Business Details
29 Years
experience
Trusted Accounting and Tax Services in Jericho, NY
Berman & Sosman & Rosenzweig CPAs PLLC has been dedicated to client success since 1997, combining decades of collective experience with a personalized approach to accounting, tax, and consulting services. Our firm was founded on the long-standing professional partnership of Richard Sosman and David G. Rosenzweig, whose merged practices created a trusted resource for individuals and businesses ranging from small tax filers to $100 million enterprises. We prioritize proactive problem-solving and year-round tax planning to ensure compliance while maximizing financial opportunities. Our team delivers comprehensive services including financial planning, audit preparation, QuickBooks support, and litigation assistance, all grounded in a commitment to competence, communication, and care.With offices in Jericho, NY, we serve diverse industries such as healthcare, law, real estate, and manufacturing, maintaining a reputation for reliability and expertise recognized by clients, attorneys, and financial institutions. Our mission focuses on preserving clients' financial viability today while strategically addressing future goals through research-driven analysis and tailored solutions. This approach has earned us enduring trust within the local business community and beyond.
Services
Financial Planning
Tax Planning
Accounting Audits
QuickBooks Support
Litigation Assistance
Details
- Year established: 1997
Highlights and features
- We offer over 25 years of combined experience in accounting and tax services.
- Our team provides personalized attention to both individual and corporate clients.
- We maintain proactive compliance with evolving tax regulations and standards.
- Our services span from basic tax preparation to complex financial planning.
- We prioritize client communication and tailored financial strategies.
Services
Financial Planning
Our financial planning services help clients establish long-term financial security through strategic goal setting and resource allocation. We develop customized plans addressing retirement strategies, estate planning, and business succession while coordinating with external specialists for insurance and investment needs. This comprehensive approach ensures clients maintain financial stability across changing economic landscapes.
Tax Planning
We provide year-round tax planning to minimize liabilities and maximize benefits for individuals and businesses. Our services include analyzing tax implications of financial decisions, identifying deductions and credits, and ensuring compliance with federal and state regulations. This proactive approach helps clients avoid penalties while optimizing their tax positions.
Accounting Audits
Our accounting and auditing services cover compilation, review, and certified audit engagements for businesses of all sizes. We ensure accurate financial reporting while developing strategic corporate plans based on our clients' operational understanding. This includes credit facility structuring and compliance with regulatory requirements.
QuickBooks Support
We offer QuickBooks setup, training, and data cleanup services to improve business efficiency. Our team ensures proper software configuration to prevent future issues while providing ongoing support for financial management tasks. This includes transitioning from desktop to cloud-based solutions for enhanced accessibility.
Litigation Support
Our litigation support services assist attorneys with complex financial aspects of legal cases. We provide asset verification, valuation analysis, and income/expenses attestation for matrimonial and business disputes. This includes expert testimony preparation and financial document analysis to support legal proceedings.
People
David G. Rosenzweig
Co-Managing Partner
Certified Public Accountant with over 25 years of experience in tax planning and financial consulting. Specializes in business succession strategies and compliance solutions for high-net-worth individuals and corporations.
Richard Sosman
Co-Managing Partner
Seasoned CPA focusing on corporate tax compliance and financial reporting. Brings expertise in audit preparation and strategic planning for businesses across healthcare, real estate, and manufacturing sectors.
Justin Armstrong
Accountant
Provides comprehensive accounting services with specialization in small business tax compliance and QuickBooks implementation. Assists clients with transitioning to digital accounting systems.
Ken Castillo
Accountant
Supports audit engagements and financial reporting requirements for mid-sized businesses. Focuses on ensuring regulatory compliance and accurate financial documentation.
Susan Kern
Tax Specialist
Handles complex individual and corporate tax returns with emphasis on maximizing deductions and credits. Provides year-round tax planning guidance to minimize liabilities.
Questions
What accounting services do you offer?
We provide full-service accounting including financial planning, tax preparation, audit services, QuickBooks support, and litigation financial analysis for individuals and businesses.
How can you help with tax planning?
Our year-round tax planning identifies deductions and credits while ensuring compliance with evolving regulations to minimize liabilities and maximize financial benefits.
Do you support QuickBooks users?
Yes, we offer QuickBooks setup, training, data cleanup, and cloud migration services to improve business financial management efficiency.
Can you assist with audit preparation?
We provide comprehensive audit services including financial statement preparation, compliance checks, and strategic planning tailored to your business needs.
What litigation support services are available?
Our litigation support includes asset valuation, financial document analysis, and expert testimony preparation for legal cases involving business or personal finances.
Who are your typical clients?
We serve diverse clients from individual taxpayers to $100 million companies across healthcare, law, real estate, manufacturing, and professional services industries.
