Referred By:
Welcome to Kevin Weingarden, CPA
Boutique CPA Firm | Referral-Only | 175+ Years Combined Experience
We’re truly honored you were referred to us by Brodsky & Associates P.C., and we’re excited to continue the level of care and expertise you’ve come to expect from your trusted CPA.
Exceptional service
Honest, clear advice
Treating every client like family
Our onboarding process is easy and stress-free, and we offer a transparent flat fee — so there are no surprises.
Here’s what to do next:
1. Fill out our onboarding form below (please include your phone number).
2. Book a video or phone conference with us.
3. Check your email for confirmation — and don’t forget to check your spam folder, just in case
We share the same values — Integrity, Competency, and Confidentiality — as Brodsky & Associates P.C. .
Our team has over 175 years of combined experience. We strive to combine a stress-free experience and transparent flat-rate pricing, with a commitment to personalized service at a reasonable rate.
We are a boutique CPA firm that accepts clients on a referral-only basis. We deliver big-firm expertise with a small-firm touch.
SERVICES
Individual/Business tax preparation
Full-service tax filing for individuals, LLCs, S Corps, and C Corps. Done with precision and timeliness.
Consulting
Proactive tax planning and financial strategy sessions to help you grow and stay compliant.
Bookkeeping / Fractional CFO
Monthly reconciliations, cash flow forecasting, and insights from your numbers.
Bookkeeping / Fractional CFO
Monthly reconciliations, cash flow forecasting, and insights from your numbers.
Free Audit Protection & Identity Restoration
Peace of mind is included — at no extra cost.
Fast 24-Hour Response Time
We always aim to get back to you within 1 business day — no ghosting.
Encrypted Client Portal
Easily and securely upload tax documents anytime via our online portal.
Referral-Only Client Experience
We work exclusively with referred clients to deliver focused, high-touch service tailored to your needs.
Tailored Services for High-Net-Worth Clients
We work hand-in-hand with clients who require thoughtful planning, complex tax strategies, and coordination with financial advisors.
Our team brings clarity, precision, and discretion to every client relationship.
Wealth Advisor Coordination
We collaborate directly with your financial
planner to ensure seamless, tax-efficient strategies.
Roth & Backdoor IRA Strategy
Specialized expertise in Roth conversions and
Back Door Roth IRAs — executed with accuracy.
Year-End Tax Planning
November/December consultations for
proactive, high-impact tax positioning (nominal fee applies).