Samuel Goldstein & Co PC

Opportunity Drivers.

Accountant in Great Neck, NY (show on map)

3.0

★★★☆☆

2 reviews

SG&CPAS is a CPA and advisory firm offering client accounting, lifecycle planning, real estate, 401(k) audits, and TaxMap planning services.

Call (212) 244-2936

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About

Samuel Goldstein & Company (SG&CPAS) is a multi-generational CPA and advisory firm with a pedigree founded on 70+ years of dedicated service and commitment to businesses of all shapes and sizes. They focus on customized services for entrepreneurs, family-operated companies, privately held businesses, large corporations, individuals, employee benefit plan sponsors, and labor unions.

SG&CPAS emphasizes being a true advisor, confidant, and planner, leveraging deep knowledge and relationships to help clients achieve their goals. Their services include client accounting, lifecycle planning, real estate advisory, 401(k) plan audits, and TaxMap planning, all delivered with a proactive, flexible, and accountable approach.

Multi-generational CPA firm with over 70 years of experience

Proactive partnership approach

Opportunity-driven mindset

High peer review ratings

Flexible fee structures

Services

Client Accounting (BOCA)

Back Office Accounting Administration designed to handle back office client accounting, providing planning, organizing, daily operations management, timely reporting, and advisory relationship services.

Flexible fee structures Cost-effective, quality audits Advanced scheduling Advisory relationship

LifeCycle Planning

Advisory service focused on understanding client life cycles, personal culture, and business objectives to ensure real estate ownership meets client needs.

Deep dive analysis Understanding of client thinking and feelings Opportunity driving

Real Estate Advisory

Comprehensive pathway to mitigate tax uncertainty and surprises, providing proactive tax situation monitoring and revenue opportunity identification.

Pro Forma based on client questions Periodic adjustments Elimination of April 15th surprises Revenue opportunity identification

401(k) Plan Audits

Specialized audits for employee benefit plans, including full and limited scope audits, defined contribution and benefit plans, health and welfare plans, and SEC filings.

High rating on peer reviews Over 70 years of experience Compliance with DOL, IRS, PBGC Flexible fee structures

TaxMap Planning

Comprehensive pathway to keep clients apprised of tax situations, mitigating uncertainty and surprises throughout the year.

Pro Forma based on client questions Periodic adjustments Revenue opportunity identification Elimination of April 15th surprises

Credentials & Certifications

High Peer Review Rating

Since Every three years

Over 70 Years of Experience

Since Founded

Reviews

Rating

★★★☆☆

Reviews

Frequently Asked Questions

What is SG&CPAS’ approach to client accounting? +

SG&CPAS’ BOCA service handles back office accounting, providing planning, organizing, daily operations management, timely reporting, and advisory relationship services to allow clients to focus on core business activities.

How does SG&CPAS’ LifeCycle Planning service benefit real estate clients? +

LifeCycle Planning involves deep dive analysis, understanding client life cycles and personal culture, and providing long-term advisory services including investment analysis, trust and estate issues, and tax ramifications to ensure real estate ownership aligns with client goals.

What distinguishes SG&CPAS’ 401(k) Plan Audits? +

SG&CPAS offers specialized audits for employee benefit plans with over 70 years of experience, high peer review ratings, compliance with DOL, IRS, and PBGC, and flexible fee structures, including full and limited scope audits for various plan types.

What is the purpose of SG&CPAS’ TaxMap Planning? +

TaxMap Planning provides a comprehensive pathway to keep clients apprised of their tax situations throughout the year, mitigating uncertainty and surprises, and identifying revenue opportunities through proactive monitoring and adjustment of tax projections.