About
I would love to meet new clients. I have been working as a CPA for 10 plus years and helped clients working in different industries with tax preparation, financial statement - audits, reviews and compilation, and business consulting.
Interacting with clients and analyzing their financial data to gain insights to provide them with valuable advice and strategies to grow their business and save on taxes.
Specialties
Industry
Annual income
Accounting software
Accounting needs
Accounting for
Reviews
Jay M.
on a couple of occasions, he has helped identify and resolve some IRS errors that could
have cost me if they were not identified. I highly recommend him.
Farid N.
legendary Joseph Cohen as my CPA (he was a customer of my establishment and I
expressed my interest to change our accounting firm),I had great admiration for him as a
man and a trustworthy person!.He accepted to be our accountant and it all b... Show more
Cathy S.
affect our business, he sends us an email and makes suggestions as to what to do that will
be best for our business. We appreciate the fact that he thinks about our business on a
regular basis, looking for opportunities that will assist us. Also, we appreciate ... Show more
Frequently asked questions
What is your typical process for working with a new customer?
We talk to clients over the phone or have a face-to-face meeting at the office to inquire about their needs.
What education and/or training do you have that relates to your work?
Licensed CPA - working in the Public accounting industry 10 plus years.
Do you have a standard pricing system for your services? If so, please share the details here.
Our pricing system is fair and reasonable and varies based on the complexity of each job.
How did you get started in this business?
I started the business after graduating with a BBA degree in public accounting.
What types of customers have you worked with?
I have worked with clients with various industries - startups, real estate, franchisors, retail/wholesale and many more...
Describe a recent event you are fond of.
Advising business clients regarding pandemic related PPP loans.
What advice would you give a customer looking to hire a pro in your area of expertise?
Customers need professionals who can provide valuable advice and help them with their financial growth.
What questions should customers think through before talking to pros about their needs?
1. What is the reason for the need for hiring a pro?
2. What is the complexity of their needs?