Business Details
Your Trusted Partner for Comprehensive Accounting Solutions
Founded by Brian Liebert, a licensed CPA and MBA from Duke's Fuqua School of Business, Liebert Associates has become a trusted partner for businesses and solopreneurs seeking comprehensive financial solutions. Our team of certified professionals brings decades of combined experience in tax strategy, bookkeeping, and financial planning, serving clients across New York, Boston, and Westport. We specialize in proactive tax management, eliminating last-minute scrambling through year-round financial oversight. Our approach combines technical expertise with personalized service, ensuring clients receive tailored strategies that align with their business goals. With a focus on transparency and client education, we empower entrepreneurs to make informed financial decisions.Our team includes seasoned CPAs, Enrolled Agents, and accounting specialists who have worked with businesses ranging from startups to established enterprises. We prioritize building long-term relationships, offering ongoing support that adapts to clients' evolving needs. Our commitment to excellence is reflected in our meticulous attention to detail and dedication to staying ahead of tax regulations. Clients benefit from streamlined financial processes, reduced tax liabilities, and peace of mind knowing their finances are managed by experts. We take pride in transforming complex financial challenges into clear, actionable solutions that drive business growth.
Services
Tax Planning
Bookkeeping
Financial Advisory
Tax Filing
Audit Support
Investment Planning
Tax Strategy
Payroll Management
Financial Reporting
Tax Resolution
Highlights and features
- We offer 20+ years of combined experience in tax strategy and accounting
- Our team includes CPAs and Enrolled Agents with specialized expertise
- We provide year-round financial support, not just annual tax filings
- We implement proactive tax planning to maximize savings
- We offer personalized financial roadmaps tailored to business growth stages
What people say
Expert guidance
Proactive support
Stress reduction
Tailored solutions
Peace of mind
Services
Tax Planning
Proactive tax planning services help businesses minimize liabilities through strategic deductions, quarterly estimates, and customized tax blueprints. Our CPAs develop year-round strategies that align with business growth objectives while ensuring compliance with evolving regulations. Clients receive personalized tax forecasts and actionable recommendations to optimize financial outcomes.
Bookkeeping
Comprehensive bookkeeping services maintain accurate financial records with monthly reconciliations and IRS-compliant documentation. We implement cloud-based systems for real-time financial visibility, ensuring organized records that simplify tax preparation and support informed business decisions throughout the year.
Financial Advisory
Tailored financial advisory services integrate tax planning with investment strategies to build business and personal wealth. Our advisors create comprehensive plans that address cash flow management, retirement planning, and growth capital allocation while maintaining tax efficiency across all financial decisions.
Tax Filing
Professional tax filing services handle business and personal returns with accuracy and timeliness. We manage complex filings for S corps, partnerships, and sole proprietors while providing detailed explanations of tax implications and offering proactive strategies for future filings.
Audit Support
Expert audit support services provide representation and documentation preparation for IRS or state tax audits. Our team includes former IRS auditors who leverage their institutional knowledge to navigate examinations efficiently while protecting client interests throughout the process.
People
Brian Liebert
CEO & Founder
Licensed CPA and MBA from Duke's Fuqua School of Business with prior experience at PwC. Founded Liebert Associates to deliver exceptional accounting services while specializing in entrepreneur financial strategy and client experience optimization.
Tommy Roberts
Tax & Accounting Manager
CPA with 20+ years in tax and corporate finance, experienced in strategic analysis for global businesses and small enterprises. Former PwC professional with expertise in financial planning and tax compliance for diverse business models.
Jennie Ledesma
Tax & Accounting Manager
CPA with 12+ years serving small businesses and high-net-worth individuals. Boston University graduate specializing in tax compliance and financial planning solutions for entrepreneurs while maintaining active involvement in client advisory services.
Laura Cozza
Tax Director
Enrolled Agent with 20+ years of tax expertise and former IRS Auditor experience. Specializes in tax resolution strategies and compliance education while leveraging insider knowledge of IRS processes to benefit client cases.
Dena Darroch
Accounting Director
MAcc holder and certified bookkeeper managing client accounting services. UC San Diego graduate with 10+ years leading accounting operations and system implementation while ensuring technical excellence in financial reporting processes.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive services including bookkeeping, tax planning, financial reporting, payroll management, and audit support tailored to small business needs.
How can proactive tax planning benefit my business?
Proactive planning identifies year-round tax savings opportunities, reduces liabilities through strategic deductions, and prevents last-minute scrambling during tax season.
What is your client onboarding process?
We start with a consultation to understand your needs, then assign a dedicated team lead who establishes goals and implements our financial systems.
Do you work with remote clients outside New York?
Yes, we serve clients nationwide through virtual consultations and cloud-based accounting systems while maintaining local expertise in our primary markets.
What qualifications do your team members hold?
Our team includes CPAs, Enrolled Agents, and tax professionals with decades of combined experience in accounting, tax strategy, and financial planning.
