Business Details
Your Trusted Partner for Accounting and Tax Solutions
Eric H Berkowitz P A, P.A. is a professional accounting firm dedicated to providing exceptional service through three core principles: professionalism, responsiveness, and quality. With expertise in accounting, tax preparation, and financial planning, we serve individuals and businesses in Stuart, Florida, and surrounding areas. Our team of licensed professionals offers personalized attention to help clients navigate complex financial landscapes, including tax strategies, retirement planning, and business advisory services.We prioritize client satisfaction by delivering tailored solutions that maximize deductions, ensure compliance, and support long-term financial goals. Our commitment to staying current with evolving tax laws and industry best practices positions us as a trusted partner for resolving tax issues and achieving financial stability.
Services
Tax Preparation
Financial Planning
Bookkeeping Services
Retirement Planning
Estate Planning
IRS Audit Representation
QuickBooks Support
Business Valuation
Payroll Services
Cryptocurrency Accounting
Highlights and features
- We are experienced and affordable accountants licensed in Florida.
- We offer comprehensive tax relief and IRS audit representation services.
- Our team provides personalized financial planning tailored to individual needs.
- We specialize in QuickBooks setup and training for small businesses.
- We serve diverse industries including healthcare, law, and real estate.
What people say
Well-regarded firm
Personal and professional attention
Professional and responsive
Quality service
Services
Tax Preparation
We provide comprehensive tax preparation services for individuals and businesses, ensuring compliance with federal, state, and local regulations. Our team identifies eligible deductions and credits to minimize tax liability while maintaining accuracy. Services include income tax filing, payroll tax processing, and specialized cryptocurrency tax reporting.
Financial Planning
Our financial planning services help clients achieve long-term goals through retirement strategies, estate planning, and investment analysis. We create customized roadmaps considering risk tolerance, tax implications, and life changes. Periodic reviews ensure plans remain aligned with evolving financial circumstances.
IRS Audit Representation
We represent clients during IRS audits and resolve tax disputes through proven negotiation strategies. Services include back tax resolution, lien and levy removal, and installment agreement setup. Our expertise reduces penalties and streamlines communication with tax authorities for optimal outcomes.
QuickBooks Support
We offer QuickBooks setup, training, and troubleshooting for small businesses. Our specialists optimize software configurations for accurate financial tracking, provide user education, and ensure proper implementation of accounting systems to improve business efficiency.
Business Valuation
Our business valuation services determine company worth for mergers, acquisitions, or succession planning. We analyze financial statements, market conditions, and operational performance to deliver accurate valuations that support strategic decision-making and financing arrangements.
People
Eric H Berkowitz P A
Principal
Eric H Berkowitz P A is a licensed certified public accountant with decades of experience in tax and accounting services. He specializes in resolving complex financial issues for individuals and businesses while maintaining a client-focused approach to service delivery.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, payroll, financial statements, tax planning, and business advisory services tailored to small business needs.
Can you help with IRS tax problems?
Yes, we offer IRS audit representation, tax relief options, and resolution services for back taxes, liens, and wage garnishments.
Do you provide QuickBooks support?
We offer QuickBooks setup, training, troubleshooting, and optimization services for small to mid-sized businesses.
What financial planning services are available?
We assist with retirement planning, estate planning, investment strategies, and tax-efficient wealth management solutions.
Are you available for in-person consultations?
Yes, we have offices in Stuart and Lake Worth, Florida, with flexible scheduling for client meetings.
