Put Our Expertise To Work For You

Our focus is on providing exceptional service. Although we continue to dedicate substantial time to our clients core accounting and tax needs, our services range far beyond the borders of these traditional services. Nearly all organizations and their executives have financial and technological issues and concerns. We maintain the expertise to address all such needs.

Services

Accounting
Lichtenstein, Briefman & Glass, CPAs offers a full-range of accounting services for our clients:

Tax and Financial Services for Businesses and Individuals
Lichtenstein, Briefman & Glass, CPAs offers a full range of services to business owners, executives and other high-income individuals.

Business Services
We help businesses achieve their financial goals by providing a wide range of services including:

Start-up consultation
Sales, acquisition, and merger analysis
Business valuation
Tax planning and advocacy
Executive compensation

Technology Services
Today’s new computer technology has created significant changes in the way businesses maintain their internal accounting records. Unfortunately, without proper installation and training on Accounting Software such as Quickbooks, the tool projected to increase efficiency and accuracy is quite often more troublesome and costly than intended. Here at Lichtenstein, Briefman & Glass, CPAs we have multiple Certified Quickbooks Pro Advisors on staff to help you from purchasing the right software for your industry, setup of your accounting records, to the software training. We are also skilled at troubleshooting your Quickbooks Software if you ever have an issue.



Individual Services
A vibrant economy has created significant wealth in our country. Unfortunately, without proper planning a sizeable net worth can be depleted by taxes and poor investment management.
Moreover, younger individuals must make certain that their heirs are protected from an untimely death or disability. We educate our clients about these issues and structure a comprehensive financial plan covering the following:

Income tax planning
Retirement planning
Insurance planning
Estate planning


Our work does not end after the plan is recommended; we work closely with individuals in the implementation and record maintenance of the comprehensive financial plan.

 

Lichtenstein, Briefman & Glass, CPAs
2501 South Tamiami Trail
Sarasota, FL 34239
Telephone (941) 366-3737