Our Firm

Samuel Goldstein & Company is a boutique, multi-generational CPA and advisory firm.
We provide traditional values, and apply contemporary thinking to our client’s business. Our process is straightforward and direct. We do not believe in telling you what you want to hear. We tell you what you need to hear, and present realistic financial and operational facts.

Sometimes we challenge clients to address difficult or uncomfortable areas.
That’s our job, and how true value emerges from your CPA firm relationship. If you are not getting that type of support today, then you should be looking to find a firm that will provide this for you. We would like that to be us.

Our focus is to help clients concentrate on what’s important to them.
We tell them we do tax returns for the government, financial statements for the banks, and the advisory work for you. Our goal is to add value, which is defined as the end result experienced by our client that answers their needs beyond traditional compliance requirements. We use a "wellness" approach to identify the areas that are critical to you.

We are a forward thinking firm.
Our approach is to provide solutions that make you sleep better at night, reduce risk and minimize stress. By collectively working together we identify your “hot points”, and develop a plan to help improve your bottom line.

Getting to know you is the first step.
Then we develop a practical plan that we implement and monitor with you. Along the way adjustments are usually required as the economy, your industry, or personal life changes, but having a plan and following it will put you ahead of most of your peers.

During our seventy plus years, we have seen what has made clients more successful.
Sometimes success is being in the right place at the right time. Most of the time success comes from a solid business plan, guidance, and hard work. We are our client’s economic consultant, confidant, and most trusted advisor providing independent, unbiased opinions.