Business Details
Trusted Accounting, Tax, and Advisory Services in New York
Goldburd & Co & Co is a certified public accounting firm dedicated to helping clients achieve financial independence through strategic tax planning, comprehensive accounting services, and personalized advisory solutions. With expertise in tax management, audits, estate planning, and retirement strategies, we provide tailored guidance to individuals and businesses navigating complex financial landscapes. Our team combines decades of experience with a commitment to ethical practices, offering services that span from day-to-day bookkeeping to sophisticated business succession planning.We specialize in serving high-net-worth individuals, family businesses, and diverse industries including real estate, healthcare, and entertainment. Our approach emphasizes long-term client relationships, leveraging objective analysis to optimize financial performance, minimize tax liabilities, and ensure compliance with evolving regulations. Through meticulous attention to detail and a focus on client education, we empower informed decision-making for both personal and corporate financial goals.
Services
Tax Management
Audits & Reviews
Estate Planning
Bookkeeping Services
Financial Advisory
Litigation Support
Retirement Planning
Payroll Processing
Business Valuations
Tax Compliance
Highlights and features
- We offer 20+ years of expertise in tax planning for high-net-worth individuals
- Our team specializes in accounting for real estate, healthcare, and entertainment industries
- We provide personalized estate planning to minimize tax liabilities for beneficiaries
- Our audit services deliver three assurance levels tailored to business requirements
- We combine technical precision with strategic advisory for comprehensive financial solutions
Services
Tax Management
Our tax management services optimize financial opportunities through strategic planning and compliance. We analyze evolving tax laws to minimize liabilities for individuals and businesses while maximizing after-tax returns. Clients receive customized strategies for corporate tax preparation, investment optimization, and year-round tax efficiency.
Audits & Reviews
We offer three assurance levels for financial statements: comprehensive audits with third-party verification, limited assurance reviews for external stakeholders, and internal compilations. Our audit process includes detailed transaction analysis and inventory verification to ensure regulatory compliance and financial transparency for businesses of all sizes.
Estate Planning
Our estate planning specialists help clients transfer assets efficiently through trusts and wills. We focus on minimizing tax burdens for beneficiaries while ensuring smooth business succession. Services include inheritance strategies, charitable giving plans, and compliance with evolving estate tax regulations for high-net-worth individuals.
Financial Advisory
We provide strategic advisory for business growth, including entity selection, accounting software implementation, and merger negotiations. Our consultants analyze financial procedures to improve efficiency, control costs, and adapt to market changes while maintaining compliance with accounting standards and tax requirements.
Retirement Planning
Our retirement planning services help clients achieve financial independence through investment strategies and tax-efficient portfolios. We guide clients through asset allocation, college funding, and insurance planning while considering estate and business succession needs for long-term financial security.
People
Jacob Goldburd
Partner
Certified CPA with extensive tax planning expertise, Jacob provides strategic advisory services beyond tax season. He focuses on ethical compliance and long-term financial strategies for individuals and businesses.
Joseph Goldburd
Chief Innovation Officer
Innovation leader serving real estate, healthcare, and entertainment industries. Specializes in family businesses and high-net-worth client solutions through technology-driven accounting approaches.
Jeremy Horowitz
Senior Accountant
Detail-oriented accountant with 20+ years of experience, Jeremy delivers personalized client care through accurate tax filings and comprehensive accounting support for diverse business needs.
Scott Lefkowitz
Senior Accountant
California-licensed CPA with expertise in tax compliance for high-net-worth families and trusts. Specializes in estate tax planning and nonprofit accounting for 20+ years.
Shmuel Goldschmidt
Senior Accountant
New York CPA with 15+ years in audit and tax services across for-profit and nonprofit sectors. Focuses on precise financial reporting and client-specific accounting solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial statement preparation, payroll processing, and cash flow forecasting tailored to small business needs.
How do you help clients with tax planning?
Our tax planning services minimize liabilities through strategic analysis of current and emerging tax laws for individuals and businesses.
What estate planning services are available?
We offer trust creation, asset transfer strategies, and tax-efficient succession planning for families and business owners.
Do you handle forensic accounting and litigation support?
Yes, we provide expert financial analysis for legal matters including fraud investigations, business valuations, and damage quantification.
What industries do your accountants specialize in?
Our team has expertise in real estate, healthcare, entertainment, nonprofit sectors, and family-owned business accounting.
