Basic Information
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Company
BERI CPA TAX & CONSULTING SERVICES LLC -
Mobile phone
516-498-7054 -
Email
TAXCPA6789@YAHOO.COM -
Describe How You Would Like To Be Introduced Via Email
CPA Specializing in individual, business, state and local, and international income taxes along with entity formation, tax consulting, tax planning and providing bookkeeping services. -
What is your "why"? Why do you do what you do?
I have always enjoyed helping people save their hard-earned money on taxes and provide strategies to reduce the burden in the future. -
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
How is your current CPA treating you in terms of providing you with tax strategies?
Do you value long term tax strategies or just getting your return done at the least cost?
How important is a long-term trusting relationship with your CPA to you? -
Unique Selling Proposition
CPA that is easy to relate to that will care about your finances as well as to meet your long-term financial goals. -
About me
I am a licensed CPA in both NYS and Texas. I currently own 2 accounting/CPA firms in the Katy and Houston areas. I provide bookkeeping services, tax consulting, tax planning, individual and business tax preparation along with entity formation work for clients all over the United States. I also specialize in state and local taxes which allows me cross state borders for potential tax work.
I have a wife and three children, and we moved about 4 years ago from NYS to Katy, TX which is where we currently live. -
Profession
CPA -
Title
Managing Partner -
Hobbies and interest
I love watching baseball, football, tennis and most sports. I am a native New Yorker so like the NY professional sports teams such as the Mets, Knicks, Giants and Rangers.
I also like taking my kids to fun events such as water parks and other recreational activities for their enjoyment. -
Website
www.bericpa.com
Contact Information
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City / Town
Katy -
State
TX -
Zip
77492 -
Country
United States -
Special offers to the group
I offer quality services at reasonable market prices. -
Facebook Business Page URL
https://www.facebook.com/BeriCPA
Education
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College / University
CUNY Baruch - MBA in Accounting -
Graduation Year
2016