Business Details
50+ Years
experience
Your Trusted Partner for Accounting and Business Advisory Solutions
Since 1946, Segan & Garbuio Cpa's PC has established itself as a premier accounting and business advisory firm serving closely-held businesses and individuals across New York and New Jersey. Our team of certified professionals combines decades of experience with cutting-edge technological capabilities to deliver tailored solutions in tax planning, financial auditing, business valuations, and strategic advisory services. We maintain membership in the American Institute of CPAs' Private Companies Practice Section, ensuring adherence to the highest professional standards.Recognized for our community impact through the Goldstein Lieberman Cares Program, we've received the Rockland Business Association's Pinnacle Award for Corporate Citizenship and the Mahwah Chamber of Commerce's Company of the Year distinction. Our client-centric approach emphasizes personalized service, evidenced by long-term relationships with businesses we've supported from startup to succession planning. With offices in Park Ridge, NJ and Valhalla, NY, we serve clients nationwide while maintaining the personal touch that has defined our practice for over 75 years.
Services
Tax Planning
Business Valuations
Forensic Accounting
Succession Planning
Financial Statements
Audit Services
Estate Planning
Wealth Management
Internal Controls
Litigation Support
Details
- Year established: 1946
Highlights and features
- We offer over 75 years of combined experience in accounting and business advisory services
- Our team includes certified professionals with industry-specific expertise
- We maintain membership in the AICPA's Private Companies Practice Section
- We provide personalized service evidenced by long-term client relationships
- Our community impact has been recognized with multiple corporate citizenship awards
Associations and certifications
- American Institute of Certified Public Accountants (AICPA)
Services
Tax Planning
Our tax planning specialists develop customized strategies to minimize tax liabilities while ensuring compliance with federal, state, and international regulations. We provide comprehensive tax preparation, forecasting, and optimization services for businesses and high-net-worth individuals. Our team stays current with evolving tax codes to deliver actionable insights that enhance financial performance.
Business Valuations
We deliver accurate business valuations for mergers, acquisitions, succession planning, and legal proceedings. Our certified professionals use industry-specific methodologies to determine fair market value and provide defensible documentation. Clients receive detailed reports that support strategic decision-making and financial planning.
Forensic Accounting
Our forensic accounting team specializes in fraud detection, litigation support, and financial dispute resolution. We conduct thorough investigations of financial records to uncover irregularities and provide expert testimony in legal proceedings. Our services help protect business assets and maintain financial integrity.
Succession Planning
We create comprehensive succession plans for family businesses and professional practices. Our advisors help establish clear ownership transfer strategies, tax-efficient structures, and leadership development programs. This ensures business continuity and preserves legacy value across generations.
Financial Statements
We prepare accurate financial statements with varying levels of assurance, including compilations, reviews, and audits. Our services ensure compliance with accounting standards and provide reliable financial information for decision-making. Clients receive tailored reporting packages that meet regulatory and stakeholder requirements.
People
Phillip E. Goldstein
Chief Executive Officer
With over 40 years in public accounting, Phillip leads the firm's strategic direction while maintaining active client relationships. His expertise in business advisory services has helped numerous companies achieve growth and profitability through sound financial strategies.
Pincus Lieberman
Co-Founder and Managing Director
As co-founder, Pincus established the firm's commitment to personalized service and client satisfaction. He specializes in tax planning and business consulting, leveraging decades of experience to guide clients through complex financial challenges with practical solutions.
Benjamin Mills
Managing Director
Benjamin brings extensive expertise in accounting standards and regulatory compliance. He oversees audit engagements and provides strategic guidance to clients in manufacturing and real estate sectors, ensuring financial reporting accuracy and operational efficiency.
Bruce Margulies
Managing Director
Bruce specializes in business advisory services and litigation support. With deep experience in forensic accounting, he assists clients with financial dispute resolution and provides expert testimony in legal proceedings involving complex accounting matters.
Questions
What accounting services do you offer?
We provide comprehensive accounting services including tax planning, financial statement preparation, audit services, forensic accounting, and business valuation. Our team tailors solutions to meet specific client needs across various industries.
How do you support business growth?
We combine technical expertise with strategic advisory services to help businesses grow. Our professionals offer insights on financial planning, internal controls, succession planning, and merger/acquisition strategies tailored to each client's unique situation.
What industries do you specialize in?
We serve diverse industries including construction, healthcare, manufacturing, real estate, technology, and professional services. Our team has specialized knowledge in each sector to provide relevant, impactful financial guidance.
How are your tax services different?
Our tax services combine deep technical knowledge with proactive planning strategies. We focus on minimizing liabilities while ensuring compliance, with specialists in federal, international, and state tax regulations for both businesses and individuals.
Do you offer payment plans?
We accept credit card payments with a 4% surcharge to cover processing fees. For specific payment arrangements, please contact our office to discuss options that meet your financial needs.
