Full-service accounting firm offering financial planning, tax preparation, CFO services, and wealth management with over 75 years of combined experience.
Picker & Auerbach CPAs, founded in 2009, combines Barry Picker (CPA/CFP, Certified Financial Planner) and Zesha Auerbach (CPA, MBA) with over 75 years of experience. Services include CFO advisory, tax planning, wealth management, and personalized financial planning for high-income earners and global clients.
Over 75 years of combined experience
Fee-only financial planning
Global client base
CFO advisory services for SMBs
Personalized financial planning
Services
CFO & Financial Advisory Services
Full financial and business advisory services for small to medium businesses, including workflow challenges, timely financial information, and strategic growth focus.
Monthly, quarterly, or semiannual financial advisoryResolution of complex workflow challengesTimely financial information provision
Wealth & Asset Management
Fee-only financial planning and asset management services tailored to individual goals, with diversified investment portfolios.
Compliance and tax minimization services for businesses and individuals.
Timely tax complianceStrategies to minimize future taxesTax preparation for businesses and individuals
Credentials & Certifications
CPA/CFP
Certified Financial Planner
CGMA
Masters of Science in Taxation
MBA in Accounting
Reviews
Rating
5
★★★★★
Reviews
1
"Great professional service and with timely responses to questions"
Frequently Asked Questions
What is the firm's founding year? +
Picker & Auerbach CPAs was started in 2009.
What credentials does Barry Picker hold? +
Barry Picker is a CPA/CFP, Certified Financial Planner, and holds a Masters of Science in Taxation from Pace University.
What industries does Zesha Auerbach specialize in? +
Zesha Auerbach specializes in nursing home, wholesalers, manufacturers, construction, real estate, non-profit, retail, and jewelry industries for both business and individual accounting and taxation.
What is the mission of the firm? +
The mission is to bring financial comfort to clients, understanding that each individual defines financial comfort on their own terms.