Forman, Itzkowitz, Berenson & LaGreca, P.C.
At Forman, Itzkowitz, Berenson & LaGreca, we pride ourselves on being not only good technicians but also astute professionals for our clients. Our CPAs are well-versed in the principles of accounting as well as being knowledgeable advisors when it comes to business planning, real estate and financial issues.
We consider a client's financial statements and tax returns as a starting point from which to follow through with practical suggestions and advice as well as money-saving strategies. We look at the big picture, realizing that textbook answers often don't fit real-world situations. We combine our knowledge, skill, and experience to develop a well-planned, comprehensive business strategy.
As the list of services below is by no means all-inclusive, please feel free to inquire about a service if you do not see it listed. If it is not one we provide, we would be more than happy to refer you to a qualified professional.
- Audits, Reviews and Compilations
- Tax Planning & Preparation
- Estate & Trust Tax Preparation
- IRS Representation
- Financial Planning
- Investment Review
- Estate Planning
- Retirement Planning
- Business Succession Planning
- Business Consulting
- Family Business Consulting
- Consulting Services
- Financial Forecasts & Projections
- Cash Flow & Budgeting Analysis
- Buying & Selling a Business