A CERTIFIED PUBLIC ACCOUNTING FIRM
EPSTEIN & ASSOCIATES
Personalized Service, effective solutions and measurable results.
Specializing in Small & Large Businesses, Private Clients & Fraud Examination across the Palm Beach and Fort Lauderdale area.
CONTACT US NOW
(561)-603-5180
OUR VISION
DAVID EPSTEIN
CPA & CFE
Epstein & Associates, LLC is a full service certified public accounting firm based in Boca Raton, Florida providing the superior accounting, tax, and consulting services to individuals and small-medium size businesses. We are proud to offer our clients the depth of experience, expertise, and innovation necessary to effectively grow their businesses’ and navigate complex challenging issues while maintaining our client relationship-based philosophy and a commitment to excellence.
Our mission is to create value and efficiencies for our clients by providing a high-level professional service with a continuous focus on our clients’ individual goals. We accomplish this by taking a proactive approach, prioritizing our clients’ needs, and exceeding their expectations in an honest and appropriate manner.
Our relationship-based philosophy is the core principal of Epstein & Associates, LLC that differentiates our accounting firm from so many others in the market. We gladly take the time to learn about your needs and business goals by having in depth consultations and frequent conversations with our clients. While we recognize the need to keep a focus on the future and growth, we also take the time to learn about your past and often can analyze prior years of activity for missed opportunities/savings that we may still be able to recapture for you. Allow us to be more than a provider of a professional service but a trusted partner whose goal is your success.
SERVICES
ACCOUNTING &
BOOKKEEPING
When it comes to your business, it is essential to think strategically, focus on the big picture, and most importantly maximize your time and effort. I have learned in my many years of experience of working with business owners that this combination is the key to success
QUICKBOOKS PRO
QuickBooks is the ideal business accounting software for small to mid-sized business owners. At Epstein & Associates we hold the designation of QuickBooks Pro awarded by Intuit the creator of the QuickBooks software, and have many years of experience using a variety of QuickBooks products and platforms.
TAX PREPARATION & PLANNING
At Epstein & Associates, CPA, P.A., we believe in helping taxpayers keep more money in their pockets. We genuinely care about every client, and we understand that when it comes to your taxes, the goal is to reduce that liability as far as possible in an ethical, honest, and accurate way.
IRS ISSUES
Few things in life are as stressful and time consuming as dealing with the IRS. Whether it is for an audit, notice of deficiency, or proposed changes, communicating with the IRS is a both a burden and a challenge. Our team of experienced tax professionals will make sure that your audit runs smoothly and avoids interruption of your business or personal life.
STARTING A BUSINESS & ENTITY SELECTION
Working from practical knowledge and experience, we are available to help you create a plan to grow and maintain your business. Our success is synonymous with your success, and we will guide you to avoid common pitfalls made by business owners when starting new ventures.
FRAUD INVESTIGATION & FORENSIC SERVICES
If you suspect there is fraudulent activity occurring or would simply like the peace of mind that your business is not falling victim to fraud, we can help. Additionally, we can help you develop secure procedures and strengthen internal controls that will help deter future frauds from occurring and safeguard your business.
UNCLAIMED PROPERTY RECOVERY
Working from practical knowledge and experience, we are available to help you create a plan to grow and maintain your business. Our success is synonymous with your success, and we will guide you to avoid common pitfalls made by business owners when starting new ventures.
RETIREMENT PLANNING
It is never too early to start planning for your retirement. At Epstein and Associates, we work with the top professionals in the financial planning industry to make sure that you are where you need to be when it comes to retirement.
LICENSES, DESIGNATIONS & CERTIFICATIONS
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Certified Public Account – Licensed in Florida
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Certified Fraud Examiner
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QuickBooks Pro
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State of Florida - Unclaimed Property Representative
PROFESSIONAL MEMBERSHIPS
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AICPA Member- American Institute of Certified Public Accountants
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FICPA Member - Florida Institute of Certified Public Accountants
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ACFE Member - Association of Certified Fraud Examiners
CONTACT
EPSTEIN & ASSOCIATES
OUR ADDRESS
Please contact us for a free consultation as I would be more than happy to learn more about your financial needs, ideas, and your business. We never charge for consultations.
Email: epsteincpa561@gmail.com
Tel: (561) 603 5180
For any general inquiries, please fill in the following contact form:
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