Minimizing taxes is a common goal for every individual. To achieve this goal you need tax professionals who have the training, knowledge and experience to understand how to find and plan tax-saving opportunities. George, Goldstein & Co. understands achievable tax advantages come from sound planning and proper integration into your strategy. Our individual, family, small business, corporate, federal, state and local tax specialists work as a team to help you with tax planning. While thinking beyond the numbers, we can provide cost-effective advice, advocacy and compliance services to help meet your tax obligations and reduce the risk of an expensive tax audit.

Yearly Taxes
Take the pain and stress out of your yearly personal/business tax return preparation and call us today.

• Federal, State & Local
• Tax Return Preparation
• Multi-State Compliance
• Expatriate Tax Issues

Family Tax Planning
Looking for information on keeping your family and assets protected through personal tax planning and retirement planning?

• Personal Tax Planning
• Retirement Planning
• Gift, Estate & Inheritance

IRS Dispute Resolution
Never again will you need to worry about tax audit representation or offers in compromise.

• Tax Audit Representation
• Interest & Penalty Abatements
• Payment Agreements
• Offers in Compromise

Small and large businesses know just how hard it can be to keep their own books, but there is a full range of accounting services available to help you meet your goals. If you do not have an in-house accounting staff, we will partner closely with you as if we worked within your offices. If you already do have an accounting staff, we will provide best-in-class service, support, and advice to ensure that your business needs are being met.

Financial Statements
Keep your balance sheets and statement of cash flow streamlined and organized for a stronger return on investments.

• General Ledgers
• Monthly, Quarterly & Annual Financial Statement Compilations and Reviews
• Balance Sheets
• P&L – Income Statement
• Statement of Cash Flows

Financial Reporting
Learn the financial trends of your business to align your company with sound financial activities to keep you thriving.

• Fixed Asset Schedules
• A/R – Accounts Receivable
• A/P – Accounts Payable
• Sales Analysis
• Lease & Loan Schedules

Payroll Services
Our services have been designed to help you reduce your overall payroll costs, eliminate costly tax penalties, and meet state tax regulations

• Payroll Calculations
• Expense Processing
• Commission Calculations
• Tax Compliance Processing

Supervisory Services
Ensure your programs and practices are working efficiently.

• QuickBooks Oversight
• Journal Entry Review
• General Ledger Review