Stuart Goldstein, CPA
About Mr. Goldstein
He is the Managing Partner of Samuel Goldstein & Co. Stuart has 30 plus years of experience as a certified public accountant and trusted advisor. His firm was initially started by his father, Samuel Goldstein, over 70 years ago. Stuart is well-versed in accounting, audit and tax regulations and procedures with a key concentration on acting as the trusted advisor for his clients.
Stuart has a diverse set of clients ranging from emerging enterprises to large corporations. He provides hands on, complete tax, accounting and reporting services for closely held and family run businesses. He also provides support for larger companies conducting benefit plan audits or other unique service requests that complement the efforts of their audit or tax firm. Mr. Goldstein is deeply involved with his clients and becomes the person they rely on to discuss long-term strategies, immediate opportunities and obstacles. He is their independent and objective advisor.
His firm has experience in employee benefit plan audits, auto dealerships and high net worth individual’s tax planning and reporting. A few key elements of his support infrastructure include; the firm’s Entrepreneurial Support Program (ESP), Managed Accounting/BOSS, a back office support service that enables him to take complete responsibility for the accounting and some administration functions for a business, or to manage the company’s in-house accounting; and the Trusted Advisor role that provides goal setting, benchmarking and dashboards to help executives manage their operations.
Education & Affiliations
Mr. Goldstein has a Bachelor of Science degree in Accounting from Babson College. He is a member of the American Institute of Certified Public Accountants; the New York Society of Certified Public Accountants; AICPA Employee Benefit Plan Audit Quality Center; and the International Foundation of Employee Benefits. Stuart is a member of the CPA Connect group, which is part of CPA America International. He is also on the Board of Directors of several not-for-profit agencies and has done pro bono work for various foundations.