinberg & Co. & Co. leads the firm with over 40 years of accounting experience, specializing in strategic tax planning and business advisory services for diverse industries.
Dean Weinberg
Partner
Dean Weinberg & Co. & Co. provides expert tax advisory services, focusing on business growth strategies and complex financial planning solutions for corporate and individual clients.
Kimberly Wyman
Partner
Kimberly Wyman specializes in audit assurance and financial reporting, bringing extensive expertise in compliance and regulatory requirements across multiple industries.
Steven A. Miller
Senior Manager
Steven Miller oversees tax strategy implementation, focusing on international tax compliance and specialized advisory services for high-net-worth individuals and businesses.
Alexandra Lima
Audit Supervisor
Alexandra Lima manages audit engagements with expertise in financial statement preparation and compliance reporting for businesses of all sizes.
Questions
What accounting services does Weinberg & Co. & Co. & Co. offer?
We provide tax planning, audit assurance, business advisory, estate planning, and specialized entertainment industry accounting services.
Do you work with international clients?
Yes, we service clients globally through technology-enabled solutions and maintain a dedicated Hong Kong office for Asian market support.
How does your business advisory service work?
We integrate with your management team to provide strategic financial guidance tailored to your specific growth objectives and operational needs.
What makes your firm different from other accounting practices?
Our hands-on approach combines 40+ years of experience with proactive client collaboration and personalized service at management level.
Do you specialize in any particular industries?
We have deep expertise in entertainment industry accounting and serve diverse sectors including manufacturing, technology, and professional services.
