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Services

Goldberg & Company offers our clients a variety of tax, accounting and business management services based on each clients individual circumstances. We will create a custom tailored suite of services to fit your needs and help you meet your financial goals. 

Accounting

 

Goldberg & Company provides comprehensive financial planning and accounting services to its clients. These services range from budgets and fair market value statements, to estate planning reviews and bill paying. We manage both client receipts and expenses, which allow the business management team to provide monthly financial statements to each client.

 

Our Accounting services free our clients from the hassles of managing the minutiae of their daily financial affairs. This extensive knowledge of the client’s financial picture allows the business management team to provide fully informed advice on any financial decision that a client may need to make.

Tax 

 

Goldberg & Company offers a full range of tax planning and compliance services. We work with you year-round in order to minimize your total tax burden. Our tax department is experienced in preparing all types of tax returns including Individual, Partnership, LLC, Corporate, Fiduciary, Estate and Tax-Exempt for both our business management and tax clients.

 

We take your full financial picture into account when applying our conservative approach to income tax planning and tax preparation strategies. We work tirelessly for you to maximize all available tax deductions, and we can help you structure your new or existing entity in order to minimize the amount of taxes you will pay. We provide audit protection representation for all clients at no additional cost.

Advisory & Consulting

 

When personal or business financial conditions change, such as the sale of a property, receipt of an inheritance, or acqusition of a new business, individuals and companies will often find themselves facing complex, time-sensitive accounting issues, which can significantly impact your taxes or your overall financial picture.

 

We thoroughly review and to get to know your unique business and goals.  In doing so, we select avenues to maximize your utility regarding the accounting circumstances you face.

 

Estate Planning, Wills & Trusts

 

At Goldberg & Company, we guide our clients along the estate planning process, enabling clients to protect their heirs from the emotional and financial distress that can be caused by estate tax levies. We work with our clients to set up Wills and Trusts. Trusts are an important part of your estate plan when you want to leave assets to your children, or other individuals, institutions and charities. Trusts ensure that money, managed by a trustee, is set aside and made available to your heirs or an institution after certain financial conditions are met. Trusts are often complex to set up, but there are a number of benefits to setting up a trust for your estate including:

 

  • Mitigating the tax burden on your Estate

  • Protecting your Estate and your Estate's Beneficiaries

  • Providing funding for Charities and Foundations

  • Providing funding for education and scholarships

 

 

 

Entity Selection

 

Goldberg & Company knows that our client's business entity structure has a large impact on taxes and other liabilities. When our clients are looking to start a new company or through a company's growth and development, Goldberg and Company provides pro-active advice to help our clients choose which business entity type will best suit their objectives and goals. We suggest methods of restructuring the business entity if a change would provide our client with better tax incentives or other advantages. With our knowledge and expertise, we guide our clients to the most advantageous entity type for the functions their businesses perform.

Bookkeeping & Payroll

 

Goldberg & Company offers full-charge bookkeeping services for individuals and corporations, which include general ledger and subsidiary ledger maintenance, bank statement reconciliation, receivables and payables tracking, analysis and reporting.
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We offer complete payroll preparation and payroll tax reporting services, from household payroll to payroll corporations with over 100 employees. We prepare and process your payroll and handle all of your federal and state payroll tax returns for both quarterly and annual filings

Investment Advisory

 

 

Whether you are looking to aggressively grow your equity portfolio or set up a steady stream of tax-free fixed income, we help guide you through the process. At Goldberg & Company, we have a growing network of investment advisors and brokers, who, with our guidance, will assist you in tailoring a portfolio to meet your personal goals and your future needs.  We take into account the impact taxes will have on your investments. We will work with you and your Brokerage firm to help you understand your securities portfolio and guide your investment decisions for your short term goals and your retirement. 

Cash Management

 

We take a conservative approach to managing your hard earned income. A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses.

Business Management

 

Goldberg & Company is a full service business management firm. We act as a personal CFO for our business management clients. Goldberg & Company, together with our client's attorneys, agents, personal managers, and other outside professionals, plan and manage both our client’s business and personal financial affairs.

 

Business management includes a full range of financial services including:

  • Accounting

  • Financial Budgeting

  • Investment Advisory

  • Insurance Coverage Selection 

  • Intellectual Property Management

  • Real Estate Servicing 

 

The Company employs individuals with expertise in each of these areas, and in doing so creates a sense of security for our clients. By entrusting your financial concerns to us, the client, whether an entertainer, artist, athlete, professional, corporation, foundation or entrepreneur can focus on their career, family, charity, and leisure.  We take care of the rest to guarentee that your financial picture is in order.

CFO Services

 

Often times, growing companies experience the need for a Chief Financial Officer without the capital or capacity to hire a full time professional. We provide extensive, outsourced CFO services to companies throughout multiple industries. This helps our clients businesses with finanical forecasting or planning, setting financial goals, forward looking budgeting, bank, debt and contract negotiations, and consluting on operational decision making. Whether your company is a start up or has 100 employees, we are here to help. 

Insurance Selection Services

 

Whether you are an individual or a business, knowing if you have enough insurance coverage can be a daunting task. We have the knowledge and expertise to effectively address every aspect of our client’s insurance needs, including coverage placement, claims submission, and audits and appraisals. We maintain an active network of major insurance companies and agency relationships worldwide that assist us in navigating the complex legislative, financial, and social issues that influence insurance decisions. In addition to maintaining policy files and approving premium payments, Goldberg & Company monitors coverage to ensure that limits are adequate and costs are competitive. Comprehensive insurance reviews are conducted in which the client plays an active role in determining which coverage levels are suitable and that premium costs are reasonable.

Trustee & Executor Services

 

Goldberg & Company has provided trustee and executor services for over thirty-five years. We pride ourself on the long relationships we have fostered with our clients. These relationships, some of which have spanned decades, enable our managers to form a deep understanding of our client base.  This, in turn, gives clients the option to ask us to be their Trustee, and see to it that their beneficiaries and estates are protected. 

Real Estate Transaction Services

 

With a licensed Real Estate Agent on staff, we can manage all aspects of our client’s investments in commercial and residential real estate, including purchases, sales, construction, financing, and property management. The following is a list of services we provide:

 

  • Buying and Selling of Properties

  • Identifying real estate investment opportunities and showing these properties in person to our clients.

  • Negotiating the most favorable financing terms available.

  • Directly managing client rental properties.

  • Coordinating routine maintenance and necessary repairs and improvements.

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