Our Mission at Berkowitz & Associates, CPA's is to offer you a variety of quality services to Corporations, Partnerships, LLC's, Estates, Trusts and Individuals delivered in a professional, timely and cost effective manner. Our experienced CPAs can be a valuable resource in the preparation of all required filings for not-for-profit organizations, including those requirements under the 501(c)3 of the Internal Revenue Code.

Tax Strategies & Tips

Tax planning is a year-round event if you want to minimize your business’s tax bill. Whether it’s surviving an audit, capitalizing on business deductions, or finding tax-friendly ways to run your business, this Inc.com guide can help reduce your tax obligations and make paying taxes less anxiety provoking. CPA’s are licensed to provide these services to the public. Requirements for receiving a CPA license vary from state to state, although the passage of the Uniform Certified Public Accountant Examination is required by all states.

Financial Planning

A financial planner or personal financial planner is a practicing professional who helps people deal with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).

Financial Calculators

Check out our Financial Calculators page.  This page is chock full of information.  Financial calculators of many different kinds ready for you to use.  Please use them freely.  Our financial calculators let our clients model their financial what if’s taking into account a modelling of their current financial picture.  They are also great tools in order to look at what you need to do to accomplish the financial goals that you set for yourself in the upcoming year.”