Business Details
Your Trusted Accounting & Advisory Partner in New York
Founded to provide exceptional accounting and advisory services, Goldburd & Co. & Co. leverages decades of combined experience to deliver tailored financial solutions. Our team of certified professionals specializes in tax management, audit assurance, estate planning, and strategic financial advisory, serving individuals and businesses with unwavering dedication. We prioritize client relationships, offering personalized guidance to navigate complex tax laws, optimize financial opportunities, and ensure long-term prosperity. With expertise in audits, reviews, and compilations, we provide clarity and confidence in financial reporting.Our commitment to innovation ensures clients benefit from modern strategies in retirement planning, business succession, and asset allocation. Backed by rigorous industry standards and a focus on ethical practices, we empower clients to achieve financial independence through transparent, data-driven decisions. By combining technical proficiency with proactive client communication, we address diverse financial challenges while maintaining the highest levels of professionalism and trustworthiness.
Services
Tax Management
Audits & Reviews
Estate Planning
Accounting Services
Financial Planning
Forensic Accounting
Retirement Strategy
Bookkeeping
Business Valuation
Payroll Processing
Highlights and features
- We offer decades of experience in tailored tax planning and compliance.
- Our team delivers personalized audit and advisory solutions for diverse industries.
- We specialize in strategic financial planning for retirement and business succession.
- We provide innovative, technology-driven accounting services for modern businesses.
- Our commitment to ethical standards ensures transparent and reliable client partnerships.
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Management
Our tax management services optimize financial opportunities through strategic planning and compliance. We analyze evolving tax laws to minimize liabilities for individuals and businesses while maximizing returns. With personalized advisory, we ensure efficient year-round tax strategies aligned with long-term goals.
Audits & Reviews
We provide comprehensive audit and review services with three assurance levels. Our detailed examinations verify financial accuracy, support regulatory compliance, and build stakeholder confidence through transparent reporting and analytical insights tailored to business needs.
Estate Planning
Our estate planning ensures seamless asset transfer while minimizing tax burdens. We design trusts and succession strategies to secure family financial futures and facilitate smooth business ownership transitions through legally sound frameworks.
Financial Planning
We develop customized financial strategies for retirement, investment optimization, and tax-efficient asset allocation. Our plans address college funding, insurance, and long-term growth to help clients achieve financial independence through structured, adaptive guidance.
Accounting Services
We offer end-to-end accounting solutions including ledger maintenance, payroll, and cash flow forecasting. By streamlining financial processes and system setup, we help businesses maintain accurate records and focus on core operations with cost-effective, scalable support.
People
Jacob Goldburd
Partner
Certified CPA with deep tax advisory expertise, Jacob provides strategic planning solutions beyond tax season, focusing on ethical compliance and long-term client growth through personalized service.
Joseph Goldburd
Chief Innovation Officer
Innovative finance professional specializing in real estate, healthcare, and entertainment industries, offering tailored solutions for family businesses and high-net-worth individuals with a focus on technological advancement.
Jeremy Horowitz
Senior Accountant
Detail-oriented accountant since 2002, Jeremy delivers exceptional client care through meticulous financial reporting and advisory services, specializing in complex tax compliance and business accounting needs.
Scott Lefkowitz
Senior Accountant
CPA with 20+ years of experience in tax compliance and estate planning for high-net-worth clients, Scott brings expertise in nonprofit accounting and intergenerational wealth transfer strategies.
Shmuel Goldschmidt
Senior Accountant
Certified Public Accountant with a decade of experience spanning for-profit and nonprofit sectors, Shmuel specializes in audit, tax, and financial reporting with a focus on client-specific solutions.
Questions
What accounting services do you offer for small businesses?
We provide bookkeeping, financial reporting, payroll processing, and tax planning tailored to small businesses, with a focus on scalable solutions and regulatory compliance.
How can you help with retirement planning?
We create personalized retirement strategies including asset allocation, investment analysis, and tax-efficient withdrawal plans to ensure long-term financial independence.
What distinguishes your audit services?
Our audit services offer three assurance levels with detailed analysis of account balances, transactions, and internal controls to meet regulatory requirements and stakeholder expectations.
Do you provide estate planning for high-net-worth individuals?
Yes, we design complex trusts and tax-efficient estate plans to preserve wealth and facilitate smooth intergenerational transfers while minimizing liabilities.
How do you handle business succession planning?
We develop transition strategies for ownership transfer, including valuation, tax optimization, and legal documentation to ensure business continuity.
