Business Details
29 Years
experience
Your Trusted Accounting Partner in Jericho, NY
Berman & Sosman & Rosenzweig has dedicated itself to client success by combining deep industry knowledge with personalized service. Since our founding in 1997, we have built a reputation for delivering comprehensive accounting, tax, and financial planning solutions tailored to both individuals and businesses. Our team prioritizes proactive problem-solving, ensuring clients remain compliant while optimizing financial opportunities. With decades of combined experience, we focus on understanding each client's unique needs to provide strategic guidance that supports long-term growth.Our commitment to excellence is reflected in our ongoing relationships with clients, attorneys, and financial professionals who trust our expertise. We differentiate ourselves through year-round tax planning, meticulous attention to detail, and a client-first approach that extends beyond annual tax filings. Our services encompass financial planning, auditing, QuickBooks support, and litigation assistance, all delivered with a dedication to transparency and ethical standards. This philosophy has earned us recognition as a trusted advisor in the Jericho, NY business community.
Services
Tax Planning
Financial Planning
Accounting
Auditing
QuickBooks Services
Litigation Support
Details
- Year established: 1997
Highlights and features
- We offer 25+ years of experience in accounting and tax services.
- Our team provides year-round tax planning for optimal financial outcomes.
- We deliver customized financial strategies for businesses and high-net-worth individuals.
- Our proactive approach identifies tax savings opportunities before they expire.
- We maintain A+ BBB accreditation and client satisfaction guarantees.
Services
Tax Planning
Our tax planning services help clients minimize liabilities through year-round analysis of financial decisions. We specialize in corporate and individual tax strategies, estate planning, and compliance with evolving regulations. Our approach combines technical expertise with personalized guidance to optimize long-term financial outcomes.
Financial Planning
We develop comprehensive financial plans covering retirement strategies, insurance evaluation, and business succession planning. Our team collaborates with external experts to create integrated solutions for asset protection and wealth transfer. This service helps clients achieve both immediate and long-term financial objectives.
Accounting
Our accounting services include full-cycle bookkeeping, financial statement preparation, and internal control assessments. We serve businesses requiring GAAP-compliant reporting and customized financial insights. This service supports informed decision-making through accurate, timely financial data.
Auditing
We conduct independent audits and reviews for businesses seeking regulatory compliance and stakeholder assurance. Our team specializes in audit planning, risk assessment, and internal control recommendations. This service provides credibility to financial statements while identifying operational efficiencies.
QuickBooks Services
Our QuickBooks specialists offer software setup, data cleanup, and training for businesses transitioning to digital accounting. We ensure proper configuration to prevent future errors while maximizing reporting capabilities. This service improves financial management efficiency for small to mid-sized businesses.
People
Richard Sosman
Partner
Co-founder with 30+ years of accounting experience, specializing in tax strategy and business succession planning. Known for developing client-focused financial solutions while maintaining strict compliance standards.
David G. Rosenzweig
Partner
Co-founder recognized for expertise in corporate taxation and financial reporting. Brings strategic vision to complex tax matters while emphasizing personalized client service and long-term relationship building.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, and financial statement preparation tailored to small business needs.
Do you handle tax planning for high-net-worth individuals?
Yes, we specialize in advanced tax planning strategies including estate and trust planning for affluent clients.
Can you help with QuickBooks setup and training?
Our team offers software implementation, data migration, and customized training sessions for businesses of all sizes.
What audit services are available?
We conduct financial audits, reviews, and internal control assessments for compliance with regulatory requirements.
Do you provide litigation support services?
Yes, we offer forensic accounting, expert testimony, and financial analysis for legal proceedings and divorce cases.
