PHIL LEIB, CPA · White Plains NY Tax Preparation, Auditing, Estate Planning, Financial Advisor and more · Accounting firm Westchester NY ·· Services

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Smart Stops

 

Your Guide for Growth and Financial Security®

Services to fit every need


As a White Plains CPA firm my traditional services include:


     •  Accounting
     •  Tax return preparation / help
        ... including Estate, trust, fiduciary and gift taxes
     •  Personal Financial Planning services (PFP)
        ... Estate,  Retirement and Elder Care financial planning
     •  Financial advisory
     •  Bookkeeping out sourced service
     •  Financial statements - compiled, reviewed, certified, projected and proforma
     •  Audits - financial and operational
     •  Business and strategic plans
     •  Forensic valuation


Other professional services include:

     •  Wealth investment risk management
     •  Insurance review
     •  Business acquisitions, sales and mergers, including due diligence and investigation
     •  Assistance to counsel in legal matters
     •  Public testimony
     •  Loan applications
     •  Computer modeling
     •  Internal control services
     •  Software and computer installation and support
     •  Temporary or part-time Chief Financial Officer (CFO) or Controller services

 

Additionally, I bring over 35 years of Industry Smart Expertise to my White Plains accounting and tax firm.


Some Examples:
  • Advertising
  • Construction
  • Entertainment
  • High net worth individuals / families
  • Hospitality
  • Internet commerce
  • Manufacturing
  • Medical / Healthcare



  • Non-Profit
  • Publishing
  • Professional services
  • Real estate
  • Restaurants
  • Retailers
  • Service, trade contracting
  • Wholesalers


A White Plains NY (Westchester County, NY) CPA firm.


White Plains tax preparer, tax preparation
e-file tax preparer

Phil Leib, CPA
Certified Public Accountant
117 Hillair Circle
White Plains, NY 10605
             —————
Telephone (914) 948-4811
Fax            (914) 948-6062
E-mail leib999@optonline.net


Certified Public Accountants White Plains
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Accounting, Advisory Services, Auditing, Tax Preparation, Bookkeeping, Personal Financial Planning, Retirement, Investment Risk Management, Forensic Valuation, QuickBooks

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