Business Details
29 Years
experience
Trusted Accounting and Tax Services in Jericho, NY
Berman & Sosman & Rosenzweig has been dedicated to client success since its founding in 1997. Our firm combines decades of collective experience with a personalized approach to accounting, tax, and financial consulting. We specialize in navigating complex tax regulations, creating strategic financial plans, and providing auditing services tailored to both individuals and businesses. Our team prioritizes proactive problem-solving, ensuring clients remain compliant while maximizing deductions and growth opportunities.With expertise in QuickBooks implementation and litigation support, we serve as trusted advisors to a diverse client base ranging from individual taxpayers to multimillion-dollar corporations. Our commitment to excellence is reflected in long-standing client relationships and referrals driven by consistent, reliable service.
Services
Tax Planning
Financial Planning
Accounting Auditing
QuickBooks Services
Litigation Support
Details
- Year established: 1997
Highlights and features
- We offer over 25 years of combined experience in accounting and tax advisory since 1997.
- Our team provides personalized service with direct partner involvement for every client.
- We deliver comprehensive solutions spanning tax planning, financial audits, and QuickBooks optimization.
- Our proactive approach identifies potential issues before they become problems for clients.
- We maintain deep expertise in both individual and corporate tax compliance regulations.
Services
Tax Planning
Our tax planning services help individuals and businesses minimize liabilities through year-round advisory. We analyze financial situations to identify deductions, credits, and legal strategies while ensuring compliance with federal and state regulations. Our approach combines technical expertise with personalized guidance to optimize tax outcomes.
Financial Planning
We develop comprehensive financial plans covering retirement strategies, estate planning, insurance evaluation, and business succession. Our team collaborates with external experts to create integrated solutions that align with long-term personal and corporate financial goals while maintaining regulatory compliance.
Accounting Auditing
From basic bookkeeping to certified audits, we provide accounting services that ensure accurate financial reporting. Our team performs compilation, review, and audit engagements while developing strategic corporate plans based on clients' operational understanding and industry-specific requirements.
QuickBooks Services
We offer QuickBooks setup, data cleanup, and training for desktop and cloud-based versions. Our implementation services improve financial management efficiency by ensuring proper configuration while providing ongoing support to maximize software capabilities for cash flow tracking and reporting.
Litigation Support
Our litigation support includes asset valuation, financial document analysis, and expert testimony for legal proceedings. We assist attorneys with complex financial issues in divorce cases, business disputes, and other legal matters requiring precise financial evaluation and reporting.
People
Richard Sosman
CPA
With over 25 years of experience since merging practices in 1997, Richard Sosman provides strategic accounting guidance. His expertise spans tax compliance, financial planning, and business advisory services for diverse clients.
David G. Rosenzweig
CPA
David G. Rosenzweig co-founded the firm in 1998 after establishing his accounting practice. He specializes in corporate tax strategy, QuickBooks implementation, and litigation support services for business clients.
Questions
What accounting services do you offer for small businesses?
We provide full-cycle accounting, payroll processing, financial statement preparation, and tax compliance services tailored to small business needs.
How can you help with tax planning for individuals?
Our tax planning identifies deductions, credits, and strategies to minimize liabilities while ensuring compliance with evolving tax regulations.
Do you offer QuickBooks setup and training?
Yes, we provide QuickBooks setup, data cleanup, and customized training for both desktop and online versions to improve financial management.
What litigation support services are available?
We offer forensic accounting, asset valuation, income verification, and expert testimony for legal cases involving financial disputes.
How do you ensure compliance with changing tax laws?
Our team continuously monitors regulatory updates and applies this knowledge to maintain client compliance during tax preparation and planning.
